CMF vs IVLU
Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).
5-Year PerformanceIVLU has outperformed CMF, delivering a return of +14.6% compared to +0.7%
CMF vs IVLU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CMF vs IVLU - Historical Returns
Returns include dividend reinvestment.
CMF vs IVLU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | CMF | IVLU |
|---|---|---|
| 2026 | +1.14% | +9.94% |
| 2025 | +3.22% | +46.91% |
| 2024 | +1.78% | +7.34% |
| 2023 | +5.24% | +18.89% |
| 2022 | -8.18% | -6.63% |
| 2021 | +0.77% | +15.17% |
| 2020 | +4.50% | -5.66% |
| 2019 | +7.01% | +15.74% |
| 2018 | +0.92% | -15.89% |
| 2017 | +6.37% | +21.93% |
| 2016 | +1.78% | +5.31% |
| 2015 | +5.68% | -10.18% |
| 2014 | +13.86% | N/A |
| 2013 | -0.24% | N/A |
| 2012 | +10.71% | N/A |
| 2011 | +20.28% | N/A |
| 2010 | +1.29% | N/A |
| 2009 | +12.33% | N/A |
| 2008 | +4.20% | N/A |
| 2007 | +2.20% | N/A |
CMF vs IVLU Drawdown Comparison
The maximum drawdown for CMF was -15.91%, occurring on Dec 29, 2014. Recovery took 1070 trading sessions.
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The current CMF drawdown is -0.68%. The current IVLU drawdown is -2.23%.
| Rank | CMF | IVLU |
|---|---|---|
| #1 | -15.91% Dec 26, 2014 - Mar 29, 2019 | -41.86% Jan 26, 2018 - May 6, 2021 |
| #2 | -14.57% Mar 9, 2020 - Jul 16, 2020 | -26.01% Feb 9, 2022 - Jun 15, 2023 |
| #3 | -12.78% Sep 11, 2008 - Nov 5, 2008 | -24.85% Aug 5, 2015 - May 5, 2017 |
| #4 | -12.46% Aug 3, 2021 - Sep 18, 2025 | -15.48% Mar 19, 2025 - May 9, 2025 |
| #5 | -10.76% Oct 8, 2010 - May 16, 2011 | -11.69% Feb 25, 2026 - May 26, 2026 |
| #6 | -9.53% May 20, 2013 - Jan 17, 2014 | -9.66% Jul 31, 2023 - Dec 13, 2023 |
| #7 | -7.09% Nov 6, 2008 - Jan 5, 2009 | -9.13% Jun 7, 2021 - Jan 7, 2022 |
| #8 | -4.86% Jan 22, 2008 - Apr 11, 2008 | -8.95% Sep 26, 2024 - Feb 14, 2025 |
| #9 | -4.03% May 6, 2009 - Aug 11, 2009 | -8.04% Jul 17, 2024 - Aug 23, 2024 |
| #10 | -3.88% Dec 5, 2012 - Mar 1, 2013 | -5.41% Nov 12, 2025 - Dec 2, 2025 |
| #11 | -3.80% Apr 18, 2012 - Aug 1, 2012 | -5.00% May 15, 2024 - Jul 12, 2024 |
| #12 | -3.78% Oct 7, 2009 - Mar 2, 2010 | -4.82% Jan 14, 2022 - Feb 9, 2022 |
| #13 | -3.68% May 21, 2008 - Sep 3, 2008 | -4.22% Apr 9, 2024 - May 6, 2024 |
| #14 | -3.05% Jan 14, 2009 - Feb 9, 2009 | -3.91% May 26, 2026 - Jun 15, 2026 |
| #15 | -2.91% Feb 27, 2026 - Mar 24, 2026 | -3.86% Jul 23, 2025 - Aug 8, 2025 |
Correlation
Correlation between CMF and IVLU is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
CMF vs IVLU dividend yield comparison.
| Year | CMF | IVLU |
|---|---|---|
| 2026 | 1.22% | 1.71% |
| 2025 | 2.94% | 3.71% |
| 2024 | 2.78% | 4.46% |
| 2023 | 2.29% | 4.69% |
| 2022 | 1.91% | 3.59% |
| 2021 | 1.58% | 3.47% |
| 2020 | 1.80% | 2.05% |
| 2019 | 2.03% | 3.53% |
| 2018 | 2.17% | 2.82% |
| 2017 | 3.67% | 2.87% |
| 2016 | 4.42% | 2.53% |
| 2015 | 5.11% | 0.93% |
| 2014 | 5.61% | 0.00% |
| 2013 | 6.23% | 0.00% |
| 2012 | 6.16% | 0.00% |
| 2011 | 7.33% | 0.00% |
| 2010 | 8.39% | 0.00% |
| 2009 | 7.54% | 0.00% |
| 2008 | 7.03% | 0.00% |
| 2007 | 1.63% | 0.00% |
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