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ITM vs SPY

Comparison between VANECK INTERMEDIATE MUNI ETF (ITM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed ITM, delivering a return of +13.2% compared to +0.5%

ITM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ITM
$2.20B
Winner
SPY
$784B
Expense Ratio
ITM
0.18%
Winner
SPY
0.09%
Max Drawdown
Winner
ITM
24.75%
SPY
56.47%
Sharpe Ratio
ITM
1.00
Winner
SPY
1.54
5Y Beta
Winner
ITM
0.02
SPY
1.00
P/E Ratio
ITM
N/A
SPY
27.62
Forward P/E
ITM
N/A
SPY
21.11
5Y Dividends CAGR
ITM
5.87%
Winner
SPY
6.00%
5Y EPS CAGR
ITM
N/A
SPY
25.30%
Debt to Equity
ITM
N/A
SPY
31.11%
P/S Ratio
ITM
N/A
SPY
3.49
P/B Ratio
ITM
N/A
SPY
5.30

ITM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
ITM
+1.26%
SPY
-1.37%
3M
ITM
+1.43%
Winner
SPY
+12.22%
6M
ITM
+0.83%
Winner
SPY
+7.20%
1Y
ITM
+6.69%
Winner
SPY
+23.58%
5Y(CAGR)
ITM
+0.51%
Winner
SPY
+13.19%
10Y(CAGR)
ITM
+1.64%
Winner
SPY
+15.12%
Max(CAGR)
ITM
+2.81%
Winner
SPY
+8.44%

ITM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearITMSPY
2026+0.76%+7.95%
2025+4.97%+18.00%
2024+0.74%+25.59%
2023+5.53%+26.72%
2022-9.24%-18.64%
2021+0.24%+30.52%
2020+5.85%+17.28%
2019+8.25%+31.09%
2018+0.17%-5.24%
2017+5.09%+20.78%
2016-2.23%+13.59%
2015+2.45%+1.31%
2014+8.63%+14.56%
2013-5.46%+29.00%
2012+4.79%+14.17%
2011+10.69%+0.85%
2010+0.24%+13.14%
2009+8.41%+22.67%
2008+2.39%-36.25%
2007+1.17%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

ITM vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current ITM drawdown is -1.14%. The current SPY drawdown is -3.18%.

RankITMSPY
#1-24.75%
Mar 9, 2020 - Jul 30, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-16.23%
Sep 25, 2008 - Aug 26, 2009		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.11%
Jul 20, 2021 - Nov 11, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-11.62%
Nov 30, 2012 - Oct 9, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.75%
Aug 26, 2010 - Aug 11, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.02%
Jul 6, 2016 - Feb 26, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.50%
Jan 30, 2015 - Dec 24, 2015		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.03%
Sep 11, 2008 - Sep 25, 2008		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.43%
Feb 27, 2026 - Mar 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.43%
Oct 2, 2009 - May 21, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.30%
Feb 1, 2012 - May 8, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.09%
Sep 23, 2011 - Dec 7, 2011		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.72%
Feb 1, 2008 - Apr 21, 2008		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.50%
Feb 12, 2021 - Jul 7, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.45%
Oct 15, 2014 - Jan 12, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

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

0.85
-101

Dividend Comparison (1999 - 2026)

ITM vs SPY dividend yield comparison.

YearITMSPY
20261.22%0.50%
20252.86%1.07%
20242.73%1.21%
20232.40%1.40%
20221.92%1.65%
20211.70%1.20%
20202.13%1.52%
20192.44%1.75%
20181.47%2.04%
20171.10%1.80%
20161.14%2.03%
20151.14%2.06%
20141.21%1.87%
20131.32%1.81%
20121.32%2.18%
20111.61%2.05%
20101.82%1.80%
20091.80%1.95%
20087.44%3.02%
20070.54%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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