IBMXvsWTMUETF Comparison
VS
iShares iBonds Dec 2035 Term Muni Bond ETF (IBMX) and WisdomTree Core Laddered Municipal Fund (WTMU) belong to the same industry segment: Municipal Bonds. IBMX's top 2 sector exposures are Municipal and Non-Corporate. In contrast, WTMU's top sector exposures are Municipal. IBMX is less expensive with a Total Expense Ratio (TER) of 0.1%, versus 0.25% for WTMU. Run a side-by-side ETF comparison of IBMX and WTMU below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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IBMX vs WTMU performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 09/11/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | IBMX WTMU | -2.95%-2.01% | -3.95%-2.31% | n/a-1.63% | n/a-0.17% | n/an/a | n/an/a |
| Flows | IBMX WTMU | +$1M- | +$1M-$2M | -+$3M | -+$4M | -- | -- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | IBMX WTMU | +3.73%+2.55% | n/a+2.09% | n/an/a | n/an/a |
| Max drawdown | IBMX WTMU | -4.76%-2.90% | n/a-3.66% | n/an/a | n/an/a |
| Max drawdown duration | IBMX WTMU | 67d67d | n/a197d | n/an/a | n/an/a |
Trading data
IBMX | WTMU | |
Last sale 9/11/2026 at 1:30 PM | $23.78 | $24.86 |
| Previous close 09/10/2026 | $23.75 | $24.81 |
| Consolidated volume 09/10/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of August 31, 2026
1-year trailing difference
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WTMU
is actively managed and doesn’t replicate an indexIBMX | WTMU | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 9/11/2026 at 1:30 PM
Live
Closed
IBMX | WTMU | |
|---|---|---|
| Last price | $23.78 | $24.86 |
| 1D performance | +0.13% | +0.20% |
| AuM | $5.96 M | $8.95 M |
| E/R | 0.1% | 0.25% |
Characteristics
IBMX | WTMU | |
|---|---|---|
| Management strategy | Passive | Active |
| Provider | iShares | WisdomTree |
| Benchmark | S&P AMT-Free Municipal Series Callable-Adjusted 2035 Index | - |
| N° of holdings | 24 | 18 |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | April 14, 2026 | April 2, 2025 |
| ESG | No | No |
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Exposure
Countries
IBMX
USA
26.56%
Other
73.44%
WTMU
USA
25.84%
Other
74.16%
Sectors
IBMX
Municipal
25.8%
Other
74.2%
WTMU
Municipal
25.84%
Other
74.16%
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Diversification
IBMX
Total weight of top 15 holdings out of 15
25.78%
WTMU
Total weight of top 15 holdings out of 15
38.98%
Top 15 holdings
Data as of July 31, 2026
IBMX
California, 5% 1oct2035, USD
3.08%
University of Texas, 5% 15aug2036, USD (2025B)
2.56%
Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2)
2.31%
US677523RD66
2.21%
University of California, 5% 15may2038, USD (2025)
1.83%
Maryland, 5% 1jun2039, USD (2025)
1.81%
Los Angeles Unified School District, 5% 1jul2039, USD (2024QRR)
1.57%
Texas Transportation Commission, 5% 1oct2036, USD (2025)
1.50%
US59261AY925
1.47%
California, 5% 1sep2035, USD
1.40%
US684554GB85
1.36%
US207758Z305
1.26%
US64990KHR77
1.15%
State of Washington, 5% 1aug2039, USD (2025D)
1.14%
US64972JXD52
1.14%
WTMU
US83755VS627
3.48%
US882669DJ09
3.22%
US87638THF30
2.94%
US7352403D38
2.93%
US575898DF55
2.87%
Kentucky Public Energy Authority, 5% 1may2036, USD (2025)
2.85%
US387883A504
2.73%
County of Harris, 5% 15aug2028, USD (2018A)
2.56%
US03843TBX81
2.41%
Denver, 5% 1dec2029, USD (2018A)
2.28%
New York Dormitory Authority, 5% 1jul2041, USD (2022A)
2.23%
US46613SRW25
2.22%
US442349KL98
2.14%
US167727J237
2.06%
US592041A310
2.04%
Frequently asked questions about IBMX and WTMU
Which ETF is bigger: IBMX or WTMU?
As of September 11, 2026, IBMX holds $5.96 M in assets under management (AUM), while WTMU manages $8.95 M.
What sectors do the IBMX and WTMU ETFs invest in?
IBMX leans toward sectors like Municipal. Meanwhile, WTMU focuses on Municipal.
What are the top holdings of the IBMX ETF and WTMU ETF?
IBMX top holdings include California, 5% 1oct2035, USD, University of Texas, 5% 15aug2036, USD (2025B) and Massachusetts Development Finance Agency, 5% 15may2055, USD (2025A-2). WTMU holds in its top three: US83755VS627, US882669DJ09 and US87638THF30.
Which ETF is more diversified: IBMX or WTMU?
IBMX holds 135 securities with 25.78% of its assets in the top 15. WTMU has 87 securities and a top 15 weight of 38.98%.
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