ZMAR vs SBI
Comparison between Innovator Equity Defined Protection ETF 1 Yr March (ZMAR, ETF) and Western Asset Intermediate Muni Fund Inc (SBI, ETF).
ZMAR vs SBI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
ZMAR
$119M
SBI
$119M
Expense Ratio
ZMAR
0.79%
SBI
N/A
Max Drawdown
Winner
ZMAR
2.30%
SBI
43.86%
Sharpe Ratio
Winner
ZMAR
1.52
SBI
1.06
5Y Beta
ZMAR
0.15
Winner
SBI
0.15
5Y Dividends CAGR
ZMAR
N/A
SBI
14.13%
ZMAR vs SBI - Historical Returns
Returns include dividend reinvestment.
1M
ZMAR
+0.23%
Winner
SBI
+0.67%
3M
Winner
ZMAR
+1.94%
SBI
+0.87%
6M
ZMAR
+2.88%
Winner
SBI
+3.97%
1Y
ZMAR
+7.03%
Winner
SBI
+10.99%
5Y(CAGR)
ZMAR
N/A
SBI
+0.68%
10Y(CAGR)
ZMAR
N/A
SBI
+1.40%
Max(CAGR)
Winner
ZMAR
+6.63%
SBI
+4.45%
ZMAR vs SBI - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ZMAR | SBI |
|---|---|---|
| 2026 | +2.34% | +4.07% |
| 2025 | +5.95% | +4.71% |
| 2024 | N/A | +6.01% |
| 2023 | N/A | +4.41% |
| 2022 | N/A | -18.11% |
| 2021 | N/A | +8.51% |
| 2020 | N/A | +4.27% |
| 2019 | N/A | +11.05% |
| 2018 | N/A | -7.08% |
| 2017 | N/A | +1.98% |
| 2016 | N/A | -2.28% |
| 2015 | N/A | +11.06% |
| 2014 | N/A | +11.62% |
| 2013 | N/A | -13.11% |
| 2012 | N/A | +13.15% |
| 2011 | N/A | +10.53% |
| 2010 | N/A | +9.39% |
| 2009 | N/A | +25.05% |
| 2008 | N/A | -10.17% |
| 2007 | N/A | +0.97% |
| 2006 | N/A | +9.01% |
| 2005 | N/A | -3.44% |
| 2004 | N/A | -2.07% |
| 2003 | N/A | +14.58% |
| 2002 | N/A | +5.71% |
| 2001 | N/A | +13.21% |
| 2000 | N/A | +9.55% |
| 1999 | N/A | -7.92% |
ZMAR vs SBI Drawdown Comparison
The maximum drawdown for ZMAR was -2.30%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The maximum drawdown for SBI was -33.69%, occurring on Oct 10, 2008. Recovery took 365 trading sessions.
The current ZMAR drawdown is -0.27%. The current SBI drawdown is -0.61%.
| Rank | ZMAR | SBI |
|---|---|---|
| #1 | -2.30% Mar 3, 2025 - May 12, 2025 | -33.69% Feb 12, 2008 - Jul 24, 2009 |
| #2 | -1.44% Mar 2, 2026 - Apr 13, 2026 | -25.21% Sep 21, 2021 - Oct 24, 2022 |
| #3 | -0.67% Nov 10, 2025 - Nov 26, 2025 | -20.05% Feb 21, 2020 - Feb 2, 2021 |
| #4 | -0.65% May 15, 2025 - Jun 3, 2025 | -19.30% Jan 25, 2013 - Feb 2, 2015 |
| #5 | -0.50% Jun 2, 2026 - Jun 10, 2026 | -16.12% Apr 1, 2004 - Jun 28, 2005 |
| #6 | -0.41% Oct 8, 2025 - Oct 20, 2025 | -15.62% Sep 6, 2016 - Aug 23, 2019 |
| #7 | -0.38% Jul 25, 2025 - Aug 6, 2025 | -11.57% Sep 3, 2010 - Aug 31, 2011 |
| #8 | -0.25% Jan 16, 2026 - Jan 22, 2026 | -10.68% Jul 22, 2005 - Dec 1, 2006 |
| #9 | -0.25% Jun 12, 2025 - Jun 23, 2025 | -9.49% Jun 12, 2003 - Nov 10, 2003 |
| #10 | -0.24% Aug 28, 2025 - Sep 4, 2025 | -8.39% Nov 1, 1999 - Jun 30, 2000 |
| #11 | -0.24% Oct 27, 2025 - Nov 10, 2025 | -7.67% Jul 25, 2000 - Dec 7, 2000 |
| #12 | -0.22% Dec 11, 2025 - Dec 19, 2025 | -7.53% Sep 28, 2007 - Jan 4, 2008 |
| #13 | -0.21% Jul 3, 2025 - Jul 10, 2025 | -7.48% Sep 20, 2002 - May 1, 2003 |
| #14 | -0.21% Feb 2, 2026 - Feb 6, 2026 | -7.17% Nov 5, 2001 - May 23, 2002 |
| #15 | -0.20% Sep 22, 2025 - Sep 30, 2025 | -6.95% Aug 13, 2001 - Oct 3, 2001 |
Correlation
Correlation between ZMAR and SBI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
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