SBI vs ITEQ

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and Amplify BlueStar Israel Technology ETF (ITEQ, ETF).

5-Year PerformanceSBI has outperformed ITEQ, delivering a return of +0.4% compared to -0.9%

SBI vs ITEQ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	ITEQ(ETF)
Net Assets	$119M	$120M
Expense Ratio	N/A	0.75%
Max Drawdown	43.86%	54.63%
Sharpe Ratio	0.73	0.68
5Y Beta	0.14	1.12
P/E Ratio	N/A	-255.46
Forward P/E	N/A	21.25
PEG Ratio	N/A	-0.32
5Y Dividends CAGR	14.13%	N/A
Debt to Equity	N/A	-9.34%
P/S Ratio	N/A	1.77
P/B Ratio	N/A	3.43

Net Assets

SBI

$119M

Winner

ITEQ

$120M

Expense Ratio

SBI

N/A

ITEQ

0.75%

Max Drawdown

Winner

SBI

43.86%

ITEQ

54.63%

Sharpe Ratio

Winner

SBI

0.73

ITEQ

0.68

5Y Beta

Winner

SBI

0.14

ITEQ

1.12

P/E Ratio

SBI

N/A

ITEQ

-255.46

Forward P/E

SBI

N/A

ITEQ

21.25

PEG Ratio

SBI

N/A

ITEQ

-0.32

5Y Dividends CAGR

SBI

14.13%

ITEQ

N/A

Debt to Equity

SBI

N/A

ITEQ

-9.34%

P/S Ratio

SBI

N/A

ITEQ

1.77

P/B Ratio

SBI

N/A

ITEQ

3.43

SBI vs ITEQ - Historical Returns

Returns include dividend reinvestment.

Period	SBI	ITEQ
1 month	-0.10%	+0.71%
3 months	+1.89%	+6.23%
6 months	+3.56%	+7.50%
1 year	+8.51%	+17.48%
5 years(CAGR)	+0.37%	-0.91%
10 years(CAGR)	+1.41%	+10.32%
Max(CAGR)	+4.46%	+9.40%

SBI

-0.10%

Winner

ITEQ

+0.71%

SBI

+1.89%

Winner

ITEQ

+6.23%

SBI

+3.56%

Winner

ITEQ

+7.50%

SBI

+8.51%

Winner

ITEQ

+17.48%

5Y(CAGR)

Winner

SBI

+0.37%

ITEQ

-0.91%

10Y(CAGR)

SBI

+1.41%

Winner

ITEQ

+10.32%

Max(CAGR)

SBI

+4.46%

Winner

ITEQ

+9.40%

SBI vs ITEQ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	ITEQ
2026	+4.77%	+12.53%
2025	+4.71%	+13.52%
2024	+6.01%	+14.15%
2023	+4.41%	+5.59%
2022	-18.11%	-30.67%
2021	+8.51%	-6.09%
2020	+4.27%	+57.52%
2019	+11.05%	+37.59%
2018	-7.08%	-1.93%
2017	+1.98%	+26.50%
2016	-2.28%	+4.88%
2015	+11.06%	-4.80%
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 ITEQ Drawdown Comparison

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

The maximum drawdown for ITEQ was -54.63%, occurring on Oct 27, 2023. This drawdown has not yet recovered.

The current SBI drawdown is -0.64%. The current ITEQ drawdown is -16.16%.

Rank	SBI	ITEQ
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-54.63% Feb 12, 2021 - Oct 27, 2023
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-36.49% Feb 19, 2020 - Jun 1, 2020
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-21.04% Nov 4, 2015 - Aug 15, 2016
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-19.40% Aug 31, 2018 - Feb 25, 2019
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-10.74% Oct 13, 2020 - Dec 4, 2020
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-9.27% Sep 2, 2020 - Oct 5, 2020
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-8.29% Aug 22, 2019 - Nov 25, 2019
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-8.19% Sep 8, 2016 - Jan 25, 2017
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-7.66% Jan 26, 2018 - Mar 9, 2018
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-6.50% Mar 12, 2018 - May 14, 2018
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-5.32% Jul 19, 2017 - Sep 11, 2017
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-5.04% Jun 3, 2020 - Jul 2, 2020
#13	-7.48% Sep 20, 2002 - May 1, 2003	-4.90% Jul 25, 2018 - Aug 29, 2018
#14	-7.17% Nov 5, 2001 - May 23, 2002	-4.86% May 3, 2019 - Jun 19, 2019
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-4.58% Oct 31, 2017 - Jan 4, 2018

Correlation

Correlation between SBI and ITEQ is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72

-101

Dividend Comparison (1999 - 2026)

SBI vs ITEQ dividend yield comparison.

Year	SBI	ITEQ
2026	3.22%	0.00%
2025	6.56%	0.85%
2024	6.23%	0.01%
2023	3.76%	0.00%
2022	3.72%	0.00%
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%