SBI vs ZMAR
Comparison between Western Asset Intermediate Muni Fund Inc (SBI, ETF) and Innovator Equity Defined Protection ETF 1 Yr March (ZMAR, ETF).
SBI vs ZMAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SBI
$119M
Winner
ZMAR
$119M
Expense Ratio
SBI
N/A
ZMAR
0.79%
Max Drawdown
SBI
43.86%
Winner
ZMAR
2.30%
Sharpe Ratio
SBI
1.06
Winner
ZMAR
1.52
5Y Beta
Winner
SBI
0.15
ZMAR
0.15
5Y Dividends CAGR
SBI
14.13%
ZMAR
N/A
SBI vs ZMAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SBI
+0.67%
ZMAR
+0.23%
3M
SBI
+0.87%
Winner
ZMAR
+1.94%
6M
Winner
SBI
+3.97%
ZMAR
+2.88%
1Y
Winner
SBI
+10.99%
ZMAR
+7.03%
5Y(CAGR)
SBI
+0.68%
ZMAR
N/A
10Y(CAGR)
SBI
+1.40%
ZMAR
N/A
Max(CAGR)
SBI
+4.45%
Winner
ZMAR
+6.63%
SBI vs ZMAR - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SBI | ZMAR |
|---|---|---|
| 2026 | +4.07% | +2.34% |
| 2025 | +4.71% | +5.95% |
| 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 ZMAR Drawdown Comparison
The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.
The maximum drawdown for ZMAR was -2.30%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The current SBI drawdown is -0.61%. The current ZMAR drawdown is -0.27%.
| Rank | SBI | ZMAR |
|---|---|---|
| #1 | -33.69% Feb 12, 2008 - Jul 24, 2009 | -2.30% Mar 3, 2025 - May 12, 2025 |
| #2 | -25.21% Sep 21, 2021 - Oct 24, 2022 | -1.44% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -20.05% Feb 21, 2020 - Feb 2, 2021 | -0.67% Nov 10, 2025 - Nov 26, 2025 |
| #4 | -19.30% Jan 25, 2013 - Feb 2, 2015 | -0.65% May 15, 2025 - Jun 3, 2025 |
| #5 | -16.12% Apr 1, 2004 - Jun 28, 2005 | -0.50% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -15.62% Sep 6, 2016 - Aug 23, 2019 | -0.41% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -11.57% Sep 3, 2010 - Aug 31, 2011 | -0.38% Jul 25, 2025 - Aug 6, 2025 |
| #8 | -10.68% Jul 22, 2005 - Dec 1, 2006 | -0.25% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -9.49% Jun 12, 2003 - Nov 10, 2003 | -0.25% Jun 12, 2025 - Jun 23, 2025 |
| #10 | -8.39% Nov 1, 1999 - Jun 30, 2000 | -0.24% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -7.67% Jul 25, 2000 - Dec 7, 2000 | -0.24% Oct 27, 2025 - Nov 10, 2025 |
| #12 | -7.53% Sep 28, 2007 - Jan 4, 2008 | -0.22% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -7.48% Sep 20, 2002 - May 1, 2003 | -0.21% Jul 3, 2025 - Jul 10, 2025 |
| #14 | -7.17% Nov 5, 2001 - May 23, 2002 | -0.21% Feb 2, 2026 - Feb 6, 2026 |
| #15 | -6.95% Aug 13, 2001 - Oct 3, 2001 | -0.20% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between SBI and ZMAR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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