XJH vs MUNY

Comparison between ISHARES ESG SELECT SCREENED S&P MID-CAP ETF (XJH, ETF) and VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF).

XJH vs MUNY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XJH(ETF)	MUNY(ETF)
Net Assets	$372M	$372M
Expense Ratio	0.12%	0.09%
Max Drawdown	25.71%	2.96%
Sharpe Ratio	1.18	0.34
5Y Beta	0.99	0.06
P/E Ratio	25.46	N/A
Forward P/E	16.74	N/A
5Y Dividends CAGR	41.93%	N/A
5Y EPS CAGR	12.62%	N/A
Debt to Equity	42.66%	N/A
P/S Ratio	1.59	N/A
P/B Ratio	2.79	N/A

Net Assets

Winner

XJH

$372M

MUNY

$372M

Expense Ratio

XJH

0.12%

Winner

MUNY

0.09%

Max Drawdown

XJH

25.71%

Winner

MUNY

2.96%

Sharpe Ratio

Winner

XJH

1.18

MUNY

0.34

5Y Beta

XJH

0.99

Winner

MUNY

0.06

P/E Ratio

XJH

25.46

MUNY

N/A

Forward P/E

XJH

16.74

MUNY

N/A

5Y Dividends CAGR

XJH

41.93%

MUNY

N/A

5Y EPS CAGR

XJH

12.62%

MUNY

N/A

Debt to Equity

XJH

42.66%

MUNY

N/A

P/S Ratio

XJH

1.59

MUNY

N/A

P/B Ratio

XJH

2.79

MUNY

N/A

XJH vs MUNY - Historical Returns

Returns include dividend reinvestment.

Period	XJH	MUNY
1 month	+1.20%	+0.59%
3 months	+5.87%	+0.27%
6 months	+11.82%	+1.77%
1 year	+24.57%	+6.75%
5 years(CAGR)	+7.22%	N/A
Max(CAGR)	+14.59%	+6.73%

Winner

XJH

+1.20%

MUNY

+0.59%

Winner

XJH

+5.87%

MUNY

+0.27%

Winner

XJH

+11.82%

MUNY

+1.77%

Winner

XJH

+24.57%

MUNY

+6.75%

5Y(CAGR)

XJH

+7.22%

MUNY

N/A

Max(CAGR)

Winner

XJH

+14.59%

MUNY

+6.73%

XJH vs MUNY - Annual Returns (2020 - 2026)

Returns include dividend reinvestment.

Year	XJH	MUNY
2026	+10.36%	+1.21%
2025	+8.63%	+5.54%
2024	+12.53%	N/A
2023	+17.08%	N/A
2022	-14.48%	N/A
2021	+25.63%	N/A
2020	+29.59%	N/A

XJH vs MUNY Drawdown Comparison

The maximum drawdown for XJH was -25.06%, occurring on Jun 16, 2022. Recovery took 564 trading sessions.

The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. This drawdown has not yet recovered.

The current XJH drawdown is -2.05%. The current MUNY drawdown is -0.61%.

Rank	XJH	MUNY
#1	-25.06% Nov 16, 2021 - Feb 15, 2024	-2.70% Feb 27, 2026 - Mar 24, 2026
#2	-24.55% Nov 25, 2024 - Dec 10, 2025	-1.98% Jun 4, 2025 - Sep 5, 2025
#3	-9.61% Feb 20, 2026 - Apr 17, 2026	-0.49% May 27, 2025 - Jun 4, 2025
#4	-8.10% Jul 16, 2024 - Sep 19, 2024	-0.35% Nov 11, 2025 - Dec 23, 2025
#5	-7.62% Mar 28, 2024 - Jul 15, 2024	-0.35% Jan 14, 2026 - Feb 2, 2026
#6	-7.29% May 7, 2021 - Sep 2, 2021	-0.30% Sep 17, 2025 - Oct 6, 2025
#7	-6.13% Mar 15, 2021 - Apr 12, 2021	-0.24% Oct 27, 2025 - Nov 11, 2025
#8	-5.93% Oct 23, 2020 - Nov 5, 2020	-0.11% Feb 19, 2026 - Feb 23, 2026
#9	-5.17% Jan 20, 2021 - Feb 5, 2021	-0.10% Feb 9, 2026 - Feb 12, 2026
#10	-5.12% Sep 2, 2021 - Oct 20, 2021	-0.08% Feb 24, 2026 - Feb 26, 2026
#11	-4.91% Feb 24, 2021 - Mar 10, 2021	-0.07% Dec 30, 2025 - Jan 2, 2026
#12	-4.36% May 6, 2026 - May 26, 2026	-0.07% Dec 24, 2025 - Dec 30, 2025
#13	-3.42% Oct 18, 2024 - Nov 6, 2024	-0.06% Oct 13, 2025 - Oct 15, 2025
#14	-3.39% Nov 11, 2024 - Nov 22, 2024	-0.04% Oct 21, 2025 - Oct 24, 2025
#15	-2.80% Apr 20, 2026 - May 6, 2026	-0.03% Sep 11, 2025 - Sep 15, 2025