BMN vs IBMR

BlackRock 2037 Municipal Target Term Trust against iShares iBonds Dec 2029 Term Muni Bond ETF: cost, size, returns, what they hold and how much of it is the same.

Fee gap
—
same fee
1-year return gap
8.7 pts
IBMR is ahead
Larger fund
IBMR
$509M

Side by side

BMNIBMR
FundBlackRock 2037 Municipal Target Term TrustiShares iBonds Dec 2029 Term Muni Bond ETF
IssueriSharesiShares
CategoryTarget Maturity MuniTarget Maturity Muni
Expense ratio—0.10%
Assets—$509M
Average daily dollar volume$933K$3.9M
ListedOct 27, 2022May 9, 2023
FrenzyCap score—76
1-month return−7.0%+0.2%
3-month return−11.4%−0.8%
Year to date−14.7%−1.8%
1-year return−10.6%−1.9%
30-day volatility30.4%2.9%
Worst drawdown, 1 year−21.7%−4.3%
Trailing 12-month yield—2.56%
Holdings—2,007
Top 10 weight—4.2%
Look-through P/E——
Holdings vs fair value——
Holdings above 200-day average——
Net flow, latest 3 reported months—+$30M thru Jul 2026
30-day implied volatility——
Holdings as ofas of Oct 20, 2026issuer data

Returns are price returns and exclude distributions. Flows are each fund's own latest reported months and may not cover the same period.

More: full overlap table · BMN holdings · IBMR holdings

Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.