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MUNI vs HYMB

Comparison between PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceMUNI has outperformed HYMB, delivering a return of +1.3% compared to +0.4%

MUNI vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUNI
$3B
HYMB
$3B
Expense Ratio
MUNI
0.35%
HYMB
0.35%
Max Drawdown
Winner
MUNI
13.40%
HYMB
29.76%
Sharpe Ratio
Winner
MUNI
1.00
HYMB
0.81
5Y Beta
MUNI
0.05
Winner
HYMB
0.04
5Y Dividends CAGR
Winner
MUNI
11.72%
HYMB
2.22%

MUNI vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
MUNI
+1.02%
Winner
HYMB
+1.96%
3M
MUNI
+0.50%
Winner
HYMB
+1.61%
6M
MUNI
+1.54%
Winner
HYMB
+2.93%
1Y
MUNI
+5.94%
Winner
HYMB
+6.90%
5Y(CAGR)
Winner
MUNI
+1.26%
HYMB
+0.36%
10Y(CAGR)
MUNI
+2.10%
Winner
HYMB
+2.32%
Max(CAGR)
MUNI
+2.75%
Winner
HYMB
+4.41%

MUNI vs HYMB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearMUNIHYMB
2026+1.30%+2.95%
2025+4.61%+1.88%
2024+1.60%+6.23%
2023+5.98%+7.95%
2022-6.69%-15.54%
2021+0.64%+5.37%
2020+4.77%+3.67%
2019+6.95%+9.49%
2018+1.10%+4.78%
2017+4.72%+3.02%
2016-0.48%+1.92%
2015+2.66%+3.59%
2014+5.58%+17.12%
2013-2.51%-8.31%
2012+4.73%+15.62%
2011+8.18%+10.19%
2010+3.95%N/A
2009-0.37%N/A

MUNI vs HYMB Drawdown Comparison

The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

The current MUNI drawdown is -0.65%. The current HYMB drawdown is -0.16%.

RankMUNIHYMB
#1-11.15%
Jul 19, 2021 - Aug 5, 2024
-29.57%
Mar 5, 2020 - Jan 6, 2021
#2-10.81%
Mar 9, 2020 - Jul 16, 2020
-20.16%
Jul 27, 2021 - Feb 26, 2026
#3-6.25%
May 2, 2013 - Aug 11, 2014
-16.59%
May 20, 2013 - May 20, 2014
#4-5.09%
Aug 23, 2016 - Aug 14, 2017
-7.98%
Aug 29, 2016 - Aug 29, 2017
#5-4.13%
Aug 31, 2010 - May 18, 2011
-4.28%
Dec 6, 2012 - Jan 22, 2013
#6-3.67%
Feb 28, 2025 - Sep 5, 2025
-4.19%
Jan 30, 2015 - Oct 22, 2015
#7-2.70%
Jan 30, 2015 - Dec 1, 2015
-3.65%
Sep 5, 2017 - May 25, 2018
#8-2.29%
Feb 27, 2026 - Mar 26, 2026
-3.11%
Feb 27, 2026 - May 28, 2026
#9-2.27%
Oct 2, 2024 - Dec 6, 2024
-2.49%
Feb 11, 2021 - Apr 22, 2021
#10-2.26%
Dec 6, 2024 - Feb 26, 2025
-1.93%
May 30, 2014 - Aug 11, 2014
#11-2.25%
Sep 22, 2011 - Dec 6, 2011
-1.89%
Sep 6, 2018 - Dec 28, 2018
#12-1.99%
Dec 5, 2012 - May 1, 2013
-1.51%
Oct 4, 2011 - Nov 2, 2011
#13-1.80%
Sep 8, 2017 - Aug 15, 2018
-1.41%
Mar 13, 2012 - Apr 12, 2012
#14-1.73%
Feb 11, 2021 - Jun 9, 2021
-1.33%
Nov 2, 2015 - Dec 23, 2015
#15-1.66%
Mar 12, 2010 - May 21, 2010
-1.32%
Jul 6, 2011 - Jul 12, 2011

Correlation

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

0.97
-101

Dividend Comparison (2009 - 2026)

MUNI vs HYMB dividend yield comparison.

YearMUNIHYMB
20261.35%1.90%
20253.26%4.55%
20243.50%4.29%
20233.09%4.07%
20222.13%3.77%
20211.62%3.19%
20201.92%3.55%
20192.44%3.95%
20182.38%4.03%
20172.37%3.78%
20162.37%4.08%
20152.20%4.54%
20141.91%4.49%
20132.30%5.17%
20122.27%4.99%
20112.33%4.30%
20102.54%0.00%
20090.09%0.00%

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