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CMF vs IYF

Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).

5-Year PerformanceIYF has outperformed CMF, delivering a return of +12.0% compared to +0.5%

CMF vs IYF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
CMF
$4.50B
IYF
$4.40B
Expense Ratio
Winner
CMF
0.08%
IYF
0.38%
Max Drawdown
Winner
CMF
22.81%
IYF
80.22%
Sharpe Ratio
CMF
0.49
Winner
IYF
0.74
5Y Beta
Winner
CMF
0.04
IYF
0.82
P/E Ratio
CMF
N/A
IYF
15.88
Forward P/E
CMF
N/A
IYF
15.06
5Y Dividends CAGR
CMF
8.71%
Winner
IYF
12.55%
5Y EPS CAGR
CMF
N/A
IYF
10.04%
Debt to Equity
CMF
N/A
IYF
58.52%
P/S Ratio
CMF
N/A
IYF
3.05
P/B Ratio
CMF
N/A
IYF
2.13

CMF vs IYF - Historical Returns

Returns include dividend reinvestment.

1M
CMF
-0.88%
Winner
IYF
+2.44%
3M
CMF
+0.04%
Winner
IYF
+11.52%
6M
CMF
-0.44%
Winner
IYF
+6.40%
1Y
CMF
+5.20%
Winner
IYF
+15.38%
5Y(CAGR)
CMF
+0.47%
Winner
IYF
+12.03%
10Y(CAGR)
CMF
+1.60%
Winner
IYF
+13.62%
Max(CAGR)
CMF
+3.24%
Winner
IYF
+6.21%

CMF vs IYF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearCMFIYF
2026+0.54%+6.39%
2025+3.22%+18.38%
2024+1.78%+30.95%
2023+5.24%+14.95%
2022-8.18%-12.21%
2021+0.77%+33.66%
2020+4.50%-1.55%
2019+7.01%+31.73%
2018+0.92%-9.17%
2017+4.69%+18.69%
2016-0.37%+19.25%
2015+3.00%-0.53%
2014+10.66%+14.81%
2013-3.23%+29.91%
2012+7.34%+23.10%
2011+15.75%-14.90%
2010-2.55%+10.48%
2009+8.14%+16.13%
2008+0.64%-49.28%
2007+1.37%-18.33%
2006N/A+16.82%
2005N/A+6.37%
2004N/A+13.16%
2003N/A+27.24%
2002N/A-12.90%
2001N/A-3.55%
2000N/A-2.24%

CMF vs IYF Drawdown Comparison

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

The current CMF drawdown is -1.26%. The current IYF drawdown is -0.43%.

RankCMFIYF
#1-16.45%
Dec 26, 2014 - Feb 20, 2020
-79.08%
Jun 4, 2007 - Dec 7, 2016
#2-14.57%
Mar 9, 2020 - Jul 16, 2020
-42.57%
Feb 14, 2020 - Feb 12, 2021
#3-13.25%
May 21, 2008 - Jan 7, 2009
-33.32%
May 26, 2000 - Nov 3, 2003
#4-12.46%
Aug 3, 2021 - Sep 18, 2025
-25.05%
Jan 12, 2022 - Jan 30, 2024
#5-11.65%
Sep 1, 2010 - Aug 2, 2011
-19.88%
Sep 20, 2018 - Apr 26, 2019
#6-10.57%
Nov 30, 2012 - Apr 10, 2014
-16.60%
Feb 18, 2025 - Jun 24, 2025
#7-5.15%
Jan 22, 2008 - May 21, 2008
-13.88%
Jan 6, 2026 - Jul 6, 2026
#8-4.75%
Apr 27, 2009 - Aug 17, 2009
-11.23%
Mar 5, 2004 - Nov 11, 2004
#9-4.19%
Sep 24, 2009 - Apr 27, 2010
-9.40%
Jan 26, 2018 - Sep 20, 2018
#10-3.80%
Apr 18, 2012 - Sep 28, 2012
-9.18%
Dec 30, 2004 - Jul 12, 2005
#11-3.05%
Jan 14, 2009 - Feb 9, 2009
-8.50%
Nov 29, 2024 - Jan 30, 2025
#12-2.91%
Feb 27, 2026 - Mar 24, 2026
-8.35%
Feb 20, 2007 - Jun 1, 2007
#13-2.89%
Sep 22, 2011 - Dec 8, 2011
-7.76%
Jul 30, 2024 - Aug 23, 2024
#14-2.72%
Feb 11, 2009 - Mar 24, 2009
-7.64%
May 5, 2006 - Sep 13, 2006
#15-2.18%
Feb 12, 2021 - Jun 11, 2021
-7.35%
Nov 3, 2021 - Jan 7, 2022

Correlation

Correlation between CMF and IYF is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2000 - 2026)

CMF vs IYF dividend yield comparison.

YearCMFIYF
20261.73%0.70%
20252.94%1.32%
20242.78%1.29%
20232.29%1.67%
20221.91%1.86%
20211.58%1.27%
20201.80%1.72%
20192.03%1.65%
20182.17%1.90%
20172.09%1.46%
20162.21%1.67%
20152.55%1.66%
20142.80%1.38%
20133.12%1.33%
20123.08%1.67%
20113.66%1.68%
20104.19%1.04%
20093.77%1.71%
20083.52%4.64%
20070.82%2.75%
20060.00%1.86%
20050.00%2.03%
20040.00%1.75%
20030.00%1.66%
20020.00%1.75%
20010.00%1.29%
20000.00%2.11%

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