MUNI vs WTV
Comparison between PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).
5-Year PerformanceWTV has outperformed MUNI, delivering a return of +13.5% compared to +1.3%
MUNI vs WTV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUNI vs WTV - Historical Returns
Returns include dividend reinvestment.
MUNI vs WTV - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | MUNI | WTV |
|---|---|---|
| 2026 | +1.30% | +8.72% |
| 2025 | +4.61% | +14.03% |
| 2024 | +1.60% | +23.99% |
| 2023 | +5.98% | +22.85% |
| 2022 | -6.69% | -8.18% |
| 2021 | +0.64% | +31.79% |
| 2020 | +4.77% | +5.42% |
| 2019 | +6.95% | +29.11% |
| 2018 | +1.10% | -8.58% |
| 2017 | +4.72% | +1.14% |
| 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 WTV Drawdown Comparison
The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.
The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.
The current MUNI drawdown is -0.65%. The current WTV drawdown is -1.95%.
| Rank | MUNI | WTV |
|---|---|---|
| #1 | -11.15% Jul 19, 2021 - Aug 5, 2024 | -42.18% Jan 16, 2020 - Nov 23, 2020 |
| #2 | -10.81% Mar 9, 2020 - Jul 16, 2020 | -20.53% Sep 21, 2018 - Apr 5, 2019 |
| #3 | -6.25% May 2, 2013 - Aug 11, 2014 | -19.31% Jan 4, 2022 - Feb 1, 2023 |
| #4 | -5.09% Aug 23, 2016 - Aug 14, 2017 | -18.49% Nov 29, 2024 - Jul 23, 2025 |
| #5 | -4.13% Aug 31, 2010 - May 18, 2011 | -13.67% Feb 2, 2023 - Jul 12, 2023 |
| #6 | -3.67% Feb 28, 2025 - Sep 5, 2025 | -10.43% Aug 1, 2023 - Dec 1, 2023 |
| #7 | -2.70% Jan 30, 2015 - Dec 1, 2015 | -9.69% Jan 26, 2018 - Aug 27, 2018 |
| #8 | -2.29% Feb 27, 2026 - Mar 26, 2026 | -9.24% May 3, 2019 - Jul 24, 2019 |
| #9 | -2.27% Oct 2, 2024 - Dec 6, 2024 | -7.88% Jul 26, 2019 - Oct 24, 2019 |
| #10 | -2.26% Dec 6, 2024 - Feb 26, 2025 | -7.15% Feb 10, 2026 - May 8, 2026 |
| #11 | -2.25% Sep 22, 2011 - Dec 6, 2011 | -6.91% Jul 31, 2024 - Aug 23, 2024 |
| #12 | -1.99% Dec 5, 2012 - May 1, 2013 | -6.24% Mar 28, 2024 - Jul 16, 2024 |
| #13 | -1.80% Sep 8, 2017 - Aug 15, 2018 | -6.10% Nov 16, 2021 - Dec 29, 2021 |
| #14 | -1.73% Feb 11, 2021 - Jun 9, 2021 | -4.91% Oct 27, 2025 - Dec 3, 2025 |
| #15 | -1.66% Mar 12, 2010 - May 21, 2010 | -4.66% May 10, 2021 - Aug 3, 2021 |
Correlation
Correlation between MUNI and WTV is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2009 - 2026)
MUNI vs WTV dividend yield comparison.
| Year | MUNI | WTV |
|---|---|---|
| 2026 | 1.35% | 0.51% |
| 2025 | 3.26% | 1.59% |
| 2024 | 3.50% | 1.54% |
| 2023 | 3.09% | 1.62% |
| 2022 | 2.13% | 2.08% |
| 2021 | 1.62% | 1.55% |
| 2020 | 1.92% | 1.63% |
| 2019 | 2.44% | 1.44% |
| 2018 | 2.38% | 1.94% |
| 2017 | 2.37% | 0.41% |
| 2016 | 2.37% | 0.00% |
| 2015 | 2.20% | 0.00% |
| 2014 | 1.91% | 0.00% |
| 2013 | 2.30% | 0.00% |
| 2012 | 2.27% | 0.00% |
| 2011 | 2.33% | 0.00% |
| 2010 | 2.54% | 0.00% |
| 2009 | 0.09% | 0.00% |
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