ITEQ vs SBI

Comparison between Amplify BlueStar Israel Technology ETF (ITEQ, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).

5-Year PerformanceSBI has outperformed ITEQ, delivering a return of +0.4% compared to -0.9%

ITEQ vs SBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITEQ(ETF)	SBI(ETF)
Net Assets	$120M	$119M
Expense Ratio	0.75%	N/A
Max Drawdown	54.63%	43.86%
Sharpe Ratio	0.68	0.73
5Y Beta	1.12	0.14
P/E Ratio	-255.46	N/A
Forward P/E	21.25	N/A
PEG Ratio	-0.32	N/A
5Y Dividends CAGR	N/A	14.13%
Debt to Equity	-9.34%	N/A
P/S Ratio	1.77	N/A
P/B Ratio	3.43	N/A

Net Assets

Winner

ITEQ

$120M

SBI

$119M

Expense Ratio

ITEQ

0.75%

SBI

N/A

Max Drawdown

ITEQ

54.63%

Winner

SBI

43.86%

Sharpe Ratio

ITEQ

0.68

Winner

SBI

0.73

5Y Beta

ITEQ

1.12

Winner

SBI

0.14

P/E Ratio

ITEQ

-255.46

SBI

N/A

Forward P/E

ITEQ

21.25

SBI

N/A

PEG Ratio

ITEQ

-0.32

SBI

N/A

5Y Dividends CAGR

ITEQ

N/A

SBI

14.13%

Debt to Equity

ITEQ

-9.34%

SBI

N/A

P/S Ratio

ITEQ

1.77

SBI

N/A

P/B Ratio

ITEQ

3.43

SBI

N/A

ITEQ vs SBI - Historical Returns

Returns include dividend reinvestment.

Period	ITEQ	SBI
1 month	+0.71%	-0.10%
3 months	+6.23%	+1.89%
6 months	+7.50%	+3.56%
1 year	+17.48%	+8.51%
5 years(CAGR)	-0.91%	+0.37%
10 years(CAGR)	+10.32%	+1.41%
Max(CAGR)	+9.40%	+4.46%

Winner

ITEQ

+0.71%

SBI

-0.10%

Winner

ITEQ

+6.23%

SBI

+1.89%

Winner

ITEQ

+7.50%

SBI

+3.56%

Winner

ITEQ

+17.48%

SBI

+8.51%

5Y(CAGR)

ITEQ

-0.91%

Winner

SBI

+0.37%

10Y(CAGR)

Winner

ITEQ

+10.32%

SBI

+1.41%

Max(CAGR)

Winner

ITEQ

+9.40%

SBI

+4.46%

ITEQ vs SBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	ITEQ	SBI
2026	+12.53%	+4.77%
2025	+13.52%	+4.71%
2024	+14.15%	+6.01%
2023	+5.59%	+4.41%
2022	-30.67%	-18.11%
2021	-6.09%	+8.51%
2020	+57.52%	+4.27%
2019	+37.59%	+11.05%
2018	-1.93%	-7.08%
2017	+26.50%	+1.98%
2016	+4.88%	-2.28%
2015	-4.80%	+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%

ITEQ vs SBI Drawdown Comparison

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

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

The current ITEQ drawdown is -16.16%. The current SBI drawdown is -0.64%.

Rank	ITEQ	SBI
#1	-54.63% Feb 12, 2021 - Oct 27, 2023	-33.69% Feb 12, 2008 - Jul 24, 2009
#2	-36.49% Feb 19, 2020 - Jun 1, 2020	-25.21% Sep 21, 2021 - Jun 22, 2026
#3	-21.04% Nov 4, 2015 - Aug 15, 2016	-20.05% Feb 21, 2020 - Feb 2, 2021
#4	-19.40% Aug 31, 2018 - Feb 25, 2019	-19.30% Jan 25, 2013 - Feb 2, 2015
#5	-10.74% Oct 13, 2020 - Dec 4, 2020	-16.12% Apr 1, 2004 - Jun 28, 2005
#6	-9.27% Sep 2, 2020 - Oct 5, 2020	-15.62% Sep 6, 2016 - Aug 23, 2019
#7	-8.29% Aug 22, 2019 - Nov 25, 2019	-11.57% Sep 3, 2010 - Aug 31, 2011
#8	-8.19% Sep 8, 2016 - Jan 25, 2017	-10.68% Jul 22, 2005 - Dec 1, 2006
#9	-7.66% Jan 26, 2018 - Mar 9, 2018	-9.49% Jun 12, 2003 - Nov 10, 2003
#10	-6.50% Mar 12, 2018 - May 14, 2018	-8.39% Nov 1, 1999 - Jun 30, 2000
#11	-5.32% Jul 19, 2017 - Sep 11, 2017	-7.67% Jul 25, 2000 - Dec 7, 2000
#12	-5.04% Jun 3, 2020 - Jul 2, 2020	-7.53% Sep 28, 2007 - Jan 4, 2008
#13	-4.90% Jul 25, 2018 - Aug 29, 2018	-7.48% Sep 20, 2002 - May 1, 2003
#14	-4.86% May 3, 2019 - Jun 19, 2019	-7.17% Nov 5, 2001 - May 23, 2002
#15	-4.58% Oct 31, 2017 - Jan 4, 2018	-6.95% Aug 13, 2001 - Oct 3, 2001

Correlation

Correlation between ITEQ and SBI is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (1999 - 2026)

ITEQ vs SBI dividend yield comparison.

Year	ITEQ	SBI
2026	0.00%	3.22%
2025	0.85%	6.56%
2024	0.01%	6.23%
2023	0.00%	3.76%
2022	0.00%	3.72%
2021	0.00%	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%