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MUB vs. EUAD
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

MUB vs. EUAD - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares National AMT-Free Muni Bond ETF (MUB) and Select STOXX Europe Aerospace & Defense ETF (EUAD). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, MUB achieves a 1.17% return, which is significantly higher than EUAD's -4.49% return.


MUB

1D
-0.03%
1M
0.21%
YTD
1.17%
6M
1.69%
1Y
6.99%
3Y*
3.29%
5Y*
0.77%
10Y*
1.94%

EUAD

1D
0.00%
1M
-1.88%
YTD
-4.49%
6M
-3.71%
1Y
-1.29%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MUB vs. EUAD - Yearly Performance Comparison


2026 (YTD)20252024
MUB
iShares National AMT-Free Muni Bond ETF
1.17%3.78%0.10%
EUAD
Select STOXX Europe Aerospace & Defense ETF
-4.49%74.51%-3.62%

Correlation

The correlation between MUB and EUAD is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.23

Correlation (All Time)
Calculated using the full available price history since Oct 23, 2024

0.17

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Return for Risk

MUB vs. EUAD — Risk / Return Rank

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

MUB
MUB Risk / Return Rank: 7474
Overall Rank
MUB Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
MUB Sortino Ratio Rank: 8686
Sortino Ratio Rank
MUB Omega Ratio Rank: 8989
Omega Ratio Rank
MUB Calmar Ratio Rank: 5656
Calmar Ratio Rank
MUB Martin Ratio Rank: 5656
Martin Ratio Rank

EUAD
EUAD Risk / Return Rank: 99
Overall Rank
EUAD Sharpe Ratio Rank: 99
Sharpe Ratio Rank
EUAD Sortino Ratio Rank: 99
Sortino Ratio Rank
EUAD Omega Ratio Rank: 99
Omega Ratio Rank
EUAD Calmar Ratio Rank: 99
Calmar Ratio Rank
EUAD Martin Ratio Rank: 99
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.

MUB vs. EUAD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares National AMT-Free Muni Bond ETF (MUB) and Select STOXX Europe Aerospace & Defense ETF (EUAD). 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.


MUBEUADDifference
Sharpe ratioReturn per unit of total volatility

+2.46

Sortino ratioReturn per unit of downside risk

+3.40

Omega ratioGain probability vs. loss probability

1.51

1.02

+0.49

Calmar ratioReturn relative to maximum drawdown

2.52

-0.06

+2.58

Martin ratioReturn relative to average drawdown

8.85

-0.14

+8.99

MUB vs. EUAD - Sharpe Ratio Comparison

The current MUB Sharpe Ratio is 2.42, which is higher than the EUAD Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of MUB and EUAD, 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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Sharpe Ratios by Period


MUBEUADDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.42

-0.04

+2.46

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.39

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

1.15

-0.57

Drawdowns

MUB vs. EUAD - Drawdown Comparison

The maximum MUB drawdown since its inception was -13.68%, smaller than the maximum EUAD drawdown of -22.04%. Use the drawdown chart below to compare losses from any high point for MUB and EUAD.


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Drawdown Indicators


MUBEUADDifference

Max Drawdown

Largest peak-to-trough decline

-13.68%

-22.04%

+8.36%

Max Drawdown (1Y)

Largest decline over 1 year

-2.79%

-22.04%

+19.25%

Max Drawdown (3Y)

Largest decline over 3 years

-5.34%

Max Drawdown (5Y)

Largest decline over 5 years

-11.88%

Max Drawdown (10Y)

Largest decline over 10 years

-13.68%

Current Drawdown

Current decline from peak

-0.77%

-16.65%

+15.88%

Average Drawdown

Average peak-to-trough decline

-2.23%

-5.70%

+3.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.79%

9.14%

-8.35%

Volatility

MUB vs. EUAD - Volatility Comparison

The current volatility for iShares National AMT-Free Muni Bond ETF (MUB) is 0.99%, while Select STOXX Europe Aerospace & Defense ETF (EUAD) has a volatility of 9.32%. This indicates that MUB experiences smaller price fluctuations and is considered to be less risky than EUAD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MUBEUADDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.99%

9.32%

-8.33%

Volatility (6M)

Calculated over the trailing 6-month period

2.23%

24.23%

-22.00%

Volatility (1Y)

Calculated over the trailing 1-year period

2.90%

29.23%

-26.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.06%

29.79%

-25.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.92%

29.79%

-24.87%

MUB vs. EUAD - Expense Ratio Comparison

MUB has a 0.07% expense ratio, which is lower than EUAD's 0.50% expense ratio.


Dividends

MUB vs. EUAD - Dividend Comparison

MUB's dividend yield for the trailing twelve months is around 3.18%, more than EUAD's 0.42% yield.


PositionTTM20252024202320222021202020192018201720162015
EUAD
Select STOXX Europe Aerospace & Defense ETF
0.42%0.40%0.10%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
MUB
iShares National AMT-Free Muni Bond ETF
3.18%3.14%3.01%2.65%2.11%1.81%2.11%2.42%2.46%2.26%2.21%2.51%

Frequently Asked Questions


MUB and EUAD have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

EUAD has higher volatility (9.32%) compared to MUB (0.99%). In terms of maximum drawdown, MUB dropped -13.68% vs EUAD's -22.04%.

On 1-year performance, MUB leads with 6.99% vs -1.29% for EUAD. On fees, MUB is cheaper at 0.07% per year. On volatility, MUB has been the lower-risk option at 0.99%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, MUB has performed better with a 6.99% return vs -1.29%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

MUB is cheaper with a 0.07% expense ratio, compared with 0.50% for EUAD.

MUB has the higher dividend yield at 3.18%, compared with 0.42% for EUAD.

MUB is categorized as Municipal Bonds, while EUAD is Aerospace & Defense. MUB tracks S&P National AMT-Free Municipal Bond Index, while EUAD tracks STOXX Europe Total Market Aerospace & Defense Index. They also come from different issuers: iShares and Select Funds. Their fees differ too: 0.07% for MUB and 0.50% for EUAD.

MUB currently has the higher Sharpe Ratio (2.42 vs -0.04), 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.

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