SHM 주가 전망 및 ETF 분석 - 배당·운용보수·보유종목·NAV·RSI·MACD

Q: SHM是否支付分红（分配）？

SHM的分红收益率约为 2.68%。

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF

7월 28일 1:04 PM ET (한국 7/29 02:04)

$47.60

+0.00 -0.01%

SHM ETF将从管理费率、持仓成分、行业配置、分红、RSI、MACD等10项指标进行分析。

总费用比率

0.2%

年度运营费用

净资产规模 (AUM)

$3.5B

약 5조원

持仓

1068只

股息率

2.68%

运作方式

Passive

Category ⓘ	Bonds - Municipal	Asset Type ⓘ	Bonds	Return% 1Y ⓘ	2.06%	Total Holdings ⓘ	1068	Perf Week ⓘ	-0.43%
ETF Type ⓘ	US Bonds	Active/Passive ⓘ	Passive	Return% 3Y ⓘ	2.55%	AUM ⓘ	$3.5B	Perf Month ⓘ	-0.73%
Expense ⓘ	0.2%	NAV ⓘ	$47.57	Return% 5Y ⓘ	0.83%	52W High ⓘ	-1.88%	Perf Quarter ⓘ	-0.73%
Dividend TTM ⓘ	$1.28 (2.68%)	Div Gr. 3/5Y ⓘ	62% 16.76%	Return% 10Y ⓘ	1.12%	52W Low ⓘ	0.25%	Perf Half Y ⓘ	-1.35%
Flows% 1M ⓘ	0.7%	Flows% YTD ⓘ	-0.7%	Return% SI ⓘ	1.79%	Volatility(W/M) ⓘ	0.2% 0.16%	Perf YTD ⓘ	-0.81%
SMA20 ⓘ	-0.42%	SMA50 ⓘ	-0.47%	SMA200 ⓘ	-0.81%	RSI (14) ⓘ	32.93	Beta ⓘ	0.12
IPO ⓘ	2007/10/15	Prev Close ⓘ	$47.6	Perf Year ⓘ	-0.69%	Avg Volume ⓘ	0.23M	Price ⓘ	$47.6

📊 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) 投资分析

ETF 概览

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · Bonds - Municipal

채권형 — 채권 ETF (만기 미상)

2007년 상장, 19년 운영 중.

SPDR Nuveen Bloomberg Short Term Municipal Bond ETF는 수수료 차감 전 기준으로 Bloomberg Managed Money Municipal Short Term Index의 가격 및 수익률 성과와 대체로 일치하는 투자 성과를 추구합니다. 이 ETF는 총자산의 대부분(최소 80%)을 지수 구성 증권 및 부운용사가 지수 구성 증권과 실질적으로 동일한 경제적 특성을 가졌다고 판단하는 증권에 투자합니다. 지수는 미국 달러 표시 단기 비과세 채권 시장을 커버하는 상장 지방채를 추종하도록 설계되었습니다.

📘 SHM ETF 자세히 알아보기 →

U.S.fixed-incomemunicipal-bondsbonds

규모: $3.5B 약 5조원
운용사: State Street
운용 방식: 패시브 (지수 추종)
상장일: 2007년

费用效率

年化管理费 · 类别内排名 · 长期成本影响

费率处于平均水平 — 年化 0.2%

在Bonds - Municipal类别中处于中等水平。

实际年化管理费 (Net Expense Ratio)

평균권

0.2%

我的位置中等

低位区均值高位区

按投资金额的实际费用模拟

$100.0M

年度管理费

$200K

相比同类平均每年节省 $70K

长期表现

1年 · 3年 · 5年 · 10年收益率 · 相对基准表现 · 抗跌能力

长期收益率处于平均水平

接近Bonds - Municipal中位数。相对基准(SPY)的1年超额收益为 -15.7%p。

ℹ️ 下方 "1年·3年·5年·10年" 表示 从今天起回溯相应年限的年均复合收益率(CAGR)。例如："3年 +12%" 意味着最近3年每年以12%的复利增长。

若在 10 年前投资,如今...

$100.0M

当前资产

$111.8M

→

累计收益

+$11.8M

年化 +1.1%

ℹ️ 收益构成条形图阅读方法

各周期柱状图所显示的是该 ETF 收益来源的占比。

价格上涨价格下跌获得分红

以蓝色为主 (80%+)：成长型 — 收益大部分来自股价上涨
以橙色为主 (70%+)：收益型 — 收益大部分来自分红（注意税后税务负担）
红色 + 橙色：股价停滞/下跌型 — 以分红弥补亏损（在covered call·高股息股票中较为常见）

1 年

2025.07 ~ 2026.07

年化 +2.06%

하위 5%

价格 -0.69% + 分红 +2.75% = 总 +2.06%/年

年化跑输基准 15.7%p

我的位置后 5%

低位区均值高位区

3 年

2023.07 ~ 2026.07

年化 +2.55% 累计 +7.8%

평균권

价格 +0.40% + 分红 +2.15% = 总 +2.55%/年

年化跑输基准 16.4%p

我的位置中等

低位区均值高位区

5 年

2021.07 ~ 2026.07

年化 +0.83% 累计 +4.2%

평균권

价格 -0.81% + 分红 +1.64% = 总 +0.83%/年

年化跑输基准 12.1%p

我的位置中等

低位区均值高位区

10年

2016.07 ~ 2026.07

年化 +1.12% 累计 +11.8%

하위 5%

价格 -0.29% + 分红 +1.41% = 总 +1.12%/年

年化跑输基准 13.8%p

我的位置后 5%

低位区均值高位区

10年累计总收益曲线

2016-07-28 起始以1亿韩元为基准 — 曲线数值直接按亿韩元解读（例如：308 → 3.08亿）。该ETF与基准均以同一起始日归一化至100进行对比。

SHM · 仅股价 SHM · 股价 + 累计分红 SHM · 红利再投资 S&P 500 (SPY)

150

250

350

450

ℹ️ 仅股价: 不含分红，仅追踪纯股价。对于备兑认购（Covered Call）或高股息 ETF,该线常出现下跌或停滞,从“本金保全”角度具有参考意义。股价 + 累计分红: 持股数量保持不变,所获分红以现金形式累积,接近账户实际体感总资产。红利再投资: 收到分红后立即按 adjClose 再买入(行业标准的总收益口径)。三条线之间的差距越大,越容易判断红利策略的实际效果。

年度收益率对比

按自然年度对比 ETF 与 S&P 500 (SPY) 的各年收益率

SHM S&P 500 (SPY)

+40%

−40%

+1%

2017

+2%

2018

+4%

2019

+3%

2020

-0%

2021

-4%

2022

+3%

2023

+1%

2024

+4%

2025

+0%

2026 YTD

💡 股票类基准(SPY)资产类别不同，直接对比仅供参考。

ℹ️ 显示每年 1 月 1 日至 12 月 31 日的收益率。当年(2026)列透明度降低，表示为 YTD(年内至今、未完成)。若蓝色高于灰色，则表示该年度本 ETF 跑赢了基准。

相对 S&P 500 (SPY) 的胜率

2 / 9年

落后于基准 (22%)

+ 2026 YTD：落后 (0.3% vs 8.5%)

2017 ✗

2018 ✓

2019 ✗

2020 ✗

2021 ✗

2022 ✓

2023 ✗

2024 ✗

2025 ✗

2026 ✗ YTD

💡 与不同资产类别(如SPY)的胜率仅供参考。

ℹ️ 在完整日历年(1/1~12/31)中跑赢 S&P 500 (SPY) 的年数。当年(YTD)另行参考。

下跌捕获比 (Downside Capture)

🛡️ 2%

下跌行情中跌幅小于基准——防御能力出色

<85% (防御) 85~110% (同步) >110% (脆弱)

💡 债券与股票下跌常呈负相关,该指标的解读较为有限。

ℹ️ 当 S&P 500 (SPY) 下跌 1% 时,该 ETF 平均下跌多少 %。基于过去 3 年的日收益率(仅统计基准为负的日子)。

风险特征

波动率 · Beta · 最大回撤 · Sharpe · 下跌后恢复历史

综合风险等级

债券基准

债券ETF的波动本来就比股票小，直接拿它和其他资产比意义不大，应该在债券ETF之间相互比较。同时也要结合利率上行时价格下跌的关系来综合判断。

🏦 债券 ETF — 低波动·低 Beta 是其本性

债券的波动率远低于股票,相对股票基准的 Beta 也较低。"稳定"这一评价是理所当然的结果,有意义的对比应以债券指数(如 AGG/TLT 等)为基准。

Beta（市场敏感度）

상위 25%

0.12

市场上涨 10% 时 +1.2%

市场下跌 10% 时 -1.2%

我的位置前 25%

低位区均值高位区

ℹ️ Beta 为 1.0 表示与市场同向同幅波动；大于 1 表示波动大于市场，小于 1 则波动小于市场。

日均波动幅度（最近 1 个月）

평균권

±0.16%

标普 500 约 ±1.0~1.3% · 债券型 ±0.3% · 杠杆 ETF ±3% 以上

年化波动率走势 (过去 10 年)

ℹ️ 该 ETF 的日均价格波动幅度。1% 意味着"平均每天波动约 ±1%"。下方滚动曲线为年化波动率（长期标准指标）随时间的变化走势。

最大回撤 (Max Drawdown) · 过去 10 年

-11.6%

回撤持续期: 0 个月

2020-03-09 → 2020-03-19

约 60 天回本

2015-07-31 最大 -6% 2026-07-01

ℹ️ 最大回撤是指从历史高点到低点跌幅最大的比率，代表长期投资者在心理上需承受的最差下跌幅度。

夏普比率（风险调整收益）

-0.55

不佳 — 收益低于无风险利率

ℹ️ 用年化收益率减去无风险收益率（年化 3%）后，再除以年化波动率。一般认为高于 1.0 即代表“风险回报比良好”。

月度最大预期亏损 (VaR 95%)

-1.6%

按历史数据计算，月度跌幅超过此数值的概率仅为5%。

ℹ️ 统计学上的估计，意为“未来有 95% 的概率，单月亏损不会超过此幅度”。剩余的 5% 通常对应金融危机、疫情级别的极端冲击。

分红分析

派息率 · 派息历史 · 税后到账金额计算

债券派息 —— 年化 2.68%

派息主要来源于票息利息。5 年股息增长率 +16.8%。

ℹ️ 债券 ETF 的派息大部分来源于票息收益。利率上升时派息会增加，但价格会随之下跌，需要综合看待这一关系。

배당수익률

2.68%

주당 배당

$1.28

연간 기준

5년 성장률

16.8%

지급 주기

불규칙

2월 · 3월 · 4월 · 8월 · 9월 · 10월 · 11월 · 12월

🏆 3년 연속 배당 증가

📊 총 이력 2007~2026 (222건)

연도별 배당 총액 추이

주당 배당금을 연 단위로 합산한 금액입니다. 막대가 우상향이면 매년 배당이 늘어나고 있다는 뜻입니다.

$0.53 +18.9%

2016

$0.55 +4.7%

2017

$0.64 +15.2%

2018

$0.69 +8.3%

2019

$0.82 +19.1%

2020

$0.49 -40.3%

2021

$0.36 -27.3%

2022

$0.58 +62.7%

2023

$0.97 +67.8%

2024

$1.25 +28.2%

2025

$X.XX 그 해 총 배당금 +X% 전년 대비 증가 -X% 감소

최근 배당 이력 총 222건

아래로 스크롤하면 과거 배당 이력을 볼 수 있습니다.

배당락일

주당 금액

지급일

당시 수익률

2026-04-01

$0.104

—

2.86%

2026-03-02

$0.112

—

2.83%

2026-02-02

$0.104

—

2.81%

2025-12-18

$0.106

—

2.81%

2025-12-01

$0.108

—

2.80%

2025-11-03

$0.106

—

2.57%

2025-10-01

$0.108

—

2.72%

2025-09-02

$0.106

—

2.68%

2025-08-01

$0.104

—

2.64%

2025-07-01

$0.106

—

2.61%

2025-06-02

$0.101

—

2.56%

2025-05-01

$0.102

—

2.52%

2025-04-01

$0.099

—

2.42%

2025-03-03

$0.106

—

2.20%

2025-02-03

$0.098

—

2.13%

2024-12-19

$0.096

—

2.06%

2024-12-02

$0.098

—

1.96%

2024-11-01

$0.094

—

1.89%

2024-10-01

$0.092

—

1.89%

2024-09-03

$0.088

—

1.71%

2024-08-01

$0.084

—

1.63%

2024-07-01

$0.084

—

1.65%

2024-06-03

$0.075

—

1.48%

2024-05-01

$0.073

—

1.39%

2024-04-01

$0.064

—

1.47%

2024-03-01

$0.069

—

1.32%

2024-02-01

$0.058

—

1.34%

2023-12-18

$0.058

—

1.28%

2023-12-01

$0.060

—

1.24%

2023-11-01

$0.051

—

1.20%

2023-10-02

$0.053

—

1.23%

2023-09-01

$0.046

—

1.16%

2023-08-01

$0.042

—

1.11%

2023-07-03

$0.044

—

1.02%

2023-06-01

$0.038

—

1.04%

2023-05-01

$0.041

—

1.01%

2023-04-03

$0.070

—

0.91%

2023-03-01

$0.046

—

0.89%

2023-02-01

$0.032

—

0.82%

2022-12-19

$0.030

—

0.76%

2022-12-01

$0.034

—

0.90%

2022-11-01

$0.028

—

0.89%

2022-10-03

$0.063

—

0.83%

2022-09-01

$0.027

—

0.88%

2022-08-01

$0.026

—

0.87%

2022-07-01

$0.028

—

0.90%

2022-06-01

$0.022

—

0.91%

2022-05-02

$0.026

—

0.95%

2022-04-01

$0.020

—

0.95%

2022-03-01

$0.033

—

0.99%

2022-02-01

$0.020

—

1.06%

2021-12-17

$0.068

—

1.15%

2021-12-01

$0.027

—

1.10%

2021-11-01

$0.024

—

1.13%

2021-10-01

$0.063

—

1.18%

2021-09-01

$0.029

—

1.14%

2021-08-02

$0.030

—

1.26%

2021-07-01

$0.035

—

1.42%

2021-06-01

$0.031

—

1.45%

2021-05-03

$0.036

—

1.39%

2021-04-01

$0.032

—

1.74%

2021-03-01

$0.047

—

1.80%

2021-02-01

$0.069

—

1.79%

2020-12-18

$0.077

—

1.77%

2020-12-01

$0.042

—

1.73%

2020-11-02

$0.041

—

1.65%

2020-10-01

$0.048

—

1.68%

2020-09-01

$0.046

—

1.81%

2020-08-03

$0.094

—

1.72%

2020-07-01

$0.105

—

1.65%

2020-06-01

$0.050

—

1.66%

2020-05-01

$0.109

—

1.59%

2020-04-01

$0.103

—

1.51%

2020-03-02

$0.060

—

1.37%

2020-02-03

$0.047

—

1.39%

2019-12-20

$0.059

—

1.41%

2019-12-02

$0.059

—

1.51%

2019-11-01

$0.056

—

1.49%

2019-10-01

$0.060

—

1.49%

2019-09-03

$0.056

—

1.46%

2019-08-01

$0.056

—

1.44%

2019-07-01

$0.059

—

1.44%

2019-06-03

$0.055

—

1.32%

2019-05-01

$0.058

—

1.51%

2019-04-01

$0.054

—

1.47%

2019-03-01

$0.065

—

1.48%

2019-02-01

$0.053

—

1.43%

2018-12-19

$0.052

—

1.41%

2018-12-03

$0.056

—

1.31%

2018-11-01

$0.051

—

1.38%

2018-10-01

$0.054

—

1.36%

2018-09-04

$0.049

—

1.24%

2018-08-01

$0.048

—

1.31%

2018-07-02

$0.050

—

1.39%

2018-06-01

$0.091

—

1.38%

2018-05-01

$0.048

—

1.28%

2018-04-02

$0.043

—

1.26%

2018-03-01

$0.054

—

1.27%

2018-02-01

$0.041

—

1.24%

2017-12-19

$0.041

—

1.28%

2017-12-01

$0.045

—

1.28%

2017-11-01

$0.041

—

1.25%

2017-10-02

$0.045

—

1.24%

2017-09-01

$0.041

—

1.22%

2017-08-01

$0.040

—

1.22%

2017-07-03

$0.088

—

1.14%

2017-06-01

$0.040

—

1.11%

2017-05-01

$0.043

—

1.20%

2017-04-03

$0.039

—

1.12%

2017-03-01

$0.051

—

1.20%

2017-02-01

$0.039

—

1.10%

2016-12-28

$0.060

—

1.18%

2016-12-01

$0.041

—

1.05%

2016-11-01

$0.036

—

1.11%

2016-10-03

$0.041

—

1.03%

2016-09-01

$0.037

—

1.02%

2016-08-01

$0.037

—

1.09%

2016-07-01

$0.041

—

1.01%

2016-06-01

$0.037

—

1.01%

2016-05-03

$0.041

—

1.00%

2016-05-02

$0.041

—

0.92%

2016-04-01

$0.036

—

0.92%

2016-03-01

$0.044

—

1.01%

2016-02-01

$0.036

—

0.98%

2015-12-29

$0.036

—

0.99%

2015-12-01

$0.040

—

0.99%

2015-11-02

$0.036

—

0.98%

2015-10-01

$0.040

—

0.99%

2015-09-01

$0.036

—

0.98%

2015-08-03

$0.034

—

0.91%

2015-07-01

$0.038

—

0.99%

2015-06-01

$0.034

—

0.98%

2015-05-01

$0.038

—

0.99%

2015-04-01

$0.032

—

0.98%

2015-03-02

$0.050

—

1.01%

2015-02-02

$0.030

—

0.97%

2014-12-29

$0.038

—

0.92%

2014-12-01

$0.038

—

0.99%

2014-11-03

$0.034

—

0.91%

2014-10-01

$0.040

—

1.00%

2014-09-02

$0.036

—

0.99%

2014-08-01

$0.034

—

0.99%

2014-07-01

$0.038

—

1.01%

2014-06-02

$0.034

—

1.00%

2014-05-01

$0.038

—

1.02%

2014-04-01

$0.034

—

1.02%

2014-03-03

$0.048

—

0.95%

2014-02-03

$0.034

—

0.96%

2013-12-27

$0.036

—

1.17%

2013-12-02

$0.040

—

1.19%

2013-11-01

$0.036

—

1.11%

2013-10-01

$0.040

—

1.14%

2013-09-03

$0.036

—

1.17%

2013-08-01

$0.036

—

1.18%

2013-07-01

$0.040

—

1.22%

2013-06-03

$0.036

—

1.12%

2013-05-01

$0.042

—

1.25%

2013-04-01

$0.038

—

1.26%

2013-03-01

$0.054

—

1.31%

2013-02-01

$0.042

—

1.20%

2012-12-27

$0.090

—

1.50%

2012-12-03

$0.048

—

1.31%

2012-10-01

$0.050

—

1.56%

2012-09-04

$0.046

—

1.46%

2012-08-01

$0.046

—

1.48%

2012-07-02

$0.050

—

1.51%

2012-06-01

$0.048

—

1.53%

2012-05-01

$0.054

—

1.68%

2012-04-02

$0.050

—

1.58%

2012-03-01

$0.058

—

1.58%

2012-02-01

$0.052

—

1.71%

2011-12-28

$0.136

—

2.02%

2011-12-01

$0.058

—

1.85%

2011-11-01

$0.054

—

1.86%

2011-10-03

$0.060

—

1.74%

2011-09-01

$0.058

—

1.89%

2011-08-01

$0.058

—

1.90%

2011-07-01

$0.062

—

1.93%

2011-06-01

$0.058

—

1.94%

2011-05-02

$0.062

—

1.97%

2011-04-01

$0.058

—

1.99%

2011-03-01

$0.068

—

2.03%

2011-02-01

$0.050

—

2.03%

2010-12-29

$0.204

—

2.07%

2010-12-01

$0.050

—

1.78%

2010-11-01

$0.060

—

1.82%

2010-10-01

$0.064

—

1.85%

2010-09-01

$0.064

—

1.87%

2010-08-02

$0.064

—

1.90%

2010-07-01

$0.068

—

1.96%

2010-06-01

$0.066

—

1.98%

2010-05-03

$0.068

—

1.85%

2010-04-01

$0.064

—

2.07%

2010-03-01

$0.076

—

2.13%

2010-02-01

$0.062

—

2.16%

2009-12-29

$0.076

—

2.25%

2009-12-01

$0.074

—

2.30%

2009-11-02

$0.074

—

2.38%

2009-10-01

$0.078

—

2.42%

2009-09-01

$0.076

—

2.48%

2009-08-03

$0.076

—

2.31%

2009-07-01

$0.084

—

2.58%

2009-06-01

$0.080

—

2.60%

2009-05-01

$0.086

—

2.62%

2009-04-01

$0.086

—

2.64%

2009-03-02

$0.098

—

2.73%

2009-02-02

$0.088

—

2.52%

2008-12-29

$0.104

—

2.59%

2008-12-01

$0.102

—

2.96%

2008-11-03

$0.102

—

2.77%

2008-10-01

$0.102

—

2.85%

2008-09-02

$0.096

—

2.46%

2008-08-01

$0.096

—

2.25%

2008-07-01

$0.098

—

2.06%

2008-06-02

$0.094

—

1.83%

2008-05-01

$0.094

—

1.63%

2008-04-01

$0.096

—

1.41%

2008-03-03

$0.122

—

1.22%

2008-02-01

$0.112

—

0.94%

2007-12-28

$0.154

—

0.72%

2007-12-03

$0.098

—

0.38%

2007-11-01

$0.074

—

0.16%

* "배당락일"은 배당받으려면 이 날 이전에 주식을 보유해야 하는 기준일입니다. 지급일·당시 수익률은 일부 종목에서 데이터가 없을 수 있습니다.

💰 내가 $100K 투자한다면

연간 배당금 (세후) $2K

5년 누적 (세후) $16K

* 환율 1,370 가정, 배당소득세 15.4% 반영. 5년 누적은 배당 성장률 연 16.76% 가정.

* 배당소득세 14% + 지방소득세 1.4% 기준. 종합과세 대상자는 달라질 수 있습니다.

综合投资吸引力

该 ETF 适合哪些用途——优势、劣势与适配的投资者画像

优势与不足并存 请结合下方的适配度,判断是否符合您的投资目标。

🎯 목적별 적합도

내가 이 ETF를 어떤 목적으로 활용할 수 있는지 확인하세요.

🌳

장기 보유

수년 이상 꾸준히 모아갈 때

보통

💵

배당 인컴

매월·분기 현금흐름이 목적일 때

적합

⚡

단기 트레이딩

며칠~몇 주 단기 방향성 매매

매우 낮음

🧩

포트폴리오 보조

자산 배분·헤지 용도

매우 적합

👤

이런 분에게 어울려요

希望提升投资组合稳定性的投资者

✅ 강점

뚜렷한 강점이 드러나지 않아요.

⚠️ 약점·주의사항

🎯年化跑输基准-12.1%p

组合构成

该 ETF 实际持有的成份——行业权重与重仓股

채권 포트폴리오

주식과 달리 "섹터 = 만기·신용등급"으로 해석해야 해요.

ℹ️ 왜 구성을 봐야 하나요?

ETF의 실제 성과는 담고 있는 종목과 섹터에서 나와요. 이름이 "S&P 500"이라도 기술주 비중이 유난히 높을 수 있고, "배당주 ETF"라도 몇몇 대형주에 쏠려 있을 수 있어요. 라벨보다 실제 구성을 확인하는 게 중요해요.

🔬 집중도 한눈에 보기

총 보유종목

988개

상위 10개 비중

6.1%

최대 단일 종목

0.93%

집중도(HHI)

낮음 (분산)

🥧 섹터 비중

Communication Services

7.4%

Utilities

2.8%

Financial

0.1%

📋 상위 보유 종목 Top 10 Top 10이 전체의 6.1% 차지

티커 옆의 점 색상 = 섹터 구분 (섹터 차트와 동일 색상)

#1 - Southeast Energy Authority A Cooperative District

0.93%

#2 - City of New York NY

0.91%

#3 - State of California

0.70%

NYT New York State Dormitory Authority

0.62%

#5 - State of California

0.53%

NYT New York City Transitional Finance Authority Future Tax Secured Revenue

0.52%

#7 - Triborough Bridge & Tunnel Authority

0.51%

#8 - State of California

0.49%

#9 - State of California

0.46%

#10 - University of California

0.41%

同类 ETF 对比

分类：Bonds - Municipal

같은 카테고리 6종 중 AUM 2/6위 · 보수율 3/6위

카테고리: Bonds - Municipal

ℹ️ 왜 비교해야 하나요?

같은 카테고리 ETF끼리는 보수율·규모(AUM)·배당률을 비교해 볼 가치가 있어요. 보수율은 낮을수록 장기 수익에 유리하고, AUM이 크면 운용 안정성이 높아요. ▲ 표시는 SHM보다 유리, ▼ 표시는 SHM보다 불리를 뜻해요.

티커	ETF명	보수율	AUM	보유종목	배당률	YTD	1년
SHM	State Street SPDR Nuveen ICE Short Term Municipal Bond ETF	0.2%	$3.5B	1068	2.68%	-0.81%	-0.69%
SUB	iShares Short-Term National Muni Bond ETF	0.07% ▲	$11.3B ▲	2949	2.55% ▼	-	-0.45% ▲
VTES	Vanguard Short-Term Tax Exempt Bond ETF	0.05% ▲	$2.2B ▼	3334	2.75% ▲	-	-0.52% ▲
CGSM	Capital Group Short Duration Municipal Income ETF	0.25% ▼	$1.5B ▼	1031	2.95% ▲	-	+0.52% ▲
TAFI	AB Tax-Aware Short Duration Municipal ETF	0.27% ▼	$1.4B ▼	711	3.12% ▲	-	-0.27% ▲
SMMU	PIMCO Short Term Municipal Bond Active ETF	0.35% ▼	$1.1B ▼	343	2.89% ▲	-	+0.12% ▲