MEAR vs UTES
Comparison between ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF (MEAR, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed MEAR, delivering a return of +13.8% compared to +2.5%
MEAR vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MEAR vs UTES - Historical Returns
Returns include dividend reinvestment.
MEAR vs UTES - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | MEAR | UTES |
|---|---|---|
| 2026 | +1.25% | -5.13% |
| 2025 | +3.72% | +22.66% |
| 2024 | +3.28% | +43.95% |
| 2023 | +3.91% | -1.97% |
| 2022 | +0.12% | +1.90% |
| 2021 | +0.16% | +23.82% |
| 2020 | +1.02% | +1.59% |
| 2019 | +2.03% | +27.65% |
| 2018 | +1.54% | +6.28% |
| 2017 | +0.88% | +14.80% |
| 2016 | +0.61% | +16.95% |
| 2015 | +0.54% | +5.54% |
MEAR vs UTES Drawdown Comparison
The maximum drawdown for MEAR was -2.68%, occurring on Mar 23, 2020. Recovery took 80 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current MEAR drawdown is -0.06%. The current UTES drawdown is -12.21%.
| Rank | MEAR | UTES |
|---|---|---|
| #1 | -2.68% Mar 6, 2020 - Jun 30, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -1.12% Jul 22, 2021 - Jan 4, 2023 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -0.87% Aug 23, 2016 - Feb 8, 2017 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -0.86% Apr 3, 2025 - May 15, 2025 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -0.78% Sep 14, 2015 - Feb 17, 2016 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -0.56% Mar 6, 2015 - Aug 7, 2015 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -0.52% Sep 14, 2017 - May 9, 2018 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -0.47% Feb 26, 2026 - May 6, 2026 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -0.43% Feb 17, 2017 - Feb 23, 2017 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -0.36% Apr 12, 2023 - May 31, 2023 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -0.36% Feb 8, 2017 - Feb 13, 2017 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -0.36% Sep 8, 2020 - Dec 23, 2020 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -0.36% Mar 7, 2017 - Apr 10, 2017 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -0.35% Feb 17, 2016 - May 10, 2016 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -0.32% Jun 21, 2018 - Jun 28, 2018 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between MEAR and UTES is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2015 - 2026)
MEAR vs UTES dividend yield comparison.
| Year | MEAR | UTES |
|---|---|---|
| 2026 | 1.61% | 0.75% |
| 2025 | 2.95% | 1.42% |
| 2024 | 3.44% | 1.51% |
| 2023 | 3.30% | 2.44% |
| 2022 | 0.88% | 2.13% |
| 2021 | 0.30% | 1.94% |
| 2020 | 0.90% | 2.09% |
| 2019 | 1.57% | 1.84% |
| 2018 | 1.36% | 2.09% |
| 2017 | 1.01% | 3.44% |
| 2016 | 0.81% | 3.53% |
| 2015 | 0.53% | 0.61% |
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