ACEP vs CMU

Comparison between ARS CORE EQUITY PORTFOLIO ETF (ACEP, ETF) and MFS High Yield Municipal Trust (CMU, ETF).

ACEP vs CMU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACEP(ETF)	CMU(ETF)
Net Assets	$96M	$96M
Expense Ratio	0.45%	N/A
Max Drawdown	7.06%	62.40%
Sharpe Ratio	2.65	0.60
5Y Beta	1.12	0.10
P/E Ratio	26.36	N/A
Forward P/E	20.44	N/A
PEG Ratio	0.64	N/A
5Y Dividends CAGR	N/A	5.31%
5Y EPS CAGR	16.23%	N/A
Debt to Equity	-33.55%	N/A
P/S Ratio	3.83	N/A
P/B Ratio	5.28	N/A

Net Assets

Winner

ACEP

$96M

CMU

$96M

Expense Ratio

ACEP

0.45%

CMU

N/A

Max Drawdown

Winner

ACEP

7.06%

CMU

62.40%

Sharpe Ratio

Winner

ACEP

2.65

CMU

0.60

5Y Beta

ACEP

1.12

Winner

CMU

0.10

P/E Ratio

ACEP

26.36

CMU

N/A

Forward P/E

ACEP

20.44

CMU

N/A

PEG Ratio

ACEP

0.64

CMU

N/A

5Y Dividends CAGR

ACEP

N/A

CMU

5.31%

5Y EPS CAGR

ACEP

16.23%

CMU

N/A

Debt to Equity

ACEP

-33.55%

CMU

N/A

P/S Ratio

ACEP

3.83

CMU

N/A

P/B Ratio

ACEP

5.28

CMU

N/A

ACEP vs CMU - Historical Returns

Returns include dividend reinvestment.

Period	ACEP	CMU
1 month	+2.94%	-2.42%
3 months	+11.06%	-4.36%
6 months	+22.09%	+1.57%
1 year	N/A	+9.28%
5 years(CAGR)	N/A	-1.33%
10 years(CAGR)	N/A	+1.58%
Max(CAGR)	+62.10%	+4.15%

Winner

ACEP

+2.94%

CMU

-2.42%

Winner

ACEP

+11.06%

CMU

-4.36%

Winner

ACEP

+22.09%

CMU

+1.57%

ACEP

N/A

CMU

+9.28%

5Y(CAGR)

ACEP

N/A

CMU

-1.33%

10Y(CAGR)

ACEP

N/A

CMU

+1.58%

Max(CAGR)

Winner

ACEP

+62.10%

CMU

+4.15%

ACEP vs CMU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ACEP	CMU
2026	+18.29%	+0.80%
2025	+7.88%	+5.08%
2024	N/A	+11.57%
2023	N/A	+9.93%
2022	N/A	-27.51%
2021	N/A	+7.14%
2020	N/A	-2.97%
2019	N/A	+15.00%
2018	N/A	-4.85%
2017	N/A	+9.07%
2016	N/A	+3.06%
2015	N/A	+8.58%
2014	N/A	+11.97%
2013	N/A	-11.33%
2012	N/A	+11.02%
2011	N/A	+17.45%
2010	N/A	+5.32%
2009	N/A	+65.81%
2008	N/A	-38.99%
2007	N/A	-15.35%
2006	N/A	+15.27%
2005	N/A	+1.30%
2004	N/A	+7.63%
2003	N/A	+9.50%
2002	N/A	+8.27%
2001	N/A	+7.99%
2000	N/A	-1.55%
1999	N/A	-6.38%

ACEP vs CMU Drawdown Comparison

The maximum drawdown for ACEP was -7.06%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The maximum drawdown for CMU was -57.26%, occurring on Dec 16, 2008. Recovery took 848 trading sessions.

The current ACEP drawdown is -4.06%. The current CMU drawdown is -10.68%.

Rank	ACEP	CMU
#1	-7.06% Jan 29, 2026 - Apr 8, 2026	-57.26% May 21, 2007 - Sep 30, 2010
#2	-4.06% Jun 2, 2026 - Jun 5, 2026	-37.22% Sep 1, 2021 - Oct 31, 2022
#3	-3.06% May 11, 2026 - May 22, 2026	-32.82% Feb 25, 2020 - May 4, 2021
#4	-2.69% Dec 11, 2025 - Dec 24, 2025	-23.41% Apr 22, 2013 - Feb 3, 2015
#5	-2.39% Apr 17, 2026 - May 5, 2026	-16.02% Aug 23, 2016 - Oct 19, 2017
#6	-2.18% Jan 6, 2026 - Jan 12, 2026	-15.71% Nov 5, 2010 - Oct 17, 2011
#7	-1.63% Dec 26, 2025 - Jan 5, 2026	-14.29% Nov 3, 1999 - Aug 10, 2000
#8	-1.51% Jan 16, 2026 - Jan 26, 2026	-14.22% Mar 9, 2004 - Oct 19, 2004
#9	-0.79% May 6, 2026 - May 8, 2026	-13.94% Aug 11, 2000 - Jan 31, 2001
#10	-0.72% Nov 28, 2025 - Dec 5, 2025	-11.98% Aug 24, 2001 - Jun 3, 2002
#11	-0.66% May 26, 2026 - May 29, 2026	-10.37% Oct 19, 2017 - Feb 1, 2019
#12	-0.39% Jan 12, 2026 - Jan 15, 2026	-10.31% Feb 14, 2005 - Jan 25, 2006
#13	-0.35% Apr 14, 2026 - Apr 17, 2026	-10.14% Mar 4, 2015 - Oct 30, 2015
#14	N/A	-8.79% Sep 23, 2002 - Apr 23, 2003
#15	N/A	-8.20% Sep 26, 2012 - Apr 15, 2013

Correlation

Correlation between ACEP and CMU is 0.14 which considered as a very weak or no correlation - the stocks move independently of each other.

0.14

-101

Dividend Comparison (2000 - 2026)

ACEP vs CMU dividend yield comparison.

Year	ACEP	CMU
2026	0.00%	5.02%
2025	0.14%	5.38%
2024	0.00%	4.69%
2023	0.00%	4.05%
2022	0.00%	5.57%
2021	0.00%	4.53%
2020	0.00%	4.93%
2019	0.00%	4.81%
2018	0.00%	6.09%
2017	0.00%	5.87%
2016	0.00%	6.13%
2015	0.00%	6.22%
2014	0.00%	6.63%
2013	0.00%	6.98%
2012	0.00%	6.69%
2011	0.00%	7.54%
2010	0.00%	8.17%
2009	0.00%	7.53%
2008	0.00%	11.70%
2007	0.00%	6.42%
2006	0.00%	5.82%
2005	0.00%	6.95%
2004	0.00%	7.47%
2003	0.00%	7.54%
2002	0.00%	7.58%
2001	0.00%	6.98%
2000	0.00%	3.27%