SBI vs LST

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and LEUTHOLD SELECT INDUSTRIES ETF (LST, ETF).

SBI vs LST - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	LST(ETF)
Net Assets	$119M	$120M
Expense Ratio	N/A	0.65%
Max Drawdown	43.86%	19.47%
Sharpe Ratio	0.73	1.46
5Y Beta	0.14	0.89
P/E Ratio	N/A	18.94
Forward P/E	N/A	16.17
PEG Ratio	N/A	0.16
5Y Dividends CAGR	14.13%	N/A
5Y EPS CAGR	N/A	18.00%
Debt to Equity	N/A	43.90%
P/S Ratio	N/A	1.24
P/B Ratio	N/A	3.14

Net Assets

SBI

$119M

Winner

LST

$120M

Expense Ratio

SBI

N/A

LST

0.65%

Max Drawdown

SBI

43.86%

Winner

LST

19.47%

Sharpe Ratio

SBI

0.73

Winner

LST

1.46

5Y Beta

Winner

SBI

0.14

LST

0.89

P/E Ratio

SBI

N/A

LST

18.94

Forward P/E

SBI

N/A

LST

16.17

PEG Ratio

SBI

N/A

LST

0.16

5Y Dividends CAGR

SBI

14.13%

LST

N/A

5Y EPS CAGR

SBI

N/A

LST

18.00%

Debt to Equity

SBI

N/A

LST

43.90%

P/S Ratio

SBI

N/A

LST

1.24

P/B Ratio

SBI

N/A

LST

3.14

SBI vs LST - Historical Returns

Returns include dividend reinvestment.

Period	SBI	LST
1 month	-0.10%	-0.67%
3 months	+1.89%	+5.68%
6 months	+3.56%	+10.33%
1 year	+8.51%	+27.11%
5 years(CAGR)	+0.37%	N/A
10 years(CAGR)	+1.41%	N/A
Max(CAGR)	+4.46%	+20.97%

Winner

SBI

-0.10%

LST

-0.67%

SBI

+1.89%

Winner

LST

+5.68%

SBI

+3.56%

Winner

LST

+10.33%

SBI

+8.51%

Winner

LST

+27.11%

5Y(CAGR)

SBI

+0.37%

LST

N/A

10Y(CAGR)

SBI

+1.41%

LST

N/A

Max(CAGR)

SBI

+4.46%

Winner

LST

+20.97%

SBI vs LST - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	LST
2026	+4.77%	+14.10%
2025	+4.71%	+15.66%
2024	+6.01%	N/A
2023	+4.41%	N/A
2022	-18.11%	N/A
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 LST Drawdown Comparison

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

The maximum drawdown for LST was -19.47%, occurring on Apr 8, 2025. Recovery took 95 trading sessions.

The current SBI drawdown is -0.64%. The current LST drawdown is -2.35%.

Rank	SBI	LST
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-19.47% Feb 5, 2025 - Jun 24, 2025
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-10.85% Feb 26, 2026 - Apr 30, 2026
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-5.10% Nov 12, 2025 - Nov 28, 2025
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-4.36% Jun 4, 2026 - Jun 10, 2026
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-3.13% Sep 22, 2025 - Oct 24, 2025
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-2.83% May 14, 2026 - May 22, 2026
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-2.72% Oct 27, 2025 - Nov 12, 2025
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-2.71% Jul 3, 2025 - Aug 12, 2025
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-2.51% Feb 11, 2026 - Feb 20, 2026
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-2.07% Dec 11, 2025 - Dec 22, 2025
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-1.95% Dec 26, 2025 - Jan 6, 2026
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-1.91% Jan 29, 2026 - Feb 6, 2026
#13	-7.48% Sep 20, 2002 - May 1, 2003	-1.56% Jan 30, 2025 - Feb 5, 2025
#14	-7.17% Nov 5, 2001 - May 23, 2002	-1.34% Apr 30, 2026 - May 6, 2026
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-1.28% Jan 15, 2026 - Jan 21, 2026

Correlation

Correlation between SBI and LST is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (1999 - 2026)

SBI vs LST dividend yield comparison.

Year	SBI	LST
2026	3.22%	0.00%
2025	6.56%	1.34%
2024	6.23%	0.00%
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%