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KTF vs SPY

Comparison between DWS Municipal Income Trust (KTF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed KTF, delivering a return of +13.3% compared to -0.0%

KTF vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
KTF
$360M
Winner
SPY
$735B
Expense Ratio
KTF
N/A
SPY
0.09%
Max Drawdown
Winner
KTF
55.06%
SPY
56.47%
Sharpe Ratio
KTF
0.99
Winner
SPY
1.62
5Y Beta
Winner
KTF
0.09
SPY
1.00
P/E Ratio
KTF
N/A
SPY
28.99
Forward P/E
KTF
N/A
SPY
22.37
5Y Dividends CAGR
Winner
KTF
7.85%
SPY
5.43%
5Y EPS CAGR
KTF
N/A
SPY
26.05%
Debt to Equity
KTF
N/A
SPY
32.40%
P/S Ratio
KTF
N/A
SPY
3.74
P/B Ratio
KTF
N/A
SPY
5.61

KTF vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
KTF
+0.91%
Winner
SPY
+1.90%
3M
KTF
+0.83%
Winner
SPY
+8.55%
6M
KTF
+2.93%
Winner
SPY
+8.18%
1Y
KTF
+11.35%
Winner
SPY
+25.79%
5Y(CAGR)
KTF
-0.02%
Winner
SPY
+13.32%
10Y(CAGR)
KTF
+1.12%
Winner
SPY
+15.19%
Max(CAGR)
KTF
+5.84%
Winner
SPY
+8.47%

KTF vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKTFSPY
2026+3.54%+8.26%
2025+3.99%+18.00%
2024+12.91%+25.59%
2023+5.86%+26.72%
2022-23.87%-18.64%
2021+6.09%+30.52%
2020+7.62%+17.28%
2019+12.58%+31.09%
2018-8.39%-5.24%
2017-5.18%+20.78%
2016+2.51%+13.59%
2015+6.87%+1.31%
2014+18.50%+14.56%
2013-13.85%+29.00%
2012+12.64%+14.17%
2011+31.44%+0.85%
2010+5.11%+13.14%
2009+50.64%+22.67%
2008-18.13%-36.25%
2007+0.56%+5.32%
2006-9.11%+13.85%
2005+18.25%+5.32%
2004+0.51%+10.75%
2003+17.49%+24.18%
2002+7.70%-22.42%
2001+9.36%-10.13%
2000+15.39%-8.84%
1999-5.12%+8.61%

KTF vs SPY Drawdown Comparison

The maximum drawdown for KTF was -46.96%, occurring on Dec 16, 2008. Recovery took 885 trading sessions.

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

The current KTF drawdown is -4.08%. The current SPY drawdown is -2.90%.

RankKTFSPY
#1-46.96%
Feb 1, 2006 - Aug 7, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-35.40%
Jul 28, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.62%
Sep 6, 2016 - Jan 28, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.47%
Jan 23, 2013 - Jan 12, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-20.35%
Sep 30, 2010 - Sep 8, 2011		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.13%
Feb 27, 2004 - Aug 26, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.80%
Aug 28, 2000 - Jan 23, 2001		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-12.45%
Nov 4, 1999 - Mar 30, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.17%
Jul 2, 2003 - Dec 22, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.65%
Feb 3, 2015 - Nov 3, 2015		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.44%
Nov 13, 2001 - Jun 13, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.93%
Aug 23, 2001 - Nov 9, 2001		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.58%
Aug 1, 2012 - Nov 20, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.47%
Feb 1, 2012 - May 11, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.02%
Oct 3, 2002 - Feb 11, 2003		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between KTF and SPY is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

KTF vs SPY dividend yield comparison.

YearKTFSPY
20263.36%0.24%
20258.42%1.07%
20246.94%1.21%
20233.51%1.40%
20224.76%1.65%
20214.25%1.20%
20204.36%1.52%
20194.67%1.75%
20186.17%2.04%
20176.44%1.80%
20166.48%2.03%
20156.23%2.06%
20146.40%1.87%
20137.07%1.81%
20125.90%2.18%
20117.17%2.05%
20108.58%1.80%
20097.22%1.95%
20087.45%3.02%
20075.44%1.85%
20065.46%1.73%
20056.28%1.73%
20047.01%1.82%
20036.37%1.47%
20026.50%1.70%
20016.49%1.25%
20007.65%1.15%
19991.41%0.24%

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