SLYV vs CMF

Comparison between SPDR(R) S & P 600 SMALL CAP VALUE ETF (SLYV, ETF) and ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF).

5-Year PerformanceSLYV has outperformed CMF, delivering a return of +5.8% compared to +0.6%

SLYV vs CMF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SLYV(ETF)	CMF(ETF)
Net Assets	$4.10B	$4.10B
Expense Ratio	0.15%	0.08%
Max Drawdown	63.11%	22.81%
Sharpe Ratio	1.78	0.72
5Y Beta	1.00	0.03
P/E Ratio	80.78	N/A
Forward P/E	13.14	N/A
5Y Dividends CAGR	12.15%	11.08%
5Y EPS CAGR	5.82%	N/A
Debt to Equity	49.67%	N/A
P/S Ratio	0.85	N/A
P/B Ratio	1.51	N/A

Net Assets

SLYV

$4.10B

CMF

$4.10B

Expense Ratio

SLYV

0.15%

Winner

CMF

0.08%

Max Drawdown

SLYV

63.11%

Winner

CMF

22.81%

Sharpe Ratio

Winner

SLYV

1.78

CMF

0.72

5Y Beta

SLYV

1.00

Winner

CMF

0.03

P/E Ratio

SLYV

80.78

CMF

N/A

Forward P/E

SLYV

13.14

CMF

N/A

5Y Dividends CAGR

Winner

SLYV

12.15%

CMF

11.08%

5Y EPS CAGR

SLYV

5.82%

CMF

N/A

Debt to Equity

SLYV

49.67%

CMF

N/A

P/S Ratio

SLYV

0.85

CMF

N/A

P/B Ratio

SLYV

1.51

CMF

N/A

SLYV vs CMF - Historical Returns

Returns include dividend reinvestment.

Period	SLYV	CMF
1 month	+6.05%	+0.35%
3 months	+3.17%	-0.46%
6 months	+18.38%	+1.19%
1 year	+39.46%	+6.02%
5 years(CAGR)	+5.83%	+0.64%
10 years(CAGR)	+10.42%	+1.73%
Max(CAGR)	+10.62%	+3.29%

Winner

SLYV

+6.05%

CMF

+0.35%

Winner

SLYV

+3.17%

CMF

-0.46%

Winner

SLYV

+18.38%

CMF

+1.19%

Winner

SLYV

+39.46%

CMF

+6.02%

5Y(CAGR)

Winner

SLYV

+5.83%

CMF

+0.64%

10Y(CAGR)

Winner

SLYV

+10.42%

CMF

+1.73%

Max(CAGR)

Winner

SLYV

+10.62%

CMF

+3.29%

SLYV vs CMF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	SLYV	CMF
2026	+13.37%	+0.58%
2025	+6.95%	+3.22%
2024	+7.71%	+1.78%
2023	+14.75%	+5.24%
2022	-12.49%	-8.18%
2021	+32.09%	+0.77%
2020	+2.89%	+4.50%
2019	+22.93%	+7.01%
2018	-13.66%	+0.92%
2017	+10.65%	+4.69%
2016	+33.70%	-0.37%
2015	-6.11%	+3.00%
2014	+8.03%	+10.66%
2013	+36.44%	-3.23%
2012	+14.72%	+7.34%
2011	-3.60%	+15.75%
2010	+22.52%	-2.55%
2009	+34.31%	+8.14%
2008	-32.98%	+0.64%
2007	-4.23%	+1.37%
2006	+17.84%	N/A
2005	+7.43%	N/A
2004	+17.66%	N/A
2003	+40.39%	N/A
2002	-2.12%	N/A
2001	+15.20%	N/A
2000	+12.56%	N/A

SLYV vs CMF Drawdown Comparison

The maximum drawdown for SLYV was -61.18%, occurring on Mar 9, 2009. Recovery took 928 trading sessions.

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

The current SLYV drawdown is -0.26%. The current CMF drawdown is -1.23%.

Rank	SLYV	CMF
#1	-61.18% Jun 4, 2007 - Feb 7, 2011	-16.45% Dec 26, 2014 - Feb 20, 2020
#2	-47.71% Aug 22, 2018 - Jan 6, 2021	-14.57% Mar 9, 2020 - Jul 16, 2020
#3	-28.68% Nov 25, 2024 - Dec 10, 2025	-13.25% May 21, 2008 - Jan 7, 2009
#4	-27.05% May 3, 2002 - Jul 7, 2003	-12.46% Aug 3, 2021 - Sep 18, 2025
#5	-26.79% Jul 7, 2011 - Feb 1, 2012	-11.65% Sep 1, 2010 - Aug 2, 2011
#6	-24.16% Nov 5, 2021 - Jul 16, 2024	-10.57% Nov 30, 2012 - Apr 10, 2014
#7	-20.29% Jun 23, 2015 - Jul 11, 2016	-5.15% Jan 22, 2008 - May 21, 2008
#8	-18.33% Aug 21, 2001 - Dec 27, 2001	-4.75% Apr 27, 2009 - Aug 17, 2009
#9	-13.92% Mar 26, 2012 - Sep 7, 2012	-4.19% Sep 24, 2009 - Apr 27, 2010
#10	-12.61% Jun 8, 2021 - Nov 5, 2021	-3.80% Apr 18, 2012 - Sep 28, 2012
#11	-12.54% Apr 2, 2004 - Nov 4, 2004	-3.05% Jan 14, 2009 - Feb 9, 2009
#12	-11.21% Jul 3, 2014 - Nov 12, 2014	-2.91% Feb 27, 2026 - Mar 24, 2026
#13	-10.95% Dec 31, 2004 - Jun 17, 2005	-2.89% Sep 22, 2011 - Dec 8, 2011
#14	-10.41% Sep 14, 2012 - Jan 2, 2013	-2.72% Feb 11, 2009 - Mar 24, 2009
#15	-10.20% Mar 12, 2021 - Jun 1, 2021	-2.18% Feb 12, 2021 - Jun 11, 2021

Correlation

Correlation between SLYV and CMF is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90

-101

Dividend Comparison (2000 - 2026)

SLYV vs CMF dividend yield comparison.

Year	SLYV	CMF
2026	0.40%	0.98%
2025	2.02%	2.94%
2024	2.30%	2.78%
2023	2.11%	2.29%
2022	1.47%	1.91%
2021	1.94%	1.58%
2020	1.40%	1.80%
2019	1.67%	2.03%
2018	2.14%	2.17%
2017	5.53%	2.09%
2016	2.18%	2.21%
2015	6.55%	2.55%
2014	7.50%	2.80%
2013	1.58%	3.12%
2012	2.01%	3.08%
2011	1.19%	3.66%
2010	1.99%	4.19%
2009	2.05%	3.77%
2008	3.74%	3.52%
2007	2.83%	0.82%
2006	2.22%	0.00%
2005	5.00%	0.00%
2004	5.85%	0.00%
2003	4.07%	0.00%
2002	3.55%	0.00%
2001	5.65%	0.00%
2000	0.79%	0.00%