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IBMS vs. AUSM
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IBMS vs. AUSM - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) 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, IBMS achieves a 0.35% return, which is significantly lower than AUSM's 0.98% return.


IBMS

1D
0.02%
1M
0.30%
YTD
0.35%
6M
0.87%
1Y
4.50%
3Y*
5Y*
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)

IBMS vs. AUSM - Yearly Performance Comparison


Correlation

The correlation between IBMS and AUSM is 0.16, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.16

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Return for Risk

IBMS vs. AUSM — Risk / Return Rank

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

IBMS
IBMS Risk / Return Rank: 6060
Overall Rank
IBMS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
IBMS Sortino Ratio Rank: 7474
Sortino Ratio Rank
IBMS Omega Ratio Rank: 8282
Omega Ratio Rank
IBMS Calmar Ratio Rank: 4141
Calmar Ratio Rank
IBMS Martin Ratio Rank: 3636
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.

IBMS vs. AUSM - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2030 Term Muni Bond ETF (IBMS) 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.


IBMSAUSMDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.48

Calmar ratioReturn relative to maximum drawdown

2.00

Martin ratioReturn relative to average drawdown

5.41

IBMS vs. AUSM - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IBMSAUSMDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.23

Sharpe Ratio (All Time)

Calculated using the full available price history

1.42

3.98

-2.56

Drawdowns

IBMS vs. AUSM - Drawdown Comparison

The maximum IBMS drawdown since its inception was -3.01%, which is greater than AUSM's maximum drawdown of -0.42%. Use the drawdown chart below to compare losses from any high point for IBMS and AUSM.


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Drawdown Indicators


IBMSAUSMDifference

Max Drawdown

Largest peak-to-trough decline

-3.01%

-0.42%

-2.59%

Max Drawdown (1Y)

Largest decline over 1 year

-2.25%

Current Drawdown

Current decline from peak

-1.17%

-0.02%

-1.15%

Average Drawdown

Average peak-to-trough decline

-0.70%

-0.09%

-0.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.83%

Volatility

IBMS vs. AUSM - Volatility Comparison


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Volatility by Period


IBMSAUSMDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.59%

Volatility (6M)

Calculated over the trailing 6-month period

1.43%

Volatility (1Y)

Calculated over the trailing 1-year period

2.03%

0.73%

+1.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.07%

0.73%

+2.34%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.07%

0.73%

+2.34%

IBMS vs. AUSM - Expense Ratio Comparison

Both IBMS 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

IBMS vs. AUSM - Dividend Comparison

IBMS's dividend yield for the trailing twelve months is around 2.52%, more than AUSM's 2.39% yield.


PositionTTM20252024
AUSM
Allspring Ultra Short Municipal ETF
2.39%1.26%0.00%
IBMS
iShares iBonds Dec 2030 Term Muni Bond ETF
2.52%2.49%1.38%

Frequently Asked Questions


IBMS and AUSM have a correlation of 0.16, 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.

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

IBMS has the higher dividend yield at 2.52%, compared with 2.39% for AUSM.

They also come from different issuers: iShares and Allspring.

Portfolio Optimizer

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