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MEAR vs EXI

Comparison between ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF (MEAR, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed MEAR, delivering a return of +12.5% compared to +2.5%

MEAR vs EXI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MEAR
$1.40B
EXI
$1.40B
Expense Ratio
Winner
MEAR
0.26%
EXI
0.39%
Max Drawdown
Winner
MEAR
2.82%
EXI
63.88%
Sharpe Ratio
MEAR
-1.61
Winner
EXI
1.09
5Y Beta
Winner
MEAR
0.01
EXI
0.89
P/E Ratio
MEAR
N/A
EXI
31.60
Forward P/E
MEAR
N/A
EXI
27.58
PEG Ratio
MEAR
N/A
EXI
0.41
5Y Dividends CAGR
Winner
MEAR
43.80%
EXI
8.60%
Debt to Equity
MEAR
N/A
EXI
56.12%
P/S Ratio
MEAR
N/A
EXI
3.26
P/B Ratio
MEAR
N/A
EXI
7.22

MEAR vs EXI - Historical Returns

Returns include dividend reinvestment.

1M
MEAR
-0.02%
Winner
EXI
+0.19%
3M
MEAR
+0.41%
Winner
EXI
+1.93%
6M
MEAR
+0.74%
Winner
EXI
+5.25%
1Y
MEAR
+2.44%
Winner
EXI
+22.71%
5Y(CAGR)
MEAR
+2.46%
Winner
EXI
+12.51%
10Y(CAGR)
MEAR
+1.78%
Winner
EXI
+12.69%
Max(CAGR)
MEAR
+1.67%
Winner
EXI
+9.05%

MEAR vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearMEAREXI
2026+1.25%+15.12%
2025+3.72%+26.22%
2024+3.28%+13.67%
2023+3.91%+21.52%
2022+0.12%-11.93%
2021+0.16%+18.66%
2020+1.02%+9.57%
2019+2.03%+27.12%
2018+1.54%-14.89%
2017+0.88%+24.33%
2016+0.61%+15.35%
2015+0.54%-2.23%
2014N/A+2.34%
2013N/A+29.01%
2012N/A+13.62%
2011N/A-9.52%
2010N/A+20.35%
2009N/A+22.59%
2008N/A-41.19%
2007N/A+13.65%
2006N/A+8.67%

MEAR vs EXI Drawdown Comparison

The maximum drawdown for MEAR was -2.68%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current MEAR drawdown is -0.06%. The current EXI drawdown is -0.90%.

RankMEAREXI
#1-2.68%
Mar 6, 2020 - Jun 30, 2020
-62.59%
Oct 11, 2007 - May 6, 2013
#2-1.12%
Jul 22, 2021 - Jan 4, 2023
-39.56%
Feb 12, 2020 - Nov 9, 2020
#3-0.87%
Aug 23, 2016 - Feb 8, 2017
-27.22%
Jan 4, 2022 - Jul 13, 2023
#4-0.86%
Apr 3, 2025 - May 15, 2025
-23.83%
Jan 26, 2018 - Nov 4, 2019
#5-0.78%
Sep 14, 2015 - Feb 17, 2016
-16.53%
May 21, 2015 - Jul 20, 2016
#6-0.56%
Mar 6, 2015 - Aug 7, 2015
-14.38%
Dec 4, 2024 - May 2, 2025
#7-0.52%
Sep 14, 2017 - May 9, 2018
-13.64%
Jul 28, 2023 - Dec 13, 2023
#8-0.47%
Feb 26, 2026 - May 6, 2026
-12.35%
Feb 27, 2026 - May 6, 2026
#9-0.43%
Feb 17, 2017 - Feb 23, 2017
-12.19%
Jun 9, 2014 - Feb 20, 2015
#10-0.36%
Apr 12, 2023 - May 31, 2023
-11.88%
Jul 19, 2007 - Oct 5, 2007
#11-0.36%
Feb 8, 2017 - Feb 13, 2017
-7.56%
May 21, 2013 - Jul 19, 2013
#12-0.36%
Sep 8, 2020 - Dec 23, 2020
-7.43%
Jul 16, 2024 - Aug 23, 2024
#13-0.36%
Mar 7, 2017 - Apr 10, 2017
-7.11%
Feb 20, 2007 - Apr 10, 2007
#14-0.35%
Feb 17, 2016 - May 10, 2016
-7.04%
Nov 8, 2021 - Jan 4, 2022
#15-0.32%
Jun 21, 2018 - Jun 28, 2018
-7.02%
Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between MEAR and EXI is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2006 - 2026)

MEAR vs EXI dividend yield comparison.

YearMEAREXI
20261.61%0.56%
20252.95%1.32%
20243.44%1.47%
20233.30%1.84%
20220.88%1.63%
20210.30%1.42%
20200.90%1.26%
20191.57%1.72%
20181.36%2.21%
20171.01%1.48%
20160.81%1.75%
20150.53%1.95%
20140.00%1.93%
20130.00%1.51%
20120.00%2.29%
20110.00%2.37%
20100.00%1.48%
20090.00%1.77%
20080.00%3.62%
20070.00%0.61%
20060.00%0.52%

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