SBI vs STXT

Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and STRIVE TOTAL RETURN BOND ETF (STXT, ETF).

SBI vs STXT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SBI(ETF)	STXT(ETF)
Net Assets	$119M	$119M
Expense Ratio	N/A	0.49%
Max Drawdown	43.86%	7.35%
Sharpe Ratio	0.73	-0.54
5Y Beta	0.14	0.01
5Y Dividends CAGR	14.13%	N/A

Net Assets

Winner

SBI

$119M

STXT

$119M

Expense Ratio

SBI

N/A

STXT

0.49%

Max Drawdown

SBI

43.86%

Winner

STXT

7.35%

Sharpe Ratio

Winner

SBI

0.73

STXT

-0.54

5Y Beta

SBI

0.14

Winner

STXT

0.01

5Y Dividends CAGR

SBI

14.13%

STXT

N/A

SBI vs STXT - Historical Returns

Returns include dividend reinvestment.

Period	SBI	STXT
1 month	-0.10%	-0.32%
3 months	+1.89%	-1.98%
6 months	+3.56%	-0.92%
1 year	+8.51%	+1.29%
5 years(CAGR)	+0.37%	N/A
10 years(CAGR)	+1.41%	N/A
Max(CAGR)	+4.46%	+3.83%

Winner

SBI

-0.10%

STXT

-0.32%

Winner

SBI

+1.89%

STXT

-1.98%

Winner

SBI

+3.56%

STXT

-0.92%

Winner

SBI

+8.51%

STXT

+1.29%

5Y(CAGR)

SBI

+0.37%

STXT

N/A

10Y(CAGR)

SBI

+1.41%

STXT

N/A

Max(CAGR)

Winner

SBI

+4.46%

STXT

+3.83%

SBI vs STXT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SBI	STXT
2026	+4.77%	-0.85%
2025	+4.71%	+6.57%
2024	+6.01%	+2.51%
2023	+4.41%	+4.09%
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 STXT Drawdown Comparison

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

The maximum drawdown for STXT was -5.27%, occurring on Jan 14, 2025. Recovery took 194 trading sessions.

The current SBI drawdown is -0.64%. The current STXT drawdown is -2.87%.

Rank	SBI	STXT
#1	-33.69% Feb 12, 2008 - Jul 24, 2009	-5.27% Sep 16, 2024 - Jun 26, 2025
#2	-25.21% Sep 21, 2021 - Jun 22, 2026	-4.19% Aug 31, 2023 - Nov 29, 2023
#3	-20.05% Feb 21, 2020 - Feb 2, 2021	-3.65% Feb 1, 2024 - Jun 18, 2024
#4	-19.30% Jan 25, 2013 - Feb 2, 2015	-3.10% Feb 27, 2026 - Jun 26, 2026
#5	-16.12% Apr 1, 2004 - Jun 28, 2005	-1.35% Jun 18, 2024 - Jul 5, 2024
#6	-15.62% Sep 6, 2016 - Aug 23, 2019	-1.32% Dec 28, 2023 - Feb 1, 2024
#7	-11.57% Sep 3, 2010 - Aug 31, 2011	-1.24% Oct 21, 2025 - Feb 10, 2026
#8	-10.68% Jul 22, 2005 - Dec 1, 2006	-1.23% Aug 11, 2023 - Aug 30, 2023
#9	-9.49% Jun 12, 2003 - Nov 10, 2003	-1.15% Sep 15, 2025 - Oct 13, 2025
#10	-8.39% Nov 1, 1999 - Jun 30, 2000	-1.14% Aug 5, 2024 - Aug 21, 2024
#11	-7.67% Jul 25, 2000 - Dec 7, 2000	-0.75% Jun 30, 2025 - Aug 1, 2025
#12	-7.53% Sep 28, 2007 - Jan 4, 2008	-0.62% Aug 13, 2025 - Aug 27, 2025
#13	-7.48% Sep 20, 2002 - May 1, 2003	-0.62% Dec 7, 2023 - Dec 13, 2023
#14	-7.17% Nov 5, 2001 - May 23, 2002	-0.59% Jul 17, 2024 - Jul 29, 2024
#15	-6.95% Aug 13, 2001 - Oct 3, 2001	-0.42% Aug 29, 2025 - Sep 4, 2025

Correlation

Correlation between SBI and STXT is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (1999 - 2026)

SBI vs STXT dividend yield comparison.

Year	SBI	STXT
2026	3.22%	2.09%
2025	6.56%	4.93%
2024	6.23%	5.15%
2023	3.76%	1.82%
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%