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IBMP vs. AUSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBMP vs. AUSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) and Allspring Ultra Short Municipal ETF (AUSM). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IBMP achieves a 0.89% return, which is significantly lower than AUSM's 0.98% return.


IBMP

1D
0.00%
1M
0.21%
YTD
0.89%
6M
1.26%
1Y
3.04%
3Y*
2.97%
5Y*
0.59%
10Y*

AUSM

1D
-0.02%
1M
0.21%
YTD
0.98%
6M
1.34%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBMP vs. AUSM - Yearly Performance Comparison


Correlation

The correlation between IBMP and AUSM is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Jul 9, 2025

0.06

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Return for Risk

IBMP vs. AUSM — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IBMP
IBMP Risk / Return Rank: 8686
Overall Rank
IBMP Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
IBMP Sortino Ratio Rank: 9191
Sortino Ratio Rank
IBMP Omega Ratio Rank: 9191
Omega Ratio Rank
IBMP Calmar Ratio Rank: 8888
Calmar Ratio Rank
IBMP Martin Ratio Rank: 7575
Martin Ratio Rank

AUSM
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IBMP vs. AUSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Muni Bond ETF (IBMP) and Allspring Ultra Short Municipal ETF (AUSM). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


IBMPAUSMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.60

Calmar ratioReturn relative to maximum drawdown

5.14

Martin ratioReturn relative to average drawdown

14.24

IBMP vs. AUSM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBMPAUSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.83

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

0.38

3.98

-3.60

Drawdowns

IBMP vs. AUSM - Drawdown Comparison

The maximum IBMP drawdown since its inception was -15.24%, which is greater than AUSM's maximum drawdown of -0.42%. Use the drawdown chart below to compare losses from any high point for IBMP and AUSM.


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Drawdown Indicators


IBMPAUSMDifference

Max Drawdown

Largest peak-to-trough decline

-15.24%

-0.42%

-14.82%

Max Drawdown (1Y)

Largest decline over 1 year

-0.59%

Max Drawdown (3Y)

Largest decline over 3 years

-2.63%

Max Drawdown (5Y)

Largest decline over 5 years

-10.00%

Current Drawdown

Current decline from peak

-0.01%

-0.02%

+0.01%

Average Drawdown

Average peak-to-trough decline

-2.72%

-0.09%

-2.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.21%

Volatility

IBMP vs. AUSM - Volatility Comparison


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Volatility by Period


IBMPAUSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.27%

Volatility (6M)

Calculated over the trailing 6-month period

0.79%

Volatility (1Y)

Calculated over the trailing 1-year period

1.08%

0.73%

+0.35%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.56%

0.73%

+1.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.01%

0.73%

+4.28%

IBMP vs. AUSM - Expense Ratio Comparison

Both IBMP and AUSM have an expense ratio of 0.18%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

IBMP vs. AUSM - Dividend Comparison

IBMP's dividend yield for the trailing twelve months is around 2.50%, more than AUSM's 2.39% yield.


PositionTTM2025202420232022202120202019
AUSM
Allspring Ultra Short Municipal ETF
2.39%1.26%0.00%0.00%0.00%0.00%0.00%0.00%
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
2.50%2.47%2.35%2.05%1.26%0.86%1.16%1.06%

Frequently Asked Questions


IBMP and AUSM have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Both ETFs have the same 0.18% expense ratio. The better choice depends on whether you care most about return, fees, risk, or income.

IBMP and AUSM have the same expense ratio: 0.18% per year.

IBMP has the higher dividend yield at 2.50%, compared with 2.39% for AUSM.

They also come from different issuers: iShares and Allspring.

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