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