CALI vs MXI
Comparison between BlackRock Short-Term California Muni Bond ETF (CALI, ETF) and ISHARES GLOBAL MATERIALS ETF (MXI, ETF).
CALI vs MXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CALI
$361M
Winner
MXI
$362M
Expense Ratio
Winner
CALI
0.20%
MXI
0.39%
Max Drawdown
Winner
CALI
1.08%
MXI
68.65%
Sharpe Ratio
CALI
-1.14
Winner
MXI
1.33
5Y Beta
Winner
CALI
0.01
MXI
0.81
5Y Dividends CAGR
CALI
N/A
MXI
9.33%
CALI vs MXI - Historical Returns
Returns include dividend reinvestment.
1M
CALI
+0.37%
Winner
MXI
+1.54%
3M
CALI
+0.49%
Winner
MXI
+8.69%
6M
CALI
+1.22%
Winner
MXI
+16.71%
1Y
CALI
+2.91%
Winner
MXI
+33.71%
5Y(CAGR)
CALI
N/A
MXI
+7.96%
10Y(CAGR)
CALI
N/A
MXI
+11.51%
Max(CAGR)
CALI
+3.11%
Winner
MXI
+6.69%
CALI vs MXI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | CALI | MXI |
|---|---|---|
| 2026 | +0.99% | +13.73% |
| 2025 | +3.26% | +27.65% |
| 2024 | +2.84% | -7.48% |
| 2023 | +1.97% | +14.37% |
| 2022 | N/A | -8.61% |
| 2021 | N/A | +13.65% |
| 2020 | N/A | +22.08% |
| 2019 | N/A | +22.32% |
| 2018 | N/A | -17.31% |
| 2017 | N/A | +29.31% |
| 2016 | N/A | +25.67% |
| 2015 | N/A | -16.71% |
| 2014 | N/A | -7.30% |
| 2013 | N/A | -0.41% |
| 2012 | N/A | +7.02% |
| 2011 | N/A | -20.83% |
| 2010 | N/A | +16.37% |
| 2009 | N/A | +56.48% |
| 2008 | N/A | -48.27% |
| 2007 | N/A | +39.00% |
| 2006 | N/A | +16.65% |
CALI vs MXI Drawdown Comparison
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.
The current CALI drawdown is -0.01%. The current MXI drawdown is -4.46%.
| Rank | CALI | MXI |
|---|---|---|
| #1 | -0.78% Apr 4, 2025 - May 27, 2025 | -68.44% May 19, 2008 - Jan 12, 2018 |
| #2 | -0.67% Feb 27, 2026 - May 28, 2026 | -39.50% Jan 26, 2018 - Aug 17, 2020 |
| #3 | -0.45% Sep 13, 2023 - Nov 3, 2023 | -28.72% Apr 1, 2022 - Mar 20, 2024 |
| #4 | -0.32% Dec 2, 2024 - Jan 15, 2025 | -22.25% Sep 26, 2024 - Sep 5, 2025 |
| #5 | -0.31% Mar 20, 2024 - May 2, 2024 | -18.11% Oct 29, 2007 - Apr 16, 2008 |
| #6 | -0.24% Jan 9, 2024 - Feb 1, 2024 | -17.47% Jul 23, 2007 - Sep 21, 2007 |
| #7 | -0.23% Mar 3, 2025 - Apr 1, 2025 | -16.18% Feb 27, 2026 - Mar 20, 2026 |
| #8 | -0.22% Jan 17, 2025 - Jan 31, 2025 | -11.52% May 7, 2021 - Mar 25, 2022 |
| #9 | -0.22% Oct 3, 2024 - Nov 4, 2024 | -9.16% Feb 26, 2007 - Mar 21, 2007 |
| #10 | -0.19% Sep 17, 2025 - Oct 10, 2025 | -8.99% May 20, 2024 - Sep 24, 2024 |
| #11 | -0.18% Nov 5, 2024 - Nov 8, 2024 | -8.16% Sep 15, 2020 - Nov 6, 2020 |
| #12 | -0.17% Jan 15, 2025 - Jan 17, 2025 | -7.95% Jan 7, 2021 - Mar 11, 2021 |
| #13 | -0.16% Jun 6, 2024 - Jun 12, 2024 | -5.69% Oct 12, 2007 - Oct 29, 2007 |
| #14 | -0.16% Nov 8, 2024 - Nov 15, 2024 | -5.56% Oct 20, 2025 - Nov 12, 2025 |
| #15 | -0.15% Jul 23, 2024 - Jul 30, 2024 | -5.44% Nov 12, 2025 - Nov 28, 2025 |
Correlation
Correlation between CALI and MXI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
CALI vs MXI dividend yield comparison.
| Year | CALI | MXI |
|---|---|---|
| 2026 | 0.99% | 1.02% |
| 2025 | 2.62% | 2.22% |
| 2024 | 3.14% | 3.24% |
| 2023 | 1.37% | 2.92% |
| 2022 | 0.00% | 4.84% |
| 2021 | 0.00% | 3.51% |
| 2020 | 0.00% | 1.21% |
| 2019 | 0.00% | 3.64% |
| 2018 | 0.00% | 2.77% |
| 2017 | 0.00% | 1.76% |
| 2016 | 0.00% | 1.31% |
| 2015 | 0.00% | 3.64% |
| 2014 | 0.00% | 2.32% |
| 2013 | 0.00% | 2.14% |
| 2012 | 0.00% | 2.09% |
| 2011 | 0.00% | 2.21% |
| 2010 | 0.00% | 1.64% |
| 2009 | 0.00% | 0.73% |
| 2008 | 0.00% | 2.67% |
| 2007 | 0.00% | 0.62% |
| 2006 | 0.00% | 0.29% |
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