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PCEF vs SHYM

Comparison between INVESCO CEF INCOME COMPOSITE ETF (PCEF, ETF) and iShares High Yield Muni Income Active ETF (SHYM, ETF).

5-Year PerformancePCEF has outperformed SHYM, delivering a return of +4.7% compared to +0.5%

PCEF vs SHYM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
PCEF
$801M
SHYM
$801M
Expense Ratio
PCEF
2.71%
Winner
SHYM
0.40%
Max Drawdown
PCEF
45.96%
Winner
SHYM
26.45%
Sharpe Ratio
Winner
PCEF
0.73
SHYM
0.30
5Y Beta
PCEF
0.59
Winner
SHYM
-0.05
5Y Dividends CAGR
PCEF
-2.87%
Winner
SHYM
37.88%

PCEF vs SHYM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PCEF
+1.74%
SHYM
+0.24%
3M
Winner
PCEF
+2.86%
SHYM
+0.73%
6M
Winner
PCEF
+4.27%
SHYM
+0.25%
1Y
Winner
PCEF
+9.50%
SHYM
+4.60%
5Y(CAGR)
Winner
PCEF
+4.70%
SHYM
+0.50%
10Y(CAGR)
PCEF
+6.88%
SHYM
N/A
Max(CAGR)
Winner
PCEF
+6.92%
SHYM
+1.75%

PCEF vs SHYM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearPCEFSHYM
2026+6.59%+1.70%
2025+12.41%+2.36%
2024+16.34%+7.19%
2023+8.35%+8.51%
2022-18.65%-15.84%
2021+16.44%+6.71%
2020+4.56%N/A
2019+22.63%N/A
2018-9.18%N/A
2017+13.66%N/A
2016+14.58%N/A
2015-1.55%N/A
2014+5.21%N/A
2013+2.76%N/A
2012+14.15%N/A
2011+0.18%N/A
2010+8.37%N/A

PCEF vs SHYM Drawdown Comparison

The maximum drawdown for PCEF was -38.59%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.

The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.

The current PCEF drawdown is -1.66%. The current SHYM drawdown is -1.08%.

RankPCEFSHYM
#1-38.59%
Feb 20, 2020 - Dec 16, 2020
-22.55%
Jul 19, 2021 - Feb 28, 2025
#2-24.21%
Nov 8, 2021 - Aug 21, 2024
-8.06%
Feb 28, 2025 - Jan 2, 2026
#3-14.90%
Jul 7, 2011 - Feb 7, 2012
-2.23%
Feb 27, 2026 - May 29, 2026
#4-14.09%
Feb 19, 2025 - Jun 12, 2025
-1.56%
Jul 6, 2026 - Jul 23, 2026
#5-13.67%
Aug 29, 2018 - Mar 15, 2019
-0.72%
Jun 10, 2021 - Jul 2, 2021
#6-13.62%
Apr 28, 2015 - May 27, 2016
-0.27%
Apr 15, 2021 - Apr 22, 2021
#7-11.76%
Apr 26, 2010 - Sep 9, 2010
-0.27%
Jan 14, 2026 - Jan 27, 2026
#8-10.50%
May 21, 2013 - Mar 31, 2014
-0.18%
Feb 4, 2026 - Feb 12, 2026
#9-8.30%
Feb 25, 2026 - Apr 30, 2026
-0.16%
Jun 9, 2026 - Jun 15, 2026
#10-7.29%
Oct 8, 2012 - Jan 2, 2013
-0.13%
Jun 4, 2026 - Jun 9, 2026
#11-6.77%
Jul 23, 2014 - Apr 10, 2015
-0.13%
Apr 28, 2021 - May 5, 2021
#12-6.53%
Sep 8, 2016 - Jan 4, 2017
-0.12%
May 6, 2021 - May 13, 2021
#13-6.00%
Nov 8, 2010 - Mar 30, 2011
-0.10%
Mar 26, 2021 - Mar 30, 2021
#14-5.42%
May 1, 2012 - Jul 11, 2012
-0.09%
Jun 16, 2026 - Jun 18, 2026
#15-5.03%
Jan 12, 2018 - Aug 27, 2018
-0.06%
Jul 12, 2021 - Jul 14, 2021

Correlation

Correlation between PCEF and SHYM is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2010 - 2026)

PCEF vs SHYM dividend yield comparison.

YearPCEFSHYM
20264.97%2.41%
20257.96%4.55%
20248.79%4.35%
20239.86%4.35%
20228.93%4.01%
20216.67%2.97%
20207.54%0.00%
20197.12%0.00%
20188.21%0.00%
20176.96%0.00%
20167.72%0.00%
20159.18%0.00%
20148.02%0.00%
20138.13%0.00%
20127.39%0.00%
20118.80%0.00%
20107.59%0.00%

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