SCMB vs. VWIUX

In the year-to-date period, SCMB achieves a -1.25% return, which is significantly lower than VWIUX's -0.60% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SCMB has a 0.03% expense ratio, which is lower than VWIUX's 0.09% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Schwab Municipal Bond ETF (SCMB) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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.

The current SCMB Sharpe Ratio is 0.05, which is lower than the VWIUX Sharpe Ratio of 0.33. The chart below compares the historical Sharpe Ratios of SCMB and VWIUX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SCMB's dividend yield for the trailing twelve months is around 3.27%, more than VWIUX's 2.94% yield.

The maximum SCMB drawdown since its inception was -6.13%, smaller than the maximum VWIUX drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for SCMB and VWIUX. For additional features, visit the drawdowns tool.