SHM vs XT

Comparison between SPDR Nuveen Bloomberg Short Term Municipal Bond ETF (SHM, ETF) and ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT, ETF).

5-Year PerformanceXT has outperformed SHM, delivering a return of +7.4% compared to +0.9%

SHM vs XT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHM(ETF)	XT(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.20%	0.46%
Max Drawdown	11.61%	34.97%
Sharpe Ratio	0.01	2.23
5Y Beta	0.01	1.05
P/E Ratio	N/A	40.05
Forward P/E	N/A	28.12
5Y Dividends CAGR	19.21%	51.14%
Debt to Equity	N/A	-21.11%

Net Assets

SHM

$3.40B

Expense Ratio

Winner

SHM

0.20%

0.46%

Max Drawdown

Winner

SHM

11.61%

34.97%

Sharpe Ratio

SHM

0.01

Winner

2.23

5Y Beta

Winner

SHM

0.01

1.05

P/E Ratio

SHM

N/A

40.05

Forward P/E

SHM

N/A

28.12

5Y Dividends CAGR

SHM

19.21%

Winner

51.14%

Debt to Equity

SHM

N/A

-21.11%

SHM vs XT - Historical Returns

Returns include dividend reinvestment.

Period	SHM	XT
1 month	-0.05%	+11.18%
3 months	-0.37%	+9.47%
6 months	+1.05%	+15.83%
1 year	+3.75%	+44.93%
5 years(CAGR)	+0.87%	+7.39%
10 years(CAGR)	+1.15%	+14.62%
Max(CAGR)	+1.79%	+12.43%

SHM

-0.05%

Winner

+11.18%

SHM

-0.37%

Winner

+9.47%

SHM

+1.05%

Winner

+15.83%

SHM

+3.75%

Winner

+44.93%

5Y(CAGR)

SHM

+0.87%

Winner

+7.39%

10Y(CAGR)

SHM

+1.15%

Winner

+14.62%

Max(CAGR)

SHM

+1.79%

Winner

+12.43%

SHM vs XT - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	SHM	XT
2026	+0.45%	+12.62%
2025	+3.86%	+26.40%
2024	+1.22%	+2.22%
2023	+2.81%	+26.79%
2022	-3.80%	-28.20%
2021	-0.37%	+16.59%
2020	+2.53%	+33.53%
2019	+3.60%	+30.61%
2018	+1.42%	-6.17%
2017	+1.01%	+32.97%
2016	-0.49%	+11.61%
2015	+1.13%	-2.29%
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 XT Drawdown Comparison

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

The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

The current SHM drawdown is -0.65%.

Rank	SHM	XT
#1	-11.61% Mar 9, 2020 - May 19, 2020	-34.40% Nov 16, 2021 - Jul 2, 2025
#2	-6.97% Sep 23, 2008 - Dec 5, 2008	-32.21% Feb 19, 2020 - Jul 2, 2020
#3	-6.67% Aug 3, 2021 - Sep 5, 2024	-19.47% Jun 22, 2015 - Aug 5, 2016
#4	-3.50% Aug 31, 2010 - May 6, 2011	-18.90% Aug 29, 2018 - Apr 3, 2019
#5	-3.07% Feb 13, 2008 - Mar 18, 2008	-10.45% Jan 28, 2026 - Apr 16, 2026
#6	-2.70% Aug 22, 2016 - Aug 2, 2017	-9.55% Jan 26, 2018 - Aug 7, 2018
#7	-2.63% Apr 23, 2013 - Oct 23, 2013	-9.31% Feb 12, 2021 - Apr 26, 2021
#8	-2.07% Sep 5, 2017 - Jan 11, 2019	-8.11% Apr 8, 2019 - Jul 1, 2019
#9	-1.87% Feb 13, 2009 - Apr 16, 2009	-7.30% Sep 3, 2021 - Nov 4, 2021
#10	-1.75% Mar 18, 2008 - Aug 15, 2008	-7.29% Oct 12, 2020 - Nov 5, 2020
#11	-1.67% Sep 6, 2011 - Jan 11, 2012	-7.16% Sep 2, 2020 - Oct 9, 2020
#12	-1.67% Apr 4, 2025 - Jun 12, 2025	-7.03% Jul 24, 2019 - Oct 25, 2019
#13	-1.31% Oct 3, 2024 - Feb 25, 2025	-6.52% Sep 22, 2016 - Dec 7, 2016
#14	-1.24% Sep 17, 2008 - Sep 23, 2008	-6.46% Nov 3, 2025 - Dec 10, 2025
#15	-1.13% Feb 26, 2026 - Mar 24, 2026	-6.11% Apr 26, 2021 - Jun 10, 2021

Correlation

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

0.91

-101

Dividend Comparison (2007 - 2026)

SHM vs XT dividend yield comparison.

Year	SHM	XT
2026	0.89%	0.00%
2025	2.61%	7.95%
2024	2.06%	0.66%
2023	1.15%	0.41%
2022	0.69%	0.78%
2021	0.86%	0.84%
2020	1.24%	0.77%
2019	1.40%	1.55%
2018	1.23%	1.40%
2017	1.06%	0.97%
2016	0.94%	1.37%
2015	0.92%	1.34%
2014	0.93%	0.00%
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%