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MBND vs. AMUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MBND vs. AMUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SPDR Nuveen Municipal Bond ETF (MBND) and abrdn Ultra Short Municipal Income Active ETF (AMUN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MBND achieves a 1.19% return, which is significantly higher than AMUN's 1.13% return.


MBND

1D
0.07%
1M
0.66%
YTD
1.19%
6M
1.47%
1Y
5.23%
3Y*
3.72%
5Y*
0.64%
10Y*

AMUN

1D
0.02%
1M
0.32%
YTD
1.13%
6M
1.36%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MBND vs. AMUN - Yearly Performance Comparison


Correlation

The correlation between MBND and AMUN is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (All Time)
Calculated using the full available price history since Oct 21, 2025

0.06

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Return for Risk

MBND vs. AMUN — Risk / Return Rank

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

MBND
MBND Risk / Return Rank: 5959
Overall Rank
MBND Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
MBND Sortino Ratio Rank: 6666
Sortino Ratio Rank
MBND Omega Ratio Rank: 7777
Omega Ratio Rank
MBND Calmar Ratio Rank: 4444
Calmar Ratio Rank
MBND Martin Ratio Rank: 4444
Martin Ratio Rank

AMUN
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.

MBND vs. AMUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SPDR Nuveen Municipal Bond ETF (MBND) and abrdn Ultra Short Municipal Income Active ETF (AMUN). 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.


MBNDAMUNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.45

Calmar ratioReturn relative to maximum drawdown

2.15

Martin ratioReturn relative to average drawdown

7.13

MBND vs. AMUN - Sharpe Ratio Comparison


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Sharpe Ratios by Period


MBNDAMUNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (All Time)

Calculated using the full available price history

0.21

2.07

-1.86

Drawdowns

MBND vs. AMUN - Drawdown Comparison

The maximum MBND drawdown since its inception was -13.18%, which is greater than AMUN's maximum drawdown of -0.61%. Use the drawdown chart below to compare losses from any high point for MBND and AMUN.


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Drawdown Indicators


MBNDAMUNDifference

Max Drawdown

Largest peak-to-trough decline

-13.18%

-0.61%

-12.57%

Max Drawdown (1Y)

Largest decline over 1 year

-2.44%

Max Drawdown (3Y)

Largest decline over 3 years

-4.57%

Max Drawdown (5Y)

Largest decline over 5 years

-13.18%

Current Drawdown

Current decline from peak

-0.55%

-0.00%

-0.55%

Average Drawdown

Average peak-to-trough decline

-4.19%

-0.09%

-4.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.74%

Volatility

MBND vs. AMUN - Volatility Comparison


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Volatility by Period


MBNDAMUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.05%

Volatility (6M)

Calculated over the trailing 6-month period

1.81%

Volatility (1Y)

Calculated over the trailing 1-year period

2.50%

1.00%

+1.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

3.48%

1.00%

+2.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

3.41%

1.00%

+2.41%

MBND vs. AMUN - Expense Ratio Comparison

MBND has a 0.40% expense ratio, which is higher than AMUN's 0.25% expense ratio.


Dividends

MBND vs. AMUN - Dividend Comparison

MBND's dividend yield for the trailing twelve months is around 3.49%, more than AMUN's 1.89% yield.


PositionTTM20252024202320222021
AMUN
abrdn Ultra Short Municipal Income Active ETF
1.89%0.66%0.00%0.00%0.00%0.00%
MBND
SPDR Nuveen Municipal Bond ETF
3.49%3.43%2.72%2.53%1.61%1.62%

Frequently Asked Questions


MBND and AMUN have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, AMUN is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

AMUN is cheaper with a 0.25% expense ratio, compared with 0.40% for MBND.

MBND has the higher dividend yield at 3.49%, compared with 1.89% for AMUN.

They also come from different issuers: State Street and abrdn. Their fees differ too: 0.40% for MBND and 0.25% for AMUN.

Portfolio Optimizer

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