SBI vs KRMA

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and GLOBAL X CONSCIOUS COMPANIES ETF (KRMA, ETF).

5-Year PerformanceKRMA has outperformed SBI, delivering a return of +9.9% compared to +0.1%

SBI vs KRMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	KRMA(ETF)
Net Assets	$117M	$116M
Expense Ratio	N/A	0.35%
Max Drawdown	43.86%	36.16%
Sharpe Ratio	0.46	1.19
5Y Beta	0.14	0.93
P/E Ratio	N/A	23.89
Forward P/E	N/A	18.40
PEG Ratio	N/A	0.38
5Y Dividends CAGR	12.31%	24.01%
5Y EPS CAGR	N/A	23.12%
Debt to Equity	N/A	-3.26%
P/S Ratio	N/A	2.45
P/B Ratio	N/A	4.79

Net Assets

Winner

SBI

$117M

KRMA

$116M

Expense Ratio

SBI

N/A

KRMA

0.35%

Max Drawdown

SBI

43.86%

Winner

KRMA

36.16%

Sharpe Ratio

SBI

0.46

Winner

KRMA

1.19

5Y Beta

Winner

SBI

0.14

KRMA

0.93

P/E Ratio

SBI

N/A

KRMA

23.89

Forward P/E

SBI

N/A

KRMA

18.40

PEG Ratio

SBI

N/A

KRMA

0.38

5Y Dividends CAGR

SBI

12.31%

Winner

KRMA

24.01%

5Y EPS CAGR

SBI

N/A

KRMA

23.12%

Debt to Equity

SBI

N/A

KRMA

-3.26%

P/S Ratio

SBI

N/A

KRMA

2.45

P/B Ratio

SBI

N/A

KRMA

4.79

SBI vs KRMA - Historical Returns

Returns include dividend reinvestment.

Period	SBI	KRMA
1 month	-0.62%	+1.96%
3 months	-0.32%	+6.26%
6 months	-1.10%	+10.26%
1 year	+6.42%	+19.76%
5 years(CAGR)	+0.12%	+9.89%
10 years(CAGR)	+1.15%	+13.60%
Max(CAGR)	+4.39%	+13.58%

SBI

-0.62%

Winner

KRMA

+1.96%

SBI

-0.32%

Winner

KRMA

+6.26%

SBI

-1.10%

Winner

KRMA

+10.26%

SBI

+6.42%

Winner

KRMA

+19.76%

5Y(CAGR)

SBI

+0.12%

Winner

KRMA

+9.89%

10Y(CAGR)

SBI

+1.15%

Winner

KRMA

+13.60%

Max(CAGR)

SBI

+4.39%

Winner

KRMA

+13.58%

SBI vs KRMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	KRMA
2026	+3.21%	+10.19%
2025	+4.71%	+14.39%
2024	+6.01%	+18.87%
2023	+4.41%	+22.70%
2022	-18.11%	-19.09%
2021	+8.51%	+29.42%
2020	+4.27%	+16.40%
2019	+11.05%	+30.21%
2018	-7.08%	-4.25%
2017	+1.98%	+22.74%
2016	-2.28%	+5.65%
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 KRMA Drawdown Comparison

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

The maximum drawdown for KRMA was -36.16%, occurring on Mar 23, 2020. Recovery took 125 trading sessions.

The current SBI drawdown is -2.11%. The current KRMA drawdown is -2.27%.

Rank	SBI	KRMA
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-36.16% Feb 19, 2020 - Aug 17, 2020
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-26.12% Dec 29, 2021 - Jan 25, 2024
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-19.41% Dec 4, 2024 - Jul 1, 2025
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-17.48% Sep 21, 2018 - Mar 19, 2019
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-9.59% Jan 26, 2018 - Jul 25, 2018
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-8.92% Sep 2, 2020 - Oct 12, 2020
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-8.62% Jan 6, 2026 - Apr 15, 2026
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-8.36% Jul 16, 2024 - Sep 19, 2024
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-7.02% Jul 26, 2019 - Oct 30, 2019
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-6.95% Oct 12, 2020 - Nov 6, 2020
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-6.30% May 3, 2019 - Jun 19, 2019
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-6.01% Dec 14, 2020 - Feb 8, 2021
#13	-7.48% Sep 20, 2002 - May 1, 2003	-5.90% Oct 28, 2025 - Dec 10, 2025
#14	-7.17% Nov 5, 2001 - May 23, 2002	-5.70% Sep 2, 2021 - Oct 26, 2021
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-5.65% Mar 27, 2024 - May 15, 2024

Correlation

Correlation between SBI and KRMA is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (1999 - 2026)

SBI vs KRMA dividend yield comparison.

Year	SBI	KRMA
2026	4.41%	0.36%
2025	6.56%	2.59%
2024	6.23%	0.91%
2023	3.76%	1.16%
2022	3.72%	0.86%
2021	2.93%	1.07%
2020	3.07%	0.96%
2019	3.59%	1.52%
2018	4.32%	1.82%
2017	4.58%	1.21%
2016	5.01%	0.95%
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%