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SBI vs SPY

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed SBI, delivering a return of +13.3% compared to +0.6%

SBI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SBI
$119M
Winner
SPY
$735B
Expense Ratio
SBI
N/A
SPY
0.09%
Max Drawdown
Winner
SBI
43.86%
SPY
56.47%
Sharpe Ratio
SBI
1.01
Winner
SPY
1.62
5Y Beta
Winner
SBI
0.15
SPY
1.00
P/E Ratio
SBI
N/A
SPY
28.99
Forward P/E
SBI
N/A
SPY
22.37
5Y Dividends CAGR
Winner
SBI
14.13%
SPY
5.43%
5Y EPS CAGR
SBI
N/A
SPY
26.05%
Debt to Equity
SBI
N/A
SPY
32.40%
P/S Ratio
SBI
N/A
SPY
3.74
P/B Ratio
SBI
N/A
SPY
5.61

SBI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SBI
+1.20%
Winner
SPY
+1.90%
3M
SBI
-0.67%
Winner
SPY
+8.55%
6M
SBI
+1.98%
Winner
SPY
+8.18%
1Y
SBI
+10.30%
Winner
SPY
+25.79%
5Y(CAGR)
SBI
+0.55%
Winner
SPY
+13.32%
10Y(CAGR)
SBI
+1.36%
Winner
SPY
+15.19%
Max(CAGR)
SBI
+4.41%
Winner
SPY
+8.47%

SBI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSBISPY
2026+3.01%+8.26%
2025+4.71%+18.00%
2024+6.01%+25.59%
2023+4.41%+26.72%
2022-18.11%-18.64%
2021+8.51%+30.52%
2020+4.27%+17.28%
2019+11.05%+31.09%
2018-7.08%-5.24%
2017+1.98%+20.78%
2016-2.28%+13.59%
2015+11.06%+1.31%
2014+11.62%+14.56%
2013-13.11%+29.00%
2012+13.15%+14.17%
2011+10.53%+0.85%
2010+9.39%+13.14%
2009+25.05%+22.67%
2008-10.17%-36.25%
2007+0.97%+5.32%
2006+9.01%+13.85%
2005-3.44%+5.32%
2004-2.07%+10.75%
2003+14.58%+24.18%
2002+5.71%-22.42%
2001+13.21%-10.13%
2000+9.55%-8.84%
1999-7.92%+8.61%

SBI vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SBI drawdown is -1.63%. The current SPY drawdown is -2.90%.

RankSBISPY
#1-33.69%
Feb 12, 2008 - Jul 24, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-25.21%
Sep 21, 2021 - Oct 24, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-20.05%
Feb 21, 2020 - Feb 2, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-19.30%
Jan 25, 2013 - Feb 2, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.12%
Apr 1, 2004 - Jun 28, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.62%
Sep 6, 2016 - Aug 23, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.57%
Sep 3, 2010 - Aug 31, 2011		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.68%
Jul 22, 2005 - Dec 1, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-9.49%
Jun 12, 2003 - Nov 10, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-8.39%
Nov 1, 1999 - Jun 30, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.67%
Jul 25, 2000 - Dec 7, 2000		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-7.53%
Sep 28, 2007 - Jan 4, 2008		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-7.48%
Sep 20, 2002 - May 1, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.17%
Nov 5, 2001 - May 23, 2002		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.95%
Aug 13, 2001 - Oct 3, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SBI and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

SBI vs SPY dividend yield comparison.

YearSBISPY
20262.72%0.24%
20256.56%1.07%
20246.23%1.21%
20233.76%1.40%
20223.72%1.65%
20212.93%1.20%
20203.07%1.52%
20193.59%1.75%
20184.32%2.04%
20174.58%1.80%
20165.01%2.03%
20154.70%2.06%
20144.92%1.87%
20135.30%1.81%
20124.54%2.18%
20114.90%2.05%
20105.03%1.80%
20094.69%1.95%
20085.42%3.02%
20074.83%1.85%
20064.87%1.73%
20056.45%1.73%
20046.54%1.82%
20036.01%1.47%
20026.04%1.70%
20015.66%1.25%
20006.16%1.15%
19991.05%0.24%

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