INTF vs SHM

Comparison between ISHARES INTERNATIONAL EQUITY FACTOR ETF (INTF, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).

5-Year PerformanceINTF has outperformed SHM, delivering a return of +9.2% compared to +0.9%

INTF vs SHM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	INTF(ETF)	SHM(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.16%	0.20%
Max Drawdown	43.92%	11.61%
Sharpe Ratio	1.25	-0.26
5Y Beta	0.73	0.01
5Y Dividends CAGR	8.62%	18.73%

Net Assets

INTF

$3.40B

SHM

$3.40B

Expense Ratio

Winner

INTF

0.16%

SHM

0.20%

Max Drawdown

INTF

43.92%

Winner

SHM

11.61%

Sharpe Ratio

Winner

INTF

1.25

SHM

-0.26

5Y Beta

INTF

0.73

Winner

SHM

0.01

5Y Dividends CAGR

INTF

8.62%

Winner

SHM

18.73%

INTF vs SHM - Historical Returns

Returns include dividend reinvestment.

Period	INTF	SHM
1 month	-0.29%	+0.37%
3 months	+3.48%	-0.09%
6 months	+10.75%	+1.13%
1 year	+23.37%	+3.36%
5 years(CAGR)	+9.20%	+0.91%
10 years(CAGR)	+8.90%	+1.19%
Max(CAGR)	+7.60%	+1.80%

INTF

-0.29%

Winner

SHM

+0.37%

Winner

INTF

+3.48%

SHM

-0.09%

Winner

INTF

+10.75%

SHM

+1.13%

Winner

INTF

+23.37%

SHM

+3.36%

5Y(CAGR)

Winner

INTF

+9.20%

SHM

+0.91%

10Y(CAGR)

Winner

INTF

+8.90%

SHM

+1.19%

Max(CAGR)

Winner

INTF

+7.60%

SHM

+1.80%

INTF vs SHM - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	INTF	SHM
2026	+6.79%	+0.74%
2025	+35.79%	+3.86%
2024	+7.17%	+1.22%
2023	+17.82%	+2.81%
2022	-12.61%	-3.80%
2021	+10.83%	-0.37%
2020	+2.11%	+2.53%
2019	+18.95%	+3.60%
2018	-16.32%	+1.42%
2017	+27.88%	+1.01%
2016	+0.63%	-0.49%
2015	-4.25%	+1.13%
2014	N/A	+1.01%
2013	N/A	+1.27%
2012	N/A	+1.32%
2011	N/A	+3.76%
2010	N/A	+1.19%
2009	N/A	+4.28%
2008	N/A	+5.83%
2007	N/A	+1.61%

INTF vs SHM Drawdown Comparison

The maximum drawdown for INTF was -40.39%, occurring on Mar 23, 2020. Recovery took 785 trading sessions.

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

The current INTF drawdown is -2.42%. The current SHM drawdown is -0.37%.

Rank	INTF	SHM
#1	-40.39% Jan 26, 2018 - Mar 11, 2021	-11.61% Mar 9, 2020 - May 19, 2020
#2	-29.21% Sep 3, 2021 - Jan 29, 2024	-6.97% Sep 23, 2008 - Dec 5, 2008
#3	-17.82% May 21, 2015 - Mar 24, 2017	-6.67% Aug 3, 2021 - Sep 5, 2024
#4	-13.64% Mar 19, 2025 - Apr 28, 2025	-3.50% Aug 31, 2010 - May 6, 2011
#5	-10.20% Feb 25, 2026 - Mar 20, 2026	-3.07% Feb 13, 2008 - Mar 18, 2008
#6	-9.27% Sep 26, 2024 - Mar 5, 2025	-2.70% Aug 22, 2016 - Aug 2, 2017
#7	-8.04% Jul 12, 2024 - Aug 21, 2024	-2.63% Apr 23, 2013 - Oct 23, 2013
#8	-5.28% Jun 7, 2021 - Sep 3, 2021	-2.07% Sep 5, 2017 - Jan 11, 2019
#9	-4.67% Nov 12, 2025 - Dec 3, 2025	-1.87% Feb 13, 2009 - Apr 16, 2009
#10	-4.38% Mar 27, 2024 - May 9, 2024	-1.75% Mar 18, 2008 - Aug 15, 2008
#11	-4.01% Jun 6, 2024 - Jul 11, 2024	-1.67% Sep 6, 2011 - Jan 11, 2012
#12	-3.90% Jul 23, 2025 - Aug 12, 2025	-1.67% Apr 4, 2025 - Jun 12, 2025
#13	-3.67% Aug 30, 2024 - Sep 19, 2024	-1.31% Oct 3, 2024 - Feb 25, 2025
#14	-3.18% May 7, 2021 - May 27, 2021	-1.24% Sep 17, 2008 - Sep 23, 2008
#15	-3.17% Oct 6, 2025 - Oct 27, 2025	-1.13% Feb 26, 2026 - Mar 24, 2026

Correlation

Correlation between INTF and SHM is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2007 - 2026)

INTF vs SHM dividend yield comparison.

Year	INTF	SHM
2026	0.00%	1.11%
2025	2.87%	2.61%
2024	3.53%	2.06%
2023	3.59%	1.15%
2022	2.81%	0.69%
2021	5.38%	0.86%
2020	2.06%	1.24%
2019	3.65%	1.40%
2018	2.62%	1.23%
2017	3.26%	1.06%
2016	1.66%	0.94%
2015	0.85%	0.92%
2014	0.00%	0.93%
2013	0.00%	0.97%
2012	0.00%	1.40%
2011	0.00%	1.60%
2010	0.00%	1.91%
2009	0.00%	2.03%
2008	0.00%	2.59%
2007	0.00%	0.72%