SBI vs FEUS

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and FLEXSHARES ESG & CLIMATE US LARGE CAP CORE INDEX FUND (FEUS, ETF).

5-Year PerformanceFEUS has outperformed SBI, delivering a return of +12.0% compared to +0.7%

SBI vs FEUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	FEUS(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.09%
Max Drawdown	43.86%	26.03%
Sharpe Ratio	1.06	1.41
5Y Beta	0.15	0.96
P/E Ratio	N/A	26.13
Forward P/E	N/A	20.00
PEG Ratio	N/A	0.54
5Y Dividends CAGR	14.13%	N/A
5Y EPS CAGR	N/A	24.82%
Debt to Equity	N/A	64.53%
P/S Ratio	N/A	3.15
P/B Ratio	N/A	5.23

Net Assets

SBI

$119M

FEUS

$119M

Expense Ratio

SBI

N/A

FEUS

0.09%

Max Drawdown

SBI

43.86%

Winner

FEUS

26.03%

Sharpe Ratio

SBI

1.06

Winner

FEUS

1.41

5Y Beta

Winner

SBI

0.15

FEUS

0.96

P/E Ratio

SBI

N/A

FEUS

26.13

Forward P/E

SBI

N/A

FEUS

20.00

PEG Ratio

SBI

N/A

FEUS

0.54

5Y Dividends CAGR

SBI

14.13%

FEUS

N/A

5Y EPS CAGR

SBI

N/A

FEUS

24.82%

Debt to Equity

SBI

N/A

FEUS

64.53%

P/S Ratio

SBI

N/A

FEUS

3.15

P/B Ratio

SBI

N/A

FEUS

5.23

SBI vs FEUS - Historical Returns

Returns include dividend reinvestment.

Period	SBI	FEUS
1 month	+0.67%	+0.69%
3 months	+0.87%	+12.88%
6 months	+3.97%	+8.52%
1 year	+10.99%	+22.42%
5 years(CAGR)	+0.68%	+11.99%
10 years(CAGR)	+1.40%	N/A
Max(CAGR)	+4.45%	+11.99%

SBI

+0.67%

Winner

FEUS

+0.69%

SBI

+0.87%

Winner

FEUS

+12.88%

SBI

+3.97%

Winner

FEUS

+8.52%

SBI

+10.99%

Winner

FEUS

+22.42%

5Y(CAGR)

SBI

+0.68%

Winner

FEUS

+11.99%

10Y(CAGR)

SBI

+1.40%

FEUS

N/A

Max(CAGR)

SBI

+4.45%

Winner

FEUS

+11.99%

SBI vs FEUS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	FEUS
2026	+4.07%	+8.67%
2025	+4.71%	+15.05%
2024	+6.01%	+23.67%
2023	+4.41%	+25.92%
2022	-18.11%	-19.59%
2021	+8.51%	+9.98%
2020	+4.27%	N/A
2019	+11.05%	N/A
2018	-7.08%	N/A
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 FEUS Drawdown Comparison

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

The maximum drawdown for FEUS was -25.32%, occurring on Oct 12, 2022. Recovery took 495 trading sessions.

The current SBI drawdown is -0.61%. The current FEUS drawdown is -2.58%.

Rank	SBI	FEUS
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-25.32% Dec 29, 2021 - Dec 18, 2023
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-19.47% Feb 19, 2025 - Jul 2, 2025
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-9.55% Jan 12, 2026 - Apr 16, 2026
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-8.82% Jul 16, 2024 - Sep 19, 2024
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-5.59% Mar 28, 2024 - May 15, 2024
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-5.28% Oct 28, 2025 - Dec 10, 2025
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-4.67% Dec 11, 2024 - Feb 19, 2025
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-4.45% Jun 2, 2026 - Jun 10, 2026
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-3.96% Nov 18, 2021 - Dec 27, 2021
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-3.57% Sep 24, 2021 - Oct 14, 2021
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-2.88% Oct 8, 2025 - Oct 24, 2025
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-2.86% Oct 14, 2024 - Nov 6, 2024
#13	-7.48% Sep 20, 2002 - May 1, 2003	-2.46% Jul 25, 2025 - Aug 8, 2025
#14	-7.17% Nov 5, 2001 - May 23, 2002	-2.04% Nov 11, 2024 - Nov 25, 2024
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-1.94% Dec 11, 2025 - Dec 23, 2025

Correlation

Correlation between SBI and FEUS is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (1999 - 2026)

SBI vs FEUS dividend yield comparison.

Year	SBI	FEUS
2026	2.69%	0.21%
2025	6.56%	1.06%
2024	6.23%	1.15%
2023	3.76%	1.41%
2022	3.72%	1.48%
2021	2.93%	0.36%
2020	3.07%	0.00%
2019	3.59%	0.00%
2018	4.32%	0.00%
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%