StockComparison Logo
vs

RMMZ vs SPY

Comparison between RiverNorth Managed Duration Municipal Income Fund II Inc (RMMZ, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

RMMZ vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
RMMZ
$125M
Winner
SPY
$781B
Expense Ratio
RMMZ
N/A
SPY
0.09%
Max Drawdown
Winner
RMMZ
35.66%
SPY
56.47%
Sharpe Ratio
RMMZ
1.05
Winner
SPY
1.12
5Y Beta
Winner
RMMZ
0.12
SPY
1.00
Industry
RMMZ
Asset Management
SPY
N/A
P/E Ratio
Winner
RMMZ
-20.78
SPY
28.53
Forward P/E
RMMZ
N/A
SPY
21.47
5Y Dividends CAGR
RMMZ
N/A
SPY
6.00%
5Y EPS CAGR
RMMZ
N/A
SPY
25.58%
Debt to Equity
RMMZ
69.26%
Winner
SPY
32.09%
Free Cash Flow Yield
RMMZ
9.71%
SPY
N/A
P/S Ratio
RMMZ
144.78
Winner
SPY
3.75
P/B Ratio
Winner
RMMZ
0.94
SPY
5.64

RMMZ vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
RMMZ
-0.28%
Winner
SPY
+0.63%
3M
RMMZ
+1.66%
Winner
SPY
+4.46%
6M
RMMZ
+4.99%
Winner
SPY
+7.67%
1Y
RMMZ
+14.90%
Winner
SPY
+17.68%
5Y(CAGR)
RMMZ
+2.33%
Winner
SPY
+12.42%
10Y(CAGR)
RMMZ
N/A
SPY
+14.84%
Max(CAGR)
RMMZ
+2.33%
Winner
SPY
+8.44%

RMMZ vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearRMMZSPY
2026+5.99%+8.63%
2025+3.86%+18.00%
2024+2.22%+25.59%
2023+8.66%+26.72%
2022-12.82%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

RMMZ vs SPY Drawdown Comparison

The maximum drawdown for RMMZ was -27.10%, occurring on Oct 30, 2023. Recovery took 986 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current RMMZ drawdown is -1.41%. The current SPY drawdown is -2.57%.

RankRMMZSPY
#1-27.10%
Mar 1, 2022 - Feb 4, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-5.59%
Feb 13, 2026 - May 5, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.76%
May 15, 2026 - Jun 16, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-1.41%
Jul 6, 2026 - Jul 23, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.60%
Jun 18, 2026 - Jun 30, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.57%
Jun 16, 2026 - Jun 18, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-0.53%
Jun 30, 2026 - Jul 6, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-0.50%
Feb 25, 2022 - Mar 1, 2022		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-0.26%
Feb 10, 2026 - Feb 12, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-0.20%
Feb 4, 2026 - Feb 10, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-0.17%
May 13, 2026 - May 15, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.10%
May 8, 2026 - May 13, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.05%
Feb 14, 2022 - Feb 17, 2022		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.05%
Feb 22, 2022 - Feb 24, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between RMMZ and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

RMMZ vs SPY dividend yield comparison.

YearRMMZSPY
20264.23%0.50%
20257.86%1.07%
20247.82%1.21%
20237.45%1.40%
20226.86%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: RMMZ vs SPY

More Comparisons

Compare with similar stocks