StockComparison Logo
vs

SHYM vs PCEF

Comparison between iShares High Yield Muni Income Active ETF (SHYM, ETF) and INVESCO CEF INCOME COMPOSITE ETF (PCEF, ETF).

5-Year PerformancePCEF has outperformed SHYM, delivering a return of +4.7% compared to +0.5%

SHYM vs PCEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHYM
$801M
Winner
PCEF
$801M
Expense Ratio
Winner
SHYM
0.40%
PCEF
2.71%
Max Drawdown
Winner
SHYM
26.45%
PCEF
45.96%
Sharpe Ratio
SHYM
0.30
Winner
PCEF
0.73
5Y Beta
Winner
SHYM
-0.05
PCEF
0.59
5Y Dividends CAGR
Winner
SHYM
37.88%
PCEF
-2.87%

SHYM vs PCEF - Historical Returns

Returns include dividend reinvestment.

1M
SHYM
+0.24%
Winner
PCEF
+1.74%
3M
SHYM
+0.73%
Winner
PCEF
+2.86%
6M
SHYM
+0.25%
Winner
PCEF
+4.27%
1Y
SHYM
+4.60%
Winner
PCEF
+9.50%
5Y(CAGR)
SHYM
+0.50%
Winner
PCEF
+4.70%
10Y(CAGR)
SHYM
N/A
PCEF
+6.88%
Max(CAGR)
SHYM
+1.75%
Winner
PCEF
+6.92%

SHYM vs PCEF - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearSHYMPCEF
2026+1.70%+6.59%
2025+2.36%+12.41%
2024+7.19%+16.34%
2023+8.51%+8.35%
2022-15.84%-18.65%
2021+6.71%+16.44%
2020N/A+4.56%
2019N/A+22.63%
2018N/A-9.18%
2017N/A+13.66%
2016N/A+14.58%
2015N/A-1.55%
2014N/A+5.21%
2013N/A+2.76%
2012N/A+14.15%
2011N/A+0.18%
2010N/A+8.37%

SHYM vs PCEF Drawdown Comparison

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

The maximum drawdown for PCEF was -38.59%, occurring on Mar 23, 2020. Recovery took 209 trading sessions.

The current SHYM drawdown is -1.08%. The current PCEF drawdown is -1.66%.

RankSHYMPCEF
#1-22.55%
Jul 19, 2021 - Feb 28, 2025
-38.59%
Feb 20, 2020 - Dec 16, 2020
#2-8.06%
Feb 28, 2025 - Jan 2, 2026
-24.21%
Nov 8, 2021 - Aug 21, 2024
#3-2.23%
Feb 27, 2026 - May 29, 2026
-14.90%
Jul 7, 2011 - Feb 7, 2012
#4-1.56%
Jul 6, 2026 - Jul 23, 2026
-14.09%
Feb 19, 2025 - Jun 12, 2025
#5-0.72%
Jun 10, 2021 - Jul 2, 2021
-13.67%
Aug 29, 2018 - Mar 15, 2019
#6-0.27%
Apr 15, 2021 - Apr 22, 2021
-13.62%
Apr 28, 2015 - May 27, 2016
#7-0.27%
Jan 14, 2026 - Jan 27, 2026
-11.76%
Apr 26, 2010 - Sep 9, 2010
#8-0.18%
Feb 4, 2026 - Feb 12, 2026
-10.50%
May 21, 2013 - Mar 31, 2014
#9-0.16%
Jun 9, 2026 - Jun 15, 2026
-8.30%
Feb 25, 2026 - Apr 30, 2026
#10-0.13%
Jun 4, 2026 - Jun 9, 2026
-7.29%
Oct 8, 2012 - Jan 2, 2013
#11-0.13%
Apr 28, 2021 - May 5, 2021
-6.77%
Jul 23, 2014 - Apr 10, 2015
#12-0.12%
May 6, 2021 - May 13, 2021
-6.53%
Sep 8, 2016 - Jan 4, 2017
#13-0.10%
Mar 26, 2021 - Mar 30, 2021
-6.00%
Nov 8, 2010 - Mar 30, 2011
#14-0.09%
Jun 16, 2026 - Jun 18, 2026
-5.42%
May 1, 2012 - Jul 11, 2012
#15-0.06%
Jul 12, 2021 - Jul 14, 2021
-5.03%
Jan 12, 2018 - Aug 27, 2018

Correlation

Correlation between SHYM and PCEF is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2010 - 2026)

SHYM vs PCEF dividend yield comparison.

YearSHYMPCEF
20262.41%4.97%
20254.55%7.96%
20244.35%8.79%
20234.35%9.86%
20224.01%8.93%
20212.97%6.67%
20200.00%7.54%
20190.00%7.12%
20180.00%8.21%
20170.00%6.96%
20160.00%7.72%
20150.00%9.18%
20140.00%8.02%
20130.00%8.13%
20120.00%7.39%
20110.00%8.80%
20100.00%7.59%

Select Stocks to Compare