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HYD vs IYF

Comparison between VANECK HIGH YIELD MUNI ETF (HYD, ETF) and ISHARES U.S. FINANCIALS ETF (IYF, ETF).

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

HYD vs IYF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HYD
$4.40B
IYF
$4.40B
Expense Ratio
Winner
HYD
0.32%
IYF
0.38%
Max Drawdown
Winner
HYD
36.74%
IYF
80.22%
Sharpe Ratio
Winner
HYD
0.80
IYF
0.74
5Y Beta
Winner
HYD
0.06
IYF
0.82
P/E Ratio
HYD
N/A
IYF
15.88
Forward P/E
HYD
N/A
IYF
15.06
5Y Dividends CAGR
HYD
-2.41%
Winner
IYF
12.55%
5Y EPS CAGR
HYD
N/A
IYF
10.04%
Debt to Equity
HYD
N/A
IYF
58.52%
P/S Ratio
HYD
N/A
IYF
3.05
P/B Ratio
HYD
N/A
IYF
2.13

HYD vs IYF - Historical Returns

Returns include dividend reinvestment.

1M
HYD
-1.53%
Winner
IYF
+2.44%
3M
HYD
-0.11%
Winner
IYF
+11.52%
6M
HYD
+1.18%
Winner
IYF
+6.40%
1Y
HYD
+7.14%
Winner
IYF
+15.38%
5Y(CAGR)
HYD
-0.52%
Winner
IYF
+12.03%
10Y(CAGR)
HYD
+1.72%
Winner
IYF
+13.62%
Max(CAGR)
HYD
+4.70%
Winner
IYF
+6.21%

HYD vs IYF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearHYDIYF
2026+1.24%+6.39%
2025+3.03%+18.38%
2024+5.54%+30.95%
2023+6.06%+14.95%
2022-15.78%-12.21%
2021+5.36%+33.66%
2020+0.24%-1.55%
2019+9.24%+31.73%
2018+1.99%-9.17%
2017+9.96%+18.69%
2016+0.04%+19.25%
2015+4.86%-0.53%
2014+14.42%+14.81%
2013-8.80%+29.91%
2012+15.72%+23.10%
2011+10.69%-14.90%
2010+0.26%+10.48%
2009+23.80%+16.13%
2008N/A-49.28%
2007N/A-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%

HYD vs IYF Drawdown Comparison

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

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

The current HYD drawdown is -2.82%. The current IYF drawdown is -0.43%.

RankHYDIYF
#1-35.61%
Feb 26, 2020 - May 24, 2021
-79.08%
Jun 4, 2007 - Dec 7, 2016
#2-20.72%
Aug 3, 2021 - Oct 24, 2022
-42.57%
Feb 14, 2020 - Feb 12, 2021
#3-15.48%
May 24, 2013 - Oct 8, 2014
-33.32%
May 26, 2000 - Nov 3, 2003
#4-11.12%
Oct 25, 2010 - Aug 2, 2011
-25.05%
Jan 12, 2022 - Jan 30, 2024
#5-10.52%
Sep 6, 2016 - Aug 3, 2017
-19.88%
Sep 20, 2018 - Apr 26, 2019
#6-7.05%
Aug 3, 2011 - Sep 16, 2011
-16.60%
Feb 18, 2025 - Jun 24, 2025
#7-5.41%
Oct 5, 2009 - May 12, 2010
-13.88%
Jan 6, 2026 - Jul 6, 2026
#8-4.66%
Dec 6, 2012 - Jan 22, 2013
-11.23%
Mar 5, 2004 - Nov 11, 2004
#9-4.02%
Apr 17, 2015 - Oct 2, 2015
-9.40%
Jan 26, 2018 - Sep 20, 2018
#10-3.60%
Jun 5, 2009 - Aug 21, 2009
-9.18%
Dec 30, 2004 - Jul 12, 2005
#11-3.34%
Aug 24, 2018 - Feb 26, 2019
-8.50%
Nov 29, 2024 - Jan 30, 2025
#12-2.50%
Feb 2, 2015 - Mar 24, 2015
-8.35%
Feb 20, 2007 - Jun 1, 2007
#13-2.35%
Sep 22, 2011 - Dec 21, 2011
-7.76%
Jul 30, 2024 - Aug 23, 2024
#14-1.86%
Mar 9, 2012 - Mar 27, 2012
-7.64%
May 5, 2006 - Sep 13, 2006
#15-1.86%
Mar 26, 2009 - Apr 22, 2009
-7.35%
Nov 3, 2021 - Jan 7, 2022

Correlation

Correlation between HYD and IYF is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2000 - 2026)

HYD vs IYF dividend yield comparison.

YearHYDIYF
20262.59%0.70%
20254.29%1.32%
20244.29%1.29%
20234.13%1.67%
20223.96%1.86%
20213.50%1.27%
20204.01%1.72%
20194.08%1.65%
20184.43%1.90%
20174.29%1.46%
20164.58%1.67%
20154.82%1.66%
20144.98%1.38%
20136.34%1.33%
20125.00%1.67%
20115.86%1.68%
20106.93%1.04%
20095.72%1.71%
20080.00%4.64%
20070.00%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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