ITM vs HDEF

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF).

5-Year PerformanceHDEF has outperformed ITM, delivering a return of +11.5% compared to -0.1%

ITM vs HDEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ITM(ETF)	HDEF(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	0.18%	0.09%
Max Drawdown	24.75%	38.17%
Sharpe Ratio	0.18	1.08
5Y Beta	0.02	0.41
5Y Dividends CAGR	6.56%	12.60%

Net Assets

ITM

$2.20B

HDEF

$2.20B

Expense Ratio

ITM

0.18%

Winner

HDEF

0.09%

Max Drawdown

Winner

ITM

24.75%

HDEF

38.17%

Sharpe Ratio

ITM

0.18

Winner

HDEF

1.08

5Y Beta

Winner

ITM

0.02

HDEF

0.41

5Y Dividends CAGR

ITM

6.56%

Winner

HDEF

12.60%

ITM vs HDEF - Historical Returns

Returns include dividend reinvestment.

Period	ITM	HDEF
1 month	-2.11%	+4.72%
3 months	-1.66%	+3.41%
6 months	-1.47%	+9.13%
1 year	+4.27%	+17.59%
5 years(CAGR)	-0.10%	+11.54%
10 years(CAGR)	+1.63%	+8.87%
Max(CAGR)	+3.21%	+7.93%

ITM

-2.11%

Winner

HDEF

+4.72%

ITM

-1.66%

Winner

HDEF

+3.41%

ITM

-1.47%

Winner

HDEF

+9.13%

ITM

+4.27%

Winner

HDEF

+17.59%

5Y(CAGR)

ITM

-0.10%

Winner

HDEF

+11.54%

10Y(CAGR)

ITM

+1.63%

Winner

HDEF

+8.87%

Max(CAGR)

ITM

+3.21%

Winner

HDEF

+7.93%

ITM vs HDEF - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	ITM	HDEF
2026	-1.30%	+9.66%
2025	+4.97%	+33.36%
2024	+0.74%	+3.36%
2023	+5.53%	+17.51%
2022	-9.24%	-3.03%
2021	+0.24%	+6.01%
2020	+5.85%	-2.76%
2019	+8.25%	+25.44%
2018	+1.05%	-13.77%
2017	+6.27%	+9.90%
2016	-1.15%	+13.43%
2015	+3.64%	-4.66%
2014	+9.98%	N/A
2013	-4.24%	N/A
2012	+6.19%	N/A
2011	+12.58%	N/A
2010	+2.01%	N/A
2009	+10.40%	N/A
2008	-1.16%	N/A
2007	+0.84%	N/A

ITM vs HDEF Drawdown Comparison

The maximum drawdown for ITM was -24.75%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The current ITM drawdown is -3.16%. The current HDEF drawdown is -0.03%.

Rank	ITM	HDEF
#1	-24.75% Mar 9, 2020 - Jul 30, 2020	-36.42% Jan 2, 2020 - Jan 6, 2021
#2	-16.58% Sep 25, 2008 - May 19, 2009	-23.69% Feb 9, 2022 - Apr 6, 2023
#3	-15.11% Jul 20, 2021 - Nov 11, 2025	-17.55% Jan 22, 2018 - Oct 24, 2019
#4	-10.99% Nov 30, 2012 - May 16, 2014	-14.95% Aug 18, 2015 - Aug 10, 2016
#5	-8.90% Aug 26, 2010 - Aug 3, 2011	-11.15% Sep 26, 2024 - Mar 5, 2025
#6	-7.61% Jul 6, 2016 - Sep 5, 2017	-10.60% Mar 18, 2025 - Apr 22, 2025
#7	-4.05% Jan 30, 2015 - Nov 27, 2015	-9.31% Jun 15, 2021 - Jan 12, 2022
#8	-4.03% Sep 11, 2008 - Sep 25, 2008	-8.79% Jul 26, 2023 - Dec 13, 2023
#9	-3.91% May 21, 2009 - Aug 18, 2009	-8.02% Feb 27, 2026 - Jul 17, 2026
#10	-3.59% Jan 23, 2008 - Sep 11, 2008	-6.39% May 8, 2023 - Jun 15, 2023
#11	-3.43% Feb 27, 2026 - Mar 26, 2026	-5.63% Dec 9, 2016 - Jan 10, 2017
#12	-3.43% Oct 2, 2009 - Mar 2, 2010	-5.46% Dec 27, 2023 - Mar 20, 2024
#13	-3.39% Dec 6, 2017 - Dec 19, 2018	-4.72% Jan 8, 2021 - Mar 16, 2021
#14	-3.20% Feb 1, 2012 - May 4, 2012	-4.35% Nov 2, 2017 - Jan 9, 2018
#15	-2.97% Sep 23, 2011 - Dec 6, 2011	-4.24% May 17, 2024 - Jul 12, 2024

Correlation

Correlation between ITM and HDEF is 0.69 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.69

-101

Dividend Comparison (2007 - 2026)

ITM vs HDEF dividend yield comparison.

Year	ITM	HDEF
2026	1.54%	2.58%
2025	2.86%	3.88%
2024	2.73%	4.53%
2023	2.40%	4.38%
2022	1.92%	5.41%
2021	1.70%	4.76%
2020	2.13%	3.93%
2019	2.44%	4.20%
2018	2.33%	3.55%
2017	2.21%	3.38%
2016	2.29%	9.52%
2015	2.28%	1.87%
2014	2.42%	0.00%
2013	2.63%	0.00%
2012	2.63%	0.00%
2011	3.22%	0.00%
2010	3.64%	0.00%
2009	3.59%	0.00%
2008	3.75%	0.00%
2007	0.22%	0.00%