GUMI vs SPXV
Comparison between GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF (GUMI, ETF) and PROSHARES S&P 500 EX-HEALTH CARE ETF (SPXV, ETF).
GUMI vs SPXV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GUMI
$40M
SPXV
$40M
Expense Ratio
GUMI
0.16%
Winner
SPXV
0.09%
Max Drawdown
Winner
GUMI
0.63%
SPXV
34.34%
Sharpe Ratio
GUMI
-0.50
Winner
SPXV
1.53
5Y Beta
Winner
GUMI
-0.00
SPXV
1.03
P/E Ratio
GUMI
N/A
SPXV
28.21
Forward P/E
GUMI
N/A
SPXV
21.90
PEG Ratio
GUMI
N/A
SPXV
0.42
5Y Dividends CAGR
GUMI
N/A
SPXV
6.05%
5Y EPS CAGR
GUMI
N/A
SPXV
29.17%
Debt to Equity
GUMI
N/A
SPXV
35.90%
P/S Ratio
GUMI
N/A
SPXV
4.16
P/B Ratio
GUMI
N/A
SPXV
5.71
GUMI vs SPXV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
GUMI
+0.37%
SPXV
+0.01%
3M
GUMI
+0.68%
Winner
SPXV
+12.53%
6M
GUMI
+1.49%
Winner
SPXV
+10.34%
1Y
GUMI
+3.06%
Winner
SPXV
+25.40%
5Y(CAGR)
GUMI
N/A
SPXV
+14.26%
10Y(CAGR)
GUMI
N/A
SPXV
+16.12%
Max(CAGR)
GUMI
+3.27%
Winner
SPXV
+15.93%
GUMI vs SPXV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | GUMI | SPXV |
|---|---|---|
| 2026 | +1.21% | +9.94% |
| 2025 | +3.37% | +18.68% |
| 2024 | +1.52% | +29.14% |
| 2023 | N/A | +31.18% |
| 2022 | N/A | -21.25% |
| 2021 | N/A | +30.48% |
| 2020 | N/A | +17.90% |
| 2019 | N/A | +32.55% |
| 2018 | N/A | -3.83% |
| 2017 | N/A | +17.00% |
| 2016 | N/A | +13.25% |
| 2015 | N/A | +8.26% |
GUMI vs SPXV Drawdown Comparison
The maximum drawdown for GUMI was -0.48%, occurring on Apr 11, 2025. Recovery took 23 trading sessions.
The maximum drawdown for SPXV was -34.34%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The current SPXV drawdown is -2.99%.
| Rank | GUMI | SPXV |
|---|---|---|
| #1 | -0.48% Apr 7, 2025 - May 9, 2025 | -34.34% Feb 19, 2020 - Aug 12, 2020 |
| #2 | -0.36% Nov 18, 2025 - Dec 1, 2025 | -26.57% Jan 4, 2022 - Dec 13, 2023 |
| #3 | -0.27% Sep 29, 2025 - Oct 7, 2025 | -19.88% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -0.25% Oct 7, 2025 - Nov 10, 2025 | -19.55% Sep 26, 2018 - Apr 4, 2019 |
| #5 | -0.22% Sep 12, 2025 - Sep 29, 2025 | -11.72% Dec 2, 2015 - Aug 1, 2016 |
| #6 | -0.18% Jul 21, 2025 - Aug 1, 2025 | -10.07% Sep 2, 2020 - Nov 16, 2020 |
| #7 | -0.16% Oct 11, 2024 - Nov 4, 2024 | -9.39% Jul 16, 2024 - Sep 19, 2024 |
| #8 | -0.16% Jun 12, 2025 - Jun 26, 2025 | -9.15% Jan 28, 2026 - Apr 14, 2026 |
| #9 | -0.15% Aug 14, 2025 - Aug 19, 2025 | -7.84% Jan 24, 2018 - Jul 18, 2018 |
| #10 | -0.13% Nov 12, 2024 - Nov 21, 2024 | -7.37% Apr 29, 2019 - Jun 20, 2019 |
| #11 | -0.12% Dec 11, 2025 - Dec 17, 2025 | -6.36% Jul 26, 2019 - Oct 25, 2019 |
| #12 | -0.12% Mar 20, 2025 - Apr 1, 2025 | -5.90% Oct 28, 2025 - Dec 24, 2025 |
| #13 | -0.12% Jul 16, 2025 - Jul 21, 2025 | -5.40% Mar 28, 2024 - May 14, 2024 |
| #14 | -0.12% Aug 22, 2025 - Aug 27, 2025 | -5.10% Jun 2, 2026 - Jun 10, 2026 |
| #15 | -0.11% May 20, 2026 - Jun 1, 2026 | -4.66% Sep 2, 2021 - Oct 19, 2021 |
Correlation
Correlation between GUMI and SPXV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
GUMI vs SPXV dividend yield comparison.
| Year | GUMI | SPXV |
|---|---|---|
| 2026 | 1.08% | 0.22% |
| 2025 | 2.95% | 0.97% |
| 2024 | 1.37% | 1.12% |
| 2023 | 0.00% | 1.27% |
| 2022 | 0.00% | 1.67% |
| 2021 | 0.00% | 1.11% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 1.58% |
| 2018 | 0.00% | 1.89% |
| 2017 | 0.00% | 1.57% |
| 2016 | 0.00% | 2.66% |
| 2015 | 0.00% | 0.56% |
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