ACES vs SBI

Comparison between ALPS CLEAN ENERGY ETF (ACES, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).

5-Year PerformanceSBI has outperformed ACES, delivering a return of +0.1% compared to -14.5%

ACES vs SBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ACES(ETF)	SBI(ETF)
Net Assets	$116M	$117M
Expense Ratio	0.55%	N/A
Max Drawdown	79.86%	43.86%
Sharpe Ratio	0.20	0.46
5Y Beta	1.23	0.14
P/E Ratio	-20.19	N/A
Forward P/E	18.92	N/A
PEG Ratio	0.59	N/A
5Y Dividends CAGR	-13.75%	12.31%
5Y EPS CAGR	11.47%	N/A
Debt to Equity	67.46%	N/A
P/S Ratio	1.74	N/A
P/B Ratio	2.30	N/A

Net Assets

ACES

$116M

Winner

SBI

$117M

Expense Ratio

ACES

0.55%

SBI

N/A

Max Drawdown

ACES

79.86%

Winner

SBI

43.86%

Sharpe Ratio

ACES

0.20

Winner

SBI

0.46

5Y Beta

ACES

1.23

Winner

SBI

0.14

P/E Ratio

ACES

-20.19

SBI

N/A

Forward P/E

ACES

18.92

SBI

N/A

PEG Ratio

ACES

0.59

SBI

N/A

5Y Dividends CAGR

ACES

-13.75%

Winner

SBI

12.31%

5Y EPS CAGR

ACES

11.47%

SBI

N/A

Debt to Equity

ACES

67.46%

SBI

N/A

P/S Ratio

ACES

1.74

SBI

N/A

P/B Ratio

ACES

2.30

SBI

N/A

ACES vs SBI - Historical Returns

Returns include dividend reinvestment.

Period	ACES	SBI
1 month	+0.56%	-0.62%
3 months	-23.84%	-0.32%
6 months	-13.13%	-1.10%
1 year	+5.13%	+6.42%
5 years(CAGR)	-14.46%	+0.12%
10 years(CAGR)	+3.50%	+1.15%
Max(CAGR)	+3.50%	+4.39%

Winner

ACES

+0.56%

SBI

-0.62%

ACES

-23.84%

Winner

SBI

-0.32%

ACES

-13.13%

Winner

SBI

-1.10%

ACES

+5.13%

Winner

SBI

+6.42%

5Y(CAGR)

ACES

-14.46%

Winner

SBI

+0.12%

10Y(CAGR)

Winner

ACES

+3.50%

SBI

+1.15%

Max(CAGR)

ACES

+3.50%

Winner

SBI

+4.39%

ACES vs SBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ACES	SBI
2026	-9.18%	+3.21%
2025	+22.28%	+4.71%
2024	-25.86%	+6.01%
2023	-18.07%	+4.41%
2022	-29.90%	-18.11%
2021	-19.26%	+8.51%
2020	+136.96%	+4.27%
2019	+51.11%	+11.05%
2018	-9.63%	-7.08%
2017	N/A	+1.98%
2016	N/A	-2.28%
2015	N/A	+11.06%
2014	N/A	+11.62%
2013	N/A	-13.11%
2012	N/A	+13.15%
2011	N/A	+10.53%
2010	N/A	+9.39%
2009	N/A	+25.05%
2008	N/A	-10.17%
2007	N/A	+0.97%
2006	N/A	+9.01%
2005	N/A	-3.44%
2004	N/A	-2.07%
2003	N/A	+14.58%
2002	N/A	+5.71%
2001	N/A	+13.21%
2000	N/A	+9.55%
1999	N/A	-7.92%

ACES vs SBI Drawdown Comparison

The maximum drawdown for ACES was -79.05%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The current ACES drawdown is -67.87%. The current SBI drawdown is -2.11%.

Rank	ACES	SBI
#1	-79.05% Feb 9, 2021 - Apr 8, 2025	-33.69% Feb 12, 2008 - Jul 24, 2009
#2	-43.70% Feb 19, 2020 - Jul 14, 2020	-25.21% Sep 21, 2021 - Jun 22, 2026
#3	-20.32% Aug 27, 2018 - Feb 22, 2019	-20.05% Feb 21, 2020 - Feb 2, 2021
#4	-10.14% Oct 9, 2020 - Nov 9, 2020	-19.30% Jan 25, 2013 - Feb 2, 2015
#5	-9.97% Sep 1, 2020 - Sep 29, 2020	-16.12% Apr 1, 2004 - Jun 28, 2005
#6	-6.81% Jan 22, 2021 - Feb 8, 2021	-15.62% Sep 6, 2016 - Aug 23, 2019
#7	-6.34% Sep 23, 2019 - Nov 25, 2019	-11.57% Sep 3, 2010 - Aug 31, 2011
#8	-6.20% May 7, 2019 - Jun 18, 2019	-10.68% Jul 22, 2005 - Dec 1, 2006
#9	-5.29% Jan 13, 2021 - Jan 21, 2021	-9.49% Jun 12, 2003 - Nov 10, 2003
#10	-4.62% Nov 27, 2020 - Dec 8, 2020	-8.39% Nov 1, 1999 - Jun 30, 2000
#11	-4.44% Aug 8, 2019 - Sep 17, 2019	-7.67% Jul 25, 2000 - Dec 7, 2000
#12	-3.89% Aug 1, 2019 - Aug 8, 2019	-7.53% Sep 28, 2007 - Jan 4, 2008
#13	-3.70% Dec 8, 2020 - Dec 15, 2020	-7.48% Sep 20, 2002 - May 1, 2003
#14	-3.19% Jul 10, 2018 - Aug 6, 2018	-7.17% Nov 5, 2001 - May 23, 2002
#15	-3.12% Dec 24, 2020 - Dec 31, 2020	-6.95% Aug 13, 2001 - Oct 3, 2001

Correlation

Correlation between ACES and SBI is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (1999 - 2026)

ACES vs SBI dividend yield comparison.

Year	ACES	SBI
2026	0.10%	4.41%
2025	0.70%	6.56%
2024	1.10%	6.23%
2023	1.44%	3.76%
2022	1.08%	3.72%
2021	0.71%	2.93%
2020	0.56%	3.07%
2019	1.79%	3.59%
2018	0.34%	4.32%
2017	0.00%	4.58%
2016	0.00%	5.01%
2015	0.00%	4.70%
2014	0.00%	4.92%
2013	0.00%	5.30%
2012	0.00%	4.54%
2011	0.00%	4.90%
2010	0.00%	5.03%
2009	0.00%	4.69%
2008	0.00%	5.42%
2007	0.00%	4.83%
2006	0.00%	4.87%
2005	0.00%	6.45%
2004	0.00%	6.54%
2003	0.00%	6.01%
2002	0.00%	6.04%
2001	0.00%	5.66%
2000	0.00%	6.16%
1999	0.00%	1.05%