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BWET vs. MEAR
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BWET vs. MEAR - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Breakwave Tanker Shipping ETF (BWET) and iShares Short Maturity Municipal Bond ETF (MEAR). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BWET achieves a 1,030.31% return, which is significantly higher than MEAR's 1.18% return.


BWET

1D
2.73%
1M
25.30%
YTD
1,030.31%
6M
892.97%
1Y
1,640.62%
3Y*
128.11%
5Y*
10Y*

MEAR

1D
0.06%
1M
0.39%
YTD
1.18%
6M
1.24%
1Y
3.16%
3Y*
3.47%
5Y*
2.45%
10Y*
1.78%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BWET vs. MEAR - Yearly Performance Comparison


2026 (YTD)202520242023
BWET
Breakwave Tanker Shipping ETF
1,030.31%96.22%-39.21%14.13%
MEAR
iShares Short Maturity Municipal Bond ETF
1.18%3.76%3.40%2.76%

Correlation

The correlation between BWET and MEAR is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.16

Correlation (3Y)
Calculated over the trailing 3-year period

-0.05

Correlation (All Time)
Calculated using the full available price history since May 3, 2023

-0.06

The correlation between BWET and MEAR shifts across timeframes, from -0.16 (1 year) to -0.05 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

BWET vs. MEAR — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BWET
BWET Risk / Return Rank: 9898
Overall Rank
BWET Sharpe Ratio Rank: 100100
Sharpe Ratio Rank
BWET Sortino Ratio Rank: 9797
Sortino Ratio Rank
BWET Omega Ratio Rank: 9797
Omega Ratio Rank
BWET Calmar Ratio Rank: 9999
Calmar Ratio Rank
BWET Martin Ratio Rank: 9999
Martin Ratio Rank

MEAR
MEAR Risk / Return Rank: 9696
Overall Rank
MEAR Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
MEAR Sortino Ratio Rank: 9797
Sortino Ratio Rank
MEAR Omega Ratio Rank: 9797
Omega Ratio Rank
MEAR Calmar Ratio Rank: 9494
Calmar Ratio Rank
MEAR Martin Ratio Rank: 9595
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BWET vs. MEAR - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Breakwave Tanker Shipping ETF (BWET) and iShares Short Maturity Municipal Bond ETF (MEAR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BWETMEARDifference
Sharpe ratioReturn per unit of total volatility

+13.18

Sortino ratioReturn per unit of downside risk

+0.43

Omega ratioGain probability vs. loss probability

1.92

1.86

+0.06

Calmar ratioReturn relative to maximum drawdown

54.19

6.80

+47.39

Martin ratioReturn relative to average drawdown

142.88

27.85

+115.03

BWET vs. MEAR - Sharpe Ratio Comparison

The current BWET Sharpe Ratio is 16.89, which is higher than the MEAR Sharpe Ratio of 3.71. The chart below compares the historical Sharpe Ratios of BWET and MEAR, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

BWET vs. MEAR - Drawdown Comparison

The maximum BWET drawdown since its inception was -56.90%, which is greater than MEAR's maximum drawdown of -2.68%. Use the drawdown chart below to compare losses from any high point for BWET and MEAR.


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Drawdown Indicators


BWETMEARDifference

Max Drawdown

Largest peak-to-trough decline

-56.90%

-2.68%

-54.22%

Max Drawdown (1Y)

Largest decline over 1 year

-30.64%

-0.47%

-30.17%

Max Drawdown (3Y)

Largest decline over 3 years

-56.81%

-0.86%

-55.95%

Max Drawdown (5Y)

Largest decline over 5 years

-1.12%

Max Drawdown (10Y)

Largest decline over 10 years

-2.68%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-23.78%

-0.19%

-23.59%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.60%

0.11%

+11.49%

Volatility

BWET vs. MEAR - Volatility Comparison

Breakwave Tanker Shipping ETF (BWET) has a higher volatility of 25.51% compared to iShares Short Maturity Municipal Bond ETF (MEAR) at 0.21%. This indicates that BWET's price experiences larger fluctuations and is considered to be riskier than MEAR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BWETMEARDifference

Volatility (1M)

Calculated over the trailing 1-month period

25.51%

0.21%

+25.30%

Volatility (6M)

Calculated over the trailing 6-month period

88.96%

0.61%

+88.35%

Volatility (1Y)

Calculated over the trailing 1-year period

98.53%

0.86%

+97.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

70.43%

0.99%

+69.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

70.43%

1.51%

+68.92%

BWET vs. MEAR - Expense Ratio Comparison

BWET has a 3.50% expense ratio, which is higher than MEAR's 0.25% expense ratio.


Dividends

BWET vs. MEAR - Dividend Comparison

BWET has not paid dividends to shareholders, while MEAR's dividend yield for the trailing twelve months is around 2.84%.


PositionTTM20252024202320222021202020192018201720162015
BWET
Breakwave Tanker Shipping ETF
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MEAR
iShares Short Maturity Municipal Bond ETF
2.84%2.95%3.44%3.30%0.88%0.30%0.90%1.57%1.36%1.01%0.81%0.53%

Frequently Asked Questions


BWET and MEAR have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BWET has higher volatility (25.51%) compared to MEAR (0.21%). In terms of maximum drawdown, BWET dropped -56.90% vs MEAR's -2.68%.

On 3-year performance, BWET leads with 128.11% vs 3.47% for MEAR. On fees, MEAR is cheaper at 0.25% per year. On volatility, MEAR has been the lower-risk option at 0.21%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, BWET has performed better with a 128.11% return vs 3.47%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MEAR is cheaper with a 0.25% expense ratio, compared with 3.50% for BWET.

MEAR has the higher dividend yield at 2.84%, compared with 0.00% for BWET.

BWET is categorized as Commodities, while MEAR is Municipal Bonds. They also come from different issuers: Amplify and iShares. Their fees differ too: 3.50% for BWET and 0.25% for MEAR.

BWET currently has the higher Sharpe Ratio (16.89 vs 3.71), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for BWET and MEAR

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