EUFN vs SHM

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM, ETF).

5-Year PerformanceEUFN has outperformed SHM, delivering a return of +18.3% compared to +0.9%

EUFN vs SHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	SHM(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.49%	0.20%
Max Drawdown	59.14%	11.61%
Sharpe Ratio	1.27	0.01
5Y Beta	0.81	0.01
5Y Dividends CAGR	33.53%	19.21%

Net Assets

EUFN

$3.40B

SHM

$3.40B

Expense Ratio

EUFN

0.49%

Winner

SHM

0.20%

Max Drawdown

EUFN

59.14%

Winner

SHM

11.61%

Sharpe Ratio

Winner

EUFN

1.27

SHM

0.01

5Y Beta

EUFN

0.81

Winner

SHM

0.01

5Y Dividends CAGR

Winner

EUFN

33.53%

SHM

19.21%

EUFN vs SHM - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	SHM
1 month	+2.37%	-0.05%
3 months	-1.81%	-0.37%
6 months	+13.08%	+1.05%
1 year	+29.87%	+3.75%
5 years(CAGR)	+18.33%	+0.87%
10 years(CAGR)	+12.57%	+1.15%
Max(CAGR)	+7.10%	+1.79%

Winner

EUFN

+2.37%

SHM

-0.05%

EUFN

-1.81%

Winner

SHM

-0.37%

Winner

EUFN

+13.08%

SHM

+1.05%

Winner

EUFN

+29.87%

SHM

+3.75%

5Y(CAGR)

Winner

EUFN

+18.33%

SHM

+0.87%

10Y(CAGR)

Winner

EUFN

+12.57%

SHM

+1.15%

Max(CAGR)

Winner

EUFN

+7.10%

SHM

+1.79%

EUFN vs SHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EUFN	SHM
2026	+1.39%	+0.45%
2025	+67.60%	+3.86%
2024	+18.14%	+1.22%
2023	+24.26%	+2.81%
2022	-9.61%	-3.80%
2021	+19.77%	-0.37%
2020	-9.99%	+2.53%
2019	+21.29%	+3.60%
2018	-23.77%	+1.42%
2017	+24.49%	+1.01%
2016	-0.66%	-0.49%
2015	-4.80%	+1.13%
2014	-7.21%	+1.01%
2013	+26.80%	+1.27%
2012	+31.10%	+1.32%
2011	-27.56%	+3.76%
2010	-3.91%	+1.19%
2009	N/A	+4.28%
2008	N/A	+5.83%
2007	N/A	+1.61%

EUFN vs SHM Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

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

The current EUFN drawdown is -2.11%. The current SHM drawdown is -0.65%.

Rank	EUFN	SHM
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-11.61% Mar 9, 2020 - May 19, 2020
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-6.97% Sep 23, 2008 - Dec 5, 2008
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-6.67% Aug 3, 2021 - Sep 5, 2024
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-3.50% Aug 31, 2010 - May 6, 2011
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-3.07% Feb 13, 2008 - Mar 18, 2008
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-2.70% Aug 22, 2016 - Aug 2, 2017
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-2.63% Apr 23, 2013 - Oct 23, 2013
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-2.07% Sep 5, 2017 - Jan 11, 2019
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-1.87% Feb 13, 2009 - Apr 16, 2009
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-1.75% Mar 18, 2008 - Aug 15, 2008
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-1.67% Sep 6, 2011 - Jan 11, 2012
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-1.67% Apr 4, 2025 - Jun 12, 2025
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-1.31% Oct 3, 2024 - Feb 25, 2025
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-1.24% Sep 17, 2008 - Sep 23, 2008
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-1.13% Feb 26, 2026 - Mar 24, 2026

Correlation

Correlation between EUFN and SHM is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2007 - 2026)

EUFN vs SHM dividend yield comparison.

Year	EUFN	SHM
2026	0.00%	0.89%
2025	3.57%	2.61%
2024	5.36%	2.06%
2023	5.00%	1.15%
2022	4.24%	0.69%
2021	4.15%	0.86%
2020	1.38%	1.24%
2019	4.55%	1.40%
2018	6.48%	1.23%
2017	3.04%	1.06%
2016	4.03%	0.94%
2015	3.65%	0.92%
2014	3.35%	0.93%
2013	1.59%	0.97%
2012	2.91%	1.40%
2011	3.88%	1.60%
2010	1.80%	1.91%
2009	0.00%	2.03%
2008	0.00%	2.59%
2007	0.00%	0.72%