IBMT vs SPYM

AIBMT

BSPYM

Measures won3–1IBMT wins · of 6 · 5Y

$10,000 · 5Y$17,408SPYM · IVV $17,398

Lowest cost0.02%SPYM · $2 on $10k

Most income2.42%IBMT · $242 on $10k

Smallest drop−5.9%IBMT · worst fall in 1Y

Held in common[…]IBMT and SPYM

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF · $217MState Street SPDR Portfolio S&P 500 ETF · $186B

[…]3 years · per year[…] · $18,024+21.7%

[…]5 years · per year[…] · $17,408+11.7%

0.10%Expense ratio$10 · $2 on $10k · lower wins0.02%

2.42%12-mo yield$242 · $102 on $10k1.02%

Cards for this view

IBMT

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond

[…]

SPYM

SPDR Portfolio S&P 500

$17,408

MeasureIBMTSPYM

Fee0.10%0.02%

Cost on $10k a year$10$2

Yield2.42%1.02%

5 years, per year[…]+11.7%

3 years, per year[…]+21.7%

Worst drop · 1Y−5.9%−8.9%

Volatility · 1Y3.2%

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	AIBMT	iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETFRead Desk	0.10%	2.42%	−0.4%	−0.1%	+0.3%	new	new	−5.9%	$217M

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1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk	0.02%	1.02%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$186.1B
2	IVV	iShares Core S&P 500 ETFRead Desk	0.03%	1.10%	−0.3%	+12.0%	+12.2%	+21.7%	+11.7%	−8.9%	$879.1B
3	AIBMT	iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETFRead Desk	0.10%	2.42%	−0.4%	−0.1%	+0.3%	new	new	−5.9%	$217M

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