EFIV vs SMMU
Comparison between STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF (EFIV, ETF) and PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF).
5-Year PerformanceEFIV has outperformed SMMU, delivering a return of +14.2% compared to +1.9%
EFIV vs SMMU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EFIV vs SMMU - Historical Returns
Returns include dividend reinvestment.
EFIV vs SMMU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | EFIV | SMMU |
|---|---|---|
| 2026 | +14.18% | +1.25% |
| 2025 | +18.92% | +4.06% |
| 2024 | +24.68% | +2.65% |
| 2023 | +28.49% | +4.19% |
| 2022 | -18.34% | -2.49% |
| 2021 | +33.60% | +0.18% |
| 2020 | +16.69% | +2.85% |
| 2019 | N/A | +3.34% |
| 2018 | N/A | +1.45% |
| 2017 | N/A | +1.72% |
| 2016 | N/A | -0.96% |
| 2015 | N/A | +0.97% |
| 2014 | N/A | +0.38% |
| 2013 | N/A | +0.15% |
| 2012 | N/A | +1.19% |
| 2011 | N/A | +1.90% |
| 2010 | N/A | +0.74% |
EFIV vs SMMU Drawdown Comparison
The maximum drawdown for EFIV was -24.53%, occurring on Sep 30, 2022. Recovery took 394 trading sessions.
The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.
The current SMMU drawdown is -0.04%.
| Rank | EFIV | SMMU |
|---|---|---|
| #1 | -24.53% Jan 3, 2022 - Jul 31, 2023 | -5.09% Mar 9, 2020 - Jun 4, 2020 |
| #2 | -19.24% Dec 4, 2024 - Jun 30, 2025 | -4.76% Aug 3, 2021 - Nov 22, 2023 |
| #3 | -10.16% Sep 2, 2020 - Nov 16, 2020 | -3.53% Aug 31, 2016 - Apr 21, 2017 |
| #4 | -9.90% Jul 31, 2023 - Nov 30, 2023 | -1.95% Apr 4, 2025 - Jun 5, 2025 |
| #5 | -9.44% Feb 9, 2026 - Apr 15, 2026 | -1.87% Apr 19, 2013 - Feb 28, 2014 |
| #6 | -9.00% Jul 16, 2024 - Sep 24, 2024 | -1.43% Sep 29, 2010 - May 16, 2011 |
| #7 | -5.50% Mar 27, 2024 - May 14, 2024 | -1.31% Sep 5, 2017 - Jul 23, 2018 |
| #8 | -4.97% Sep 3, 2021 - Oct 19, 2021 | -1.04% Oct 2, 2024 - Dec 3, 2024 |
| #9 | -4.48% Oct 29, 2025 - Dec 5, 2025 | -1.04% Jun 6, 2017 - Aug 21, 2017 |
| #10 | -4.19% May 7, 2021 - Jun 10, 2021 | -0.98% Dec 6, 2024 - Feb 4, 2025 |
| #11 | -4.08% Jun 15, 2026 - Aug 3, 2026 | -0.84% Aug 19, 2019 - Dec 13, 2019 |
| #12 | -4.06% Feb 16, 2021 - Mar 11, 2021 | -0.78% Sep 10, 2018 - Dec 6, 2018 |
| #13 | -3.74% Jun 4, 2026 - Jun 15, 2026 | -0.77% Feb 27, 2026 - Jun 11, 2026 |
| #14 | -3.66% Nov 24, 2021 - Dec 8, 2021 | -0.71% Aug 3, 2011 - Aug 18, 2011 |
| #15 | -3.45% Dec 10, 2021 - Dec 23, 2021 | -0.68% Mar 13, 2024 - May 15, 2024 |
Correlation
Correlation between EFIV and SMMU is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2010 - 2026)
EFIV vs SMMU dividend yield comparison.
| Year | EFIV | SMMU |
|---|---|---|
| 2026 | 0.47% | 1.67% |
| 2025 | 1.03% | 2.80% |
| 2024 | 1.20% | 3.03% |
| 2023 | 1.37% | 2.79% |
| 2022 | 1.64% | 1.37% |
| 2021 | 1.19% | 0.60% |
| 2020 | 0.65% | 1.19% |
| 2019 | 0.00% | 1.82% |
| 2018 | 0.00% | 1.57% |
| 2017 | 0.00% | 1.41% |
| 2016 | 0.00% | 1.03% |
| 2015 | 0.00% | 0.89% |
| 2014 | 0.00% | 0.67% |
| 2013 | 0.00% | 0.50% |
| 2012 | 0.00% | 1.05% |
| 2011 | 0.00% | 1.04% |
| 2010 | 0.00% | 1.05% |
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