IXJ vs SCMB
Comparison between ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF) and SCHWAB MUNICIPAL BOND ETF (SCMB, ETF).
IXJ vs SCMB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IXJ
$3.60B
Winner
SCMB
$3.70B
Expense Ratio
IXJ
0.40%
Winner
SCMB
0.03%
Max Drawdown
IXJ
42.81%
Winner
SCMB
7.77%
Sharpe Ratio
IXJ
0.64
Winner
SCMB
0.92
5Y Beta
IXJ
0.47
Winner
SCMB
0.03
P/E Ratio
IXJ
28.08
SCMB
N/A
Forward P/E
IXJ
17.29
SCMB
N/A
5Y Dividends CAGR
IXJ
6.37%
SCMB
N/A
5Y EPS CAGR
IXJ
12.48%
SCMB
N/A
Debt to Equity
IXJ
53.55%
SCMB
N/A
P/S Ratio
IXJ
1.47
SCMB
N/A
P/B Ratio
IXJ
4.48
SCMB
N/A
IXJ vs SCMB - Historical Returns
Returns include dividend reinvestment.
1M
Winner
IXJ
+3.56%
SCMB
+0.60%
3M
IXJ
-1.49%
Winner
SCMB
-0.02%
6M
IXJ
-0.46%
Winner
SCMB
+1.55%
1Y
Winner
IXJ
+12.91%
SCMB
+6.52%
5Y(CAGR)
IXJ
+4.77%
SCMB
N/A
10Y(CAGR)
IXJ
+7.99%
SCMB
N/A
Max(CAGR)
Winner
IXJ
+7.17%
SCMB
+4.02%
IXJ vs SCMB - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IXJ | SCMB |
|---|---|---|
| 2026 | -2.15% | +1.03% |
| 2025 | +14.95% | +3.34% |
| 2024 | -0.69% | +1.10% |
| 2023 | +3.59% | +5.70% |
| 2022 | -3.93% | +3.05% |
| 2021 | +19.74% | N/A |
| 2020 | +12.39% | N/A |
| 2019 | +24.67% | N/A |
| 2018 | +1.74% | N/A |
| 2017 | +19.02% | N/A |
| 2016 | -4.37% | N/A |
| 2015 | +5.69% | N/A |
| 2014 | +18.07% | N/A |
| 2013 | +33.83% | N/A |
| 2012 | +15.83% | N/A |
| 2011 | +9.85% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +16.29% | N/A |
| 2008 | -19.96% | N/A |
| 2007 | +2.96% | N/A |
| 2006 | +8.49% | N/A |
| 2005 | +7.27% | N/A |
| 2004 | +3.72% | N/A |
| 2003 | +16.34% | N/A |
| 2002 | -17.01% | N/A |
| 2001 | -2.47% | N/A |
IXJ vs SCMB Drawdown Comparison
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The maximum drawdown for SCMB was -6.13%, occurring on Oct 30, 2023. Recovery took 162 trading sessions.
The current IXJ drawdown is -5.98%. The current SCMB drawdown is -0.87%.
| Rank | IXJ | SCMB |
|---|---|---|
| #1 | -40.60% May 7, 2007 - Apr 26, 2011 | -6.13% Apr 12, 2023 - Dec 1, 2023 |
| #2 | -31.87% Nov 26, 2001 - Apr 13, 2005 | -4.75% Dec 4, 2024 - Sep 11, 2025 |
| #3 | -27.35% Feb 12, 2020 - Jul 14, 2020 | -3.23% Feb 2, 2023 - Apr 6, 2023 |
| #4 | -18.80% Aug 5, 2015 - Jun 19, 2017 | -2.92% Feb 27, 2026 - Mar 24, 2026 |
| #5 | -18.14% Aug 30, 2024 - Jan 6, 2026 | -2.55% Oct 1, 2024 - Dec 3, 2024 |
| #6 | -17.48% Apr 8, 2022 - Jan 8, 2024 | -2.25% Feb 1, 2024 - Jul 16, 2024 |
| #7 | -16.52% May 31, 2011 - Mar 13, 2012 | -2.09% Oct 12, 2022 - Nov 10, 2022 |
| #8 | -14.45% Oct 1, 2018 - Jul 2, 2019 | -1.25% Dec 29, 2023 - Feb 1, 2024 |
| #9 | -11.65% Jan 26, 2018 - Aug 21, 2018 | -1.05% Dec 14, 2022 - Jan 6, 2023 |
| #10 | -10.78% Feb 27, 2026 - Apr 29, 2026 | -0.94% Aug 5, 2024 - Sep 6, 2024 |
| #11 | -10.59% Dec 29, 2021 - Apr 7, 2022 | -0.58% Sep 17, 2025 - Oct 10, 2025 |
| #12 | -8.47% Sep 24, 2014 - Oct 30, 2014 | -0.50% Nov 11, 2025 - Dec 29, 2025 |
| #13 | -7.78% Sep 3, 2021 - Dec 23, 2021 | -0.50% Jan 16, 2026 - Feb 5, 2026 |
| #14 | -7.77% Jan 25, 2021 - Apr 16, 2021 | -0.38% Oct 24, 2025 - Nov 11, 2025 |
| #15 | -7.76% Sep 2, 2020 - Nov 5, 2020 | -0.35% Dec 1, 2023 - Dec 6, 2023 |
Correlation
Correlation between IXJ and SCMB is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2001 - 2026)
IXJ vs SCMB dividend yield comparison.
| Year | IXJ | SCMB |
|---|---|---|
| 2026 | 0.00% | 1.46% |
| 2025 | 1.40% | 3.36% |
| 2024 | 1.50% | 3.34% |
| 2023 | 1.38% | 3.10% |
| 2022 | 1.17% | 0.59% |
| 2021 | 1.12% | 0.00% |
| 2020 | 1.27% | 0.00% |
| 2019 | 1.42% | 0.00% |
| 2018 | 2.11% | 0.00% |
| 2017 | 1.46% | 0.00% |
| 2016 | 1.73% | 0.00% |
| 2015 | 2.85% | 0.00% |
| 2014 | 1.38% | 0.00% |
| 2013 | 1.51% | 0.00% |
| 2012 | 2.28% | 0.00% |
| 2011 | 2.17% | 0.00% |
| 2010 | 2.20% | 0.00% |
| 2009 | 1.97% | 0.00% |
| 2008 | 2.25% | 0.00% |
| 2007 | 1.72% | 0.00% |
| 2006 | 0.85% | 0.00% |
| 2005 | 0.70% | 0.00% |
| 2004 | 0.74% | 0.00% |
| 2003 | 0.63% | 0.00% |
| 2002 | 0.61% | 0.00% |
| 2001 | 0.03% | 0.00% |
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