SCMBX vs. MUB
Compare and contrast key facts about DWS Managed Municipal Bond Fund (SCMBX) and iShares National AMT-Free Muni Bond ETF (MUB).
SCMBX is managed by Blackrock. It was launched on Oct 13, 1976. MUB is a passively managed fund by iShares that tracks the performance of the S&P National AMT-Free Municipal Bond Index. It was launched on Sep 7, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCMBX or MUB.
Correlation
The correlation between SCMBX and MUB is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SCMBX vs. MUB - Performance Comparison
Loading data...
Key characteristics
SCMBX:
0.49
MUB:
0.21
SCMBX:
0.62
MUB:
0.17
SCMBX:
1.11
MUB:
1.02
SCMBX:
0.48
MUB:
0.10
SCMBX:
1.64
MUB:
0.32
SCMBX:
1.59%
MUB:
1.55%
SCMBX:
5.88%
MUB:
4.78%
SCMBX:
-25.75%
MUB:
-13.68%
SCMBX:
-2.94%
MUB:
-2.53%
Returns By Period
In the year-to-date period, SCMBX achieves a -1.30% return, which is significantly lower than MUB's -0.94% return. Over the past 10 years, SCMBX has outperformed MUB with an annualized return of 2.37%, while MUB has yielded a comparatively lower 2.02% annualized return.
SCMBX
-1.30%
0.49%
-0.91%
2.85%
4.39%
1.86%
2.37%
MUB
-0.94%
1.09%
-1.31%
1.01%
2.41%
0.66%
2.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SCMBX vs. MUB - Expense Ratio Comparison
SCMBX has a 0.54% expense ratio, which is higher than MUB's 0.07% expense ratio.
Risk-Adjusted Performance
SCMBX vs. MUB — Risk-Adjusted Performance Rank
SCMBX
MUB
SCMBX vs. MUB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Managed Municipal Bond Fund (SCMBX) and iShares National AMT-Free Muni Bond ETF (MUB). 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.
Loading data...
Dividends
SCMBX vs. MUB - Dividend Comparison
SCMBX's dividend yield for the trailing twelve months is around 6.40%, more than MUB's 3.13% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCMBX DWS Managed Municipal Bond Fund | 6.40% | 5.98% | 4.08% | 4.30% | 2.87% | 4.00% | 3.49% | 3.38% | 3.42% | 3.78% | 3.91% | 4.07% |
MUB iShares National AMT-Free Muni Bond ETF | 3.13% | 3.01% | 2.65% | 2.11% | 1.81% | 2.11% | 2.42% | 2.46% | 2.26% | 2.21% | 2.51% | 2.73% |
Drawdowns
SCMBX vs. MUB - Drawdown Comparison
The maximum SCMBX drawdown since its inception was -25.75%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for SCMBX and MUB. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SCMBX vs. MUB - Volatility Comparison
DWS Managed Municipal Bond Fund (SCMBX) has a higher volatility of 1.37% compared to iShares National AMT-Free Muni Bond ETF (MUB) at 1.26%. This indicates that SCMBX's price experiences larger fluctuations and is considered to be riskier than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...