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HYMB vs ILCG

Comparison between STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF).

5-Year PerformanceILCG has outperformed HYMB, delivering a return of +12.5% compared to +0.3%

HYMB vs ILCG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYMB
$3.10B
Winner
ILCG
$3.20B
Expense Ratio
HYMB
0.35%
Winner
ILCG
0.04%
Max Drawdown
Winner
HYMB
29.76%
ILCG
53.23%
Sharpe Ratio
Winner
HYMB
0.95
ILCG
0.88
5Y Beta
Winner
HYMB
0.04
ILCG
1.25
P/E Ratio
HYMB
N/A
ILCG
38.22
Forward P/E
HYMB
N/A
ILCG
25.94
PEG Ratio
HYMB
N/A
ILCG
0.26
5Y Dividends CAGR
HYMB
2.35%
Winner
ILCG
24.34%
5Y EPS CAGR
HYMB
N/A
ILCG
40.17%
Debt to Equity
HYMB
N/A
ILCG
38.59%
P/S Ratio
HYMB
N/A
ILCG
6.24
P/B Ratio
HYMB
N/A
ILCG
10.36

HYMB vs ILCG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HYMB
+0.54%
ILCG
-1.26%
3M
HYMB
+1.64%
Winner
ILCG
+10.29%
6M
HYMB
+2.43%
Winner
ILCG
+11.19%
1Y
HYMB
+7.85%
Winner
ILCG
+19.41%
5Y(CAGR)
HYMB
+0.30%
Winner
ILCG
+12.54%
10Y(CAGR)
HYMB
+2.28%
Winner
ILCG
+17.66%
Max(CAGR)
HYMB
+4.42%
Winner
ILCG
+11.74%

HYMB vs ILCG - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearHYMBILCG
2026+3.46%+11.52%
2025+1.88%+16.68%
2024+6.23%+35.11%
2023+7.95%+41.82%
2022-15.54%-32.14%
2021+5.37%+25.79%
2020+3.67%+36.78%
2019+9.49%+33.35%
2018+4.78%+1.05%
2017+3.02%+29.73%
2016+1.92%+3.62%
2015+3.59%+7.61%
2014+17.12%+15.21%
2013-8.31%+28.28%
2012+15.62%+15.97%
2011+10.19%+0.62%
2010N/A+10.84%
2009N/A+39.28%
2008N/A-41.24%
2007N/A+12.26%
2006N/A+3.17%
2005N/A+4.03%
2004N/A+1.19%

HYMB vs ILCG Drawdown Comparison

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.

The current HYMB drawdown is -0.51%. The current ILCG drawdown is -3.41%.

RankHYMBILCG
#1-29.57%
Mar 5, 2020 - Jan 6, 2021
-52.99%
Oct 31, 2007 - Feb 16, 2012
#2-20.16%
Jul 27, 2021 - Feb 26, 2026
-35.38%
Nov 19, 2021 - Feb 7, 2024
#3-16.59%
May 20, 2013 - May 20, 2014
-31.61%
Feb 19, 2020 - Jun 8, 2020
#4-7.98%
Aug 29, 2016 - Aug 29, 2017
-23.10%
Jan 23, 2025 - Jun 24, 2025
#5-4.28%
Dec 6, 2012 - Jan 22, 2013
-20.71%
Oct 1, 2018 - Apr 3, 2019
#6-4.19%
Jan 30, 2015 - Oct 22, 2015
-16.14%
Jul 20, 2015 - Jan 6, 2017
#7-3.65%
Sep 5, 2017 - May 25, 2018
-15.65%
Oct 29, 2025 - Apr 22, 2026
#8-3.11%
Feb 27, 2026 - May 28, 2026
-12.99%
Feb 12, 2021 - Apr 26, 2021
#9-2.49%
Feb 11, 2021 - Apr 22, 2021
-12.94%
Jan 11, 2006 - Nov 15, 2006
#10-1.93%
May 30, 2014 - Aug 11, 2014
-12.81%
Jul 10, 2024 - Oct 9, 2024
#11-1.89%
Sep 6, 2018 - Dec 28, 2018
-11.59%
Sep 2, 2020 - Dec 4, 2020
#12-1.51%
Oct 4, 2011 - Nov 2, 2011
-9.91%
Apr 3, 2012 - Aug 17, 2012
#13-1.41%
Mar 13, 2012 - Apr 12, 2012
-9.54%
Jan 26, 2018 - Mar 12, 2018
#14-1.33%
Nov 2, 2015 - Dec 23, 2015
-9.54%
Sep 19, 2012 - Feb 19, 2013
#15-1.32%
Jul 6, 2011 - Jul 12, 2011
-9.27%
Jul 2, 2004 - Dec 2, 2004

Correlation

Correlation between HYMB and ILCG is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2004 - 2026)

HYMB vs ILCG dividend yield comparison.

YearHYMBILCG
20262.28%0.16%
20254.55%0.47%
20244.29%0.50%
20234.07%0.69%
20223.77%0.75%
20213.19%0.34%
20203.55%0.28%
20193.95%0.54%
20184.03%0.81%
20173.78%0.89%
20164.08%0.95%
20154.54%0.99%
20144.49%0.87%
20135.17%0.94%
20124.99%1.27%
20114.30%0.92%
20100.00%0.74%
20090.00%0.83%
20080.00%0.97%
20070.00%0.46%
20060.00%0.45%
20050.00%0.36%
20040.00%1.28%

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