MFM vs SHOC
Comparison between MFS Municipal Income Trust (MFM, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).
MFM vs SHOC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MFM
$247M
Winner
SHOC
$248M
Expense Ratio
MFM
N/A
SHOC
0.40%
Max Drawdown
MFM
59.26%
Winner
SHOC
37.69%
Sharpe Ratio
MFM
0.87
Winner
SHOC
2.55
5Y Beta
Winner
MFM
0.15
SHOC
1.93
P/E Ratio
MFM
N/A
SHOC
58.53
Forward P/E
MFM
N/A
SHOC
30.40
PEG Ratio
MFM
N/A
SHOC
0.14
5Y Dividends CAGR
MFM
-1.90%
SHOC
N/A
5Y EPS CAGR
MFM
N/A
SHOC
40.32%
Debt to Equity
MFM
N/A
SHOC
30.80%
P/S Ratio
MFM
N/A
SHOC
14.93
P/B Ratio
MFM
N/A
SHOC
12.40
MFM vs SHOC - Historical Returns
Returns include dividend reinvestment.
1M
MFM
+0.63%
Winner
SHOC
+8.78%
3M
MFM
+3.03%
Winner
SHOC
+56.15%
6M
MFM
+4.68%
Winner
SHOC
+69.75%
1Y
MFM
+12.07%
Winner
SHOC
+130.80%
5Y(CAGR)
MFM
-0.39%
SHOC
N/A
10Y(CAGR)
MFM
+1.89%
SHOC
N/A
Max(CAGR)
MFM
+5.04%
Winner
SHOC
+52.18%
MFM vs SHOC - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MFM | SHOC |
|---|---|---|
| 2026 | +4.70% | +62.30% |
| 2025 | +6.36% | +48.59% |
| 2024 | +7.72% | +20.73% |
| 2023 | +4.52% | +63.87% |
| 2022 | -21.84% | -1.17% |
| 2021 | +9.78% | N/A |
| 2020 | -1.42% | N/A |
| 2019 | +16.86% | N/A |
| 2018 | -5.41% | N/A |
| 2017 | +8.63% | N/A |
| 2016 | +1.49% | N/A |
| 2015 | +8.74% | N/A |
| 2014 | +13.39% | N/A |
| 2013 | -14.36% | N/A |
| 2012 | +14.85% | N/A |
| 2011 | +18.24% | N/A |
| 2010 | +0.65% | N/A |
| 2009 | +70.75% | N/A |
| 2008 | -36.78% | N/A |
| 2007 | -13.70% | N/A |
| 2006 | +11.48% | N/A |
| 2005 | +9.19% | N/A |
| 2004 | +8.26% | N/A |
| 2003 | +13.39% | N/A |
| 2002 | -1.94% | N/A |
| 2001 | +10.39% | N/A |
| 2000 | +13.66% | N/A |
| 1999 | -7.97% | N/A |
MFM vs SHOC Drawdown Comparison
The maximum drawdown for MFM was -54.24%, occurring on Dec 16, 2008. Recovery took 759 trading sessions.
The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.
The current MFM drawdown is -6.83%. The current SHOC drawdown is -3.37%.
| Rank | MFM | SHOC |
|---|---|---|
| #1 | -54.24% Apr 2, 2007 - Apr 7, 2010 | -37.54% Jul 10, 2024 - Jul 10, 2025 |
| #2 | -34.38% Jul 29, 2021 - Oct 27, 2023 | -18.39% Aug 1, 2023 - Dec 12, 2023 |
| #3 | -29.37% Feb 14, 2020 - May 6, 2021 | -17.56% Mar 7, 2024 - May 24, 2024 |
| #4 | -24.74% Oct 1, 2012 - Dec 24, 2015 | -14.59% Feb 25, 2026 - Apr 8, 2026 |
| #5 | -15.37% Mar 25, 2004 - Oct 27, 2004 | -13.51% Oct 6, 2022 - Nov 10, 2022 |
| #6 | -15.26% Oct 29, 2010 - Sep 12, 2011 | -13.21% Nov 30, 2022 - Jan 23, 2023 |
| #7 | -13.45% Nov 4, 1999 - Jun 2, 2000 | -12.39% Oct 29, 2025 - Dec 8, 2025 |
| #8 | -12.02% Jul 8, 2016 - Jun 6, 2017 | -11.03% Jun 3, 2026 - Jun 5, 2026 |
| #9 | -11.92% Sep 17, 2001 - Oct 4, 2002 | -10.57% Dec 10, 2025 - Jan 6, 2026 |
| #10 | -11.67% Jul 13, 2017 - Feb 20, 2019 | -9.22% Mar 31, 2023 - May 25, 2023 |
| #11 | -10.96% Aug 31, 2000 - Jan 4, 2001 | -8.79% Jan 29, 2026 - Feb 25, 2026 |
| #12 | -10.86% Oct 4, 2002 - May 9, 2003 | -7.89% Feb 2, 2023 - Mar 23, 2023 |
| #13 | -10.56% Jun 11, 2003 - Jan 6, 2004 | -7.13% Dec 27, 2023 - Jan 19, 2024 |
| #14 | -9.57% Sep 13, 2005 - Jan 19, 2006 | -7.02% Jun 18, 2024 - Jul 10, 2024 |
| #15 | -8.19% Feb 11, 2005 - May 11, 2005 | -6.42% May 14, 2026 - May 26, 2026 |
Correlation
Correlation between MFM and SHOC is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2000 - 2026)
MFM vs SHOC dividend yield comparison.
| Year | MFM | SHOC |
|---|---|---|
| 2026 | 2.18% | 0.03% |
| 2025 | 5.08% | 0.23% |
| 2024 | 4.65% | 0.35% |
| 2023 | 4.12% | 0.65% |
| 2022 | 4.85% | 0.24% |
| 2021 | 4.34% | 0.00% |
| 2020 | 4.70% | 0.00% |
| 2019 | 4.71% | 0.00% |
| 2018 | 5.91% | 0.00% |
| 2017 | 5.62% | 0.00% |
| 2016 | 5.72% | 0.00% |
| 2015 | 5.76% | 0.00% |
| 2014 | 6.04% | 0.00% |
| 2013 | 7.08% | 0.00% |
| 2012 | 6.31% | 0.00% |
| 2011 | 7.09% | 0.00% |
| 2010 | 7.86% | 0.00% |
| 2009 | 7.32% | 0.00% |
| 2008 | 11.29% | 0.00% |
| 2007 | 6.82% | 0.00% |
| 2006 | 5.82% | 0.00% |
| 2005 | 6.93% | 0.00% |
| 2004 | 7.10% | 0.00% |
| 2003 | 7.04% | 0.00% |
| 2002 | 7.38% | 0.00% |
| 2001 | 6.92% | 0.00% |
| 2000 | 3.01% | 0.00% |
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