IBMO vs SPY

Quick Verdict

SPY has a lower expense ratio. SPY delivered stronger 1-year returns. SPY offers more diversification with 503 holdings.

Lower Fees: SPYHigher Returns: SPYMore Diversified: SPY

Side-by-Side Comparison

MetricIBMOSPYWinner
Expense Ratio0.18%0.09%
AUM$581M$789.1B
Dividend Yield2.39%1.01%
Holdings743505
YTD Return+0.06%+13.75%
1Y Return+0.79%+22.91%
3Y Return (annualized)+2.50%+21.67%
5Y Return (annualized)+0.30%+13.32%
Volatility (annualized)3.7%15.3%
Max Drawdown-14.8%-56.5%
Fund FamilyiShares by BlackRock (US)State Street Investment Management
CategoryFixed IncomeEquity
InceptionApr 2, 2019Jan 22, 1993

IBMO vs SPY Performance

Ishares Ibonds Dec 2026 Term Muni Bond ETF (IBMO) is a ETF from iShares by BlackRock (US) and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management. Over the past year IBMO returned +0.79% while SPY returned +22.91%. Year to date, IBMO is up 0.06% versus a gain of 13.75% for SPY.

Over three years, IBMO compounded at +2.50% per year against +21.67% for SPY; over five years the annualized figures are +0.30% and +13.32% respectively. Across the full 7-year window we track, SPY has the edge at +8.85% annualized vs +1.61%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

SPY has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 3.7% for IBMO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -14.8% for IBMO and -56.5% for SPY. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.46. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

IBMO charges 0.18% per year while SPY charges 0.09%. On a $10,000 position that is $18 vs $9 annually, a gap of $9 per year that compounds over a long holding period. On income, IBMO currently yields 2.39% against 1.01% for SPY.

Holdings Overlap

0.0%overlap

IBMO and SPY share 0 holdings out of 776 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, IBMO or SPY?

IBMO has an expense ratio of 0.18% while SPY charges 0.09%. SPY is the cheaper option. On a $10,000 investment, that is $9 per year of difference.

Which performed better, IBMO or SPY?

Over the past year IBMO returned +0.79% vs +22.91% for SPY, so SPY leads on 1-year performance. Over the longest common window we track (7 years), IBMO annualized +1.61% vs +8.85% for SPY. Past performance does not guarantee future results.

Which is riskier, IBMO or SPY?

SPY has been the more volatile fund at 15.3% annualized versus 3.7% for IBMO. Worst drawdown: IBMO -14.8% vs SPY -56.5%.

Should I hold both IBMO and SPY?

IBMO and SPY have a monthly-return correlation of 0.46, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between IBMO and SPY?

IBMO and SPY share 0 common holdings with a 0.0% weight overlap. Combined, they hold 776 unique securities.

Which pays a higher dividend, IBMO or SPY?

IBMO yields 2.39% while SPY yields 1.01%, so IBMO currently pays the higher dividend yield.

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