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SPIP vs SMMU

Comparison between STATE STREET(R) SPDR(R) PORTFOLIO TIPS ETF (SPIP, ETF) and PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (SMMU, ETF).

5-Year PerformanceSMMU has outperformed SPIP, delivering a return of +1.9% compared to +0.4%

SPIP vs SMMU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPIP
$1B
Winner
SMMU
$1.10B
Expense Ratio
Winner
SPIP
0.12%
SMMU
0.35%
Max Drawdown
SPIP
23.50%
Winner
SMMU
5.87%
Sharpe Ratio
Winner
SPIP
-0.27
SMMU
-0.62
5Y Beta
SPIP
0.04
Winner
SMMU
0.00
5Y Dividends CAGR
SPIP
7.38%
Winner
SMMU
25.93%

SPIP vs SMMU - Historical Returns

Returns include dividend reinvestment.

1M
SPIP
-0.09%
Winner
SMMU
-0.07%
3M
SPIP
-0.44%
Winner
SMMU
+0.26%
6M
SPIP
+0.50%
Winner
SMMU
+0.70%
1Y
SPIP
+2.45%
Winner
SMMU
+3.12%
5Y(CAGR)
SPIP
+0.36%
Winner
SMMU
+1.89%
10Y(CAGR)
Winner
SPIP
+2.40%
SMMU
+1.81%
Max(CAGR)
Winner
SPIP
+3.49%
SMMU
+1.51%

SPIP vs SMMU - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearSPIPSMMU
2026+0.77%+1.03%
2025+6.66%+4.06%
2024+1.79%+2.65%
2023+2.70%+4.19%
2022-12.15%-2.49%
2021+5.76%+0.18%
2020+10.90%+2.85%
2019+8.96%+3.34%
2018-1.33%+1.45%
2017+2.91%+1.72%
2016+4.36%-0.96%
2015-3.17%+0.97%
2014+4.19%+0.38%
2013-9.14%+0.15%
2012+7.43%+1.19%
2011+14.09%+1.90%
2010+5.99%+0.74%
2009+11.54%N/A
2008-2.88%N/A
2007+9.82%N/A

SPIP vs SMMU Drawdown Comparison

The maximum drawdown for SPIP was -15.36%, occurring on Oct 6, 2023. This drawdown has not yet recovered.

The maximum drawdown for SMMU was -5.09%, occurring on Mar 20, 2020. Recovery took 61 trading sessions.

The current SPIP drawdown is -1.78%. The current SMMU drawdown is -0.26%.

RankSPIPSMMU
#1-15.36%
Nov 9, 2021 - Oct 6, 2023
-5.09%
Mar 9, 2020 - Jun 4, 2020
#2-14.38%
Mar 12, 2008 - Oct 1, 2009
-4.76%
Aug 3, 2021 - Nov 22, 2023
#3-11.92%
Dec 6, 2012 - Mar 20, 2019
-3.53%
Aug 31, 2016 - Apr 21, 2017
#4-10.66%
Mar 6, 2020 - Apr 28, 2020
-1.95%
Apr 4, 2025 - Jun 5, 2025
#5-5.74%
Oct 25, 2010 - Apr 19, 2011
-1.87%
Apr 19, 2013 - Feb 28, 2014
#6-3.64%
Aug 10, 2011 - Nov 2, 2011
-1.43%
Sep 29, 2010 - May 16, 2011
#7-3.33%
Nov 26, 2007 - Jan 9, 2008
-1.31%
Sep 5, 2017 - Jul 23, 2018
#8-3.27%
Jan 25, 2021 - May 5, 2021
-1.04%
Oct 2, 2024 - Dec 3, 2024
#9-2.70%
Nov 30, 2009 - Apr 29, 2010
-1.04%
Jun 6, 2017 - Aug 21, 2017
#10-2.64%
Feb 11, 2008 - Feb 29, 2008
-0.98%
Dec 6, 2024 - Feb 4, 2025
#11-2.57%
Aug 29, 2019 - Jan 24, 2020
-0.84%
Aug 19, 2019 - Dec 13, 2019
#12-2.49%
Aug 1, 2012 - Sep 13, 2012
-0.78%
Sep 10, 2018 - Dec 6, 2018
#13-1.93%
Jan 31, 2012 - Apr 17, 2012
-0.77%
Feb 27, 2026 - Jun 11, 2026
#14-1.75%
May 30, 2007 - Jul 10, 2007
-0.71%
Aug 3, 2011 - Aug 18, 2011
#15-1.69%
Aug 1, 2007 - Aug 30, 2007
-0.68%
Mar 13, 2024 - May 15, 2024

Correlation

Correlation between SPIP and SMMU is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2007 - 2026)

SPIP vs SMMU dividend yield comparison.

YearSPIPSMMU
20263.33%1.43%
20254.09%2.80%
20243.36%3.03%
20233.70%2.79%
20227.05%1.37%
20214.53%0.60%
20201.97%1.19%
20192.91%1.82%
20182.81%1.57%
20173.02%1.41%
20161.88%1.03%
20150.14%0.89%
20141.66%0.67%
20131.11%0.50%
20122.35%1.05%
20113.95%1.04%
20102.32%1.05%
20091.87%0.00%
20085.92%0.00%
20073.43%0.00%

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