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MEAR vs. ZMUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MEAR vs. ZMUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Short Maturity Municipal Bond ETF (MEAR) and F/m Ultrashort Tax-Free Municipal ETF (ZMUN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MEAR achieves a 1.28% return, which is significantly lower than ZMUN's 1.89% return.


MEAR

1D
0.02%
1M
0.26%
6M
1.28%
YTD
1.28%
1Y
2.99%
3Y*
3.55%
5Y*
2.46%
10Y*
1.79%

ZMUN

1D
-0.06%
1M
0.27%
6M
1.88%
YTD
1.89%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MEAR vs. ZMUN - Yearly Performance Comparison


Correlation

The correlation between MEAR and ZMUN is 0.12, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 30, 2025

0.12

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Return for Risk

MEAR vs. ZMUN — Risk / Return Rank

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

MEAR
MEAR Risk / Return Rank: 9696
Overall Rank
MEAR Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
MEAR Sortino Ratio Rank: 9797
Sortino Ratio Rank
MEAR Omega Ratio Rank: 9797
Omega Ratio Rank
MEAR Calmar Ratio Rank: 9595
Calmar Ratio Rank
MEAR Martin Ratio Rank: 9696
Martin Ratio Rank

ZMUN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

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.

MEAR vs. ZMUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Short Maturity Municipal Bond ETF (MEAR) and F/m Ultrashort Tax-Free Municipal ETF (ZMUN). 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.


MEARZMUNDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.83

Calmar ratioReturn relative to maximum drawdown

6.60

Martin ratioReturn relative to average drawdown

27.02

MEAR vs. ZMUN - Sharpe Ratio Comparison


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Drawdowns

MEAR vs. ZMUN - Drawdown Comparison

The maximum MEAR drawdown since its inception was -2.68%, which is greater than ZMUN's maximum drawdown of -0.10%. Use the drawdown chart below to compare losses from any high point for MEAR and ZMUN.


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Drawdown Indicators


MEARZMUNDifference

Max Drawdown

Largest peak-to-trough decline

-2.68%

-0.10%

-2.58%

Max Drawdown (1Y)

Largest decline over 1 year

-0.47%

Max Drawdown (3Y)

Largest decline over 3 years

-0.86%

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%

-0.06%

+0.06%

Average Drawdown

Average peak-to-trough decline

-0.19%

-0.01%

-0.18%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.11%

Volatility

MEAR vs. ZMUN - Volatility Comparison


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Volatility by Period


MEARZMUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.15%

Volatility (6M)

Calculated over the trailing 6-month period

0.60%

Volatility (1Y)

Calculated over the trailing 1-year period

0.86%

0.54%

+0.32%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.98%

0.54%

+0.44%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.51%

0.54%

+0.97%

MEAR vs. ZMUN - Expense Ratio Comparison

MEAR has a 0.25% expense ratio, which is lower than ZMUN's 0.30% expense ratio.


Dividends

MEAR vs. ZMUN - Dividend Comparison

MEAR's dividend yield for the trailing twelve months is around 2.83%, more than ZMUN's 2.59% yield.


PositionTTM20252024202320222021202020192018201720162015
MEAR
iShares Short Maturity Municipal Bond ETF
2.83%2.95%3.44%3.30%0.88%0.30%0.90%1.57%1.36%1.01%0.81%0.53%
ZMUN
F/m Ultrashort Tax-Free Municipal ETF
2.59%0.70%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


MEAR and ZMUN have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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

MEAR is cheaper with a 0.25% expense ratio, compared with 0.30% for ZMUN.

MEAR has the higher dividend yield at 2.83%, compared with 2.59% for ZMUN.

They also come from different issuers: iShares and F/m Investments. Their fees differ too: 0.25% for MEAR and 0.30% for ZMUN.

Portfolio Optimizer

Find the right allocation for MEAR and ZMUN

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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