STXT vs SBI

Comparison between STRIVE TOTAL RETURN BOND ETF (STXT, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).

STXT vs SBI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	STXT(ETF)	SBI(ETF)
Net Assets	$119M	$119M
Expense Ratio	0.49%	N/A
Max Drawdown	7.35%	43.86%
Sharpe Ratio	-0.54	0.73
5Y Beta	0.01	0.14
5Y Dividends CAGR	N/A	14.13%

Net Assets

STXT

$119M

Winner

SBI

$119M

Expense Ratio

STXT

0.49%

SBI

N/A

Max Drawdown

Winner

STXT

7.35%

SBI

43.86%

Sharpe Ratio

STXT

-0.54

Winner

SBI

0.73

5Y Beta

Winner

STXT

0.01

SBI

0.14

5Y Dividends CAGR

STXT

N/A

SBI

14.13%

STXT vs SBI - Historical Returns

Returns include dividend reinvestment.

Period	STXT	SBI
1 month	-0.32%	-0.10%
3 months	-1.98%	+1.89%
6 months	-0.92%	+3.56%
1 year	+1.29%	+8.51%
5 years(CAGR)	N/A	+0.37%
10 years(CAGR)	N/A	+1.41%
Max(CAGR)	+3.83%	+4.46%

STXT

-0.32%

Winner

SBI

-0.10%

STXT

-1.98%

Winner

SBI

+1.89%

STXT

-0.92%

Winner

SBI

+3.56%

STXT

+1.29%

Winner

SBI

+8.51%

5Y(CAGR)

STXT

N/A

SBI

+0.37%

10Y(CAGR)

STXT

N/A

SBI

+1.41%

Max(CAGR)

STXT

+3.83%

Winner

SBI

+4.46%

STXT vs SBI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	STXT	SBI
2026	-0.85%	+4.77%
2025	+6.57%	+4.71%
2024	+2.51%	+6.01%
2023	+4.09%	+4.41%
2022	N/A	-18.11%
2021	N/A	+8.51%
2020	N/A	+4.27%
2019	N/A	+11.05%
2018	N/A	-7.08%
2017	N/A	+1.98%
2016	N/A	-2.28%
2015	N/A	+11.06%
2014	N/A	+11.62%
2013	N/A	-13.11%
2012	N/A	+13.15%
2011	N/A	+10.53%
2010	N/A	+9.39%
2009	N/A	+25.05%
2008	N/A	-10.17%
2007	N/A	+0.97%
2006	N/A	+9.01%
2005	N/A	-3.44%
2004	N/A	-2.07%
2003	N/A	+14.58%
2002	N/A	+5.71%
2001	N/A	+13.21%
2000	N/A	+9.55%
1999	N/A	-7.92%

STXT vs SBI Drawdown Comparison

The maximum drawdown for STXT was -5.27%, occurring on Jan 14, 2025. Recovery took 194 trading sessions.

The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.

The current STXT drawdown is -2.87%. The current SBI drawdown is -0.64%.

Rank	STXT	SBI
#1	-5.27% Sep 16, 2024 - Jun 26, 2025	-33.69% Feb 12, 2008 - Jul 24, 2009
#2	-4.19% Aug 31, 2023 - Nov 29, 2023	-25.21% Sep 21, 2021 - Jun 22, 2026
#3	-3.65% Feb 1, 2024 - Jun 18, 2024	-20.05% Feb 21, 2020 - Feb 2, 2021
#4	-3.10% Feb 27, 2026 - Jun 26, 2026	-19.30% Jan 25, 2013 - Feb 2, 2015
#5	-1.35% Jun 18, 2024 - Jul 5, 2024	-16.12% Apr 1, 2004 - Jun 28, 2005
#6	-1.32% Dec 28, 2023 - Feb 1, 2024	-15.62% Sep 6, 2016 - Aug 23, 2019
#7	-1.24% Oct 21, 2025 - Feb 10, 2026	-11.57% Sep 3, 2010 - Aug 31, 2011
#8	-1.23% Aug 11, 2023 - Aug 30, 2023	-10.68% Jul 22, 2005 - Dec 1, 2006
#9	-1.15% Sep 15, 2025 - Oct 13, 2025	-9.49% Jun 12, 2003 - Nov 10, 2003
#10	-1.14% Aug 5, 2024 - Aug 21, 2024	-8.39% Nov 1, 1999 - Jun 30, 2000
#11	-0.75% Jun 30, 2025 - Aug 1, 2025	-7.67% Jul 25, 2000 - Dec 7, 2000
#12	-0.62% Aug 13, 2025 - Aug 27, 2025	-7.53% Sep 28, 2007 - Jan 4, 2008
#13	-0.62% Dec 7, 2023 - Dec 13, 2023	-7.48% Sep 20, 2002 - May 1, 2003
#14	-0.59% Jul 17, 2024 - Jul 29, 2024	-7.17% Nov 5, 2001 - May 23, 2002
#15	-0.42% Aug 29, 2025 - Sep 4, 2025	-6.95% Aug 13, 2001 - Oct 3, 2001

Correlation

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

0.93

-101

Dividend Comparison (1999 - 2026)

STXT vs SBI dividend yield comparison.

Year	STXT	SBI
2026	2.09%	3.22%
2025	4.93%	6.56%
2024	5.15%	6.23%
2023	1.82%	3.76%
2022	0.00%	3.72%
2021	0.00%	2.93%
2020	0.00%	3.07%
2019	0.00%	3.59%
2018	0.00%	4.32%
2017	0.00%	4.58%
2016	0.00%	5.01%
2015	0.00%	4.70%
2014	0.00%	4.92%
2013	0.00%	5.30%
2012	0.00%	4.54%
2011	0.00%	4.90%
2010	0.00%	5.03%
2009	0.00%	4.69%
2008	0.00%	5.42%
2007	0.00%	4.83%
2006	0.00%	4.87%
2005	0.00%	6.45%
2004	0.00%	6.54%
2003	0.00%	6.01%
2002	0.00%	6.04%
2001	0.00%	5.66%
2000	0.00%	6.16%
1999	0.00%	1.05%