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CMU vs SPY

Comparison between MFS High Yield Municipal Trust (CMU, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed CMU, delivering a return of +13.3% compared to -1.3%

CMU vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
CMU
$96M
Winner
SPY
$735B
Expense Ratio
CMU
N/A
SPY
0.09%
Max Drawdown
CMU
62.40%
Winner
SPY
56.47%
Sharpe Ratio
CMU
0.60
Winner
SPY
1.62
5Y Beta
Winner
CMU
0.10
SPY
1.00
P/E Ratio
CMU
N/A
SPY
28.99
Forward P/E
CMU
N/A
SPY
22.37
5Y Dividends CAGR
CMU
5.31%
Winner
SPY
5.43%
5Y EPS CAGR
CMU
N/A
SPY
26.05%
Debt to Equity
CMU
N/A
SPY
32.40%
P/S Ratio
CMU
N/A
SPY
3.74
P/B Ratio
CMU
N/A
SPY
5.61

CMU vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
CMU
-2.42%
Winner
SPY
+1.90%
3M
CMU
-4.36%
Winner
SPY
+8.55%
6M
CMU
+1.57%
Winner
SPY
+8.18%
1Y
CMU
+9.28%
Winner
SPY
+25.79%
5Y(CAGR)
CMU
-1.33%
Winner
SPY
+13.32%
10Y(CAGR)
CMU
+1.58%
Winner
SPY
+15.19%
Max(CAGR)
CMU
+4.15%
Winner
SPY
+8.47%

CMU vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCMUSPY
2026+0.80%+8.26%
2025+5.08%+18.00%
2024+11.57%+25.59%
2023+9.93%+26.72%
2022-27.51%-18.64%
2021+7.14%+30.52%
2020-2.97%+17.28%
2019+15.00%+31.09%
2018-4.85%-5.24%
2017+9.07%+20.78%
2016+3.06%+13.59%
2015+8.58%+1.31%
2014+11.97%+14.56%
2013-11.33%+29.00%
2012+11.02%+14.17%
2011+17.45%+0.85%
2010+5.32%+13.14%
2009+65.81%+22.67%
2008-38.99%-36.25%
2007-15.35%+5.32%
2006+15.27%+13.85%
2005+1.30%+5.32%
2004+7.63%+10.75%
2003+9.50%+24.18%
2002+8.27%-22.42%
2001+7.99%-10.13%
2000-1.55%-8.84%
1999-6.38%+8.61%

CMU vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current CMU drawdown is -10.68%. The current SPY drawdown is -2.90%.

RankCMUSPY
#1-57.26%
May 21, 2007 - Sep 30, 2010		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-37.22%
Sep 1, 2021 - Oct 31, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-32.82%
Feb 25, 2020 - May 4, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-23.41%
Apr 22, 2013 - Feb 3, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.02%
Aug 23, 2016 - Oct 19, 2017		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.71%
Nov 5, 2010 - Oct 17, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.29%
Nov 3, 1999 - Aug 10, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.22%
Mar 9, 2004 - Oct 19, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.94%
Aug 11, 2000 - Jan 31, 2001		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-11.98%
Aug 24, 2001 - Jun 3, 2002		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-10.37%
Oct 19, 2017 - Feb 1, 2019		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-10.31%
Feb 14, 2005 - Jan 25, 2006		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.14%
Mar 4, 2015 - Oct 30, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.79%
Sep 23, 2002 - Apr 23, 2003		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.20%
Sep 26, 2012 - Apr 15, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between CMU and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

CMU vs SPY dividend yield comparison.

YearCMUSPY
20265.02%0.24%
20255.38%1.07%
20244.69%1.21%
20234.05%1.40%
20225.57%1.65%
20214.53%1.20%
20204.93%1.52%
20194.81%1.75%
20186.09%2.04%
20175.87%1.80%
20166.13%2.03%
20156.22%2.06%
20146.63%1.87%
20136.98%1.81%
20126.69%2.18%
20117.54%2.05%
20108.17%1.80%
20097.53%1.95%
200811.70%3.02%
20076.42%1.85%
20065.82%1.73%
20056.95%1.73%
20047.47%1.82%
20037.54%1.47%
20027.58%1.70%
20016.98%1.25%
20003.27%1.15%
19990.00%0.24%

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