LMUB vs SPGM
Comparison between ISHARES LONG-TERM NATIONAL MUNI BOND ETF (LMUB, ETF) and STATE STREET(R) SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF (SPGM, ETF).
LMUB vs SPGM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LMUB
$1.60B
Winner
SPGM
$1.70B
Expense Ratio
LMUB
0.09%
SPGM
0.09%
Max Drawdown
Winner
LMUB
5.81%
SPGM
33.97%
Sharpe Ratio
LMUB
1.26
Winner
SPGM
1.82
5Y Beta
Winner
LMUB
0.01
SPGM
0.91
P/E Ratio
LMUB
N/A
SPGM
27.35
Forward P/E
LMUB
N/A
SPGM
20.03
PEG Ratio
LMUB
N/A
SPGM
0.69
5Y Dividends CAGR
LMUB
N/A
SPGM
13.19%
5Y EPS CAGR
LMUB
N/A
SPGM
23.07%
LMUB vs SPGM - Historical Returns
Returns include dividend reinvestment.
1M
LMUB
+2.23%
Winner
SPGM
+3.07%
3M
LMUB
+1.82%
Winner
SPGM
+13.80%
6M
LMUB
+2.93%
Winner
SPGM
+14.24%
1Y
LMUB
+9.09%
Winner
SPGM
+31.53%
5Y(CAGR)
LMUB
N/A
SPGM
+12.06%
10Y(CAGR)
LMUB
N/A
SPGM
+13.93%
Max(CAGR)
LMUB
+5.04%
Winner
SPGM
+12.74%
LMUB vs SPGM - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | LMUB | SPGM |
|---|---|---|
| 2026 | +2.45% | +12.21% |
| 2025 | +3.52% | +23.70% |
| 2024 | N/A | +17.65% |
| 2023 | N/A | +21.33% |
| 2022 | N/A | -17.95% |
| 2021 | N/A | +20.77% |
| 2020 | N/A | +14.24% |
| 2019 | N/A | +27.70% |
| 2018 | N/A | -8.85% |
| 2017 | N/A | +25.00% |
| 2016 | N/A | +12.47% |
| 2015 | N/A | +1.18% |
| 2014 | N/A | +13.98% |
| 2013 | N/A | +22.99% |
| 2012 | N/A | +3.69% |
LMUB vs SPGM Drawdown Comparison
The maximum drawdown for LMUB was -5.51%, occurring on Apr 11, 2025. Recovery took 109 trading sessions.
The maximum drawdown for SPGM was -33.97%, occurring on Mar 23, 2020. Recovery took 134 trading sessions.
The current SPGM drawdown is -0.68%.
| Rank | LMUB | SPGM |
|---|---|---|
| #1 | -5.51% Apr 4, 2025 - Sep 11, 2025 | -33.97% Feb 12, 2020 - Aug 24, 2020 |
| #2 | -3.11% Feb 27, 2026 - Jun 2, 2026 | -25.92% Jan 4, 2022 - Jan 25, 2024 |
| #3 | -1.93% Mar 20, 2025 - Apr 4, 2025 | -20.73% Jun 19, 2015 - Jul 26, 2016 |
| #4 | -1.03% Nov 11, 2025 - Jan 7, 2026 | -17.94% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -0.71% Jan 9, 2026 - Feb 2, 2026 | -16.90% Feb 18, 2025 - Jun 2, 2025 |
| #6 | -0.68% Oct 28, 2025 - Nov 11, 2025 | -13.83% Jul 10, 2014 - Dec 3, 2014 |
| #7 | -0.52% Sep 17, 2025 - Oct 3, 2025 | -11.87% Mar 19, 2012 - Sep 13, 2012 |
| #8 | -0.30% Feb 18, 2026 - Feb 25, 2026 | -9.50% Feb 25, 2026 - Apr 15, 2026 |
| #9 | -0.29% Feb 2, 2026 - Feb 6, 2026 | -8.55% Jul 16, 2024 - Aug 30, 2024 |
| #10 | -0.24% Oct 8, 2025 - Oct 13, 2025 | -8.44% Dec 16, 2013 - May 13, 2014 |
| #11 | -0.22% Jun 4, 2026 - Jun 18, 2026 | -7.49% Sep 2, 2020 - Nov 9, 2020 |
| #12 | -0.22% Oct 22, 2025 - Oct 27, 2025 | -7.13% May 21, 2013 - Jul 17, 2013 |
| #13 | -0.15% Oct 3, 2025 - Oct 8, 2025 | -6.95% Jul 24, 2019 - Oct 24, 2019 |
| #14 | -0.15% Feb 10, 2026 - Feb 12, 2026 | -6.72% Jul 26, 2016 - Dec 8, 2016 |
| #15 | -0.01% Oct 16, 2025 - Oct 20, 2025 | -6.25% Apr 29, 2019 - Jun 19, 2019 |
Correlation
Correlation between LMUB and SPGM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2012 - 2026)
LMUB vs SPGM dividend yield comparison.
| Year | LMUB | SPGM |
|---|---|---|
| 2026 | 1.45% | 0.78% |
| 2025 | 3.14% | 1.89% |
| 2024 | 0.00% | 1.98% |
| 2023 | 0.00% | 2.09% |
| 2022 | 0.00% | 2.37% |
| 2021 | 0.00% | 1.94% |
| 2020 | 0.00% | 1.45% |
| 2019 | 0.00% | 3.49% |
| 2018 | 0.00% | 3.77% |
| 2017 | 0.00% | 4.57% |
| 2016 | 0.00% | 3.74% |
| 2015 | 0.00% | 7.40% |
| 2014 | 0.00% | 4.37% |
| 2013 | 0.00% | 3.49% |
| 2012 | 0.00% | 4.52% |
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