SHM vs IWX
Comparison between SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM, ETF) and ISHARES RUSSELL TOP 200 VALUE ETF (IWX, ETF).
5-Year PerformanceIWX has outperformed SHM, delivering a return of +11.3% compared to +0.9%
SHM vs IWX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHM vs IWX - Historical Returns
Returns include dividend reinvestment.
SHM vs IWX - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SHM | IWX |
|---|---|---|
| 2026 | +0.39% | +10.68% |
| 2025 | +3.86% | +18.35% |
| 2024 | +1.22% | +14.15% |
| 2023 | +2.81% | +10.40% |
| 2022 | -3.80% | -5.80% |
| 2021 | -0.37% | +24.62% |
| 2020 | +2.53% | +0.74% |
| 2019 | +3.60% | +25.79% |
| 2018 | +1.42% | -6.69% |
| 2017 | +1.01% | +13.11% |
| 2016 | -0.49% | +17.63% |
| 2015 | +1.13% | -3.41% |
| 2014 | +1.01% | +14.05% |
| 2013 | +1.27% | +28.53% |
| 2012 | +1.32% | +14.33% |
| 2011 | +3.76% | +0.04% |
| 2010 | +1.19% | +10.63% |
| 2009 | +4.28% | +3.66% |
| 2008 | +5.83% | N/A |
| 2007 | +1.61% | N/A |
SHM vs IWX Drawdown Comparison
The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.
The maximum drawdown for IWX was -35.76%, occurring on Mar 23, 2020. Recovery took 224 trading sessions.
The current SHM drawdown is -0.72%. The current IWX drawdown is -0.03%.
| Rank | SHM | IWX |
|---|---|---|
| #1 | -11.61% Mar 9, 2020 - May 19, 2020 | -35.76% Feb 12, 2020 - Dec 31, 2020 |
| #2 | -6.97% Sep 23, 2008 - Dec 5, 2008 | -20.53% May 2, 2011 - Mar 1, 2012 |
| #3 | -6.67% Aug 3, 2021 - Sep 5, 2024 | -18.12% Jan 12, 2022 - Jul 24, 2023 |
| #4 | -3.50% Aug 31, 2010 - May 6, 2011 | -17.34% Jan 26, 2018 - Apr 29, 2019 |
| #5 | -3.07% Feb 13, 2008 - Mar 18, 2008 | -16.79% Apr 23, 2010 - Dec 21, 2010 |
| #6 | -2.70% Aug 22, 2016 - Aug 2, 2017 | -14.98% May 21, 2015 - Jul 8, 2016 |
| #7 | -2.63% Apr 23, 2013 - Oct 23, 2013 | -13.37% Feb 19, 2025 - Jun 30, 2025 |
| #8 | -2.07% Sep 5, 2017 - Jan 11, 2019 | -10.01% Jul 26, 2023 - Dec 13, 2023 |
| #9 | -1.87% Feb 13, 2009 - Apr 16, 2009 | -9.92% Apr 2, 2012 - Aug 6, 2012 |
| #10 | -1.75% Mar 18, 2008 - Aug 15, 2008 | -8.53% Jan 11, 2010 - Mar 18, 2010 |
| #11 | -1.67% Sep 6, 2011 - Jan 11, 2012 | -8.13% Sep 19, 2014 - Nov 6, 2014 |
| #12 | -1.67% Apr 4, 2025 - Jun 12, 2025 | -7.93% Oct 18, 2012 - Jan 2, 2013 |
| #13 | -1.31% Oct 3, 2024 - Feb 25, 2025 | -7.53% Nov 29, 2024 - Feb 19, 2025 |
| #14 | -1.24% Sep 17, 2008 - Sep 23, 2008 | -6.83% Jul 26, 2019 - Sep 13, 2019 |
| #15 | -1.13% Feb 26, 2026 - Mar 24, 2026 | -6.59% Apr 30, 2019 - Jun 20, 2019 |
Correlation
Correlation between SHM and IWX is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
SHM vs IWX dividend yield comparison.
| Year | SHM | IWX |
|---|---|---|
| 2026 | 0.90% | 0.36% |
| 2025 | 2.61% | 1.59% |
| 2024 | 2.06% | 1.97% |
| 2023 | 1.15% | 2.13% |
| 2022 | 0.69% | 2.07% |
| 2021 | 0.86% | 1.79% |
| 2020 | 1.24% | 2.12% |
| 2019 | 1.40% | 2.60% |
| 2018 | 1.23% | 2.66% |
| 2017 | 1.06% | 2.12% |
| 2016 | 0.94% | 2.22% |
| 2015 | 0.92% | 2.77% |
| 2014 | 0.93% | 2.19% |
| 2013 | 0.97% | 1.89% |
| 2012 | 1.40% | 2.71% |
| 2011 | 1.60% | 2.58% |
| 2010 | 1.91% | 1.83% |
| 2009 | 2.03% | 0.56% |
| 2008 | 2.59% | 0.00% |
| 2007 | 0.72% | 0.00% |
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