MXI vs CALI
Comparison between ISHARES GLOBAL MATERIALS ETF (MXI, ETF) and BlackRock Short-Term California Muni Bond ETF (CALI, ETF).
MXI vs CALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MXI
$362M
CALI
$361M
Expense Ratio
MXI
0.39%
Winner
CALI
0.20%
Max Drawdown
MXI
68.65%
Winner
CALI
1.08%
Sharpe Ratio
Winner
MXI
1.33
CALI
-1.14
5Y Beta
MXI
0.81
Winner
CALI
0.01
5Y Dividends CAGR
MXI
9.33%
CALI
N/A
MXI vs CALI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MXI
+1.54%
CALI
+0.37%
3M
Winner
MXI
+8.69%
CALI
+0.49%
6M
Winner
MXI
+16.71%
CALI
+1.22%
1Y
Winner
MXI
+33.71%
CALI
+2.91%
5Y(CAGR)
MXI
+7.96%
CALI
N/A
10Y(CAGR)
MXI
+11.51%
CALI
N/A
Max(CAGR)
Winner
MXI
+6.69%
CALI
+3.11%
MXI vs CALI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | MXI | CALI |
|---|---|---|
| 2026 | +13.73% | +0.99% |
| 2025 | +27.65% | +3.26% |
| 2024 | -7.48% | +2.84% |
| 2023 | +14.37% | +1.97% |
| 2022 | -8.61% | N/A |
| 2021 | +13.65% | N/A |
| 2020 | +22.08% | N/A |
| 2019 | +22.32% | N/A |
| 2018 | -17.31% | N/A |
| 2017 | +29.31% | N/A |
| 2016 | +25.67% | N/A |
| 2015 | -16.71% | N/A |
| 2014 | -7.30% | N/A |
| 2013 | -0.41% | N/A |
| 2012 | +7.02% | N/A |
| 2011 | -20.83% | N/A |
| 2010 | +16.37% | N/A |
| 2009 | +56.48% | N/A |
| 2008 | -48.27% | N/A |
| 2007 | +39.00% | N/A |
| 2006 | +16.65% | N/A |
MXI vs CALI Drawdown Comparison
The maximum drawdown for MXI was -68.44%, occurring on Nov 20, 2008. Recovery took 2431 trading sessions.
The maximum drawdown for CALI was -0.78%, occurring on Apr 11, 2025. Recovery took 35 trading sessions.
The current MXI drawdown is -4.46%. The current CALI drawdown is -0.01%.
| Rank | MXI | CALI |
|---|---|---|
| #1 | -68.44% May 19, 2008 - Jan 12, 2018 | -0.78% Apr 4, 2025 - May 27, 2025 |
| #2 | -39.50% Jan 26, 2018 - Aug 17, 2020 | -0.67% Feb 27, 2026 - May 28, 2026 |
| #3 | -28.72% Apr 1, 2022 - Mar 20, 2024 | -0.45% Sep 13, 2023 - Nov 3, 2023 |
| #4 | -22.25% Sep 26, 2024 - Sep 5, 2025 | -0.32% Dec 2, 2024 - Jan 15, 2025 |
| #5 | -18.11% Oct 29, 2007 - Apr 16, 2008 | -0.31% Mar 20, 2024 - May 2, 2024 |
| #6 | -17.47% Jul 23, 2007 - Sep 21, 2007 | -0.24% Jan 9, 2024 - Feb 1, 2024 |
| #7 | -16.18% Feb 27, 2026 - Mar 20, 2026 | -0.23% Mar 3, 2025 - Apr 1, 2025 |
| #8 | -11.52% May 7, 2021 - Mar 25, 2022 | -0.22% Jan 17, 2025 - Jan 31, 2025 |
| #9 | -9.16% Feb 26, 2007 - Mar 21, 2007 | -0.22% Oct 3, 2024 - Nov 4, 2024 |
| #10 | -8.99% May 20, 2024 - Sep 24, 2024 | -0.19% Sep 17, 2025 - Oct 10, 2025 |
| #11 | -8.16% Sep 15, 2020 - Nov 6, 2020 | -0.18% Nov 5, 2024 - Nov 8, 2024 |
| #12 | -7.95% Jan 7, 2021 - Mar 11, 2021 | -0.17% Jan 15, 2025 - Jan 17, 2025 |
| #13 | -5.69% Oct 12, 2007 - Oct 29, 2007 | -0.16% Jun 6, 2024 - Jun 12, 2024 |
| #14 | -5.56% Oct 20, 2025 - Nov 12, 2025 | -0.16% Nov 8, 2024 - Nov 15, 2024 |
| #15 | -5.44% Nov 12, 2025 - Nov 28, 2025 | -0.15% Jul 23, 2024 - Jul 30, 2024 |
Correlation
Correlation between MXI and CALI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2006 - 2026)
MXI vs CALI dividend yield comparison.
| Year | MXI | CALI |
|---|---|---|
| 2026 | 1.02% | 0.99% |
| 2025 | 2.22% | 2.62% |
| 2024 | 3.24% | 3.14% |
| 2023 | 2.92% | 1.37% |
| 2022 | 4.84% | 0.00% |
| 2021 | 3.51% | 0.00% |
| 2020 | 1.21% | 0.00% |
| 2019 | 3.64% | 0.00% |
| 2018 | 2.77% | 0.00% |
| 2017 | 1.76% | 0.00% |
| 2016 | 1.31% | 0.00% |
| 2015 | 3.64% | 0.00% |
| 2014 | 2.32% | 0.00% |
| 2013 | 2.14% | 0.00% |
| 2012 | 2.09% | 0.00% |
| 2011 | 2.21% | 0.00% |
| 2010 | 1.64% | 0.00% |
| 2009 | 0.73% | 0.00% |
| 2008 | 2.67% | 0.00% |
| 2007 | 0.62% | 0.00% |
| 2006 | 0.29% | 0.00% |
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