SBI vs FMCX

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and FM FOCUS EQUITY ETF (FMCX, ETF).

SBI vs FMCX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	FMCX(ETF)
Net Assets	$117M	$117M
Expense Ratio	N/A	0.72%
Max Drawdown	43.86%	18.54%
Sharpe Ratio	0.46	0.37
5Y Beta	0.14	0.76
P/E Ratio	N/A	27.30
Forward P/E	N/A	23.06
PEG Ratio	N/A	0.37
5Y Dividends CAGR	12.31%	N/A
5Y EPS CAGR	N/A	16.66%
Debt to Equity	N/A	4.96%
P/S Ratio	N/A	3.74
P/B Ratio	N/A	5.28

Net Assets

SBI

$117M

Winner

FMCX

$117M

Expense Ratio

SBI

N/A

FMCX

0.72%

Max Drawdown

SBI

43.86%

Winner

FMCX

18.54%

Sharpe Ratio

Winner

SBI

0.46

FMCX

0.37

5Y Beta

Winner

SBI

0.14

FMCX

0.76

P/E Ratio

SBI

N/A

FMCX

27.30

Forward P/E

SBI

N/A

FMCX

23.06

PEG Ratio

SBI

N/A

FMCX

0.37

5Y Dividends CAGR

SBI

12.31%

FMCX

N/A

5Y EPS CAGR

SBI

N/A

FMCX

16.66%

Debt to Equity

SBI

N/A

FMCX

4.96%

P/S Ratio

SBI

N/A

FMCX

3.74

P/B Ratio

SBI

N/A

FMCX

5.28

SBI vs FMCX - Historical Returns

Returns include dividend reinvestment.

Period	SBI	FMCX
1 month	-0.62%	+4.75%
3 months	-0.32%	-0.11%
6 months	-1.10%	+7.77%
1 year	+6.42%	+8.91%
5 years(CAGR)	+0.12%	+10.34%
10 years(CAGR)	+1.15%	N/A
Max(CAGR)	+4.39%	+10.34%

SBI

-0.62%

Winner

FMCX

+4.75%

SBI

-0.32%

Winner

FMCX

-0.11%

SBI

-1.10%

Winner

FMCX

+7.77%

SBI

+6.42%

Winner

FMCX

+8.91%

5Y(CAGR)

SBI

+0.12%

Winner

FMCX

+10.34%

10Y(CAGR)

SBI

+1.15%

FMCX

N/A

Max(CAGR)

SBI

+4.39%

Winner

FMCX

+10.34%

SBI vs FMCX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	FMCX
2026	+3.21%	+6.38%
2025	+4.71%	+11.52%
2024	+6.01%	+20.26%
2023	+4.41%	+22.02%
2022	-18.11%	-11.16%
2021	+8.51%	N/A
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 FMCX Drawdown Comparison

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

The maximum drawdown for FMCX was -17.70%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current SBI drawdown is -2.11%. The current FMCX drawdown is -2.68%.

Rank	SBI	FMCX
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-17.70% Jan 23, 2025 - Jun 26, 2025
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-17.33% Aug 16, 2022 - Jun 15, 2023
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-15.15% Apr 25, 2022 - Aug 15, 2022
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-12.59% Jan 12, 2026 - Apr 30, 2026
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-11.66% Jul 25, 2023 - Nov 30, 2023
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-6.71% Jul 16, 2024 - Aug 19, 2024
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-6.22% Oct 6, 2025 - Jan 9, 2026
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-6.16% Jun 30, 2026 - Aug 4, 2026
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-6.01% Mar 21, 2024 - Jun 21, 2024
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-5.84% Dec 6, 2024 - Jan 22, 2025
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-4.26% Aug 30, 2024 - Sep 16, 2024
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-4.21% Jun 1, 2026 - Jun 18, 2026
#13	-7.48% Sep 20, 2002 - May 1, 2003	-3.86% Oct 18, 2024 - Nov 7, 2024
#14	-7.17% Nov 5, 2001 - May 23, 2002	-3.09% May 8, 2026 - Jun 1, 2026
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-2.87% Aug 13, 2026 - Aug 24, 2026

Correlation

Correlation between SBI and FMCX is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94

-101

Dividend Comparison (1999 - 2026)

SBI vs FMCX dividend yield comparison.

Year	SBI	FMCX
2026	4.41%	0.08%
2025	6.56%	0.35%
2024	6.23%	2.12%
2023	3.76%	1.34%
2022	3.72%	1.19%
2021	2.93%	0.00%
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%