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IBDV vs TFI

Comparison between ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV, ETF) and STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF).

5-Year PerformanceIBDV has outperformed TFI, delivering a return of +0.7% compared to -0.1%

IBDV vs TFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBDV
$3.10B
TFI
$3.10B
Expense Ratio
Winner
IBDV
0.10%
TFI
0.23%
Max Drawdown
IBDV
24.90%
Winner
TFI
18.31%
Sharpe Ratio
IBDV
0.30
Winner
TFI
0.85
5Y Beta
IBDV
0.06
Winner
TFI
0.03
5Y Dividends CAGR
Winner
IBDV
19.43%
TFI
10.31%

IBDV vs TFI - Historical Returns

Returns include dividend reinvestment.

1M
IBDV
+0.61%
Winner
TFI
+1.38%
3M
IBDV
+0.63%
Winner
TFI
+0.95%
6M
IBDV
+0.49%
Winner
TFI
+1.65%
1Y
IBDV
+4.59%
Winner
TFI
+6.54%
5Y(CAGR)
Winner
IBDV
+0.75%
TFI
-0.05%
10Y(CAGR)
IBDV
N/A
TFI
+1.41%
Max(CAGR)
IBDV
+1.09%
Winner
TFI
+2.25%

IBDV vs TFI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearIBDVTFI
2026+0.39%+1.30%
2025+8.24%+3.44%
2024+3.94%+0.05%
2023+7.89%+5.43%
2022-14.02%-10.05%
2021-2.38%+0.33%
2020+5.32%+5.61%
2019N/A+7.26%
2018N/A+0.58%
2017N/A+5.61%
2016N/A-0.38%
2015N/A+2.06%
2014N/A+8.25%
2013N/A-5.52%
2012N/A+4.26%
2011N/A+11.17%
2010N/A-2.29%
2009N/A+8.73%
2008N/A-2.34%
2007N/A+0.87%

IBDV vs TFI Drawdown Comparison

The maximum drawdown for IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 1180 trading sessions.

The maximum drawdown for TFI was -15.94%, occurring on Oct 16, 2008. Recovery took 313 trading sessions.

The current IBDV drawdown is -0.81%. The current TFI drawdown is -1.02%.

RankIBDVTFI
#1-21.85%
Dec 31, 2020 - Sep 16, 2025
-15.94%
Jan 22, 2008 - Apr 20, 2009
#2-2.07%
Aug 6, 2020 - Nov 19, 2020
-15.49%
Mar 9, 2020 - Jul 16, 2020
#3-2.07%
Feb 27, 2026 - Mar 26, 2026
-15.42%
Jul 19, 2021 - Oct 25, 2022
#4-0.82%
Nov 30, 2020 - Dec 28, 2020
-10.64%
Aug 31, 2010 - Aug 19, 2011
#5-0.75%
Oct 20, 2025 - Nov 25, 2025
-10.59%
Nov 29, 2012 - Oct 10, 2014
#6-0.59%
Sep 16, 2025 - Oct 2, 2025
-6.73%
Jul 6, 2016 - Sep 7, 2017
#7-0.49%
Nov 26, 2025 - Dec 18, 2025
-4.07%
Jan 30, 2015 - Dec 31, 2015
#8-0.48%
Jul 23, 2020 - Jul 30, 2020
-3.66%
Oct 1, 2009 - May 19, 2010
#9-0.41%
Jan 14, 2026 - Jan 29, 2026
-3.48%
May 20, 2009 - Aug 27, 2009
#10-0.32%
Oct 2, 2025 - Oct 13, 2025
-3.39%
Dec 6, 2017 - Dec 24, 2018
#11-0.27%
Jul 9, 2020 - Jul 14, 2020
-3.08%
Jan 31, 2012 - May 8, 2012
#12-0.23%
Dec 29, 2025 - Jan 14, 2026
-2.86%
Sep 22, 2011 - Dec 14, 2011
#13-0.18%
Oct 16, 2025 - Oct 20, 2025
-2.35%
Feb 10, 2021 - Jun 9, 2021
#14-0.15%
Jan 30, 2026 - Feb 5, 2026
-1.97%
Sep 4, 2019 - Jan 7, 2020
#15-0.14%
Feb 17, 2026 - Feb 23, 2026
-1.96%
Oct 15, 2014 - Jan 9, 2015

Correlation

Correlation between IBDV and TFI is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2007 - 2026)

IBDV vs TFI dividend yield comparison.

YearIBDVTFI
20261.89%1.47%
20254.57%3.32%
20244.69%3.01%
20234.10%2.41%
20223.02%1.87%
20211.99%1.71%
20200.90%1.91%
20190.00%2.14%
20180.00%2.26%
20170.00%2.16%
20160.00%2.20%
20150.00%1.20%
20140.00%1.19%
20130.00%1.67%
20120.00%2.01%
20110.00%1.77%
20100.00%2.22%
20090.00%1.87%
20080.00%1.94%
20070.00%0.59%

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