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HYD vs IVLU

Comparison between VANECK HIGH YIELD MUNI ETF (HYD, ETF) and ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF).

5-Year PerformanceIVLU has outperformed HYD, delivering a return of +14.1% compared to -0.2%

HYD vs IVLU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYD
$4.30B
IVLU
$4.30B
Expense Ratio
HYD
0.32%
Winner
IVLU
0.31%
Max Drawdown
Winner
HYD
36.74%
IVLU
45.37%
Sharpe Ratio
HYD
1.10
Winner
IVLU
1.73
5Y Beta
Winner
HYD
0.05
IVLU
0.71
5Y Dividends CAGR
HYD
-1.54%
Winner
IVLU
18.76%

HYD vs IVLU - Historical Returns

Returns include dividend reinvestment.

1M
HYD
+1.02%
Winner
IVLU
+1.54%
3M
HYD
+2.88%
Winner
IVLU
+9.25%
6M
HYD
+2.92%
Winner
IVLU
+14.35%
1Y
HYD
+7.67%
Winner
IVLU
+33.79%
5Y(CAGR)
HYD
-0.18%
Winner
IVLU
+14.08%
10Y(CAGR)
HYD
+1.98%
Winner
IVLU
+11.50%
Max(CAGR)
HYD
+4.80%
Winner
IVLU
+8.62%

HYD vs IVLU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearHYDIVLU
2026+2.22%+11.61%
2025+3.03%+46.91%
2024+5.54%+7.34%
2023+6.06%+18.89%
2022-15.78%-6.63%
2021+5.36%+15.17%
2020+0.24%-5.66%
2019+9.24%+15.74%
2018+1.99%-15.89%
2017+9.96%+21.93%
2016+0.04%+5.31%
2015+4.86%-10.18%
2014+14.42%N/A
2013-8.80%N/A
2012+15.72%N/A
2011+10.69%N/A
2010+0.26%N/A
2009+23.80%N/A

HYD vs IVLU Drawdown Comparison

The maximum drawdown for HYD was -35.61%, occurring on Mar 18, 2020. Recovery took 313 trading sessions.

The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.

The current HYD drawdown is -1.88%. The current IVLU drawdown is -0.53%.

RankHYDIVLU
#1-35.61%
Feb 26, 2020 - May 24, 2021
-41.86%
Jan 26, 2018 - May 6, 2021
#2-20.72%
Aug 3, 2021 - Oct 24, 2022
-26.01%
Feb 9, 2022 - Jun 15, 2023
#3-15.48%
May 24, 2013 - Oct 8, 2014
-24.85%
Aug 5, 2015 - May 5, 2017
#4-11.12%
Oct 25, 2010 - Aug 2, 2011
-15.48%
Mar 19, 2025 - May 9, 2025
#5-10.52%
Sep 6, 2016 - Aug 3, 2017
-11.69%
Feb 25, 2026 - May 26, 2026
#6-7.05%
Aug 3, 2011 - Sep 16, 2011
-9.66%
Jul 31, 2023 - Dec 13, 2023
#7-5.41%
Oct 5, 2009 - May 12, 2010
-9.13%
Jun 7, 2021 - Jan 7, 2022
#8-4.66%
Dec 6, 2012 - Jan 22, 2013
-8.95%
Sep 26, 2024 - Feb 14, 2025
#9-4.02%
Apr 17, 2015 - Oct 2, 2015
-8.04%
Jul 17, 2024 - Aug 23, 2024
#10-3.60%
Jun 5, 2009 - Aug 21, 2009
-5.41%
Nov 12, 2025 - Dec 2, 2025
#11-3.34%
Aug 24, 2018 - Feb 26, 2019
-5.00%
May 15, 2024 - Jul 12, 2024
#12-2.50%
Feb 2, 2015 - Mar 24, 2015
-4.82%
Jan 14, 2022 - Feb 9, 2022
#13-2.35%
Sep 22, 2011 - Dec 21, 2011
-4.22%
Apr 9, 2024 - May 6, 2024
#14-1.86%
Mar 9, 2012 - Mar 27, 2012
-3.91%
May 26, 2026 - Jun 10, 2026
#15-1.86%
Mar 26, 2009 - Apr 22, 2009
-3.86%
Jul 23, 2025 - Aug 8, 2025

Correlation

Correlation between HYD and IVLU is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2009 - 2026)

HYD vs IVLU dividend yield comparison.

YearHYDIVLU
20261.76%0.00%
20254.29%3.71%
20244.29%4.46%
20234.13%4.69%
20223.96%3.59%
20213.50%3.47%
20204.01%2.05%
20194.08%3.53%
20184.43%2.82%
20174.29%2.87%
20164.58%2.53%
20154.82%0.93%
20144.98%0.00%
20136.34%0.00%
20125.00%0.00%
20115.86%0.00%
20106.93%0.00%
20095.72%0.00%

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