MUNA vs UTRE
Comparison between NORTHERN TRUST 2030 TAX-EXEMPT DISTRIBUTING LADDER ETF (MUNA, ETF) and F/M US TREASURY 3 YEAR NOTE ETF (UTRE, ETF).
MUNA vs UTRE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MUNA
$9M
Winner
UTRE
$9.10M
Expense Ratio
MUNA
0.18%
Winner
UTRE
0.15%
Max Drawdown
Winner
MUNA
1.24%
UTRE
4.36%
Sharpe Ratio
MUNA
-1.08
Winner
UTRE
-0.72
5Y Beta
MUNA
0.04
Winner
UTRE
-0.02
MUNA vs UTRE - Historical Returns
Returns include dividend reinvestment.
1M
MUNA
-0.85%
Winner
UTRE
+0.20%
3M
Winner
MUNA
+0.09%
UTRE
-0.35%
6M
Winner
MUNA
+0.43%
UTRE
+0.11%
1Y
MUNA
+1.55%
Winner
UTRE
+2.20%
Max(CAGR)
MUNA
+1.68%
Winner
UTRE
+3.23%
MUNA vs UTRE - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | MUNA | UTRE |
|---|---|---|
| 2026 | +0.94% | -0.01% |
| 2025 | +0.63% | +5.76% |
| 2024 | N/A | +3.19% |
| 2023 | N/A | +2.16% |
MUNA vs UTRE Drawdown Comparison
The maximum drawdown for MUNA was -1.06%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The maximum drawdown for UTRE was -2.80%, occurring on Jul 6, 2023. Recovery took 154 trading sessions.
The current MUNA drawdown is -1.06%. The current UTRE drawdown is -1.00%.
| Rank | MUNA | UTRE |
|---|---|---|
| #1 | -1.06% Jun 11, 2026 - Jul 17, 2026 | -2.80% May 4, 2023 - Dec 13, 2023 |
| #2 | -0.91% Sep 16, 2025 - Jan 16, 2026 | -1.86% Sep 16, 2024 - Feb 26, 2025 |
| #3 | -0.74% Mar 9, 2026 - May 6, 2026 | -1.63% Feb 1, 2024 - Jun 13, 2024 |
| #4 | -0.24% Jun 4, 2026 - Jun 11, 2026 | -1.44% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -0.20% Jan 16, 2026 - Jan 21, 2026 | -1.21% Apr 30, 2025 - Jun 25, 2025 |
| #6 | -0.19% Feb 12, 2026 - Mar 4, 2026 | -0.97% Apr 5, 2023 - Apr 25, 2023 |
| #7 | -0.12% May 14, 2026 - May 20, 2026 | -0.89% Apr 4, 2025 - Apr 28, 2025 |
| #8 | -0.11% Feb 5, 2026 - Feb 12, 2026 | -0.62% Apr 25, 2023 - May 3, 2023 |
| #9 | -0.07% May 11, 2026 - May 13, 2026 | -0.58% Jan 12, 2024 - Feb 1, 2024 |
| #10 | -0.07% May 6, 2026 - May 11, 2026 | -0.49% Jun 30, 2025 - Aug 1, 2025 |
| #11 | -0.06% May 26, 2026 - May 28, 2026 | -0.46% Aug 2, 2024 - Aug 21, 2024 |
| #12 | -0.06% Mar 4, 2026 - Mar 9, 2026 | -0.45% Sep 8, 2025 - Oct 10, 2025 |
| #13 | -0.06% Aug 28, 2025 - Sep 4, 2025 | -0.45% Oct 16, 2025 - Nov 21, 2025 |
| #14 | -0.05% Jan 23, 2026 - Feb 2, 2026 | -0.41% Dec 27, 2023 - Jan 11, 2024 |
| #15 | -0.05% Aug 19, 2025 - Aug 22, 2025 | -0.40% Nov 25, 2025 - Dec 16, 2025 |
Correlation
Correlation between MUNA and UTRE is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (2023 - 2026)
MUNA vs UTRE dividend yield comparison.
| Year | MUNA | UTRE |
|---|---|---|
| 2026 | 1.09% | 1.77% |
| 2025 | 0.76% | 3.60% |
| 2024 | 0.00% | 4.01% |
| 2023 | 0.00% | 3.14% |
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