KOKU vs SHYM

Comparison between XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF) and iShares High Yield Muni Income Active ETF (SHYM, ETF).

5-Year PerformanceKOKU has outperformed SHYM, delivering a return of +11.8% compared to +0.5%

KOKU vs SHYM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KOKU(ETF)	SHYM(ETF)
Net Assets	$799M	$801M
Expense Ratio	0.09%	0.40%
Max Drawdown	26.83%	26.45%
Sharpe Ratio	1.22	0.28
5Y Beta	0.91	-0.05
P/E Ratio	26.34	N/A
Forward P/E	21.01	N/A
5Y Dividends CAGR	31.06%	37.88%
5Y EPS CAGR	25.17%	N/A
Debt to Equity	39.56%	N/A
P/S Ratio	3.75	N/A
P/B Ratio	5.52	N/A

Net Assets

KOKU

$799M

Winner

SHYM

$801M

Expense Ratio

Winner

KOKU

0.09%

SHYM

0.40%

Max Drawdown

KOKU

26.83%

Winner

SHYM

26.45%

Sharpe Ratio

Winner

KOKU

1.22

SHYM

0.28

5Y Beta

KOKU

0.91

Winner

SHYM

-0.05

P/E Ratio

KOKU

26.34

SHYM

N/A

Forward P/E

KOKU

21.01

SHYM

N/A

5Y Dividends CAGR

KOKU

31.06%

Winner

SHYM

37.88%

5Y EPS CAGR

KOKU

25.17%

SHYM

N/A

Debt to Equity

KOKU

39.56%

SHYM

N/A

P/S Ratio

KOKU

3.75

SHYM

N/A

P/B Ratio

KOKU

5.52

SHYM

N/A

KOKU vs SHYM - Historical Returns

Returns include dividend reinvestment.

Period	KOKU	SHYM
1 month	+4.22%	+0.40%
3 months	+3.33%	+0.62%
6 months	+9.92%	+0.36%
1 year	+20.73%	+4.77%
5 years(CAGR)	+11.78%	+0.54%
Max(CAGR)	+18.25%	+1.78%

Winner

KOKU

+4.22%

SHYM

+0.40%

Winner

KOKU

+3.33%

SHYM

+0.62%

Winner

KOKU

+9.92%

SHYM

+0.36%

Winner

KOKU

+20.73%

SHYM

+4.77%

5Y(CAGR)

Winner

KOKU

+11.78%

SHYM

+0.54%

Max(CAGR)

Winner

KOKU

+18.25%

SHYM

+1.78%

KOKU vs SHYM - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	KOKU	SHYM
2026	+12.85%	+1.86%
2025	+21.54%	+2.36%
2024	+20.42%	+7.19%
2023	+24.37%	+8.51%
2022	-18.29%	-15.84%
2021	+24.87%	+6.71%
2020	+40.42%	N/A

KOKU vs SHYM Drawdown Comparison

The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.

The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.

The current KOKU drawdown is -0.91%. The current SHYM drawdown is -0.92%.

Rank	KOKU	SHYM
#1	-25.78% Jan 3, 2022 - Dec 14, 2023	-22.55% Jul 19, 2021 - Feb 28, 2025
#2	-17.73% Feb 14, 2025 - Jun 3, 2025	-8.06% Feb 28, 2025 - Jan 2, 2026
#3	-9.04% Jan 27, 2026 - Apr 15, 2026	-2.23% Feb 27, 2026 - May 29, 2026
#4	-8.83% Sep 2, 2020 - Nov 9, 2020	-1.56% Jul 6, 2026 - Jul 23, 2026
#5	-7.91% Jul 16, 2024 - Aug 23, 2024	-0.72% Jun 10, 2021 - Jul 2, 2021
#6	-6.87% Jun 8, 2020 - Jul 15, 2020	-0.27% Apr 15, 2021 - Apr 22, 2021
#7	-5.46% Sep 2, 2021 - Oct 25, 2021	-0.27% Jan 14, 2026 - Jan 27, 2026
#8	-5.14% Mar 28, 2024 - May 10, 2024	-0.18% Feb 4, 2026 - Feb 12, 2026
#9	-4.91% Oct 28, 2025 - Dec 10, 2025	-0.16% Jun 9, 2026 - Jun 15, 2026
#10	-4.80% Nov 8, 2021 - Dec 27, 2021	-0.13% Jun 4, 2026 - Jun 9, 2026
#11	-4.53% Dec 6, 2024 - Jan 23, 2025	-0.13% Apr 28, 2021 - May 5, 2021
#12	-4.43% Feb 16, 2021 - Mar 15, 2021	-0.12% May 6, 2021 - May 13, 2021
#13	-4.39% Apr 17, 2020 - Apr 27, 2020	-0.10% Mar 26, 2021 - Mar 30, 2021
#14	-4.06% Aug 30, 2024 - Sep 19, 2024	-0.09% Jun 16, 2026 - Jun 18, 2026
#15	-3.99% Jun 2, 2026 - Aug 3, 2026	-0.06% Jul 12, 2021 - Jul 14, 2021