CMF vs QTUM

Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and DEFIANCE QUANTUM ETF (QTUM, ETF).

5-Year PerformanceQTUM has outperformed CMF, delivering a return of +28.0% compared to +0.6%

CMF vs QTUM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CMF(ETF)	QTUM(ETF)
Net Assets	$4.30B	$4.30B
Expense Ratio	0.08%	0.40%
Max Drawdown	22.81%	39.25%
Sharpe Ratio	0.62	2.33
5Y Beta	0.03	1.42
P/E Ratio	N/A	80.89
Forward P/E	N/A	25.96
PEG Ratio	N/A	0.55
5Y Dividends CAGR	11.08%	51.02%
5Y EPS CAGR	N/A	13.90%
P/S Ratio	N/A	1.44
P/B Ratio	N/A	6.11

Net Assets

CMF

$4.30B

QTUM

$4.30B

Expense Ratio

Winner

CMF

0.08%

QTUM

0.40%

Max Drawdown

Winner

CMF

22.81%

QTUM

39.25%

Sharpe Ratio

CMF

0.62

Winner

QTUM

2.33

5Y Beta

Winner

CMF

0.03

QTUM

1.42

P/E Ratio

CMF

N/A

QTUM

80.89

Forward P/E

CMF

N/A

QTUM

25.96

PEG Ratio

CMF

N/A

QTUM

0.55

5Y Dividends CAGR

CMF

11.08%

Winner

QTUM

51.02%

5Y EPS CAGR

CMF

N/A

QTUM

13.90%

P/S Ratio

CMF

N/A

QTUM

1.44

P/B Ratio

CMF

N/A

QTUM

6.11

CMF vs QTUM - Historical Returns

Returns include dividend reinvestment.

Period	CMF	QTUM
1 month	-0.14%	+20.64%
3 months	-0.98%	+24.59%
6 months	+0.75%	+30.81%
1 year	+5.76%	+75.39%
5 years(CAGR)	+0.64%	+27.97%
10 years(CAGR)	+1.69%	N/A
Max(CAGR)	+3.27%	+26.81%

CMF

-0.14%

Winner

QTUM

+20.64%

CMF

-0.98%

Winner

QTUM

+24.59%

CMF

+0.75%

Winner

QTUM

+30.81%

CMF

+5.76%

Winner

QTUM

+75.39%

5Y(CAGR)

CMF

+0.64%

Winner

QTUM

+27.97%

10Y(CAGR)

CMF

+1.69%

QTUM

N/A

Max(CAGR)

CMF

+3.27%

Winner

QTUM

+26.81%

CMF vs QTUM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	CMF	QTUM
2026	+0.31%	+28.38%
2025	+3.22%	+34.57%
2024	+1.78%	+53.69%
2023	+5.24%	+39.72%
2022	-8.18%	-29.51%
2021	+0.77%	+34.23%
2020	+4.50%	+39.47%
2019	+7.01%	+47.21%
2018	+0.92%	-19.02%
2017	+4.69%	N/A
2016	-0.37%	N/A
2015	+3.00%	N/A
2014	+10.66%	N/A
2013	-3.23%	N/A
2012	+7.34%	N/A
2011	+15.75%	N/A
2010	-2.55%	N/A
2009	+8.14%	N/A
2008	+0.64%	N/A
2007	+1.37%	N/A

CMF vs QTUM Drawdown Comparison

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

The maximum drawdown for QTUM was -38.44%, occurring on Oct 14, 2022. Recovery took 547 trading sessions.

The current CMF drawdown is -1.49%. The current QTUM drawdown is -2.60%.

Rank	CMF	QTUM
#1	-16.45% Dec 26, 2014 - Feb 20, 2020	-38.44% Nov 16, 2021 - Jan 23, 2024
#2	-14.57% Mar 9, 2020 - Jul 16, 2020	-35.49% Feb 12, 2020 - Jul 6, 2020
#3	-13.25% May 21, 2008 - Jan 7, 2009	-25.38% Dec 17, 2024 - May 20, 2025
#4	-12.46% Aug 3, 2021 - Sep 18, 2025	-24.32% Sep 25, 2018 - Apr 12, 2019
#5	-11.65% Sep 1, 2010 - Aug 2, 2011	-17.17% Jul 16, 2024 - Nov 11, 2024
#6	-10.57% Nov 30, 2012 - Apr 10, 2014	-15.26% Jan 28, 2026 - Apr 14, 2026
#7	-5.15% Jan 22, 2008 - May 21, 2008	-13.03% Feb 12, 2021 - Jun 29, 2021
#8	-4.75% Apr 27, 2009 - Aug 17, 2009	-12.81% Oct 31, 2025 - Dec 10, 2025
#9	-4.19% Sep 24, 2009 - Apr 27, 2010	-11.92% Mar 7, 2024 - May 24, 2024
#10	-3.80% Apr 18, 2012 - Sep 28, 2012	-10.74% May 3, 2019 - Jul 23, 2019
#11	-3.05% Jan 14, 2009 - Feb 9, 2009	-8.55% Sep 2, 2020 - Oct 9, 2020
#12	-2.91% Feb 27, 2026 - Mar 24, 2026	-8.50% Jul 24, 2019 - Sep 11, 2019
#13	-2.89% Sep 22, 2011 - Dec 8, 2011	-8.06% Oct 12, 2020 - Nov 5, 2020
#14	-2.72% Feb 11, 2009 - Mar 24, 2009	-7.22% Dec 10, 2025 - Jan 6, 2026
#15	-2.18% Feb 12, 2021 - Jun 11, 2021	-6.48% Sep 23, 2021 - Oct 25, 2021

Correlation

Correlation between CMF and QTUM is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2007 - 2026)

CMF vs QTUM dividend yield comparison.

Year	CMF	QTUM
2026	0.98%	0.16%
2025	2.94%	1.01%
2024	2.78%	0.61%
2023	2.29%	0.81%
2022	1.91%	1.46%
2021	1.58%	0.48%
2020	1.80%	0.42%
2019	2.03%	0.61%
2018	2.17%	0.21%
2017	2.09%	0.00%
2016	2.21%	0.00%
2015	2.55%	0.00%
2014	2.80%	0.00%
2013	3.12%	0.00%
2012	3.08%	0.00%
2011	3.66%	0.00%
2010	4.19%	0.00%
2009	3.77%	0.00%
2008	3.52%	0.00%
2007	0.82%	0.00%