SPXV vs GUMI
Comparison between PROSHARES S&P 500 EX-HEALTH CARE ETF (SPXV, ETF) and GOLDMAN SACHS ULTRA SHORT MUNICIPAL INCOME ETF (GUMI, ETF).
SPXV vs GUMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPXV
$40M
Winner
GUMI
$40M
Expense Ratio
Winner
SPXV
0.09%
GUMI
0.16%
Max Drawdown
SPXV
34.34%
Winner
GUMI
0.63%
Sharpe Ratio
Winner
SPXV
1.53
GUMI
-0.50
5Y Beta
SPXV
1.03
Winner
GUMI
-0.00
P/E Ratio
SPXV
28.21
GUMI
N/A
Forward P/E
SPXV
21.90
GUMI
N/A
PEG Ratio
SPXV
0.42
GUMI
N/A
5Y Dividends CAGR
SPXV
6.05%
GUMI
N/A
5Y EPS CAGR
SPXV
29.17%
GUMI
N/A
Debt to Equity
SPXV
35.90%
GUMI
N/A
P/S Ratio
SPXV
4.16
GUMI
N/A
P/B Ratio
SPXV
5.71
GUMI
N/A
SPXV vs GUMI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPXV
+1.69%
GUMI
+0.33%
3M
Winner
SPXV
+14.13%
GUMI
+0.58%
6M
Winner
SPXV
+12.62%
GUMI
+1.38%
1Y
Winner
SPXV
+27.80%
GUMI
+3.18%
5Y(CAGR)
SPXV
+14.67%
GUMI
N/A
10Y(CAGR)
SPXV
+16.33%
GUMI
N/A
Max(CAGR)
Winner
SPXV
+16.11%
GUMI
+3.25%
SPXV vs GUMI - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | SPXV | GUMI |
|---|---|---|
| 2026 | +11.95% | +1.20% |
| 2025 | +18.68% | +3.37% |
| 2024 | +29.14% | +1.52% |
| 2023 | +31.18% | N/A |
| 2022 | -21.25% | N/A |
| 2021 | +30.48% | N/A |
| 2020 | +17.90% | N/A |
| 2019 | +32.55% | N/A |
| 2018 | -3.83% | N/A |
| 2017 | +17.00% | N/A |
| 2016 | +13.25% | N/A |
| 2015 | +8.26% | N/A |
SPXV vs GUMI Drawdown Comparison
The maximum drawdown for SPXV was -34.34%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.
The maximum drawdown for GUMI was -0.48%, occurring on Apr 11, 2025. Recovery took 23 trading sessions.
The current SPXV drawdown is -1.21%. The current GUMI drawdown is -0.01%.
| Rank | SPXV | GUMI |
|---|---|---|
| #1 | -34.34% Feb 19, 2020 - Aug 12, 2020 | -0.48% Apr 7, 2025 - May 9, 2025 |
| #2 | -26.57% Jan 4, 2022 - Dec 13, 2023 | -0.36% Nov 18, 2025 - Dec 1, 2025 |
| #3 | -19.88% Feb 19, 2025 - Jun 24, 2025 | -0.27% Sep 29, 2025 - Oct 7, 2025 |
| #4 | -19.55% Sep 26, 2018 - Apr 4, 2019 | -0.25% Oct 7, 2025 - Nov 10, 2025 |
| #5 | -11.72% Dec 2, 2015 - Aug 1, 2016 | -0.22% Sep 12, 2025 - Sep 29, 2025 |
| #6 | -10.07% Sep 2, 2020 - Nov 16, 2020 | -0.18% Jul 21, 2025 - Aug 1, 2025 |
| #7 | -9.39% Jul 16, 2024 - Sep 19, 2024 | -0.16% Oct 11, 2024 - Nov 4, 2024 |
| #8 | -9.15% Jan 28, 2026 - Apr 14, 2026 | -0.16% Jun 12, 2025 - Jun 26, 2025 |
| #9 | -7.84% Jan 24, 2018 - Jul 18, 2018 | -0.15% Aug 14, 2025 - Aug 19, 2025 |
| #10 | -7.37% Apr 29, 2019 - Jun 20, 2019 | -0.13% Nov 12, 2024 - Nov 21, 2024 |
| #11 | -6.36% Jul 26, 2019 - Oct 25, 2019 | -0.12% Dec 11, 2025 - Dec 17, 2025 |
| #12 | -5.90% Oct 28, 2025 - Dec 24, 2025 | -0.12% Mar 20, 2025 - Apr 1, 2025 |
| #13 | -5.40% Mar 28, 2024 - May 14, 2024 | -0.12% Jul 16, 2025 - Jul 21, 2025 |
| #14 | -5.10% Jun 2, 2026 - Jun 10, 2026 | -0.12% Aug 22, 2025 - Aug 27, 2025 |
| #15 | -4.66% Sep 2, 2021 - Oct 19, 2021 | -0.11% May 20, 2026 - Jun 1, 2026 |
Correlation
Correlation between SPXV and GUMI is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2015 - 2026)
SPXV vs GUMI dividend yield comparison.
| Year | SPXV | GUMI |
|---|---|---|
| 2026 | 0.22% | 1.08% |
| 2025 | 0.97% | 2.95% |
| 2024 | 1.12% | 1.37% |
| 2023 | 1.27% | 0.00% |
| 2022 | 1.67% | 0.00% |
| 2021 | 1.11% | 0.00% |
| 2020 | 1.45% | 0.00% |
| 2019 | 1.58% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 1.57% | 0.00% |
| 2016 | 2.66% | 0.00% |
| 2015 | 0.56% | 0.00% |
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