RIZE vs MYMK

Comparison between PRINCIPAL INFLATION PROTECTION ETF (RIZE, ETF) and SPDR SSGA MY2031 MUNICIPAL BOND ETF (MYMK, ETF).

RIZE vs MYMK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	RIZE(ETF)	MYMK(ETF)
Net Assets	$10M	$10M
Expense Ratio	0.19%	0.20%
Max Drawdown	0.26%	2.45%
Sharpe Ratio	-0.77	-0.88
5Y Beta	0.04	0.04

Net Assets

RIZE

$10M

MYMK

$10M

Expense Ratio

Winner

RIZE

0.19%

MYMK

0.20%

Max Drawdown

Winner

RIZE

0.26%

MYMK

2.45%

Sharpe Ratio

Winner

RIZE

-0.77

MYMK

-0.88

5Y Beta

Winner

RIZE

0.04

MYMK

0.04

RIZE vs MYMK - Holdings Comparison

RIZE and MYMK have 1 common holdings. Overlap is 0.11%

RIZE's top 25 holdings weight is 99.99%. MYMK's top 25 holdings weight is 72.10%.

Rank	RIZE	MYMK
#1	UNITED STATES TREASURY NOTES 0.125% (n/a) - 27.47%	HARRIS CNTY TEX TOLL RD REV 5% (n/a) - 4.21%
#2	UNITED STATES TREASURY NOTES 1.625% (n/a) - 15.78%	n/a (n/a) - 4.16%
#3	UNITED STATES TREASURY NOTES 0.375% (n/a) - 8.15%	CALIFORNIA ST PUB WKS BRD LEASE REV 5% (n/a) - 4.01%
#4	UNITED STATES TREASURY NOTES 1.25% (n/a) - 7.68%	PENNSYLVANIA ST TPK COMMN TPK REV 5% (n/a) - 3.98%
#5	UNITED STATES TREASURY NOTES 1.125% (n/a) - 5.54%	LOS ANGELES CALIF DEPT WTR & PWR REV 5% (n/a) - 3.77%
#6	UNITED STATES TREASURY NOTES 2.125% (n/a) - 5.14%	n/a (n/a) - 3.69%
#7	UNITED STATES TREASURY NOTES 2.375% (n/a) - 5.12%	ILLINOIS ST 5% (n/a) - 3.56%
#8	UNITED STATES TREASURY NOTES 0.5% (n/a) - 4.37%	IOWA FIN AUTH REV 5% (n/a) - 3.47%
#9	UNITED STATES TREASURY NOTES 0.75% (n/a) - 3.80%	INDIANAPOLIS IND LOC PUB IMPT BD BK 5% (n/a) - 3.30%
#10	UNITED STATES TREASURY NOTES 0.25% (n/a) - 3.79%	TRUCKEE MEADOWS NEV WTR AUTH WTR REV 5% (n/a) - 3.20%
#11	UNITED STATES TREASURY NOTES 0.875% (n/a) - 3.27%	n/a (n/a) - 3.16%
#12	UNITED STATES TREASURY BONDS 3.875% (n/a) - 2.29%	JOHNSON CNTY KANS UNI SCH DIST NO 233 5% (n/a) - 2.96%
#13	UNITED STATES TREASURY BONDS 2.375% (n/a) - 1.97%	CONNECTICUT ST SPL TAX OBLIG REV 5% (n/a) - 2.86%
#14	UNITED STATES TREASURY BONDS 3.625% (n/a) - 1.95%	ALABAMA ST PUB SCH & COLLEGE AUTH 5% (n/a) - 2.80%
#15	UNITED STATES TREASURY BONDS 1.75% (n/a) - 1.82%	WASHINGTON ST 5% (n/a) - 2.68%
#16	UNITED STATES TREASURY BONDS 2.5% (n/a) - 1.74%	LOUISIANA ST GRNT ANTIC REV 5% (n/a) - 2.54%
#17	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 0.11%	ENERGY NORTHWEST WASH ELEC REV 5% (n/a) - 2.40%
#18	N/A	DELAWARE TRANSN AUTH TRANSN SYS REV 5% (n/a) - 2.20%
#19	N/A	TEXAS WTR DEV BRD REV 5% (n/a) - 2.13%
#20	N/A	HENNEPIN CNTY MINN SALES TAX REV 5% (n/a) - 2.05%
#21	N/A	IDAHO HSG & FIN ASSN 5% (n/a) - 1.89%
#22	N/A	JEA FLA WTR & SWR SYS REV 5% (n/a) - 1.87%
#23	N/A	COLUMBUS OHIO 5% (n/a) - 1.81%
#24	N/A	MIAMI-DADE CNTY FLA 5% (n/a) - 1.73%
#25	N/A	KANSAS ST DEPT TRANSN HWY REV 5% (n/a) - 1.67%
Total Holdings	17	64

RIZE vs MYMK - Historical Returns

Returns include dividend reinvestment.

Period	RIZE	MYMK
1 month	+0.08%	+0.77%
3 months	N/A	+0.23%
6 months	N/A	+0.89%
Max(CAGR)	+1.13%	+2.24%

RIZE

+0.08%

Winner

MYMK

+0.77%

RIZE

N/A

MYMK

+0.23%

RIZE

N/A

MYMK

+0.89%

Max(CAGR)

RIZE

+1.13%

Winner

MYMK

+2.24%

RIZE vs MYMK - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	RIZE	MYMK
2026	+0.08%	+0.84%
2025	N/A	+0.77%

RIZE vs MYMK Drawdown Comparison

The maximum drawdown for RIZE was -0.26%, occurring on Jun 5, 2026. This drawdown has not yet recovered.

The maximum drawdown for MYMK was -2.22%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current RIZE drawdown is -0.22%. The current MYMK drawdown is -0.94%.

Rank	RIZE	MYMK
#1	-0.26% Jun 2, 2026 - Jun 5, 2026	-2.22% Feb 10, 2026 - Mar 27, 2026
#2	-0.10% May 21, 2026 - May 26, 2026	-0.48% Sep 17, 2025 - Oct 15, 2025
#3	N/A	-0.36% Jan 15, 2026 - Jan 28, 2026
#4	N/A	-0.23% Oct 27, 2025 - Nov 11, 2025
#5	N/A	-0.18% Dec 16, 2025 - Dec 29, 2025
#6	N/A	-0.13% Jan 12, 2026 - Jan 15, 2026
#7	N/A	-0.13% Feb 2, 2026 - Feb 5, 2026
#8	N/A	-0.12% Jan 28, 2026 - Feb 2, 2026
#9	N/A	-0.09% Nov 21, 2025 - Dec 10, 2025
#10	N/A	-0.08% Dec 11, 2025 - Dec 16, 2025
#11	N/A	-0.08% Nov 11, 2025 - Nov 21, 2025
#12	N/A	-0.04% Dec 29, 2025 - Jan 2, 2026
#13	N/A	-0.03% Oct 20, 2025 - Oct 22, 2025

Correlation

Correlation between RIZE and MYMK is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101