XMPT vs. HIMU
XMPT (VanEck CEF Municipal Income ETF) and HIMU (iShares High Yield Muni Active ETF) are both High Yield Muni funds. XMPT is passively managed, while HIMU is actively managed. Over the past year, XMPT returned 13.10% vs 7.58% for HIMU. At a 0.45 correlation, their price movements are largely independent. XMPT charges 1.97%/yr vs 0.42%/yr for HIMU.
Performance
XMPT vs. HIMU - Performance Comparison
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Returns By Period
The year-to-date returns for both stocks are quite close, with XMPT having a 4.01% return and HIMU slightly lower at 3.98%.
XMPT
- 1D
- -0.02%
- 1M
- 3.06%
- YTD
- 4.01%
- 6M
- 4.89%
- 1Y
- 13.10%
- 3Y*
- 7.33%
- 5Y*
- -0.99%
- 10Y*
- 1.98%
HIMU
- 1D
- 0.30%
- 1M
- 2.78%
- YTD
- 3.98%
- 6M
- 3.87%
- 1Y
- 7.58%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
XMPT vs. HIMU - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
XMPT VanEck CEF Municipal Income ETF | 4.01% | 4.54% |
HIMU iShares High Yield Muni Active ETF | 3.98% | 1.48% |
Correlation
The correlation between XMPT and HIMU is 0.50, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.50 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2025 | 0.45 |
The correlation between XMPT and HIMU has been stable across timeframes, ranging from 0.45 to 0.50 - a consistent structural relationship.
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Return for Risk
XMPT vs. HIMU — Risk / Return Rank
XMPT
HIMU
XMPT vs. HIMU - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck CEF Municipal Income ETF (XMPT) and iShares High Yield Muni Active ETF (HIMU). 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.
| XMPT | HIMU | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.09 | ||
| Sortino ratioReturn per unit of downside risk | +0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.33 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.00 | 2.31 | -0.31 |
| Martin ratioReturn relative to average drawdown | 8.12 | 7.28 | +0.84 |
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Drawdowns
XMPT vs. HIMU - Drawdown Comparison
The maximum XMPT drawdown since its inception was -35.24%, which is greater than HIMU's maximum drawdown of -8.01%. Use the drawdown chart below to compare losses from any high point for XMPT and HIMU.
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Drawdown Indicators
| XMPT | HIMU | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -35.24% | -8.01% | -27.23% |
Max Drawdown (1Y)Largest decline over 1 year | -6.57% | -3.29% | -3.28% |
Max Drawdown (3Y)Largest decline over 3 years | -15.04% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -35.24% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -35.24% | — | — |
Current DrawdownCurrent decline from peak | -7.46% | 0.00% | -7.46% |
Average DrawdownAverage peak-to-trough decline | -8.81% | -1.68% | -7.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.62% | 1.04% | +0.58% |
Volatility
XMPT vs. HIMU - Volatility Comparison
VanEck CEF Municipal Income ETF (XMPT) has a higher volatility of 1.83% compared to iShares High Yield Muni Active ETF (HIMU) at 1.00%. This indicates that XMPT's price experiences larger fluctuations and is considered to be riskier than HIMU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| XMPT | HIMU | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.83% | 1.00% | +0.83% |
Volatility (6M)Calculated over the trailing 6-month period | 6.06% | 3.24% | +2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.28% | 4.43% | +2.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.37% | 7.31% | +2.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.36% | 7.31% | +3.05% |
XMPT vs. HIMU - Expense Ratio Comparison
XMPT has a 1.97% expense ratio, which is higher than HIMU's 0.42% expense ratio.
Dividends
XMPT vs. HIMU - Dividend Comparison
XMPT's dividend yield for the trailing twelve months is around 6.24%, more than HIMU's 5.09% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIMU iShares High Yield Muni Active ETF | 5.09% | 4.57% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
XMPT VanEck CEF Municipal Income ETF | 6.24% | 5.87% | 5.35% | 3.81% | 5.12% | 3.74% | 3.79% | 4.08% | 5.05% | 4.84% | 5.35% | 5.24% |
Frequently Asked Questions
XMPT and HIMU have a correlation of 0.50, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
XMPT has higher volatility (1.83%) compared to HIMU (1.00%). In terms of maximum drawdown, XMPT dropped -35.24% vs HIMU's -8.01%.
On 1-year performance, XMPT leads with 13.10% vs 7.58% for HIMU. On fees, HIMU is cheaper at 0.42% per year. On volatility, HIMU has been the lower-risk option at 1.00%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, XMPT has performed better with a 13.10% return vs 7.58%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
HIMU is cheaper with a 0.42% expense ratio, compared with 1.97% for XMPT.
XMPT has the higher dividend yield at 6.24%, compared with 5.09% for HIMU.
They also come from different issuers: VanEck and iShares. Their fees differ too: 1.97% for XMPT and 0.42% for HIMU.
XMPT currently has the higher Sharpe Ratio (1.81 vs 1.72), 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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