CMF vs IYR
Comparison between ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
5-Year PerformanceIYR has outperformed CMF, delivering a return of +2.2% compared to +0.4%
CMF vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
CMF vs IYR - Historical Returns
Returns include dividend reinvestment.
CMF vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | CMF | IYR |
|---|---|---|
| 2026 | -0.02% | +12.29% |
| 2025 | +3.22% | +4.26% |
| 2024 | +1.78% | +3.50% |
| 2023 | +5.24% | +11.73% |
| 2022 | -8.18% | -24.93% |
| 2021 | +0.77% | +43.60% |
| 2020 | +4.50% | -4.21% |
| 2019 | +7.01% | +31.02% |
| 2018 | +0.92% | -3.81% |
| 2017 | +4.69% | +8.90% |
| 2016 | -0.37% | +8.08% |
| 2015 | +3.00% | +0.39% |
| 2014 | +10.66% | +26.89% |
| 2013 | -3.23% | -0.46% |
| 2012 | +7.34% | +17.48% |
| 2011 | +15.75% | +3.90% |
| 2010 | -2.55% | +26.88% |
| 2009 | +8.14% | +34.13% |
| 2008 | +0.64% | -39.37% |
| 2007 | +1.37% | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
CMF vs IYR Drawdown Comparison
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current CMF drawdown is -1.82%. The current IYR drawdown is -2.36%.
| Rank | CMF | IYR |
|---|---|---|
| #1 | -16.45% Dec 26, 2014 - Feb 20, 2020 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -14.57% Mar 9, 2020 - Jul 16, 2020 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -13.25% May 21, 2008 - Jan 7, 2009 | -33.72% Dec 31, 2021 - Jun 12, 2026 |
| #4 | -12.46% Aug 3, 2021 - Sep 18, 2025 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -11.65% Sep 1, 2010 - Aug 2, 2011 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -10.57% Nov 30, 2012 - Apr 10, 2014 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -5.15% Jan 22, 2008 - May 21, 2008 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -4.75% Apr 27, 2009 - Aug 17, 2009 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -4.19% Sep 24, 2009 - Apr 27, 2010 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -3.80% Apr 18, 2012 - Sep 28, 2012 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -3.05% Jan 14, 2009 - Feb 9, 2009 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -2.91% Feb 27, 2026 - Mar 24, 2026 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -2.89% Sep 22, 2011 - Dec 8, 2011 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -2.72% Feb 11, 2009 - Mar 24, 2009 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -2.18% Feb 12, 2021 - Jun 11, 2021 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between CMF and IYR is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
CMF vs IYR dividend yield comparison.
| Year | CMF | IYR |
|---|---|---|
| 2026 | 1.74% | 0.75% |
| 2025 | 2.94% | 2.48% |
| 2024 | 2.78% | 2.57% |
| 2023 | 2.29% | 2.75% |
| 2022 | 1.91% | 2.92% |
| 2021 | 1.58% | 2.06% |
| 2020 | 1.80% | 2.58% |
| 2019 | 2.03% | 3.05% |
| 2018 | 2.17% | 3.53% |
| 2017 | 2.09% | 3.73% |
| 2016 | 2.21% | 4.41% |
| 2015 | 2.55% | 3.92% |
| 2014 | 2.80% | 3.66% |
| 2013 | 3.12% | 3.78% |
| 2012 | 3.08% | 3.71% |
| 2011 | 3.66% | 3.83% |
| 2010 | 4.19% | 3.52% |
| 2009 | 3.77% | 4.21% |
| 2008 | 3.52% | 8.26% |
| 2007 | 0.82% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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