SMMU vs XAGG
Comparison between PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
SMMU vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SMMU
$1.10B
Winner
XAGG
$1.20B
Expense Ratio
Winner
SMMU
0.35%
XAGG
0.50%
Max Drawdown
SMMU
5.87%
Winner
XAGG
3.39%
Sharpe Ratio
SMMU
-0.91
Winner
XAGG
0.35
5Y Beta
Winner
SMMU
0.00
XAGG
0.17
5Y Dividends CAGR
SMMU
25.93%
XAGG
N/A
SMMU vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
SMMU
-0.28%
Winner
XAGG
-0.18%
3M
Winner
SMMU
+0.04%
XAGG
+0.01%
6M
SMMU
+0.41%
Winner
XAGG
+0.52%
1Y
SMMU
+2.87%
XAGG
N/A
5Y(CAGR)
SMMU
+1.82%
XAGG
N/A
10Y(CAGR)
SMMU
+1.78%
XAGG
N/A
Max(CAGR)
SMMU
+1.50%
Winner
XAGG
+4.99%
SMMU vs XAGG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | SMMU | XAGG |
|---|---|---|
| 2026 | +0.81% | +1.62% |
| 2025 | +4.06% | +1.61% |
| 2024 | +2.65% | N/A |
| 2023 | +4.19% | N/A |
| 2022 | -2.49% | N/A |
| 2021 | +0.18% | N/A |
| 2020 | +2.85% | N/A |
| 2019 | +3.34% | N/A |
| 2018 | +1.45% | N/A |
| 2017 | +1.72% | N/A |
| 2016 | -0.96% | N/A |
| 2015 | +0.97% | N/A |
| 2014 | +0.38% | N/A |
| 2013 | +0.15% | N/A |
| 2012 | +1.19% | N/A |
| 2011 | +1.90% | N/A |
| 2010 | +0.74% | N/A |
SMMU vs XAGG Drawdown Comparison
The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current SMMU drawdown is -0.48%. The current XAGG drawdown is -0.84%.
| Rank | SMMU | XAGG |
|---|---|---|
| #1 | -5.09% Mar 9, 2020 - Jun 4, 2020 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -4.76% Aug 3, 2021 - Nov 22, 2023 | -0.84% Jul 6, 2026 - Jul 23, 2026 |
| #3 | -3.53% Aug 31, 2016 - Apr 21, 2017 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -1.95% Apr 4, 2025 - Jun 5, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -1.87% Apr 19, 2013 - Feb 28, 2014 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -1.43% Sep 29, 2010 - May 16, 2011 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -1.31% Sep 5, 2017 - Jul 23, 2018 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -1.04% Oct 2, 2024 - Dec 3, 2024 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -1.04% Jun 6, 2017 - Aug 21, 2017 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -0.98% Dec 6, 2024 - Feb 4, 2025 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -0.84% Aug 19, 2019 - Dec 13, 2019 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #12 | -0.78% Sep 10, 2018 - Dec 6, 2018 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #13 | -0.77% Feb 27, 2026 - Jun 11, 2026 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #14 | -0.71% Aug 3, 2011 - Aug 18, 2011 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
| #15 | -0.68% Mar 13, 2024 - May 15, 2024 | -0.04% Feb 17, 2026 - Feb 24, 2026 |
Correlation
Correlation between SMMU and XAGG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2010 - 2026)
SMMU vs XAGG dividend yield comparison.
| Year | SMMU | XAGG |
|---|---|---|
| 2026 | 1.43% | 3.44% |
| 2025 | 2.80% | 1.02% |
| 2024 | 3.03% | 0.00% |
| 2023 | 2.79% | 0.00% |
| 2022 | 1.37% | 0.00% |
| 2021 | 0.60% | 0.00% |
| 2020 | 1.19% | 0.00% |
| 2019 | 1.82% | 0.00% |
| 2018 | 1.57% | 0.00% |
| 2017 | 1.41% | 0.00% |
| 2016 | 1.03% | 0.00% |
| 2015 | 0.89% | 0.00% |
| 2014 | 0.67% | 0.00% |
| 2013 | 0.50% | 0.00% |
| 2012 | 1.05% | 0.00% |
| 2011 | 1.04% | 0.00% |
| 2010 | 1.05% | 0.00% |
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