IBMR vs. PLTY
IBMR (iShares iBonds Dec 2029 Term Muni Bond ETF) and PLTY (YieldMax PLTR Option Income Strategy 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 PLTY is a Derivative Income fund actively managed by YieldMax. IBMR is passively managed, while PLTY is actively managed. Over the past year, IBMR returned 1.72% vs -15.35% for PLTY. Their -0.04 correlation means they have often moved in opposite directions in the past. IBMR charges 0.18%/yr vs 0.99%/yr for PLTY.
Performance
IBMR vs. PLTY - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, IBMR achieves a 0.49% return, which is significantly higher than PLTY's -21.97% 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%
PLTY
- 1D
- 1.34%
- 1M
- -1.53%
- 6M
- -7.13%
- YTD
- -21.97%
- 1Y
- -15.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 51.13%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.30M | $1.37M | $1.46M | |
| $4.73M | $4.00M | $5.86M |
IBMR vs. PLTY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 0.49% | 4.45% | -0.79% |
PLTY YieldMax PLTR Option Income Strategy ETF | -21.97% | 78.06% | 52.50% |
Correlation
The correlation between IBMR and PLTY is -0.04, 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. | -0.04 |
Correlation (All Time) Calculated using the full available price history since Oct 8, 2024 | -0.04 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
IBMR vs. PLTY — Risk / Return Rank
IBMR
PLTY
IBMR vs. PLTY - 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 YieldMax PLTR Option Income Strategy ETF (PLTY). 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 | PLTY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.42 | ||
| Sortino ratioReturn per unit of downside risk | +1.70 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 0.97 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 1.11 | -0.37 | +1.48 |
| Martin ratioReturn relative to average drawdown | 2.67 | -0.70 | +3.38 |
Loading charts...
Drawdowns
IBMR vs. PLTY - Drawdown Comparison
The maximum IBMR drawdown since its inception was -4.83%, smaller than the maximum PLTY drawdown of -41.36%. Use the drawdown chart below to compare losses from any high point for IBMR and PLTY.
Loading charts...
Drawdown Indicators
| IBMR | PLTY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -4.83% | -41.36% | +36.53% |
Max Drawdown (1Y)Largest decline over 1 year | -1.55% | -41.36% | +39.81% |
Max Drawdown (3Y)Largest decline over 3 years | -3.63% | — | — |
Current DrawdownCurrent decline from peak | -0.90% | -32.33% | +31.43% |
Average DrawdownAverage peak-to-trough decline | -1.00% | -14.45% | +13.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.64% | 21.87% | -21.23% |
Volatility
IBMR vs. PLTY - Volatility Comparison
The current volatility for iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) is 0.43%, while YieldMax PLTR Option Income Strategy ETF (PLTY) has a volatility of 11.17%. This indicates that IBMR experiences smaller price fluctuations and is considered to be less risky than PLTY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| IBMR | PLTY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.43% | 11.17% | -10.74% |
Volatility (6M)Calculated over the trailing 6-month period | 1.10% | 33.99% | -32.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.62% | 44.10% | -42.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 3.00% | 52.18% | -49.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.00% | 52.18% | -49.18% |
IBMR vs. PLTY - Expense Ratio Comparison
IBMR has a 0.18% expense ratio, which is lower than PLTY's 0.99% expense ratio.
Dividends
IBMR vs. PLTY - Dividend Comparison
IBMR's dividend yield for the trailing twelve months is around 2.54%, less than PLTY's 121.57% yield.
| Position | TTM | 2025 | 2024 | 2023 |
|---|---|---|---|---|
IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 2.54% | 2.55% | 2.53% | 1.27% |
PLTY YieldMax PLTR Option Income Strategy ETF | 121.57% | 112.44% | 7.85% | 0.00% |
Frequently Asked Questions
IBMR and PLTY have a correlation of -0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PLTY has higher volatility (11.17%) compared to IBMR (0.43%). In terms of maximum drawdown, IBMR dropped -4.83% vs PLTY's -41.36%.
On 1-year performance, IBMR leads with 1.72% vs -15.35% for PLTY. 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 -15.35%. 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 0.99% for PLTY.
PLTY has the higher dividend yield at 121.57%, compared with 2.54% for IBMR.
IBMR is categorized as Municipal Bonds, while PLTY is Derivative Income. They also come from different issuers: iShares and YieldMax. Their fees differ too: 0.18% for IBMR and 0.99% for PLTY.
IBMR currently has the higher Sharpe Ratio (1.07 vs -0.35), 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.
Find the right allocation for IBMR and PLTY
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer