SHYM vs KOKU

Comparison between iShares High Yield Muni Income Active ETF (SHYM, ETF) and XTRACKERS MSCI KOKUSAI EQUITY ETF (KOKU, ETF).

5-Year PerformanceKOKU has outperformed SHYM, delivering a return of +11.7% compared to +0.5%

SHYM vs KOKU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SHYM(ETF)	KOKU(ETF)
Net Assets	$801M	$799M
Expense Ratio	0.40%	0.09%
Max Drawdown	26.45%	26.83%
Sharpe Ratio	0.30	1.29
5Y Beta	-0.05	0.91
P/E Ratio	N/A	26.34
Forward P/E	N/A	21.01
5Y Dividends CAGR	37.88%	31.06%
5Y EPS CAGR	N/A	25.17%
Debt to Equity	N/A	39.56%
P/S Ratio	N/A	3.75
P/B Ratio	N/A	5.52

Net Assets

Winner

SHYM

$801M

KOKU

$799M

Expense Ratio

SHYM

0.40%

Winner

KOKU

0.09%

Max Drawdown

Winner

SHYM

26.45%

KOKU

26.83%

Sharpe Ratio

SHYM

0.30

Winner

KOKU

1.29

5Y Beta

Winner

SHYM

-0.05

KOKU

0.91

P/E Ratio

SHYM

N/A

KOKU

26.34

Forward P/E

SHYM

N/A

KOKU

21.01

5Y Dividends CAGR

Winner

SHYM

37.88%

KOKU

31.06%

5Y EPS CAGR

SHYM

N/A

KOKU

25.17%

Debt to Equity

SHYM

N/A

KOKU

39.56%

P/S Ratio

SHYM

N/A

KOKU

3.75

P/B Ratio

SHYM

N/A

KOKU

5.52

SHYM vs KOKU - Historical Returns

Returns include dividend reinvestment.

Period	SHYM	KOKU
1 month	+0.24%	+3.79%
3 months	+0.73%	+3.63%
6 months	+0.25%	+10.32%
1 year	+4.60%	+20.23%
5 years(CAGR)	+0.50%	+11.74%
Max(CAGR)	+1.75%	+18.18%

SHYM

+0.24%

Winner

KOKU

+3.79%

SHYM

+0.73%

Winner

KOKU

+3.63%

SHYM

+0.25%

Winner

KOKU

+10.32%

SHYM

+4.60%

Winner

KOKU

+20.23%

5Y(CAGR)

SHYM

+0.50%

Winner

KOKU

+11.74%

Max(CAGR)

SHYM

+1.75%

Winner

KOKU

+18.18%

SHYM vs KOKU - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	SHYM	KOKU
2026	+1.70%	+12.38%
2025	+2.36%	+21.54%
2024	+7.19%	+20.42%
2023	+8.51%	+24.37%
2022	-15.84%	-18.29%
2021	+6.71%	+24.87%
2020	N/A	+40.42%

SHYM vs KOKU Drawdown Comparison

The maximum drawdown for SHYM was -22.55%, occurring on Oct 24, 2022. Recovery took 908 trading sessions.

The maximum drawdown for KOKU was -25.78%, occurring on Oct 12, 2022. Recovery took 490 trading sessions.

The current SHYM drawdown is -1.08%. The current KOKU drawdown is -1.32%.

Rank	SHYM	KOKU
#1	-22.55% Jul 19, 2021 - Feb 28, 2025	-25.78% Jan 3, 2022 - Dec 14, 2023
#2	-8.06% Feb 28, 2025 - Jan 2, 2026	-17.73% Feb 14, 2025 - Jun 3, 2025
#3	-2.23% Feb 27, 2026 - May 29, 2026	-9.04% Jan 27, 2026 - Apr 15, 2026
#4	-1.56% Jul 6, 2026 - Jul 23, 2026	-8.83% Sep 2, 2020 - Nov 9, 2020
#5	-0.72% Jun 10, 2021 - Jul 2, 2021	-7.91% Jul 16, 2024 - Aug 23, 2024
#6	-0.27% Apr 15, 2021 - Apr 22, 2021	-6.87% Jun 8, 2020 - Jul 15, 2020
#7	-0.27% Jan 14, 2026 - Jan 27, 2026	-5.46% Sep 2, 2021 - Oct 25, 2021
#8	-0.18% Feb 4, 2026 - Feb 12, 2026	-5.14% Mar 28, 2024 - May 10, 2024
#9	-0.16% Jun 9, 2026 - Jun 15, 2026	-4.91% Oct 28, 2025 - Dec 10, 2025
#10	-0.13% Jun 4, 2026 - Jun 9, 2026	-4.80% Nov 8, 2021 - Dec 27, 2021
#11	-0.13% Apr 28, 2021 - May 5, 2021	-4.53% Dec 6, 2024 - Jan 23, 2025
#12	-0.12% May 6, 2021 - May 13, 2021	-4.43% Feb 16, 2021 - Mar 15, 2021
#13	-0.10% Mar 26, 2021 - Mar 30, 2021	-4.39% Apr 17, 2020 - Apr 27, 2020
#14	-0.09% Jun 16, 2026 - Jun 18, 2026	-4.06% Aug 30, 2024 - Sep 19, 2024
#15	-0.06% Jul 12, 2021 - Jul 14, 2021	-3.99% Jun 2, 2026 - Aug 3, 2026