SIMS vs MUNA
Comparison between STATE STREET(R) SPDR(R) S&P KENSHO INTELLIGENT STRUCTURES ETF (SIMS, ETF) and NORTHERN TRUST 2030 TAX-EXEMPT DISTRIBUTING LADDER ETF (MUNA, ETF).
SIMS vs MUNA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SIMS
$8.90M
Winner
MUNA
$9M
Expense Ratio
SIMS
0.45%
Winner
MUNA
0.18%
Max Drawdown
SIMS
46.29%
Winner
MUNA
1.24%
Sharpe Ratio
Winner
SIMS
0.76
MUNA
-1.08
5Y Beta
SIMS
1.16
Winner
MUNA
0.04
P/E Ratio
SIMS
-1260.56
MUNA
N/A
Forward P/E
SIMS
19.81
MUNA
N/A
PEG Ratio
SIMS
0.19
MUNA
N/A
5Y Dividends CAGR
SIMS
-7.92%
MUNA
N/A
5Y EPS CAGR
SIMS
10.65%
MUNA
N/A
Debt to Equity
SIMS
39.30%
MUNA
N/A
P/S Ratio
SIMS
1.88
MUNA
N/A
P/B Ratio
SIMS
3.07
MUNA
N/A
SIMS vs MUNA - Holdings Comparison
SIMS and MUNA have 1 common holdings. Overlap is 0.08%
SIMS's top 25 holdings weight is 63.70%. MUNA's top 25 holdings weight is 36.08%.
| Rank | SIMS | MUNA |
|---|---|---|
| #1 | FUELCELL ENERGY INC (FCEL) - 3.20% | INDIANA ST FIN AUTH REV 5% (n/a) - 3.51% |
| #2 | BLOOM ENERGY CORP CLASS A (BE) - 3.16% | n/a (n/a) - 2.65% |
| #3 | GENERAC HOLDINGS INC (GNRC) - 3.00% | n/a (n/a) - 2.09% |
| #4 | BADGER METER INC (BMI) - 2.83% | JACKSONVILLE FLA SPL REV 5% (n/a) - 2.04% |
| #5 | ENERGY RECOVERY INC (ERII) - 2.79% | NEW CASTLE CNTY DEL 5% (n/a) - 2.03% |
| #6 | XYLEM INC (XYL) - 2.70% | TEXAS WTR DEV BRD REV 5% (n/a) - 1.58% |
| #7 | TESLA INC (TSLA) - 2.70% | RACINE CNTY WIS 4% (n/a) - 1.57% |
| #8 | ARLO TECHNOLOGIES INC (ARLO) - 2.68% | HAMILTON CNTY OHIO SALES TAX 5% (n/a) - 1.51% |
| #9 | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.66% | MAURY CNTY TENN 5% (n/a) - 1.51% |
| #10 | ITRON INC (ITRI) - 2.66% | MIAMI-DADE CNTY FLA SPL OBLIG 5% (n/a) - 1.42% |
| #11 | VERALTO CORP (VLTO) - 2.63% | n/a (n/a) - 1.36% |
| #12 | PENTAIR PLC (PNR) - 2.63% | CASH (n/a) - 1.23% |
| #13 | AMERESCO INC CLASS A (AMRC) - 2.62% | MANSFIELD TEX WTR & SWR REV 5% (n/a) - 1.15% |
| #14 | SHOALS TECHNOLOGIES GROUP INC ORDINARY SHARES CLASS A (SHLS) - 2.62% | OHIO ST ADULT CORRECTIONAL CAP FACS 5% (n/a) - 1.15% |
| #15 | TETRA TECH INC (TTEK) - 2.60% | NORTH SLOPE BORO ALASKA 5% (n/a) - 1.15% |
| #16 | JOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES (JCI) - 2.57% | CROWN POINT IND MULTI-SCH BLDG CORP 5% (n/a) - 1.11% |
| #17 | RESIDEO TECHNOLOGIES INC (REZI) - 2.54% | SEATTLE WASH MUN LT & PWR REV 5% (n/a) - 1.09% |
| #18 | ALARM.COM HOLDINGS INC (ALRM) - 2.48% | MARYLAND ST 5% (n/a) - 1.06% |
| #19 | SILICON LABORATORIES INC (SLAB) - 2.46% | DELAWARE ST 5% (n/a) - 1.03% |
| #20 | ADT INC (ADT) - 2.37% | PORT TACOMA WASH 4% (n/a) - 1.01% |
| #21 | HAWKINS INC (HWKN) - 2.26% | CORAL GABLES FLA CAP IMPT REV 5% (n/a) - 1.01% |
| #22 | EVGO INC CLASS A (EVGO) - 2.16% | SPANISH FORK CITY UTAH SWR REV 5% (n/a) - 0.99% |
| #23 | ACUITY INC (AYI) - 1.94% | WPPI ENERGY WIS PWR SUPPLY SYS REV 5% (n/a) - 0.98% |
| #24 | NRG ENERGY INC (NRG) - 1.74% | IDAHO ENERGY RES AUTH PWR SUPPLY REV 5% (n/a) - 0.95% |
| #25 | ROKU INC CLASS A (ROKU) - 1.70% | IDAHO HSG & FIN ASSN SALES TAX REV 5% (n/a) - 0.90% |
| Total Holdings | 54 | 177 |
SIMS vs MUNA - Historical Returns
Returns include dividend reinvestment.
1M
SIMS
-4.97%
Winner
MUNA
-0.85%
3M
SIMS
-0.82%
Winner
MUNA
+0.09%
6M
SIMS
-0.32%
Winner
MUNA
+0.43%
1Y
Winner
SIMS
+21.31%
MUNA
+1.55%
5Y(CAGR)
SIMS
+0.41%
MUNA
N/A
10Y(CAGR)
SIMS
+5.80%
MUNA
N/A
Max(CAGR)
Winner
SIMS
+5.80%
MUNA
+1.68%
SIMS vs MUNA - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SIMS | MUNA |
|---|---|---|
| 2026 | +4.57% | +0.94% |
| 2025 | +22.96% | +0.63% |
| 2024 | +1.45% | N/A |
| 2023 | +7.92% | N/A |
| 2022 | -27.78% | N/A |
| 2021 | +10.25% | N/A |
| 2020 | +28.92% | N/A |
| 2019 | +33.97% | N/A |
| 2018 | -18.44% | N/A |
| 2017 | +0.03% | N/A |
SIMS vs MUNA Drawdown Comparison
The maximum drawdown for SIMS was -43.97%, occurring on Apr 8, 2025. Recovery took 997 trading sessions.
The maximum drawdown for MUNA was -1.06%, occurring on Jul 17, 2026. This drawdown has not yet recovered.
The current SIMS drawdown is -6.17%. The current MUNA drawdown is -1.06%.
| Rank | SIMS | MUNA |
|---|---|---|
| #1 | -43.97% Nov 8, 2021 - Oct 29, 2025 | -1.06% Jun 11, 2026 - Jul 17, 2026 |
| #2 | -40.66% Feb 12, 2020 - Aug 12, 2020 | -0.91% Sep 16, 2025 - Jan 16, 2026 |
| #3 | -25.83% Sep 21, 2018 - Nov 1, 2019 | -0.74% Mar 9, 2026 - May 6, 2026 |
| #4 | -15.79% Oct 29, 2025 - Jun 2, 2026 | -0.24% Jun 4, 2026 - Jun 11, 2026 |
| #5 | -11.02% Jun 8, 2021 - Nov 3, 2021 | -0.20% Jan 16, 2026 - Jan 21, 2026 |
| #6 | -10.32% Jan 29, 2018 - Aug 29, 2018 | -0.19% Feb 12, 2026 - Mar 4, 2026 |
| #7 | -8.19% Sep 2, 2020 - Oct 7, 2020 | -0.12% May 14, 2026 - May 20, 2026 |
| #8 | -7.94% Oct 12, 2020 - Nov 5, 2020 | -0.11% Feb 5, 2026 - Feb 12, 2026 |
| #9 | -7.55% Feb 9, 2021 - Apr 5, 2021 | -0.07% May 11, 2026 - May 13, 2026 |
| #10 | -7.25% Jan 14, 2021 - Feb 9, 2021 | -0.07% May 6, 2026 - May 11, 2026 |
| #11 | -7.17% Jun 2, 2026 - Jun 10, 2026 | -0.06% May 26, 2026 - May 28, 2026 |
| #12 | -7.10% Apr 28, 2021 - Jun 1, 2021 | -0.06% Mar 4, 2026 - Mar 9, 2026 |
| #13 | -5.06% Jan 23, 2020 - Feb 12, 2020 | -0.06% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -3.12% Nov 5, 2019 - Dec 11, 2019 | -0.05% Jan 23, 2026 - Feb 2, 2026 |
| #15 | -2.93% Dec 8, 2020 - Dec 17, 2020 | -0.05% Aug 19, 2025 - Aug 22, 2025 |
Correlation
Correlation between SIMS and MUNA is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.61
-101
Dividend Comparison (2018 - 2026)
SIMS vs MUNA dividend yield comparison.
| Year | SIMS | MUNA |
|---|---|---|
| 2026 | 0.26% | 1.09% |
| 2025 | 0.66% | 0.76% |
| 2024 | 0.88% | 0.00% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.48% | 0.00% |
| 2021 | 0.97% | 0.00% |
| 2020 | 0.58% | 0.00% |
| 2019 | 1.24% | 0.00% |
| 2018 | 0.85% | 0.00% |
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