SHM vs FV

Comparison between STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF) and FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF (FV, ETF).

5-Year PerformanceFV has outperformed SHM, delivering a return of +9.5% compared to +0.9%

SHM vs FV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHM(ETF)	FV(ETF)
Net Assets	$3.40B	$3.50B
Expense Ratio	0.20%	0.89%
Max Drawdown	11.61%	34.04%
Sharpe Ratio	-0.26	1.24
5Y Beta	0.01	1.10
5Y Dividends CAGR	18.73%	77.92%

Net Assets

SHM

$3.40B

Winner

$3.50B

Expense Ratio

Winner

SHM

0.20%

0.89%

Max Drawdown

Winner

SHM

11.61%

34.04%

Sharpe Ratio

SHM

-0.26

Winner

1.24

5Y Beta

Winner

SHM

0.01

1.10

5Y Dividends CAGR

SHM

18.73%

Winner

77.92%

SHM vs FV - Historical Returns

Returns include dividend reinvestment.

Period	SHM	FV
1 month	+0.37%	+5.88%
3 months	-0.09%	+12.66%
6 months	+1.13%	+14.35%
1 year	+3.36%	+24.74%
5 years(CAGR)	+0.91%	+9.51%
10 years(CAGR)	+1.19%	+12.93%
Max(CAGR)	+1.80%	+11.53%

SHM

+0.37%

Winner

+5.88%

SHM

-0.09%

Winner

+12.66%

SHM

+1.13%

Winner

+14.35%

SHM

+3.36%

Winner

+24.74%

5Y(CAGR)

SHM

+0.91%

Winner

+9.51%

10Y(CAGR)

SHM

+1.19%

Winner

+12.93%

Max(CAGR)

SHM

+1.80%

Winner

+11.53%

SHM vs FV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHM	FV
2026	+0.74%	+11.72%
2025	+3.86%	+7.33%
2024	+1.22%	+16.28%
2023	+2.81%	+15.33%
2022	-3.80%	-4.62%
2021	-0.37%	+23.58%
2020	+2.53%	+26.99%
2019	+3.60%	+25.82%
2018	+1.42%	-9.26%
2017	+1.01%	+18.43%
2016	-0.49%	+1.66%
2015	+1.13%	+7.02%
2014	+1.01%	+11.02%
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 FV Drawdown Comparison

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

The maximum drawdown for FV was -34.04%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The current SHM drawdown is -0.37%. The current FV drawdown is -3.87%.

Rank	SHM	FV
#1	-11.61% Mar 9, 2020 - May 19, 2020	-34.04% Feb 19, 2020 - Aug 3, 2020
#2	-6.97% Sep 23, 2008 - Dec 5, 2008	-26.21% Aug 29, 2018 - Dec 20, 2019
#3	-6.67% Aug 3, 2021 - Sep 5, 2024	-25.32% Jul 17, 2015 - Jun 8, 2017
#4	-3.50% Aug 31, 2010 - May 6, 2011	-23.08% Feb 18, 2025 - Oct 27, 2025
#5	-3.07% Feb 13, 2008 - Mar 18, 2008	-21.70% Nov 16, 2021 - Dec 14, 2023
#6	-2.70% Aug 22, 2016 - Aug 2, 2017	-14.16% Jul 16, 2024 - Oct 14, 2024
#7	-2.63% Apr 23, 2013 - Oct 23, 2013	-13.45% Jan 28, 2026 - May 6, 2026
#8	-2.07% Sep 5, 2017 - Jan 11, 2019	-11.15% Sep 2, 2020 - Nov 16, 2020
#9	-1.87% Feb 13, 2009 - Apr 16, 2009	-10.65% Mar 6, 2014 - Jul 1, 2014
#10	-1.75% Mar 18, 2008 - Aug 15, 2008	-9.46% Mar 12, 2018 - Jun 6, 2018
#11	-1.67% Sep 6, 2011 - Jan 11, 2012	-8.91% Jan 26, 2018 - Mar 7, 2018
#12	-1.67% Apr 4, 2025 - Jun 12, 2025	-8.49% Apr 1, 2024 - Jun 12, 2024
#13	-1.31% Oct 3, 2024 - Feb 25, 2025	-6.98% Sep 8, 2014 - Oct 28, 2014
#14	-1.24% Sep 17, 2008 - Sep 23, 2008	-6.82% Dec 4, 2024 - Feb 18, 2025
#15	-1.13% Feb 26, 2026 - Mar 24, 2026	-6.77% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between SHM and FV is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2007 - 2026)

SHM vs FV dividend yield comparison.

Year	SHM	FV
2026	1.11%	0.07%
2025	2.61%	0.63%
2024	2.06%	0.14%
2023	1.15%	0.47%
2022	0.69%	1.38%
2021	0.86%	0.11%
2020	1.24%	0.06%
2019	1.40%	0.56%
2018	1.23%	0.19%
2017	1.06%	0.67%
2016	0.94%	0.95%
2015	0.92%	0.14%
2014	0.93%	0.10%
2013	0.97%	0.00%
2012	1.40%	0.00%
2011	1.60%	0.00%
2010	1.91%	0.00%
2009	2.03%	0.00%
2008	2.59%	0.00%
2007	0.72%	0.00%