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MUB vs QUAL

Comparison between ISHARES NATIONAL MUNI BOND ETF (MUB, ETF) and ISHARES MSCI USA QUALITY FACTOR ETF (QUAL, ETF).

5-Year PerformanceQUAL has outperformed MUB, delivering a return of +11.3% compared to +0.6%

MUB vs QUAL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUB
$46B
Winner
QUAL
$46B
Expense Ratio
Winner
MUB
0.05%
QUAL
0.15%
Max Drawdown
Winner
MUB
14.39%
QUAL
34.06%
Sharpe Ratio
MUB
0.78
Winner
QUAL
1.22
5Y Beta
Winner
MUB
0.05
QUAL
0.90
P/E Ratio
MUB
N/A
QUAL
28.79
Forward P/E
MUB
N/A
QUAL
24.15
PEG Ratio
MUB
N/A
QUAL
0.81
5Y Dividends CAGR
Winner
MUB
8.33%
QUAL
1.38%
5Y EPS CAGR
MUB
N/A
QUAL
26.55%
Debt to Equity
MUB
N/A
QUAL
54.15%
P/S Ratio
MUB
N/A
QUAL
4.92
P/B Ratio
MUB
N/A
QUAL
7.87

MUB vs QUAL - Historical Returns

Returns include dividend reinvestment.

1M
MUB
-0.81%
Winner
QUAL
+1.07%
3M
MUB
-0.20%
Winner
QUAL
+6.35%
6M
MUB
+0.35%
Winner
QUAL
+8.42%
1Y
MUB
+5.86%
Winner
QUAL
+19.40%
5Y(CAGR)
MUB
+0.62%
Winner
QUAL
+11.33%
10Y(CAGR)
MUB
+1.84%
Winner
QUAL
+14.05%
Max(CAGR)
MUB
+3.07%
Winner
QUAL
+13.66%

MUB vs QUAL - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearMUBQUAL
2026+0.59%+9.94%
2025+3.65%+12.95%
2024+1.40%+23.18%
2023+5.17%+31.26%
2022-7.26%-20.28%
2021+1.08%+28.99%
2020+5.03%+16.02%
2019+7.08%+33.96%
2018+1.07%-6.11%
2017+4.82%+21.39%
2016+0.05%+10.84%
2015+3.17%+5.47%
2014+9.00%+12.54%
2013-4.44%+13.45%
2012+5.08%N/A
2011+12.54%N/A
2010-0.05%N/A
2009+7.11%N/A
2008+0.84%N/A
2007+1.76%N/A

MUB vs QUAL Drawdown Comparison

The maximum drawdown for MUB was -13.68%, occurring on Mar 19, 2020. Recovery took 100 trading sessions.

The maximum drawdown for QUAL was -34.06%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current MUB drawdown is -1.30%. The current QUAL drawdown is -1.15%.

RankMUBQUAL
#1-13.68%
Mar 9, 2020 - Jul 30, 2020
-34.06%
Feb 19, 2020 - Aug 12, 2020
#2-12.33%
Sep 9, 2008 - Jan 8, 2009
-28.22%
Dec 29, 2021 - Dec 11, 2023
#3-11.89%
Jul 19, 2021 - Dec 4, 2024
-20.46%
Sep 21, 2018 - Apr 5, 2019
#4-9.74%
Nov 30, 2012 - Jul 21, 2014
-18.00%
Dec 4, 2024 - Jul 23, 2025
#5-8.86%
Aug 25, 2010 - Jul 13, 2011
-11.49%
Jul 20, 2015 - Oct 28, 2015
#6-6.70%
Jul 7, 2016 - Dec 21, 2018
-11.20%
Nov 3, 2015 - Apr 1, 2016
#7-5.67%
Jan 17, 2008 - May 20, 2008
-9.92%
Jan 26, 2018 - Aug 20, 2018
#8-5.41%
Feb 13, 2012 - Sep 28, 2012
-9.03%
Feb 25, 2026 - Apr 17, 2026
#9-4.80%
Jan 12, 2009 - Apr 16, 2009
-8.69%
Sep 2, 2020 - Nov 9, 2020
#10-4.78%
Dec 6, 2024 - Sep 10, 2025
-7.63%
Jul 16, 2024 - Aug 21, 2024
#11-3.79%
May 20, 2008 - Sep 5, 2008
-7.40%
Aug 30, 2021 - Oct 29, 2021
#12-3.53%
May 20, 2009 - Aug 19, 2009
-6.92%
Apr 23, 2019 - Jun 20, 2019
#13-3.16%
Sep 30, 2009 - Apr 21, 2010
-6.63%
Sep 19, 2014 - Oct 30, 2014
#14-2.94%
Jan 30, 2015 - Nov 23, 2015
-6.58%
Mar 21, 2024 - May 15, 2024
#15-2.79%
Feb 26, 2026 - Jul 2, 2026
-6.46%
Jan 21, 2014 - Feb 26, 2014

Correlation

Correlation between MUB and QUAL is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2007 - 2026)

MUB vs QUAL dividend yield comparison.

YearMUBQUAL
20261.61%0.37%
20253.14%0.94%
20243.01%1.02%
20232.65%1.23%
20222.11%1.59%
20211.81%1.20%
20202.11%1.39%
20192.42%1.60%
20182.46%2.00%
20172.26%1.76%
20162.21%1.96%
20152.51%1.63%
20142.73%1.35%
20133.02%0.63%
20122.89%0.00%
20113.31%0.00%
20103.80%0.00%
20093.61%0.00%
20083.54%0.00%
20071.15%0.00%

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