StockComparison Logo
vs

EEMV vs SHM

Comparison between ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF (EEMV, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).

5-Year PerformanceEEMV has outperformed SHM, delivering a return of +4.5% compared to +0.9%

EEMV vs SHM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EEMV
$3.40B
SHM
$3.40B
Expense Ratio
EEMV
0.25%
Winner
SHM
0.20%
Max Drawdown
EEMV
34.95%
Winner
SHM
11.61%
Sharpe Ratio
Winner
EEMV
1.10
SHM
-0.26
5Y Beta
EEMV
0.48
Winner
SHM
0.01
5Y Dividends CAGR
EEMV
5.15%
Winner
SHM
18.73%

EEMV vs SHM - Historical Returns

Returns include dividend reinvestment.

1M
EEMV
+0.07%
Winner
SHM
+0.37%
3M
Winner
EEMV
+10.06%
SHM
-0.09%
6M
Winner
EEMV
+12.19%
SHM
+1.13%
1Y
Winner
EEMV
+19.34%
SHM
+3.36%
5Y(CAGR)
Winner
EEMV
+4.50%
SHM
+0.91%
10Y(CAGR)
Winner
EEMV
+6.05%
SHM
+1.19%
Max(CAGR)
Winner
EEMV
+5.28%
SHM
+1.80%

EEMV vs SHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearEEMVSHM
2026+10.43%+0.74%
2025+13.83%+3.86%
2024+8.43%+1.22%
2023+7.15%+2.81%
2022-13.96%-3.80%
2021+4.37%-0.37%
2020+5.84%+2.53%
2019+8.06%+3.60%
2018-7.14%+1.42%
2017+26.80%+1.01%
2016+5.79%-0.49%
2015-11.29%+1.13%
2014+2.46%+1.01%
2013-2.31%+1.27%
2012+20.67%+1.32%
2011+4.49%+3.76%
2010N/A+1.19%
2009N/A+4.28%
2008N/A+5.83%
2007N/A+1.61%

EEMV vs SHM Drawdown Comparison

The maximum drawdown for EEMV was -31.57%, occurring on Mar 23, 2020. Recovery took 736 trading sessions.

The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.

The current EEMV drawdown is -6.11%. The current SHM drawdown is -0.37%.

RankEEMVSHM
#1-31.57%
Jan 26, 2018 - Dec 29, 2020
-11.61%
Mar 9, 2020 - May 19, 2020
#2-28.94%
Apr 27, 2015 - Nov 21, 2017
-6.97%
Sep 23, 2008 - Dec 5, 2008
#3-21.96%
Jun 1, 2021 - Sep 19, 2024
-6.67%
Aug 3, 2021 - Sep 5, 2024
#4-15.93%
May 8, 2013 - Jul 22, 2014
-3.50%
Aug 31, 2010 - May 6, 2011
#5-13.44%
Sep 5, 2014 - Apr 23, 2015
-3.07%
Feb 13, 2008 - Mar 18, 2008
#6-12.46%
Sep 26, 2024 - Jun 6, 2025
-2.70%
Aug 22, 2016 - Aug 2, 2017
#7-10.78%
May 1, 2012 - Sep 13, 2012
-2.63%
Apr 23, 2013 - Oct 23, 2013
#8-9.22%
Feb 25, 2026 - Apr 17, 2026
-2.07%
Sep 5, 2017 - Jan 11, 2019
#9-9.10%
Oct 28, 2011 - Jan 18, 2012
-1.87%
Feb 13, 2009 - Apr 16, 2009
#10-6.11%
Jun 1, 2026 - Jun 5, 2026
-1.75%
Mar 18, 2008 - Aug 15, 2008
#11-5.23%
Feb 17, 2021 - Jun 1, 2021
-1.67%
Sep 6, 2011 - Jan 11, 2012
#12-4.12%
Apr 2, 2012 - May 1, 2012
-1.67%
Apr 4, 2025 - Jun 12, 2025
#13-3.68%
Mar 8, 2013 - Apr 29, 2013
-1.31%
Oct 3, 2024 - Feb 25, 2025
#14-3.58%
May 11, 2026 - May 26, 2026
-1.24%
Sep 17, 2008 - Sep 23, 2008
#15-3.49%
Oct 17, 2012 - Dec 5, 2012
-1.13%
Feb 26, 2026 - Mar 24, 2026

Correlation

Correlation between EEMV and SHM is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2007 - 2026)

EEMV vs SHM dividend yield comparison.

YearEEMVSHM
20260.00%1.11%
20252.65%2.61%
20243.50%2.06%
20232.75%1.15%
20221.93%0.69%
20212.14%0.86%
20202.45%1.24%
20192.63%1.40%
20182.46%1.23%
20172.34%1.06%
20162.79%0.94%
20152.55%0.92%
20142.71%0.93%
20132.51%0.97%
20121.64%1.40%
20111.42%1.60%
20100.00%1.91%
20090.00%2.03%
20080.00%2.59%
20070.00%0.72%

Select Stocks to Compare