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HYD vs. SMMU
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

HYD vs. SMMU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in VanEck Vectors High-Yield Municipal Index ETF (HYD) and PIMCO Short Term Municipal Bond Active ETF (SMMU). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HYD achieves a 2.18% return, which is significantly higher than SMMU's 1.21% return. Both investments have delivered pretty close results over the past 10 years, with HYD having a 1.90% annualized return and SMMU not far behind at 1.81%.


HYD

1D
-0.15%
1M
1.39%
YTD
2.18%
6M
2.28%
1Y
7.22%
3Y*
4.19%
5Y*
-0.16%
10Y*
1.90%

SMMU

1D
-0.01%
1M
0.50%
YTD
1.21%
6M
1.29%
1Y
3.59%
3Y*
3.58%
5Y*
1.94%
10Y*
1.81%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HYD vs. SMMU - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HYD
VanEck Vectors High-Yield Municipal Index ETF
2.18%2.83%4.94%6.52%-15.97%5.05%0.17%9.34%2.19%9.78%
SMMU
PIMCO Short Term Municipal Bond Active ETF
1.21%4.06%2.68%4.39%-2.45%0.17%2.87%3.47%1.51%2.34%

Correlation

The correlation between HYD and SMMU is 0.49, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.49

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

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.57

Correlation (10Y)
Calculated over the trailing 10-year period

0.37

Correlation (All Time)
Calculated using the full available price history since Feb 3, 2010

0.29

Over the past year, HYD and SMMU have become more correlated (0.49) than their long-term average of 0.29, meaning their price movements have been converging.

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Return for Risk

HYD vs. SMMU — Risk / Return Rank

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

HYD
HYD Risk / Return Rank: 5656
Overall Rank
HYD Sharpe Ratio Rank: 5656
Sharpe Ratio Rank
HYD Sortino Ratio Rank: 5959
Sortino Ratio Rank
HYD Omega Ratio Rank: 6767
Omega Ratio Rank
HYD Calmar Ratio Rank: 4848
Calmar Ratio Rank
HYD Martin Ratio Rank: 4848
Martin Ratio Rank

SMMU
SMMU Risk / Return Rank: 9292
Overall Rank
SMMU Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
SMMU Sortino Ratio Rank: 9696
Sortino Ratio Rank
SMMU Omega Ratio Rank: 9696
Omega Ratio Rank
SMMU Calmar Ratio Rank: 8787
Calmar Ratio Rank
SMMU Martin Ratio Rank: 8585
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.

HYD vs. SMMU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors High-Yield Municipal Index ETF (HYD) and PIMCO Short Term Municipal Bond Active ETF (SMMU). 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.


HYDSMMUDifference
Sharpe ratioReturn per unit of total volatility

-1.70

Sortino ratioReturn per unit of downside risk

-2.67

Omega ratioGain probability vs. loss probability

1.38

1.80

-0.43

Calmar ratioReturn relative to maximum drawdown

2.26

4.68

-2.42

Martin ratioReturn relative to average drawdown

7.78

16.73

-8.95

HYD vs. SMMU - Sharpe Ratio Comparison

The current HYD Sharpe Ratio is 1.82, which is lower than the SMMU Sharpe Ratio of 3.52. The chart below compares the historical Sharpe Ratios of HYD and SMMU, 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

HYD vs. SMMU - Drawdown Comparison

The maximum HYD drawdown since its inception was -35.61%, which is greater than SMMU's maximum drawdown of -5.09%. Use the drawdown chart below to compare losses from any high point for HYD and SMMU.


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Drawdown Indicators


HYDSMMUDifference

Max Drawdown

Largest peak-to-trough decline

-35.61%

-5.09%

-30.52%

Max Drawdown (1Y)

Largest decline over 1 year

-3.21%

-0.77%

-2.44%

Max Drawdown (3Y)

Largest decline over 3 years

-7.23%

-1.95%

-5.28%

Max Drawdown (5Y)

Largest decline over 5 years

-20.72%

-4.76%

-15.96%

Max Drawdown (10Y)

Largest decline over 10 years

-35.61%

-5.09%

-30.52%

Current Drawdown

Current decline from peak

-1.98%

-0.01%

-1.97%

Average Drawdown

Average peak-to-trough decline

-4.32%

-0.55%

-3.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.93%

0.22%

+0.71%

Volatility

HYD vs. SMMU - Volatility Comparison

VanEck Vectors High-Yield Municipal Index ETF (HYD) has a higher volatility of 0.96% compared to PIMCO Short Term Municipal Bond Active ETF (SMMU) at 0.25%. This indicates that HYD's price experiences larger fluctuations and is considered to be riskier than SMMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


HYDSMMUDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.96%

0.25%

+0.71%

Volatility (6M)

Calculated over the trailing 6-month period

3.04%

0.80%

+2.24%

Volatility (1Y)

Calculated over the trailing 1-year period

3.98%

1.02%

+2.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.46%

1.67%

+4.79%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.61%

2.72%

+9.89%

HYD vs. SMMU - Expense Ratio Comparison

Both HYD and SMMU have an expense ratio of 0.35%.


Dividends

HYD vs. SMMU - Dividend Comparison

HYD's dividend yield for the trailing twelve months is around 4.26%, more than SMMU's 2.83% yield.


PositionTTM20252024202320222021202020192018201720162015
HYD
VanEck Vectors High-Yield Municipal Index ETF
4.26%4.29%4.29%4.13%3.96%3.50%4.01%4.08%4.43%4.29%4.58%4.82%
SMMU
PIMCO Short Term Municipal Bond Active ETF
2.83%2.80%3.03%2.79%1.37%0.60%1.19%1.82%1.57%1.41%1.03%0.89%

Frequently Asked Questions


HYD and SMMU have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

HYD has higher volatility (0.96%) compared to SMMU (0.25%). In terms of maximum drawdown, HYD dropped -35.61% vs SMMU's -5.09%.

On 10-year performance, HYD leads with 1.90% vs 1.81% for SMMU. Both ETFs have the same 0.35% expense ratio. On volatility, SMMU has been the lower-risk option at 0.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, HYD has performed better with a 1.90% return vs 1.81%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

HYD and SMMU have the same expense ratio: 0.35% per year.

HYD has the higher dividend yield at 4.26%, compared with 2.83% for SMMU.

They also come from different issuers: VanEck and PIMCO.

SMMU currently has the higher Sharpe Ratio (3.52 vs 1.82), 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

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