WDE vs MUNX
Comparison between PRINCIPAL SECURITIZED DEBT ETF (WDE, ETF) and AMG GW&K MUNI INCOME ETF (MUNX, ETF).
WDE vs MUNX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
WDE
$20M
MUNX
$20M
Expense Ratio
Winner
WDE
0.19%
MUNX
0.29%
Max Drawdown
Winner
WDE
1.18%
MUNX
3.20%
Sharpe Ratio
Winner
WDE
-0.06
MUNX
-0.31
5Y Beta
Winner
WDE
0.08
MUNX
0.11
WDE vs MUNX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
WDE
-0.08%
MUNX
-0.77%
3M
WDE
N/A
MUNX
+0.23%
6M
WDE
N/A
MUNX
+0.56%
Max(CAGR)
Winner
WDE
+3.48%
MUNX
+2.65%
WDE vs MUNX - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | WDE | MUNX |
|---|---|---|
| 2026 | +0.57% | +1.20% |
| 2025 | N/A | +0.52% |
WDE vs MUNX Drawdown Comparison
The maximum drawdown for WDE was -0.79%, occurring on Jul 21, 2026. This drawdown has not yet recovered.
The maximum drawdown for MUNX was -2.95%, occurring on Mar 26, 2026. Recovery took 82 trading sessions.
The current WDE drawdown is -0.79%. The current MUNX drawdown is -1.27%.
| Rank | WDE | MUNX |
|---|---|---|
| #1 | -0.79% Jun 29, 2026 - Jul 21, 2026 | -2.95% Feb 26, 2026 - Jun 25, 2026 |
| #2 | -0.39% May 29, 2026 - Jun 11, 2026 | -1.27% Jul 6, 2026 - Jul 21, 2026 |
| #3 | -0.28% Jun 16, 2026 - Jun 24, 2026 | -0.36% Nov 11, 2025 - Nov 28, 2025 |
| #4 | N/A | -0.33% Nov 28, 2025 - Jan 2, 2026 |
| #5 | N/A | -0.27% Jan 14, 2026 - Jan 28, 2026 |
| #6 | N/A | -0.16% Jan 9, 2026 - Jan 14, 2026 |
| #7 | N/A | -0.15% Feb 10, 2026 - Feb 12, 2026 |
| #8 | N/A | -0.15% Jun 29, 2026 - Jul 2, 2026 |
| #9 | N/A | -0.14% Nov 4, 2025 - Nov 6, 2025 |
| #10 | N/A | -0.12% Feb 24, 2026 - Feb 26, 2026 |
| #11 | N/A | -0.06% Feb 2, 2026 - Feb 4, 2026 |
| #12 | N/A | -0.05% Jan 28, 2026 - Jan 30, 2026 |
| #13 | N/A | -0.05% Feb 17, 2026 - Feb 20, 2026 |
| #14 | N/A | -0.03% Nov 6, 2025 - Nov 10, 2025 |
| #15 | N/A | -0.02% Oct 31, 2025 - Nov 4, 2025 |
Correlation
Correlation between WDE and MUNX is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2025 - 2026)
WDE vs MUNX dividend yield comparison.
| Year | WDE | MUNX |
|---|---|---|
| 2026 | 0.40% | 1.71% |
| 2025 | 0.00% | 0.55% |
Select Stocks to Compare
Popular: WDE vs SPYMUNX vs SPY
More Comparisons
Compare with similar stocks