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BAB vs MEAR

Comparison between INVESCO TAXABLE MUNICIPAL BOND ETF (BAB, ETF) and ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF (MEAR, ETF).

5-Year PerformanceMEAR has outperformed BAB, delivering a return of +2.4% compared to -0.6%

BAB vs MEAR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
BAB
$1.10B
Winner
MEAR
$1.40B
Expense Ratio
BAB
0.28%
Winner
MEAR
0.26%
Max Drawdown
BAB
29.50%
Winner
MEAR
2.82%
Sharpe Ratio
Winner
BAB
0.45
MEAR
-0.65
5Y Beta
BAB
0.04
Winner
MEAR
0.01
5Y Dividends CAGR
BAB
5.51%
Winner
MEAR
39.10%

BAB vs MEAR - Historical Returns

Returns include dividend reinvestment.

1M
BAB
+0.11%
Winner
MEAR
+0.20%
3M
BAB
+0.09%
Winner
MEAR
+0.42%
6M
BAB
+0.62%
Winner
MEAR
+1.26%
1Y
Winner
BAB
+5.66%
MEAR
+3.13%
5Y(CAGR)
BAB
-0.59%
Winner
MEAR
+2.42%
10Y(CAGR)
Winner
BAB
+2.14%
MEAR
+1.79%
Max(CAGR)
Winner
BAB
+4.71%
MEAR
+1.67%

BAB vs MEAR - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearBABMEAR
2026+0.23%+1.02%
2025+8.22%+3.72%
2024+1.68%+3.28%
2023+7.83%+3.91%
2022-18.48%+0.12%
2021+1.06%+0.16%
2020+8.66%+1.02%
2019+10.85%+2.03%
2018+1.36%+1.54%
2017+9.76%+0.88%
2016+4.06%+0.61%
2015-0.61%+0.54%
2014+16.75%N/A
2013-5.13%N/A
2012+11.26%N/A
2011+21.17%N/A
2010+9.24%N/A
2009-2.68%N/A

BAB vs MEAR Drawdown Comparison

The maximum drawdown for BAB was -27.80%, occurring on Mar 19, 2020. Recovery took 224 trading sessions.

The maximum drawdown for MEAR was -2.68%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.

The current BAB drawdown is -5.62%. The current MEAR drawdown is -0.06%.

RankBABMEAR
#1-27.80%
Mar 9, 2020 - Jan 27, 2021
-2.68%
Mar 6, 2020 - Jun 30, 2020
#2-24.94%
Aug 3, 2021 - Oct 24, 2022
-1.12%
Jul 22, 2021 - Jan 4, 2023
#3-12.13%
May 1, 2013 - May 28, 2014
-0.87%
Aug 23, 2016 - Feb 8, 2017
#4-8.31%
Jul 29, 2016 - Aug 23, 2017
-0.86%
Apr 3, 2025 - May 15, 2025
#5-7.40%
Jan 30, 2015 - Feb 2, 2016
-0.78%
Sep 14, 2015 - Feb 17, 2016
#6-6.99%
Aug 26, 2010 - May 4, 2011
-0.56%
Mar 6, 2015 - Aug 7, 2015
#7-6.51%
Aug 4, 2011 - Aug 18, 2011
-0.52%
Sep 14, 2017 - May 9, 2018
#8-5.52%
Oct 3, 2011 - Nov 23, 2011
-0.47%
Feb 26, 2026 - May 6, 2026
#9-5.40%
Jan 27, 2021 - Jul 6, 2021
-0.43%
Feb 17, 2017 - Feb 23, 2017
#10-4.65%
Jul 25, 2012 - Nov 8, 2012
-0.36%
Apr 12, 2023 - May 31, 2023
#11-4.26%
Aug 28, 2019 - Jan 27, 2020
-0.36%
Feb 8, 2017 - Feb 13, 2017
#12-3.75%
Dec 29, 2017 - Dec 19, 2018
-0.36%
Sep 8, 2020 - Dec 23, 2020
#13-3.62%
Nov 30, 2009 - Feb 5, 2010
-0.36%
Mar 7, 2017 - Apr 10, 2017
#14-3.20%
Mar 7, 2012 - Apr 9, 2012
-0.35%
Feb 17, 2016 - May 10, 2016
#15-2.95%
Sep 22, 2011 - Oct 3, 2011
-0.32%
Jun 21, 2018 - Jun 28, 2018

Correlation

Correlation between BAB and MEAR is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.64
-101

Dividend Comparison (2010 - 2026)

BAB vs MEAR dividend yield comparison.

YearBABMEAR
20261.73%1.14%
20253.96%2.95%
20243.97%3.44%
20233.65%3.30%
20223.40%0.88%
20212.63%0.30%
20202.96%0.90%
20193.77%1.57%
20184.20%1.36%
20173.96%1.01%
20164.26%0.81%
20154.71%0.53%
20144.59%0.00%
20135.18%0.00%
20124.87%0.00%
20115.21%0.00%
20105.89%0.00%

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