IDEF vs SCMB
Comparison between iShares Defense Industrials Active ETF (IDEF, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
IDEF vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDEF
$3.90B
SCMB
$3.90B
Expense Ratio
IDEF
0.55%
Winner
SCMB
0.03%
Max Drawdown
IDEF
14.78%
Winner
SCMB
7.77%
Sharpe Ratio
IDEF
0.84
Winner
SCMB
0.87
5Y Beta
IDEF
1.17
Winner
SCMB
0.03
P/E Ratio
IDEF
55.67
SCMB
N/A
Forward P/E
IDEF
29.36
SCMB
N/A
5Y EPS CAGR
IDEF
6.46%
SCMB
N/A
Debt to Equity
IDEF
114.70%
SCMB
N/A
P/S Ratio
IDEF
2.74
SCMB
N/A
P/B Ratio
IDEF
5.14
SCMB
N/A
IDEF vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
IDEF
-2.03%
Winner
SCMB
+0.41%
3M
IDEF
-7.85%
Winner
SCMB
+1.00%
6M
Winner
IDEF
+6.07%
SCMB
+1.59%
1Y
Winner
IDEF
+20.75%
SCMB
+6.05%
Max(CAGR)
Winner
IDEF
+27.17%
SCMB
+4.00%
IDEF vs SCMB - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IDEF | SCMB |
|---|---|---|
| 2026 | +2.07% | +1.03% |
| 2025 | +23.05% | +3.34% |
| 2024 | N/A | +1.10% |
| 2023 | N/A | +5.70% |
| 2022 | N/A | +3.05% |
IDEF vs SCMB Drawdown Comparison
The maximum drawdown for IDEF was -14.78%, occurring on Jun 10, 2026. This drawdown has not yet recovered.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current IDEF drawdown is -12.23%. The current SCMB drawdown is -0.87%.
| Rank | IDEF | SCMB |
|---|---|---|
| #1 | -14.78% Mar 2, 2026 - Jun 10, 2026 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -12.27% Oct 8, 2025 - Jan 5, 2026 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -7.38% Jan 16, 2026 - Mar 2, 2026 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -4.33% Aug 6, 2025 - Sep 10, 2025 | -2.92% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -1.59% Jun 30, 2025 - Jul 9, 2025 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -1.52% Jul 23, 2025 - Aug 4, 2025 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -1.25% Jun 9, 2025 - Jun 13, 2025 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -1.21% Jul 18, 2025 - Jul 23, 2025 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -0.71% Sep 16, 2025 - Sep 19, 2025 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -0.70% Jul 14, 2025 - Jul 17, 2025 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -0.68% Sep 23, 2025 - Sep 26, 2025 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #12 | -0.63% Jun 16, 2025 - Jun 23, 2025 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #13 | -0.56% Jul 9, 2025 - Jul 14, 2025 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #14 | -0.47% Oct 6, 2025 - Oct 8, 2025 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
| #15 | -0.41% May 27, 2025 - May 30, 2025 | -0.35% Dec 1, 2023 - Dec 6, 2023 |
Correlation
Correlation between IDEF and SCMB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2022 - 2026)
IDEF vs SCMB dividend yield comparison.
| Year | IDEF | SCMB |
|---|---|---|
| 2026 | 0.00% | 1.46% |
| 2025 | 0.17% | 3.36% |
| 2024 | 0.00% | 3.34% |
| 2023 | 0.00% | 3.10% |
| 2022 | 0.00% | 0.59% |
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