IBMR vs. NUGY
IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF) and NUGY (GraniteShares YieldBOOST Gold Miners ETF) are both exchange-traded funds - IBMR is a Municipal Bonds fund tracking the S&P AMT-Free Municipal Series Callable-Adjusted 2029 Index, while NUGY is a Derivative Income fund actively managed by GraniteShares. IBMR is passively managed, while NUGY is actively managed. Their 0.26 correlation means their historical movements had little consistent relationship. IBMR charges 0.18%/yr vs 1.07%/yr for NUGY.
Performance
IBMR vs. NUGY - Performance Comparison
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Returns By Period
In the year-to-date period, IBMR achieves a 0.49% return, which is significantly higher than NUGY's -5.08% return.
IBMR
- 1D
- 0.05%
- 1M
- -0.46%
- 6M
- -0.33%
- YTD
- 0.49%
- 1Y
- 1.72%
- 3Y*
- 3.25%
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 2.61%
NUGY
- 1D
- 0.58%
- 1M
- 0.28%
- 6M
- -10.74%
- YTD
- -5.08%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30M | $1.37M | $1.46M | |
| $124.51K | $106.55K | $235.53K |
IBMR vs. NUGY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 0.49% | 0.64% |
NUGY GraniteShares YieldBOOST Gold Miners ETF | -5.08% | 3.20% |
Correlation
The correlation between IBMR and NUGY is 0.26, 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 | 0.26 |
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Return for Risk
IBMR vs. NUGY — Risk / Return Rank
IBMR
NUGY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBMR vs. NUGY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) and GraniteShares YieldBOOST Gold Miners ETF (NUGY). 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.
| IBMR | NUGY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.20 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | — | — |
| Martin ratioReturn relative to average drawdown | 2.67 | — | — |
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Drawdowns
IBMR vs. NUGY - Drawdown Comparison
The maximum IBMR drawdown since its inception was -4.83%, smaller than the maximum NUGY drawdown of -19.63%. Use the drawdown chart below to compare losses from any high point for IBMR and NUGY.
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Drawdown Indicators
| IBMR | NUGY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.83% | -19.63% | +14.80% |
Max Drawdown (1Y)Largest decline over 1 year | -1.55% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -3.63% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -17.62% | +16.72% |
Average DrawdownAverage peak-to-trough decline | -1.00% | -9.72% | +8.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | — | — |
Volatility
IBMR vs. NUGY - Volatility Comparison
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Volatility by Period
| IBMR | NUGY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 1.10% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 24.51% | -22.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.00% | 24.51% | -21.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.00% | 24.51% | -21.51% |
IBMR vs. NUGY - Expense Ratio Comparison
IBMR has a 0.18% expense ratio, which is lower than NUGY's 1.07% expense ratio.
Dividends
IBMR vs. NUGY - Dividend Comparison
IBMR's dividend yield for the trailing twelve months is around 2.54%, less than NUGY's 93.92% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 2.54% | 2.55% | 2.53% | 1.27% |
NUGY GraniteShares YieldBOOST Gold Miners ETF | 93.92% | 12.18% | 0.00% | 0.00% |
Frequently Asked Questions
IBMR and NUGY have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, IBMR is cheaper at 0.18% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IBMR is cheaper with a 0.18% expense ratio, compared with 1.07% for NUGY.
NUGY has the higher dividend yield at 93.92%, compared with 2.54% for IBMR.
IBMR is categorized as Municipal Bonds, while NUGY is Derivative Income. They also come from different issuers: iShares and GraniteShares. Their fees differ too: 0.18% for IBMR and 1.07% for NUGY.
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