SCMB vs EMLP

Comparison between SCHWAB MUNICIPAL BOND ETF (SCMB, ETF) and FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP, ETF).

SCMB vs EMLP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SCMB(ETF)	EMLP(ETF)
Net Assets	$3.90B	$3.90B
Expense Ratio	0.03%	0.95%
Max Drawdown	7.77%	48.01%
Sharpe Ratio	0.94	1.48
5Y Beta	0.03	0.37
P/E Ratio	N/A	18.50
Forward P/E	N/A	16.15
PEG Ratio	N/A	0.10
5Y Dividends CAGR	N/A	4.58%
5Y EPS CAGR	N/A	12.08%

Net Assets

SCMB

$3.90B

EMLP

$3.90B

Expense Ratio

Winner

SCMB

0.03%

EMLP

0.95%

Max Drawdown

Winner

SCMB

7.77%

EMLP

48.01%

Sharpe Ratio

SCMB

0.94

Winner

EMLP

1.48

5Y Beta

Winner

SCMB

0.03

EMLP

0.37

P/E Ratio

SCMB

N/A

EMLP

18.50

Forward P/E

SCMB

N/A

EMLP

16.15

PEG Ratio

SCMB

N/A

EMLP

0.10

5Y Dividends CAGR

SCMB

N/A

EMLP

4.58%

5Y EPS CAGR

SCMB

N/A

EMLP

12.08%

SCMB vs EMLP - Historical Returns

Returns include dividend reinvestment.

Period	SCMB	EMLP
1 month	+1.51%	-2.36%
3 months	+1.15%	-0.82%
6 months	+1.75%	+14.82%
1 year	+6.55%	+19.04%
5 years(CAGR)	N/A	+15.74%
10 years(CAGR)	N/A	+10.15%
Max(CAGR)	+5.87%	+9.60%

Winner

SCMB

+1.51%

EMLP

-2.36%

Winner

SCMB

+1.15%

EMLP

-0.82%

SCMB

+1.75%

Winner

EMLP

+14.82%

SCMB

+6.55%

Winner

EMLP

+19.04%

5Y(CAGR)

SCMB

N/A

EMLP

+15.74%

10Y(CAGR)

SCMB

N/A

EMLP

+10.15%

Max(CAGR)

SCMB

+5.87%

Winner

EMLP

+9.60%

SCMB vs EMLP - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

Year	SCMB	EMLP
2026	+1.42%	+13.14%
2025	+3.34%	+9.02%
2024	+3.66%	+32.40%
2023	+9.10%	+9.13%
2022	+3.65%	+9.95%
2021	N/A	+25.39%
2020	N/A	-12.95%
2019	N/A	+23.62%
2018	N/A	-9.37%
2017	N/A	+0.83%
2016	N/A	+29.40%
2015	N/A	-25.87%
2014	N/A	+25.38%
2013	N/A	+13.77%
2012	N/A	+6.34%

SCMB vs EMLP Drawdown Comparison

The maximum drawdown for SCMB was -4.80%, occurring on Oct 30, 2023. Recovery took 86 trading sessions.

The maximum drawdown for EMLP was -43.61%, occurring on Mar 23, 2020. Recovery took 324 trading sessions.

The current SCMB drawdown is -0.48%. The current EMLP drawdown is -3.96%.

Rank	SCMB	EMLP
#1	-4.80% Jul 24, 2023 - Nov 22, 2023	-43.61% Feb 20, 2020 - Jun 3, 2021
#2	-4.75% Dec 4, 2024 - Sep 11, 2025	-35.59% Dec 29, 2014 - Mar 11, 2019
#3	-3.18% Feb 2, 2023 - Apr 4, 2023	-14.59% Jun 7, 2022 - Aug 18, 2022
#4	-2.92% Feb 27, 2026 - Mar 24, 2026	-14.40% Aug 25, 2022 - Jul 21, 2023
#5	-2.83% Apr 12, 2023 - Jul 19, 2023	-11.47% Jan 21, 2025 - Jul 18, 2025
#6	-2.55% Oct 1, 2024 - Dec 3, 2024	-9.73% Sep 5, 2014 - Nov 18, 2014
#7	-2.09% Oct 12, 2022 - Nov 10, 2022	-8.84% Jul 24, 2023 - Dec 1, 2023
#8	-1.68% May 15, 2024 - Jun 12, 2024	-8.83% Oct 17, 2012 - Jan 10, 2013
#9	-1.67% Mar 8, 2024 - May 15, 2024	-8.75% Nov 29, 2024 - Jan 21, 2025
#10	-1.25% Dec 29, 2023 - Feb 1, 2024	-8.38% May 21, 2013 - Feb 10, 2014
#11	-1.14% Feb 1, 2024 - Mar 7, 2024	-8.35% Apr 20, 2022 - Jun 7, 2022
#12	-0.94% Aug 5, 2024 - Sep 4, 2024	-7.35% Nov 26, 2014 - Dec 26, 2014
#13	-0.85% Dec 14, 2022 - Jan 6, 2023	-7.09% Jun 15, 2021 - Oct 19, 2021
#14	-0.77% Jun 14, 2024 - Jul 3, 2024	-6.72% Oct 20, 2021 - Jan 7, 2022
#15	-0.58% Sep 17, 2025 - Oct 10, 2025	-5.69% Sep 23, 2019 - Dec 24, 2019

Correlation

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

0.91

-101

Dividend Comparison (2012 - 2026)

SCMB vs EMLP dividend yield comparison.

Year	SCMB	EMLP
2026	1.45%	0.70%
2025	3.36%	3.18%
2024	5.87%	3.19%
2023	6.19%	3.92%
2022	1.18%	3.15%
2021	0.00%	3.29%
2020	0.00%	4.70%
2019	0.00%	3.71%
2018	0.00%	4.71%
2017	0.00%	3.80%
2016	0.00%	3.62%
2015	0.00%	4.63%
2014	0.00%	3.08%
2013	0.00%	3.30%
2012	0.00%	1.20%