SBI vs ACES

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and ALPS CLEAN ENERGY ETF (ACES, ETF).

5-Year PerformanceSBI has outperformed ACES, delivering a return of +0.1% compared to -14.5%

SBI vs ACES - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	ACES(ETF)
Net Assets	$117M	$116M
Expense Ratio	N/A	0.55%
Max Drawdown	43.86%	79.86%
Sharpe Ratio	0.46	0.20
5Y Beta	0.14	1.23
P/E Ratio	N/A	-20.19
Forward P/E	N/A	18.92
PEG Ratio	N/A	0.59
5Y Dividends CAGR	12.31%	-13.75%
5Y EPS CAGR	N/A	11.47%
Debt to Equity	N/A	67.46%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	2.30

Net Assets

Winner

SBI

$117M

ACES

$116M

Expense Ratio

SBI

N/A

ACES

0.55%

Max Drawdown

Winner

SBI

43.86%

ACES

79.86%

Sharpe Ratio

Winner

SBI

0.46

ACES

0.20

5Y Beta

Winner

SBI

0.14

ACES

1.23

P/E Ratio

SBI

N/A

ACES

-20.19

Forward P/E

SBI

N/A

ACES

18.92

PEG Ratio

SBI

N/A

ACES

0.59

5Y Dividends CAGR

Winner

SBI

12.31%

ACES

-13.75%

5Y EPS CAGR

SBI

N/A

ACES

11.47%

Debt to Equity

SBI

N/A

ACES

67.46%

P/S Ratio

SBI

N/A

ACES

1.74

P/B Ratio

SBI

N/A

ACES

2.30

SBI vs ACES - Historical Returns

Returns include dividend reinvestment.

Period	SBI	ACES
1 month	-0.62%	+0.56%
3 months	-0.32%	-23.84%
6 months	-1.10%	-13.13%
1 year	+6.42%	+5.13%
5 years(CAGR)	+0.12%	-14.46%
10 years(CAGR)	+1.15%	+3.50%
Max(CAGR)	+4.39%	+3.50%

SBI

-0.62%

Winner

ACES

+0.56%

Winner

SBI

-0.32%

ACES

-23.84%

Winner

SBI

-1.10%

ACES

-13.13%

Winner

SBI

+6.42%

ACES

+5.13%

5Y(CAGR)

Winner

SBI

+0.12%

ACES

-14.46%

10Y(CAGR)

SBI

+1.15%

Winner

ACES

+3.50%

Max(CAGR)

Winner

SBI

+4.39%

ACES

+3.50%

SBI vs ACES - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	ACES
2026	+3.21%	-9.18%
2025	+4.71%	+22.28%
2024	+6.01%	-25.86%
2023	+4.41%	-18.07%
2022	-18.11%	-29.90%
2021	+8.51%	-19.26%
2020	+4.27%	+136.96%
2019	+11.05%	+51.11%
2018	-7.08%	-9.63%
2017	+1.98%	N/A
2016	-2.28%	N/A
2015	+11.06%	N/A
2014	+11.62%	N/A
2013	-13.11%	N/A
2012	+13.15%	N/A
2011	+10.53%	N/A
2010	+9.39%	N/A
2009	+25.05%	N/A
2008	-10.17%	N/A
2007	+0.97%	N/A
2006	+9.01%	N/A
2005	-3.44%	N/A
2004	-2.07%	N/A
2003	+14.58%	N/A
2002	+5.71%	N/A
2001	+13.21%	N/A
2000	+9.55%	N/A
1999	-7.92%	N/A

SBI vs ACES Drawdown Comparison

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The maximum drawdown for ACES was -79.05%, occurring on Apr 8, 2025. This drawdown has not yet recovered.

The current SBI drawdown is -2.11%. The current ACES drawdown is -67.87%.

Rank	SBI	ACES
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-79.05% Feb 9, 2021 - Apr 8, 2025
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-43.70% Feb 19, 2020 - Jul 14, 2020
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-20.32% Aug 27, 2018 - Feb 22, 2019
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-10.14% Oct 9, 2020 - Nov 9, 2020
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-9.97% Sep 1, 2020 - Sep 29, 2020
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-6.81% Jan 22, 2021 - Feb 8, 2021
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-6.34% Sep 23, 2019 - Nov 25, 2019
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-6.20% May 7, 2019 - Jun 18, 2019
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-5.29% Jan 13, 2021 - Jan 21, 2021
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-4.62% Nov 27, 2020 - Dec 8, 2020
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-4.44% Aug 8, 2019 - Sep 17, 2019
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-3.89% Aug 1, 2019 - Aug 8, 2019
#13	-7.48% Sep 20, 2002 - May 1, 2003	-3.70% Dec 8, 2020 - Dec 15, 2020
#14	-7.17% Nov 5, 2001 - May 23, 2002	-3.19% Jul 10, 2018 - Aug 6, 2018
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-3.12% Dec 24, 2020 - Dec 31, 2020

Correlation

Correlation between SBI and ACES is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.

0.30

-101

Dividend Comparison (1999 - 2026)

SBI vs ACES dividend yield comparison.

Year	SBI	ACES
2026	4.41%	0.10%
2025	6.56%	0.70%
2024	6.23%	1.10%
2023	3.76%	1.44%
2022	3.72%	1.08%
2021	2.93%	0.71%
2020	3.07%	0.56%
2019	3.59%	1.79%
2018	4.32%	0.34%
2017	4.58%	0.00%
2016	5.01%	0.00%
2015	4.70%	0.00%
2014	4.92%	0.00%
2013	5.30%	0.00%
2012	4.54%	0.00%
2011	4.90%	0.00%
2010	5.03%	0.00%
2009	4.69%	0.00%
2008	5.42%	0.00%
2007	4.83%	0.00%
2006	4.87%	0.00%
2005	6.45%	0.00%
2004	6.54%	0.00%
2003	6.01%	0.00%
2002	6.04%	0.00%
2001	5.66%	0.00%
2000	6.16%	0.00%
1999	1.05%	0.00%