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MUNI vs USCA

Comparison between PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF) and XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF).

MUNI vs USCA - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MUNI
$3.10B
Winner
USCA
$3.20B
Expense Ratio
MUNI
0.35%
Winner
USCA
0.07%
Max Drawdown
Winner
MUNI
13.40%
USCA
19.36%
Sharpe Ratio
MUNI
0.74
Winner
USCA
0.90
5Y Beta
Winner
MUNI
0.05
USCA
0.96
P/E Ratio
MUNI
N/A
USCA
29.80
Forward P/E
MUNI
N/A
USCA
23.22
5Y Dividends CAGR
MUNI
12.12%
USCA
N/A
5Y EPS CAGR
MUNI
N/A
USCA
28.75%
Debt to Equity
MUNI
N/A
USCA
44.13%
P/S Ratio
MUNI
N/A
USCA
4.25
P/B Ratio
MUNI
N/A
USCA
6.69

MUNI vs USCA - Historical Returns

Returns include dividend reinvestment.

1M
MUNI
-0.04%
Winner
USCA
+0.52%
3M
MUNI
+0.40%
Winner
USCA
+7.75%
6M
MUNI
+0.71%
Winner
USCA
+6.66%
1Y
MUNI
+5.54%
Winner
USCA
+15.12%
5Y(CAGR)
MUNI
+1.17%
USCA
N/A
10Y(CAGR)
MUNI
+2.06%
USCA
N/A
Max(CAGR)
MUNI
+2.74%
Winner
USCA
+20.93%

MUNI vs USCA - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearMUNIUSCA
2026+1.26%+7.41%
2025+4.61%+14.76%
2024+1.60%+27.94%
2023+5.98%+19.93%
2022-6.69%N/A
2021+0.64%N/A
2020+4.77%N/A
2019+6.95%N/A
2018+1.10%N/A
2017+4.72%N/A
2016-0.48%N/A
2015+2.66%N/A
2014+5.58%N/A
2013-2.51%N/A
2012+4.73%N/A
2011+8.18%N/A
2010+3.95%N/A
2009-0.37%N/A

MUNI vs USCA Drawdown Comparison

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

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

The current MUNI drawdown is -0.69%. The current USCA drawdown is -0.93%.

RankMUNIUSCA
#1-11.15%
Jul 19, 2021 - Aug 5, 2024
-19.14%
Feb 19, 2025 - Jun 30, 2025
#2-10.81%
Mar 9, 2020 - Jul 16, 2020
-10.25%
Jan 12, 2026 - Apr 17, 2026
#3-6.25%
May 2, 2013 - Aug 11, 2014
-9.97%
Jul 31, 2023 - Nov 22, 2023
#4-5.09%
Aug 23, 2016 - Aug 14, 2017
-8.66%
Jul 16, 2024 - Sep 19, 2024
#5-4.13%
Aug 31, 2010 - May 18, 2011
-5.56%
Oct 28, 2025 - Dec 24, 2025
#6-3.67%
Feb 28, 2025 - Sep 5, 2025
-5.48%
Mar 28, 2024 - May 15, 2024
#7-2.70%
Jan 30, 2015 - Dec 1, 2015
-4.85%
Jun 2, 2026 - Jun 10, 2026
#8-2.29%
Feb 27, 2026 - Mar 26, 2026
-4.69%
Dec 11, 2024 - Jan 30, 2025
#9-2.27%
Oct 2, 2024 - Dec 6, 2024
-2.65%
Apr 19, 2023 - Apr 28, 2023
#10-2.26%
Dec 6, 2024 - Feb 26, 2025
-2.56%
Oct 8, 2025 - Oct 24, 2025
#11-2.25%
Sep 22, 2011 - Dec 6, 2011
-2.45%
Jun 15, 2023 - Jun 30, 2023
#12-1.99%
Dec 5, 2012 - May 1, 2013
-2.42%
Jul 25, 2025 - Aug 13, 2025
#13-1.80%
Sep 8, 2017 - Aug 15, 2018
-2.38%
May 1, 2023 - May 17, 2023
#14-1.73%
Feb 11, 2021 - Jun 9, 2021
-2.30%
Oct 18, 2024 - Nov 6, 2024
#15-1.66%
Mar 12, 2010 - May 21, 2010
-2.17%
Nov 11, 2024 - Nov 26, 2024

Correlation

Correlation between MUNI and USCA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2009 - 2026)

MUNI vs USCA dividend yield comparison.

YearMUNIUSCA
20261.65%0.52%
20253.26%1.14%
20243.50%1.22%
20233.09%1.15%
20222.13%0.00%
20211.62%0.00%
20201.92%0.00%
20192.44%0.00%
20182.38%0.00%
20172.37%0.00%
20162.37%0.00%
20152.20%0.00%
20141.91%0.00%
20132.30%0.00%
20122.27%0.00%
20112.33%0.00%
20102.54%0.00%
20090.09%0.00%

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