XMPT vs XRT
Comparison between VANECK CEF MUNI INCOME ETF (XMPT, ETF) and STATE STREET(R) SPDR(R) S&P(R) RETAIL ETF (XRT, ETF).
5-Year PerformanceXRT has outperformed XMPT, delivering a return of -1.0% compared to -1.2%
XMPT vs XRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
XMPT vs XRT - Historical Returns
Returns include dividend reinvestment.
XMPT vs XRT - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | XMPT | XRT |
|---|---|---|
| 2026 | +2.05% | -3.55% |
| 2025 | +7.13% | +8.37% |
| 2024 | +6.25% | +11.87% |
| 2023 | +1.47% | +22.39% |
| 2022 | -23.77% | -32.60% |
| 2021 | +8.54% | +44.39% |
| 2020 | +7.74% | +43.03% |
| 2019 | +18.41% | +12.53% |
| 2018 | -6.11% | -9.69% |
| 2017 | +8.01% | +3.67% |
| 2016 | +1.29% | +3.96% |
| 2015 | +7.81% | -8.22% |
| 2014 | +18.27% | +10.68% |
| 2013 | -14.63% | +41.11% |
| 2012 | +10.97% | +20.74% |
| 2011 | +10.90% | +8.95% |
| 2010 | N/A | +36.05% |
| 2009 | N/A | +70.36% |
| 2008 | N/A | -37.25% |
| 2007 | N/A | -17.26% |
| 2006 | N/A | +9.62% |
XMPT vs XRT Drawdown Comparison
The maximum drawdown for XMPT was -35.24%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for XRT was -65.82%, occurring on Nov 20, 2008. Recovery took 722 trading sessions.
The current XMPT drawdown is -9.24%. The current XRT drawdown is -14.57%.
| Rank | XMPT | XRT |
|---|---|---|
| #1 | -35.24% Sep 1, 2021 - Oct 25, 2023 | -65.82% Jun 1, 2007 - Apr 14, 2010 |
| #2 | -25.28% Feb 25, 2020 - Nov 27, 2020 | -47.00% Aug 23, 2018 - Aug 10, 2020 |
| #3 | -21.89% Jan 24, 2013 - Jan 7, 2015 | -44.57% Nov 16, 2021 - Sep 30, 2022 |
| #4 | -13.25% Jul 8, 2016 - Mar 27, 2019 | -24.17% Jul 16, 2015 - Jun 7, 2018 |
| #5 | -7.79% Jan 30, 2015 - Dec 1, 2015 | -22.20% Jul 7, 2011 - Feb 3, 2012 |
| #6 | -6.71% Mar 9, 2012 - Apr 30, 2012 | -21.95% Apr 26, 2010 - Nov 5, 2010 |
| #7 | -6.17% Nov 30, 2012 - Jan 24, 2013 | -16.54% Jan 27, 2021 - Mar 10, 2021 |
| #8 | -5.78% Jul 22, 2011 - Aug 17, 2011 | -12.36% Nov 27, 2013 - Jul 3, 2014 |
| #9 | -4.91% Feb 11, 2021 - Apr 14, 2021 | -10.65% Mar 12, 2021 - May 3, 2021 |
| #10 | -4.26% Sep 4, 2019 - Jan 3, 2020 | -10.08% Mar 26, 2012 - Sep 6, 2012 |
| #11 | -3.68% Nov 25, 2011 - Dec 1, 2011 | -9.18% Oct 15, 2020 - Nov 16, 2020 |
| #12 | -3.50% Nov 12, 2012 - Nov 20, 2012 | -9.14% Jul 1, 2021 - Nov 3, 2021 |
| #13 | -3.05% Aug 6, 2012 - Sep 14, 2012 | -9.04% May 12, 2011 - Jul 1, 2011 |
| #14 | -2.81% Oct 3, 2011 - Nov 1, 2011 | -8.66% Sep 2, 2020 - Oct 7, 2020 |
| #15 | -2.74% Feb 1, 2012 - Mar 1, 2012 | -8.45% Feb 20, 2007 - Apr 9, 2007 |
Correlation
Correlation between XMPT and XRT is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2006 - 2026)
XMPT vs XRT dividend yield comparison.
| Year | XMPT | XRT |
|---|---|---|
| 2026 | 2.94% | 0.26% |
| 2025 | 5.87% | 0.77% |
| 2024 | 5.35% | 1.52% |
| 2023 | 3.81% | 1.40% |
| 2022 | 5.12% | 2.15% |
| 2021 | 3.74% | 1.55% |
| 2020 | 3.79% | 1.01% |
| 2019 | 4.08% | 1.57% |
| 2018 | 5.05% | 1.51% |
| 2017 | 4.84% | 1.52% |
| 2016 | 5.35% | 1.36% |
| 2015 | 5.24% | 1.30% |
| 2014 | 5.50% | 0.74% |
| 2013 | 6.17% | 0.60% |
| 2012 | 5.48% | 1.66% |
| 2011 | 2.73% | 0.95% |
| 2010 | 0.00% | 0.99% |
| 2009 | 0.00% | 1.35% |
| 2008 | 0.00% | 2.60% |
| 2007 | 0.00% | 0.44% |
| 2006 | 0.00% | 0.20% |
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