SBI vs IBUY

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and AMPLIFY ONLINE RETAIL ETF (IBUY, ETF).

5-Year PerformanceSBI has outperformed IBUY, delivering a return of +0.6% compared to -11.5%

SBI vs IBUY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	IBUY(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.65%
Max Drawdown	43.86%	73.00%
Sharpe Ratio	1.01	-0.26
5Y Beta	0.15	1.20
P/E Ratio	N/A	33.06
Forward P/E	N/A	18.39
PEG Ratio	N/A	0.53
5Y Dividends CAGR	14.13%	-36.54%
Debt to Equity	N/A	13.40%
P/S Ratio	N/A	1.05
P/B Ratio	N/A	4.09

Net Assets

Winner

SBI

$119M

IBUY

$119M

Expense Ratio

SBI

N/A

IBUY

0.65%

Max Drawdown

Winner

SBI

43.86%

IBUY

73.00%

Sharpe Ratio

Winner

SBI

1.01

IBUY

-0.26

5Y Beta

Winner

SBI

0.15

IBUY

1.20

P/E Ratio

SBI

N/A

IBUY

33.06

Forward P/E

SBI

N/A

IBUY

18.39

PEG Ratio

SBI

N/A

IBUY

0.53

5Y Dividends CAGR

Winner

SBI

14.13%

IBUY

-36.54%

Debt to Equity

SBI

N/A

IBUY

13.40%

P/S Ratio

SBI

N/A

IBUY

1.05

P/B Ratio

SBI

N/A

IBUY

4.09

SBI vs IBUY - Historical Returns

Returns include dividend reinvestment.

Period	SBI	IBUY
1 month	+1.20%	-1.74%
3 months	-0.67%	-0.89%
6 months	+1.98%	-11.43%
1 year	+10.30%	-4.24%
5 years(CAGR)	+0.55%	-11.49%
10 years(CAGR)	+1.36%	+10.20%
Max(CAGR)	+4.41%	+10.00%

Winner

SBI

+1.20%

IBUY

-1.74%

Winner

SBI

-0.67%

IBUY

-0.89%

Winner

SBI

+1.98%

IBUY

-11.43%

Winner

SBI

+10.30%

IBUY

-4.24%

5Y(CAGR)

Winner

SBI

+0.55%

IBUY

-11.49%

10Y(CAGR)

SBI

+1.36%

Winner

IBUY

+10.20%

Max(CAGR)

SBI

+4.41%

Winner

IBUY

+10.00%

SBI vs IBUY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	IBUY
2026	+3.01%	-11.63%
2025	+4.71%	+14.69%
2024	+6.01%	+23.10%
2023	+4.41%	+36.33%
2022	-18.11%	-56.41%
2021	+8.51%	-22.13%
2020	+4.27%	+121.03%
2019	+11.05%	+28.10%
2018	-7.08%	-3.70%
2017	+1.98%	+49.12%
2016	-2.28%	+7.48%
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 IBUY Drawdown Comparison

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

The maximum drawdown for IBUY was -73.00%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current SBI drawdown is -1.63%. The current IBUY drawdown is -52.65%.

Rank	SBI	IBUY
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-73.00% Feb 12, 2021 - Oct 14, 2022
#2	-25.21% Sep 21, 2021 - Oct 24, 2022	-36.07% Feb 20, 2020 - May 6, 2020
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-31.37% Sep 4, 2018 - Jan 16, 2020
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-10.21% Sep 1, 2020 - Oct 8, 2020
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-9.59% Oct 13, 2020 - Nov 5, 2020
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-9.36% Apr 20, 2016 - Jul 11, 2016
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-8.51% Mar 9, 2018 - Jun 1, 2018
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-7.37% Jul 26, 2017 - Nov 21, 2017
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-6.93% Nov 6, 2020 - Nov 23, 2020
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-6.92% Jun 8, 2020 - Jun 18, 2020
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-6.33% Jan 26, 2018 - Feb 15, 2018
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-5.93% Jan 16, 2020 - Feb 19, 2020
#13	-7.48% Sep 20, 2002 - May 1, 2003	-5.55% Sep 22, 2016 - Nov 21, 2016
#14	-7.17% Nov 5, 2001 - May 23, 2002	-5.47% Jul 17, 2018 - Aug 31, 2018
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-5.09% Jun 18, 2018 - Jul 17, 2018

Correlation

Correlation between SBI and IBUY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (1999 - 2026)

SBI vs IBUY dividend yield comparison.

Year	SBI	IBUY
2026	2.72%	0.00%
2025	6.56%	0.11%
2024	6.23%	0.00%
2023	3.76%	0.00%
2022	3.72%	0.00%
2021	2.93%	0.00%
2020	3.07%	0.54%
2019	3.59%	0.29%
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%