IBMR vs. PLTG
IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF) and PLTG (Leverage Shares 2X Long PLTR Daily 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 PLTG is a Leveraged Equities fund actively managed by Leverage Shares. IBMR is passively managed, while PLTG is actively managed. Over the past year, IBMR returned 1.72% vs -56.76% for PLTG. Their -0.05 correlation means they have often moved in opposite directions in the past. IBMR charges 0.18%/yr vs 0.75%/yr for PLTG.
Performance
IBMR vs. PLTG - 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 PLTG's -61.48% 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%
PLTG
- 1D
- 4.24%
- 1M
- -7.86%
- 6M
- -43.31%
- YTD
- -61.48%
- 1Y
- -56.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- -18.31%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30M | $1.37M | $1.46M | |
| $3.30M | $3.49M | $4.80M |
IBMR vs. PLTG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 0.49% | 4.50% |
PLTG Leverage Shares 2X Long PLTR Daily ETF | -61.48% | 100.70% |
Correlation
The correlation between IBMR and PLTG is -0.03, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.03 |
Correlation (All Time) Calculated using the full available price history since Apr 25, 2025 | -0.05 |
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Return for Risk
IBMR vs. PLTG — Risk / Return Rank
IBMR
PLTG
IBMR vs. PLTG - 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 Leverage Shares 2X Long PLTR Daily ETF (PLTG). 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 | PLTG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.61 | ||
| Sortino ratioReturn per unit of downside risk | +1.85 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.96 | +0.25 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.71 | +1.82 |
| Martin ratioReturn relative to average drawdown | 2.67 | -1.15 | +3.82 |
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Drawdowns
IBMR vs. PLTG - Drawdown Comparison
The maximum IBMR drawdown since its inception was -4.83%, smaller than the maximum PLTG drawdown of -80.11%. Use the drawdown chart below to compare losses from any high point for IBMR and PLTG.
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Drawdown Indicators
| IBMR | PLTG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.83% | -80.11% | +75.28% |
Max Drawdown (1Y)Largest decline over 1 year | -1.55% | -80.11% | +78.56% |
Max Drawdown (3Y)Largest decline over 3 years | -3.63% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -73.82% | +72.92% |
Average DrawdownAverage peak-to-trough decline | -1.00% | -35.63% | +34.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 49.50% | -48.86% |
Volatility
IBMR vs. PLTG - Volatility Comparison
The current volatility for iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) is 0.43%, while Leverage Shares 2X Long PLTR Daily ETF (PLTG) has a volatility of 27.10%. This indicates that IBMR experiences smaller price fluctuations and is considered to be less risky than PLTG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBMR | PLTG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 27.10% | -26.67% |
Volatility (6M)Calculated over the trailing 6-month period | 1.10% | 82.01% | -80.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 104.86% | -103.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.00% | 105.78% | -102.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.00% | 105.78% | -102.78% |
IBMR vs. PLTG - Expense Ratio Comparison
IBMR has a 0.18% expense ratio, which is lower than PLTG's 0.75% expense ratio.
Dividends
IBMR vs. PLTG - Dividend Comparison
IBMR's dividend yield for the trailing twelve months is around 2.54%, less than PLTG's 47.09% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 2.54% | 2.55% | 2.53% | 1.27% |
PLTG Leverage Shares 2X Long PLTR Daily ETF | 47.09% | 18.14% | 0.00% | 0.00% |
Frequently Asked Questions
IBMR and PLTG have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTG has higher volatility (27.10%) compared to IBMR (0.43%). In terms of maximum drawdown, IBMR dropped -4.83% vs PLTG's -80.11%.
On 1-year performance, IBMR leads with 1.72% vs -56.76% for PLTG. On fees, IBMR is cheaper at 0.18% per year. On volatility, IBMR has been the lower-risk option at 0.43%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, IBMR has performed better with a 1.72% return vs -56.76%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
IBMR is cheaper with a 0.18% expense ratio, compared with 0.75% for PLTG.
PLTG has the higher dividend yield at 47.09%, compared with 2.54% for IBMR.
IBMR is categorized as Municipal Bonds, while PLTG is Leveraged Equities. They also come from different issuers: iShares and Leverage Shares. Their fees differ too: 0.18% for IBMR and 0.75% for PLTG.
IBMR currently has the higher Sharpe Ratio (1.07 vs -0.54), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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