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SHM vs BOTZ

Comparison between STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF) and GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF (BOTZ, ETF).

5-Year PerformanceBOTZ has outperformed SHM, delivering a return of +1.6% compared to +0.9%

SHM vs BOTZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHM
$3.50B
BOTZ
$3.50B
Expense Ratio
Winner
SHM
0.20%
BOTZ
0.68%
Max Drawdown
Winner
SHM
11.61%
BOTZ
55.64%
Sharpe Ratio
SHM
-0.92
Winner
BOTZ
0.41
5Y Beta
Winner
SHM
0.01
BOTZ
1.36
5Y Dividends CAGR
Winner
SHM
19.48%
BOTZ
7.45%

SHM vs BOTZ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHM
-0.03%
BOTZ
-5.76%
3M
Winner
SHM
+0.33%
BOTZ
-1.86%
6M
Winner
SHM
+0.44%
BOTZ
-5.98%
1Y
SHM
+2.43%
Winner
BOTZ
+11.98%
5Y(CAGR)
SHM
+0.91%
Winner
BOTZ
+1.58%
10Y(CAGR)
SHM
+1.15%
Winner
BOTZ
+9.96%
Max(CAGR)
SHM
+1.79%
Winner
BOTZ
+9.96%

SHM vs BOTZ - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSHMBOTZ
2026+0.86%-1.80%
2025+3.86%+12.82%
2024+1.22%+15.46%
2023+2.81%+38.29%
2022-3.80%-42.93%
2021-0.37%+9.09%
2020+2.53%+49.32%
2019+3.60%+31.16%
2018+1.42%-29.24%
2017+1.01%+56.97%
2016-0.49%+1.68%
2015+1.13%N/A
2014+1.01%N/A
2013+1.27%N/A
2012+1.32%N/A
2011+3.76%N/A
2010+1.19%N/A
2009+4.28%N/A
2008+5.83%N/A
2007+1.61%N/A

SHM vs BOTZ Drawdown Comparison

The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.

The maximum drawdown for BOTZ was -55.54%, occurring on Oct 14, 2022. Recovery took 1077 trading sessions.

The current SHM drawdown is -0.27%. The current BOTZ drawdown is -13.41%.

RankSHMBOTZ
#1-11.61%
Mar 9, 2020 - May 19, 2020
-55.54%
Nov 8, 2021 - Feb 25, 2026
#2-6.97%
Sep 23, 2008 - Dec 5, 2008
-43.53%
Jan 23, 2018 - Aug 12, 2020
#3-6.67%
Aug 3, 2021 - Sep 5, 2024
-19.34%
Feb 25, 2026 - May 6, 2026
#4-3.50%
Aug 31, 2010 - May 6, 2011
-13.79%
May 13, 2026 - Jul 13, 2026
#5-3.07%
Feb 13, 2008 - Mar 18, 2008
-13.52%
Feb 12, 2021 - Aug 24, 2021
#6-2.70%
Aug 22, 2016 - Aug 2, 2017
-11.73%
Sep 23, 2021 - Nov 4, 2021
#7-2.63%
Apr 23, 2013 - Oct 23, 2013
-7.47%
Nov 24, 2017 - Jan 5, 2018
#8-2.07%
Sep 5, 2017 - Jan 11, 2019
-5.65%
Sep 2, 2020 - Oct 1, 2020
#9-1.87%
Feb 13, 2009 - Apr 16, 2009
-5.33%
Oct 12, 2020 - Nov 5, 2020
#10-1.75%
Mar 18, 2008 - Aug 15, 2008
-4.97%
Jan 20, 2021 - Feb 8, 2021
#11-1.67%
Sep 6, 2011 - Jan 11, 2012
-3.97%
Oct 10, 2016 - Jan 11, 2017
#12-1.67%
Apr 4, 2025 - Jun 12, 2025
-3.65%
Jun 5, 2017 - Jul 14, 2017
#13-1.31%
Oct 3, 2024 - Feb 25, 2025
-3.13%
Nov 8, 2017 - Nov 21, 2017
#14-1.24%
Sep 17, 2008 - Sep 23, 2008
-3.00%
Oct 24, 2017 - Nov 6, 2017
#15-1.13%
Feb 26, 2026 - Jul 6, 2026
-2.95%
Mar 29, 2017 - Apr 24, 2017

Correlation

Correlation between SHM and BOTZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85
-101

Dividend Comparison (2007 - 2026)

SHM vs BOTZ dividend yield comparison.

YearSHMBOTZ
20261.34%0.05%
20252.61%0.66%
20242.06%0.13%
20231.15%0.20%
20220.69%0.23%
20210.86%0.16%
20201.24%0.19%
20191.40%0.83%
20181.23%1.44%
20171.06%0.01%
20160.94%0.06%
20150.92%0.00%
20140.93%0.00%
20130.97%0.00%
20121.40%0.00%
20111.60%0.00%
20101.91%0.00%
20092.03%0.00%
20082.59%0.00%
20070.72%0.00%

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