IBMT vs SUB

AIBMT

BSUB

Measures won0–4SUB wins · of 6 · 5Y

$10,000 · 5Y$10,811SUB · AGG $9,806

Lowest cost0.03%AGG · $3 on $10k

Most income4.18%AGG · $418 on $10k

Smallest drop−1.9%SUB · worst fall in 1Y

Held in common[…]IBMT and SUB

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF · $217MiShares Short-Term National Muni Bond ETF · $13.3B

[…]3 years · per year[…] · $10,928+3.0%

[…]5 years · per year[…] · $10,811+1.6%

0.10%Expense ratio$10 · $7 on $10k · lower wins0.07%

2.42%12-mo yield$242 · $258 on $10k2.58%

Cards for this view

IBMT

iShares Trust - iShares iBonds Dec 2031 Term Muni Bond

[…]

SUB

iShares Short-Term National Muni Bond

$10,811

MeasureIBMTSUB

Fee0.10%0.07%

Cost on $10k a year$10$7

Yield2.42%2.58%

5 years, per year[…]+1.6%

3 years, per year[…]+3.0%

Worst drop · 1Y−5.9%−1.9%

Volatility · 1Y3.2%1.4%

#
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	−0.3%	+1.1%	+1.7%	+3.0%	+1.6%	−1.9%	$13.3B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
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

#
1	BSUB	iShares Short-Term National Muni Bond ETFRead Desk	0.07%	2.58%	−0.3%	+1.1%	+1.7%	+3.0%	+1.6%	−1.9%	$13.3B
2	AGG	iShares Core U.S. Aggregate Bond ETFRead Desk	0.03%	4.18%	−0.6%	−1.4%	−1.3%	+4.3%	−0.4%	−4.6%	$137.2B
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

Loading…