USMC vs SHM
Comparison between PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF) and STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF (SHM, ETF).
5-Year PerformanceUSMC has outperformed SHM, delivering a return of +14.7% compared to +0.9%
USMC vs SHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USMC vs SHM - Historical Returns
Returns include dividend reinvestment.
USMC vs SHM - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | USMC | SHM |
|---|---|---|
| 2026 | +6.97% | +0.83% |
| 2025 | +15.84% | +3.86% |
| 2024 | +30.19% | +1.22% |
| 2023 | +31.46% | +2.81% |
| 2022 | -17.74% | -3.80% |
| 2021 | +27.40% | -0.37% |
| 2020 | +14.89% | +2.53% |
| 2019 | +28.26% | +3.60% |
| 2018 | -2.42% | +1.42% |
| 2017 | +5.48% | +1.01% |
| 2016 | N/A | -0.49% |
| 2015 | N/A | +1.13% |
| 2014 | N/A | +1.01% |
| 2013 | N/A | +1.27% |
| 2012 | N/A | +1.32% |
| 2011 | N/A | +3.76% |
| 2010 | N/A | +1.19% |
| 2009 | N/A | +4.28% |
| 2008 | N/A | +5.83% |
| 2007 | N/A | +1.61% |
USMC vs SHM Drawdown Comparison
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The maximum drawdown for SHM was -11.61%, occurring on Mar 19, 2020. Recovery took 50 trading sessions.
The current USMC drawdown is -2.50%. The current SHM drawdown is -0.28%.
| Rank | USMC | SHM |
|---|---|---|
| #1 | -29.97% Feb 19, 2020 - Aug 18, 2020 | -11.61% Mar 9, 2020 - May 19, 2020 |
| #2 | -24.11% Dec 29, 2021 - Jul 3, 2023 | -6.97% Sep 23, 2008 - Dec 5, 2008 |
| #3 | -19.12% Feb 13, 2025 - Jul 3, 2025 | -6.67% Aug 3, 2021 - Sep 5, 2024 |
| #4 | -16.19% Oct 2, 2018 - Mar 21, 2019 | -3.50% Aug 31, 2010 - May 6, 2011 |
| #5 | -11.01% Jan 29, 2018 - Aug 27, 2018 | -3.07% Feb 13, 2008 - Mar 18, 2008 |
| #6 | -10.30% Oct 29, 2025 - Apr 17, 2026 | -2.70% Aug 22, 2016 - Aug 2, 2017 |
| #7 | -9.27% Sep 2, 2020 - Dec 1, 2020 | -2.63% Apr 23, 2013 - Oct 23, 2013 |
| #8 | -9.13% Jul 31, 2023 - Nov 20, 2023 | -2.07% Sep 5, 2017 - Jan 11, 2019 |
| #9 | -8.38% Jul 10, 2024 - Aug 30, 2024 | -1.87% Feb 13, 2009 - Apr 16, 2009 |
| #10 | -5.90% Apr 29, 2019 - Jun 18, 2019 | -1.75% Mar 18, 2008 - Aug 15, 2008 |
| #11 | -5.58% Jul 26, 2019 - Oct 28, 2019 | -1.67% Sep 6, 2011 - Jan 11, 2012 |
| #12 | -5.44% Mar 20, 2024 - May 15, 2024 | -1.67% Apr 4, 2025 - Jun 12, 2025 |
| #13 | -5.22% Feb 17, 2021 - Mar 29, 2021 | -1.31% Oct 3, 2024 - Feb 25, 2025 |
| #14 | -4.45% Dec 17, 2024 - Jan 23, 2025 | -1.24% Sep 17, 2008 - Sep 23, 2008 |
| #15 | -4.32% Sep 3, 2021 - Oct 20, 2021 | -1.13% Feb 26, 2026 - Mar 24, 2026 |
Correlation
Correlation between USMC and SHM is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
USMC vs SHM dividend yield comparison.
| Year | USMC | SHM |
|---|---|---|
| 2026 | 0.20% | 1.11% |
| 2025 | 0.79% | 2.61% |
| 2024 | 1.04% | 2.06% |
| 2023 | 1.35% | 1.15% |
| 2022 | 1.78% | 0.69% |
| 2021 | 1.53% | 0.86% |
| 2020 | 1.55% | 1.24% |
| 2019 | 2.01% | 1.40% |
| 2018 | 2.28% | 1.23% |
| 2017 | 0.24% | 1.06% |
| 2016 | 0.00% | 0.94% |
| 2015 | 0.00% | 0.92% |
| 2014 | 0.00% | 0.93% |
| 2013 | 0.00% | 0.97% |
| 2012 | 0.00% | 1.40% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.91% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.59% |
| 2007 | 0.00% | 0.72% |
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