IBMQ vs. VUSV
IBMQ (iShares iBonds Dec 2028 Term Muni Bond ETF) and VUSV (Vanguard Wellington U.S. Value Active ETF) are both exchange-traded funds - IBMQ is a Municipal Bonds fund tracking the S&P AMT-Free Municipal Series Callable-Adjusted Dec 2028 Index, while VUSV is a Large Cap Value Equities fund actively managed by Vanguard. IBMQ is passively managed, while VUSV is actively managed. Their 0.21 correlation means their historical movements had little consistent relationship. IBMQ charges 0.18%/yr vs 0.30%/yr for VUSV.
Performance
IBMQ vs. VUSV - Performance Comparison
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Returns By Period
In the year-to-date period, IBMQ achieves a 0.90% return, which is significantly lower than VUSV's 12.00% return.
IBMQ
- 1D
- 0.04%
- 1M
- -0.16%
- 6M
- 0.41%
- YTD
- 0.90%
- 1Y
- 2.02%
- 3Y*
- 2.88%
- 5Y*
- 0.35%
- 10Y*
- —
- ALL TIME*
- 1.95%
VUSV
- 1D
- 0.91%
- 1M
- 1.76%
- 6M
- 8.16%
- YTD
- 12.00%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.97M | $1.98M | $1.89M | |
| $776.50K | $906.43K | $757.88K |
IBMQ vs. VUSV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 0.90% | 0.66% |
VUSV Vanguard Wellington U.S. Value Active ETF | 12.00% | 5.62% |
Correlation
The correlation between IBMQ and VUSV is 0.21, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Nov 18, 2025 | 0.21 |
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Return for Risk
IBMQ vs. VUSV — Risk / Return Rank
IBMQ
VUSV
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBMQ vs. VUSV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Muni Bond ETF (IBMQ) and Vanguard Wellington U.S. Value Active ETF (VUSV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| IBMQ | VUSV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.39 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.09 | — | — |
| Martin ratioReturn relative to average drawdown | 5.46 | — | — |
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Drawdowns
IBMQ vs. VUSV - Drawdown Comparison
The maximum IBMQ drawdown since its inception was -15.85%, which is greater than VUSV's maximum drawdown of -7.06%. Use the drawdown chart below to compare losses from any high point for IBMQ and VUSV.
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Drawdown Indicators
| IBMQ | VUSV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.85% | -7.06% | -8.79% |
Max Drawdown (1Y)Largest decline over 1 year | -1.13% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -2.64% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -11.45% | — | — |
Current DrawdownCurrent decline from peak | -0.25% | 0.00% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -3.19% | -1.18% | -2.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.43% | — | — |
Volatility
IBMQ vs. VUSV - Volatility Comparison
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Volatility by Period
| IBMQ | VUSV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.37% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 0.88% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.22% | 11.69% | -10.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.94% | 11.69% | -8.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.49% | 11.69% | -6.20% |
IBMQ vs. VUSV - Expense Ratio Comparison
IBMQ has a 0.18% expense ratio, which is lower than VUSV's 0.30% expense ratio.
Dividends
IBMQ vs. VUSV - Dividend Comparison
IBMQ's dividend yield for the trailing twelve months is around 2.45%, more than VUSV's 0.18% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 2.24% | 2.43% | 2.33% | 1.93% | 1.25% | 1.05% | 1.24% | 1.03% |
VUSV Vanguard Wellington U.S. Value Active ETF | 0.18% | 0.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
IBMQ and VUSV have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBMQ is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBMQ is cheaper with a 0.18% expense ratio, compared with 0.30% for VUSV.
IBMQ has the higher dividend yield at 2.24%, compared with 0.18% for VUSV.
IBMQ is categorized as Municipal Bonds, while VUSV is Large Cap Value Equities. They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.18% for IBMQ and 0.30% for VUSV.
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