IBMR was created on 2023-05-09 by iShares. The fund's investment portfolio concentrates primarily on investment grade fixed income. IBMR tracks the investment results of an investment-grade U.S. municipal bonds index expected to mature or be redeemed before mid-December 2029.
SHYD was created on 2014-01-13 by VanEck. The fund's investment portfolio concentrates primarily on high yield fixed income. The ETF currently has 328.25m in AUM and 431 holdings. SHYD tracks a market value-weighted US bond index composed of high-yield municipal bonds with 1-12 years remaining in maturity.
Key Details
May 09, 2023
Jan 13, 2014
Fixed Income
Fixed Income
Investment Grade
High Yield
Information on this page is obtained from our data provider, Xignite, an unaffiliated third party. Double believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate. We also show information based on calculations performed by Double using data from our provider. Double believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
FMB | 66.73% | $1.90B | 0.65% | |
SUB | 66.40% | $9.80B | 0.07% | |
ITM | 65.77% | $1.86B | 0.18% | |
PZA | 65.72% | $2.83B | 0.28% | |
CMF | 65.06% | $3.57B | 0.08% | |
DFNM | 64.89% | $1.56B | 0.17% | |
FMHI | 64.85% | $752.22M | 0.7% | |
MLN | 64.37% | $525.99M | 0.24% | |
NYF | 64.23% | $887.92M | 0.25% | |
MMIT | 63.98% | $857.52M | 0.3% | |
TFI | 63.37% | $3.20B | 0.23% | |
HYMB | 62.91% | $2.56B | 0.35% | |
SHM | 62.09% | $3.40B | 0.2% | |
MINO | 61.92% | $314.23M | 0.39% | |
HYD | 61.54% | $3.29B | 0.32% | |
VTEB | 61.50% | $37.28B | 0.03% | |
SMMU | 60.56% | $874.35M | 0.35% | |
MUB | 59.64% | $38.25B | 0.05% | |
JMUB | 59.64% | $2.95B | 0.18% | |
FLMI | 59.08% | $711.54M | 0.3% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
ASX | <0.01% | $22.58B | -12.98% | 3.07% |
PAAS | 0.01% | $10.49B | +45.36% | 1.39% |
SE | -0.01% | $85.08B | +104.10% | 0.00% |
FRHC | 0.01% | $8.60B | +75.54% | 0.00% |
LSTR | 0.02% | $4.79B | -23.32% | 1.07% |
RARE | 0.02% | $3.53B | -0.19% | 0.00% |
SHAK | 0.02% | $5.17B | +41.45% | 0.00% |
PODD | -0.02% | $21.24B | +53.66% | 0.00% |
DK | -0.03% | $1.30B | -9.69% | 4.74% |
RNGR | 0.03% | $288.88M | +27.89% | 1.69% |
KLTR | 0.04% | $311.85M | +63.71% | 0.00% |
FN | 0.05% | $9.52B | +4.42% | 0.00% |
CRDO | -0.05% | $14.53B | +193.02% | 0.00% |
CDNA | -0.05% | $1.06B | +35.25% | 0.00% |
UNF | 0.06% | $3.27B | +19.98% | 0.75% |
LVO | -0.06% | $73.77M | -53.47% | 0.00% |
SHO | 0.07% | $1.73B | -13.86% | 4.10% |
HPE | -0.08% | $23.33B | -18.59% | 3.61% |
ALLO | -0.08% | $282.16M | -42.15% | 0.00% |
KYMR | -0.08% | $3.02B | +48.85% | 0.00% |
SeekingAlpha
Columbia Threadneedle Fixed Income Monitor: June 2025
SeekingAlpha
As we approach the midpoint of 2025, the bond market presents a complex landscape influenced by policy changes and evolving global macroeconomic conditions.
SeekingAlpha
International travel plays a key role in the stability of the municipal bond market. Read more here.
SeekingAlpha
SHYD - Perfectly Adequate, Just Not Good Enough I Think
SeekingAlpha
Policy uncertainty and mixed economic signals continue to upend financial markets, generating heightened volatility.
SeekingAlpha
Today we are positioned to capitalize on areas of the credit market, which should benefit from deregulation, such as banks and select investments in the energy industry.
IBMR - iShares iBonds Dec 2029 Term Muni Bond ETF and SHYD - VanEck Short High Yield Muni ETF have a 0 holding overlap. Which accounts for a 0.0% overlap.
Number of overlapping holdings
0
% of overlapping holdings
0%
Name | Weight in IBMR | Weight in SHYD |
---|---|---|
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
AGZD | -<0.01% | $111.91M | 0.23% | |
PIN | 0.05% | $229.96M | 0.78% | |
DBC | 0.09% | $1.28B | 0.87% | |
DEFI | 0.09% | $14.22M | 0.94% | |
QFLR | 0.12% | $298.05M | 0.89% | |
CTA | -0.13% | $1.09B | 0.76% | |
KMLM | 0.15% | $186.03M | 0.9% | |
CLOI | -0.19% | $1.04B | 0.4% | |
PDBC | -0.19% | $4.62B | 0.59% | |
IYG | -0.20% | $1.71B | 0.39% | |
KBE | -0.21% | $1.32B | 0.35% | |
XES | 0.37% | $159.80M | 0.35% | |
DBO | -0.38% | $235.74M | 0.77% | |
COMT | -0.55% | $644.30M | 0.48% | |
QDTE | 0.65% | $767.13M | 0.97% | |
BKCH | -0.70% | $157.79M | 0.5% | |
JBBB | -0.80% | $1.33B | 0.48% | |
GSG | 0.85% | $992.63M | 0.75% | |
CLIP | -0.85% | $1.51B | 0.07% | |
IVOL | 0.86% | $349.05M | 1.02% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
AMT | 46.96% | $100.87B | +11.78% | 3.09% |
SBAC | 45.22% | $24.53B | +19.42% | 1.84% |
PSA | 45.01% | $51.02B | -0.22% | 4.12% |
SAFE | 44.53% | $1.10B | -16.43% | 4.57% |
EXR | 42.43% | $31.08B | -8.06% | 4.39% |
NNN | 42.42% | $8.03B | +1.18% | 5.43% |
CUBE | 42.04% | $9.74B | -5.13% | 4.79% |
NGG | 40.58% | $69.62B | +25.70% | 4.31% |
FCPT | 40.10% | $2.74B | +11.97% | 5.11% |
ES | 40.00% | $22.92B | +7.59% | 4.68% |
GTY | 39.92% | $1.60B | +8.66% | 6.34% |
VICI | 39.62% | $34.16B | +15.01% | 6.62% |
BNL | 38.95% | $3.07B | +5.31% | 7.11% |
NEE | 38.27% | $147.34B | +1.60% | 3.02% |
PFSI | 38.19% | $4.89B | +2.14% | 1.26% |
CCI | 37.71% | $43.28B | +4.24% | 5.80% |
O | 37.32% | $52.00B | +8.44% | 5.53% |
NLY | 37.31% | $11.61B | -3.71% | 13.86% |
GLPI | 37.27% | $12.75B | +5.10% | 6.63% |
MFA | 37.21% | $970.07M | -13.70% | 14.88% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -49.39% | $460.68M | +2,996.21% | 0.00% |
STTK | -32.97% | $46.68M | -78.77% | 0.00% |
RYTM | -24.70% | $3.91B | +48.54% | 0.00% |
MVO | -19.67% | $68.54M | -35.50% | 20.88% |
AGL | -19.66% | $902.42M | -67.66% | 0.00% |
KOS | -16.77% | $1.04B | -58.82% | 0.00% |
RXST | -16.34% | $563.64M | -75.70% | 0.00% |
MFIN | -16.32% | - | - | 4.79% |
PCRX | -15.83% | $1.12B | -14.33% | 0.00% |
FATE | -15.67% | $138.71M | -64.52% | 0.00% |
RPAY | -15.07% | $410.42M | -57.17% | 0.00% |
LPG | -14.68% | $1.10B | -32.98% | 0.00% |
PRPH | -14.57% | $15.22M | -91.86% | 0.00% |
FMTO | -14.12% | $4.80K | -99.92% | 0.00% |
KRNT | -14.02% | $853.52M | +31.59% | 0.00% |
SMHI | -13.83% | $156.82M | -54.87% | 0.00% |
SPWH | -13.21% | $141.78M | +43.41% | 0.00% |
BKR | -12.48% | $38.62B | +21.28% | 2.26% |
LXRX | -12.42% | $270.75M | -57.40% | 0.00% |
LAB | -12.37% | $414.01M | -46.83% | 0.00% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
VTEB | 85.21% | $37.28B | 0.03% | |
MUB | 85.00% | $38.25B | 0.05% | |
CMF | 83.50% | $3.57B | 0.08% | |
MUNI | 83.38% | $1.99B | 0.35% | |
CGMU | 82.45% | $3.30B | 0.27% | |
TFI | 82.32% | $3.20B | 0.23% | |
FMB | 82.11% | $1.90B | 0.65% | |
JMUB | 81.70% | $2.95B | 0.18% | |
NYF | 81.27% | $887.92M | 0.25% | |
SUB | 81.12% | $9.80B | 0.07% | |
IBMS | 80.25% | $85.43M | 0.18% | |
HTAB | 79.56% | $410.72M | 0.39% | |
ITM | 79.55% | $1.86B | 0.18% | |
PZA | 79.45% | $2.83B | 0.28% | |
SCMB | 78.33% | $2.02B | 0.03% | |
MINO | 78.30% | $314.23M | 0.39% | |
MMIT | 77.97% | $857.52M | 0.3% | |
TAXF | 77.14% | $487.51M | 0.29% | |
MMIN | 75.94% | $478.33M | 0.3% | |
SHM | 75.52% | $3.40B | 0.2% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
USDU | -29.64% | $164.82M | 0.5% | |
UUP | -24.96% | $197.14M | 0.77% | |
ICLO | -15.73% | $316.26M | 0.19% | |
THTA | -12.39% | $35.34M | 0.49% | |
FLJH | -12.17% | $86.94M | 0.09% | |
DBJP | -12.07% | $387.57M | 0.45% | |
DXJ | -11.51% | $3.43B | 0.48% | |
HEWJ | -11.37% | $365.63M | 0.5% | |
KCCA | -9.41% | $99.99M | 0.87% | |
UGA | -9.26% | $78.76M | 0.97% | |
DBMF | -8.34% | $1.20B | 0.85% | |
LONZ | -8.33% | $734.72M | 0.63% | |
DBE | -5.98% | $54.06M | 0.77% | |
KBWB | -5.66% | $3.85B | 0.35% | |
KRBN | -5.48% | $164.42M | 0.85% | |
FTSL | -5.44% | $2.40B | 0.87% | |
OILK | -5.40% | $78.31M | 0.69% | |
USO | -4.88% | $1.15B | 0.6% | |
BNO | -4.55% | $101.62M | 1% | |
USL | -4.37% | $44.65M | 0.85% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
ICLO | -29.82% | $316.26M | 0.19% | |
THTA | -18.84% | $35.34M | 0.49% | |
USDU | -17.51% | $164.82M | 0.5% | |
CLOI | -15.34% | $1.04B | 0.4% | |
KMLM | -14.25% | $186.03M | 0.9% | |
IBHE | -13.67% | $558.04M | 0.35% | |
FTSL | -11.48% | $2.40B | 0.87% | |
UUP | -11.35% | $197.14M | 0.77% | |
FLTR | -10.93% | $2.43B | 0.14% | |
LONZ | -9.19% | $734.72M | 0.63% | |
FLJH | -9.15% | $86.94M | 0.09% | |
FLRN | -8.17% | $2.73B | 0.15% | |
DBJP | -7.60% | $387.57M | 0.45% | |
SMIN | -7.50% | $907.27M | 0.75% | |
HEWJ | -7.09% | $365.63M | 0.5% | |
INDA | -6.78% | $9.35B | 0.62% | |
DXJ | -6.48% | $3.43B | 0.48% | |
INDY | -5.92% | $698.53M | 0.89% | |
EPI | -5.91% | $3.30B | 0.85% | |
FLOT | -5.89% | $8.91B | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -37.17% | $460.68M | +2,996.21% | 0.00% |
FMTO | -21.60% | $4.80K | -99.92% | 0.00% |
MVO | -19.35% | $68.54M | -35.50% | 20.88% |
RYTM | -17.68% | $3.91B | +48.54% | 0.00% |
JPM | -17.55% | $761.36B | +39.07% | 1.83% |
FCNCA | -16.93% | $24.52B | +12.54% | 0.40% |
STTK | -16.48% | $46.68M | -78.77% | 0.00% |
AMR | -16.14% | $1.51B | -61.30% | 0.00% |
AGL | -16.07% | $902.42M | -67.66% | 0.00% |
NAT | -15.71% | $603.49M | -27.67% | 14.44% |
CNR | -15.28% | $3.94B | -22.96% | 0.94% |
ARLP | -13.52% | $3.36B | +9.10% | 10.68% |
BFH | -13.06% | $2.46B | +29.19% | 1.57% |
SANM | -13.00% | $4.81B | +33.21% | 0.00% |
GEO | -12.92% | $3.42B | +88.09% | 0.00% |
CYD | -12.73% | $814.52M | +139.89% | 1.75% |
WFC | -12.34% | $243.22B | +26.57% | 2.13% |
HCC | -12.15% | $2.47B | -27.85% | 0.67% |
CAMT | -12.07% | $3.42B | -37.13% | 0.00% |
ANET | -11.99% | $113.33B | +6.06% | 0.00% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
PFSI | 28.98% | $4.89B | +2.14% | 1.26% |
BCSF | 28.49% | $971.73M | -7.61% | 14.02% |
NMFC | 27.95% | - | - | 12.57% |
FDUS | 27.91% | - | - | 10.78% |
TRTX | 27.67% | $632.47M | -8.23% | 12.06% |
PFLT | 27.52% | - | - | 11.84% |
FAF | 27.40% | $5.95B | +8.77% | 3.73% |
PSA | 26.59% | $51.02B | -0.22% | 4.12% |
UMH | 26.37% | $1.42B | +8.77% | 5.15% |
AMT | 26.27% | $100.87B | +11.78% | 3.09% |
ARI | 26.13% | $1.36B | -2.87% | 11.18% |
NNN | 26.05% | $8.03B | +1.18% | 5.43% |
SUI | 25.37% | $16.08B | +12.13% | 2.97% |
CUBE | 25.18% | $9.74B | -5.13% | 4.79% |
CGBD | 24.89% | - | - | 11.43% |
COOP | 24.44% | $9.25B | +76.65% | 0.00% |
CWEN | 24.36% | $3.78B | +23.71% | 5.31% |
HR | 24.23% | $5.29B | -7.21% | 8.20% |
CWEN.A | 24.19% | $3.56B | +27.29% | 5.69% |
ORC | 24.14% | $752.04M | -16.67% | 20.40% |
Name | Correlation | AUM | Expense Ratio | |
---|---|---|---|---|
SNSR | -0.01% | $220.53M | 0.68% | |
FNCL | -0.12% | $2.21B | 0.084% | |
IYT | -0.14% | $637.49M | 0.39% | |
IYF | 0.19% | $3.37B | 0.39% | |
VFH | 0.20% | $11.96B | 0.09% | |
XLF | -0.20% | $48.02B | 0.09% | |
CONY | -0.23% | $1.18B | 1.22% | |
IEO | 0.23% | $504.66M | 0.4% | |
PTLC | 0.23% | $3.22B | 0.6% | |
AMDY | 0.27% | $153.58M | 1.23% | |
SPMO | 0.32% | $8.65B | 0.13% | |
RSPG | 0.33% | $446.43M | 0.4% | |
RSPT | 0.41% | $3.60B | 0.4% | |
TUR | 0.47% | $141.84M | 0.59% | |
PPA | -0.49% | $5.45B | 0.57% | |
BTAL | -0.51% | $291.48M | 1.43% | |
DAPP | 0.55% | $203.88M | 0.51% | |
CRPT | 0.55% | $127.33M | 0.85% | |
WTAI | 0.58% | $198.91M | 0.45% | |
JBBB | 0.58% | $1.33B | 0.48% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
RTX | -0.01% | $194.88B | +39.23% | 1.76% |
EMR | 0.01% | $72.37B | +18.38% | 1.63% |
SAIA | -0.02% | $6.94B | -42.63% | 0.00% |
PCOR | 0.03% | $9.90B | +4.89% | 0.00% |
RRR | -0.03% | $3.05B | -0.69% | 1.96% |
SPT | -0.03% | $1.17B | -40.18% | 0.00% |
OPRT | 0.04% | $307.09M | +148.23% | 0.00% |
NBIS | 0.04% | $11.51B | +155.12% | 0.00% |
PB | 0.07% | $6.45B | +15.16% | 3.39% |
IBN | -0.07% | $116.65B | +21.16% | 0.72% |
TXMD | -0.07% | $12.50M | -41.94% | 0.00% |
ALHC | 0.08% | $2.85B | +90.73% | 0.00% |
CMBT | 0.08% | $1.84B | -39.52% | 2.84% |
STEL | -0.09% | $1.37B | +23.38% | 2.05% |
XPRO | -0.10% | $1.11B | -55.94% | 0.00% |
TCBK | 0.10% | $1.27B | +4.39% | 3.36% |
MEG | -0.12% | $765.42M | -54.20% | 0.00% |
DDOG | 0.12% | $44.91B | +11.62% | 0.00% |
FIX | -0.13% | $17.60B | +52.52% | 0.30% |
TBPH | -0.13% | $531.01M | +25.24% | 0.00% |
iShares iBonds Dec 2029 Term Muni Bond ETF - IBMR is made up of 671 holdings. VanEck Short High Yield Muni ETF - SHYD is made up of 453 holdings.
Name | Weight |
---|---|
- | 0.74% |
- | 0.72% |
M MCSXXNT BLACKROCK LIQ MUNICASH CL INS MMF | 0.66% |
- | 0.60% |
- | 0.56% |
- | 0.46% |
- | 0.43% |
- | 0.38% |
- | 0.38% |
- | 0.38% |
- | 0.38% |
3 3BSCZT9NT BROWARD CNTY FLA SCH BRD CTFS - 5.0 2029-07-01 | 0.37% |
- | 0.37% |
- | 0.37% |
- | 0.36% |
- | 0.35% |
- | 0.34% |
- | 0.33% |
- | 0.33% |
- | 0.32% |
- | 0.32% |
- | 0.30% |
- | 0.29% |
- | 0.29% |
- | 0.28% |
- | 0.28% |
- | 0.27% |
- | 0.27% |
- | 0.26% |
- | 0.26% |
Name | Weight |
---|---|
- | 1.96% |
3 3BWBST5NT PUERTO RICO COMWLTH 5.75% | 1.30% |
- | 1.26% |
3 3BWBST6NT PUERTO RICO COMWLTH 4% | 1.18% |
- | 0.96% |
3 3BWBST4NT PUERTO RICO COMWLTH 5.625% | 0.96% |
- | 0.91% |
- | 0.82% |
- | 0.78% |
- | 0.73% |
- | 0.69% |
- | 0.63% |
- | 0.63% |
- | 0.63% |
- | 0.63% |
- | 0.62% |
- | 0.61% |
- | 0.61% |
- | 0.61% |
- | 0.61% |
3 3BVYZX7NT BLACK BELT ENERGY GAS DIST ALA GAS PROJ REV 4% | 0.60% |
- | 0.59% |
- | 0.58% |
- | 0.57% |
- | 0.56% |
- | 0.56% |
- | 0.54% |
- | 0.53% |
- | 0.52% |
- | 0.48% |