VUS vs MUNX
Comparison between Virtus US Dividend ETF (VUS, ETF) and AMG GW&K MUNI INCOME ETF (MUNX, ETF).
VUS vs MUNX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VUS
$18M
Winner
MUNX
$18M
Expense Ratio
Winner
VUS
0.25%
MUNX
0.29%
Max Drawdown
VUS
10.21%
Winner
MUNX
3.20%
Sharpe Ratio
Winner
VUS
2.15
MUNX
0.06
5Y Beta
VUS
1.06
Winner
MUNX
0.11
P/E Ratio
VUS
26.57
MUNX
N/A
Forward P/E
VUS
16.67
MUNX
N/A
5Y EPS CAGR
VUS
23.29%
MUNX
N/A
P/S Ratio
VUS
2.48
MUNX
N/A
P/B Ratio
VUS
3.42
MUNX
N/A
VUS vs MUNX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VUS
+1.26%
MUNX
+0.63%
3M
Winner
VUS
+13.40%
MUNX
+1.20%
6M
Winner
VUS
+20.07%
MUNX
+2.13%
Max(CAGR)
Winner
VUS
+41.46%
MUNX
+3.90%
VUS vs MUNX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | VUS | MUNX |
|---|---|---|
| 2026 | +17.86% | +1.67% |
| 2025 | +0.81% | +0.52% |
VUS vs MUNX Drawdown Comparison
The maximum drawdown for VUS was -9.43%, occurring on Mar 30, 2026. Recovery took 33 trading sessions.
The maximum drawdown for MUNX was -2.95%, occurring on Mar 26, 2026. This drawdown has not yet recovered.
The current VUS drawdown is -1.44%. The current MUNX drawdown is -0.39%.
| Rank | VUS | MUNX |
|---|---|---|
| #1 | -9.43% Feb 25, 2026 - Apr 14, 2026 | -2.95% Feb 26, 2026 - Mar 26, 2026 |
| #2 | -4.13% Jun 2, 2026 - Jun 10, 2026 | -0.36% Nov 11, 2025 - Nov 28, 2025 |
| #3 | -2.86% Jan 28, 2026 - Feb 11, 2026 | -0.33% Nov 28, 2025 - Jan 2, 2026 |
| #4 | -2.82% Dec 11, 2025 - Dec 22, 2025 | -0.27% Jan 14, 2026 - Jan 28, 2026 |
| #5 | -2.42% May 14, 2026 - May 26, 2026 | -0.16% Jan 9, 2026 - Jan 14, 2026 |
| #6 | -1.44% Feb 11, 2026 - Feb 18, 2026 | -0.15% Feb 10, 2026 - Feb 12, 2026 |
| #7 | -1.38% Jan 16, 2026 - Jan 22, 2026 | -0.14% Nov 4, 2025 - Nov 6, 2025 |
| #8 | -1.25% Dec 26, 2025 - Jan 5, 2026 | -0.12% Feb 24, 2026 - Feb 26, 2026 |
| #9 | -0.97% May 6, 2026 - May 8, 2026 | -0.06% Feb 2, 2026 - Feb 4, 2026 |
| #10 | -0.89% Apr 17, 2026 - Apr 22, 2026 | -0.05% Jan 28, 2026 - Jan 30, 2026 |
| #11 | -0.86% Apr 27, 2026 - Apr 30, 2026 | -0.05% Feb 17, 2026 - Feb 20, 2026 |
| #12 | -0.75% Feb 20, 2026 - Feb 24, 2026 | -0.03% Nov 6, 2025 - Nov 10, 2025 |
| #13 | -0.48% Jan 6, 2026 - Jan 9, 2026 | -0.02% Oct 31, 2025 - Nov 4, 2025 |
| #14 | -0.35% Jan 13, 2026 - Jan 15, 2026 | N/A |
| #15 | -0.35% May 1, 2026 - May 5, 2026 | N/A |
Correlation
Correlation between VUS and MUNX is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
0.77
-101
Dividend Comparison (2025 - 2026)
VUS vs MUNX dividend yield comparison.
| Year | VUS | MUNX |
|---|---|---|
| 2026 | 0.74% | 1.40% |
| 2025 | 0.00% | 0.55% |
Select Stocks to Compare
Popular: VUS vs SPYMUNX vs SPY
More Comparisons
Compare with similar stocks