FEUS vs SBI

Comparison between FLEXSHARES ESG & CLIMATE US LARGE CAP CORE INDEX FUND (FEUS, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).

5-Year PerformanceFEUS has outperformed SBI, delivering a return of +12.0% compared to +0.7%

FEUS vs SBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FEUS(ETF)	SBI(ETF)
Net Assets	$119M	$119M
Expense Ratio	0.09%	N/A
Max Drawdown	26.03%	43.86%
Sharpe Ratio	1.41	1.06
5Y Beta	0.96	0.15
P/E Ratio	26.13	N/A
Forward P/E	20.00	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	N/A	14.13%
5Y EPS CAGR	24.82%	N/A
Debt to Equity	64.53%	N/A
P/S Ratio	3.15	N/A
P/B Ratio	5.23	N/A

Net Assets

FEUS

$119M

SBI

$119M

Expense Ratio

FEUS

0.09%

SBI

N/A

Max Drawdown

Winner

FEUS

26.03%

SBI

43.86%

Sharpe Ratio

Winner

FEUS

1.41

SBI

1.06

5Y Beta

FEUS

0.96

Winner

SBI

0.15

P/E Ratio

FEUS

26.13

SBI

N/A

Forward P/E

FEUS

20.00

SBI

N/A

PEG Ratio

FEUS

0.54

SBI

N/A

5Y Dividends CAGR

FEUS

N/A

SBI

14.13%

5Y EPS CAGR

FEUS

24.82%

SBI

N/A

Debt to Equity

FEUS

64.53%

SBI

N/A

P/S Ratio

FEUS

3.15

SBI

N/A

P/B Ratio

FEUS

5.23

SBI

N/A

FEUS vs SBI - Historical Returns

Returns include dividend reinvestment.

Period	FEUS	SBI
1 month	+0.69%	+0.67%
3 months	+12.88%	+0.87%
6 months	+8.52%	+3.97%
1 year	+22.42%	+10.99%
5 years(CAGR)	+11.99%	+0.68%
10 years(CAGR)	N/A	+1.40%
Max(CAGR)	+11.99%	+4.45%

Winner

FEUS

+0.69%

SBI

+0.67%

Winner

FEUS

+12.88%

SBI

+0.87%

Winner

FEUS

+8.52%

SBI

+3.97%

Winner

FEUS

+22.42%

SBI

+10.99%

5Y(CAGR)

Winner

FEUS

+11.99%

SBI

+0.68%

10Y(CAGR)

FEUS

N/A

SBI

+1.40%

Max(CAGR)

Winner

FEUS

+11.99%

SBI

+4.45%

FEUS vs SBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FEUS	SBI
2026	+8.67%	+4.07%
2025	+15.05%	+4.71%
2024	+23.67%	+6.01%
2023	+25.92%	+4.41%
2022	-19.59%	-18.11%
2021	+9.98%	+8.51%
2020	N/A	+4.27%
2019	N/A	+11.05%
2018	N/A	-7.08%
2017	N/A	+1.98%
2016	N/A	-2.28%
2015	N/A	+11.06%
2014	N/A	+11.62%
2013	N/A	-13.11%
2012	N/A	+13.15%
2011	N/A	+10.53%
2010	N/A	+9.39%
2009	N/A	+25.05%
2008	N/A	-10.17%
2007	N/A	+0.97%
2006	N/A	+9.01%
2005	N/A	-3.44%
2004	N/A	-2.07%
2003	N/A	+14.58%
2002	N/A	+5.71%
2001	N/A	+13.21%
2000	N/A	+9.55%
1999	N/A	-7.92%

FEUS vs SBI Drawdown Comparison

The maximum drawdown for FEUS was -25.32%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The current FEUS drawdown is -2.58%. The current SBI drawdown is -0.61%.

Rank	FEUS	SBI
#1	-25.32% Dec 29, 2021 - Dec 18, 2023	-33.69% Feb 12, 2008 - Jul 24, 2009
#2	-19.47% Feb 19, 2025 - Jul 2, 2025	-25.21% Sep 21, 2021 - Oct 24, 2022
#3	-9.55% Jan 12, 2026 - Apr 16, 2026	-20.05% Feb 21, 2020 - Feb 2, 2021
#4	-8.82% Jul 16, 2024 - Sep 19, 2024	-19.30% Jan 25, 2013 - Feb 2, 2015
#5	-5.59% Mar 28, 2024 - May 15, 2024	-16.12% Apr 1, 2004 - Jun 28, 2005
#6	-5.28% Oct 28, 2025 - Dec 10, 2025	-15.62% Sep 6, 2016 - Aug 23, 2019
#7	-4.67% Dec 11, 2024 - Feb 19, 2025	-11.57% Sep 3, 2010 - Aug 31, 2011
#8	-4.45% Jun 2, 2026 - Jun 10, 2026	-10.68% Jul 22, 2005 - Dec 1, 2006
#9	-3.96% Nov 18, 2021 - Dec 27, 2021	-9.49% Jun 12, 2003 - Nov 10, 2003
#10	-3.57% Sep 24, 2021 - Oct 14, 2021	-8.39% Nov 1, 1999 - Jun 30, 2000
#11	-2.88% Oct 8, 2025 - Oct 24, 2025	-7.67% Jul 25, 2000 - Dec 7, 2000
#12	-2.86% Oct 14, 2024 - Nov 6, 2024	-7.53% Sep 28, 2007 - Jan 4, 2008
#13	-2.46% Jul 25, 2025 - Aug 8, 2025	-7.48% Sep 20, 2002 - May 1, 2003
#14	-2.04% Nov 11, 2024 - Nov 25, 2024	-7.17% Nov 5, 2001 - May 23, 2002
#15	-1.94% Dec 11, 2025 - Dec 23, 2025	-6.95% Aug 13, 2001 - Oct 3, 2001

Correlation

Correlation between FEUS and SBI is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

FEUS vs SBI dividend yield comparison.

Year	FEUS	SBI
2026	0.21%	2.69%
2025	1.06%	6.56%
2024	1.15%	6.23%
2023	1.41%	3.76%
2022	1.48%	3.72%
2021	0.36%	2.93%
2020	0.00%	3.07%
2019	0.00%	3.59%
2018	0.00%	4.32%
2017	0.00%	4.58%
2016	0.00%	5.01%
2015	0.00%	4.70%
2014	0.00%	4.92%
2013	0.00%	5.30%
2012	0.00%	4.54%
2011	0.00%	4.90%
2010	0.00%	5.03%
2009	0.00%	4.69%
2008	0.00%	5.42%
2007	0.00%	4.83%
2006	0.00%	4.87%
2005	0.00%	6.45%
2004	0.00%	6.54%
2003	0.00%	6.01%
2002	0.00%	6.04%
2001	0.00%	5.66%
2000	0.00%	6.16%
1999	0.00%	1.05%