IDLV vs MUNY
Comparison between INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF (IDLV, ETF) and VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF).
IDLV vs MUNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IDLV
$373M
MUNY
$372M
Expense Ratio
IDLV
0.25%
Winner
MUNY
0.09%
Max Drawdown
IDLV
36.36%
Winner
MUNY
2.96%
Sharpe Ratio
Winner
IDLV
0.51
MUNY
0.34
5Y Beta
IDLV
0.39
Winner
MUNY
0.06
5Y Dividends CAGR
IDLV
15.01%
MUNY
N/A
IDLV vs MUNY - Historical Returns
Returns include dividend reinvestment.
1M
IDLV
-3.38%
Winner
MUNY
+0.59%
3M
IDLV
-2.40%
Winner
MUNY
+0.27%
6M
Winner
IDLV
+4.25%
MUNY
+1.77%
1Y
Winner
IDLV
+8.54%
MUNY
+6.75%
5Y(CAGR)
IDLV
+5.75%
MUNY
N/A
10Y(CAGR)
IDLV
+4.97%
MUNY
N/A
Max(CAGR)
IDLV
+5.82%
Winner
MUNY
+6.73%
IDLV vs MUNY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | IDLV | MUNY |
|---|---|---|
| 2026 | +1.33% | +1.21% |
| 2025 | +28.06% | +5.54% |
| 2024 | +2.90% | N/A |
| 2023 | +9.09% | N/A |
| 2022 | -12.11% | N/A |
| 2021 | +9.64% | N/A |
| 2020 | -10.01% | N/A |
| 2019 | +20.01% | N/A |
| 2018 | -8.55% | N/A |
| 2017 | +21.60% | N/A |
| 2016 | +5.23% | N/A |
| 2015 | -3.49% | N/A |
| 2014 | +2.36% | N/A |
| 2013 | +13.81% | N/A |
| 2012 | +14.67% | N/A |
IDLV vs MUNY Drawdown Comparison
The maximum drawdown for IDLV was -34.63%, occurring on Mar 23, 2020. Recovery took 1140 trading sessions.
The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current IDLV drawdown is -6.45%. The current MUNY drawdown is -0.61%.
| Rank | IDLV | MUNY |
|---|---|---|
| #1 | -34.63% Feb 12, 2020 - Aug 23, 2024 | -2.70% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -18.79% Jul 24, 2014 - Apr 11, 2017 | -1.98% Jun 4, 2025 - Sep 5, 2025 |
| #3 | -14.37% Jan 26, 2018 - Jun 7, 2019 | -0.49% May 27, 2025 - Jun 4, 2025 |
| #4 | -12.21% May 8, 2013 - Oct 22, 2013 | -0.35% Nov 11, 2025 - Dec 23, 2025 |
| #5 | -9.97% Sep 26, 2024 - Mar 7, 2025 | -0.35% Jan 14, 2026 - Feb 2, 2026 |
| #6 | -9.82% May 1, 2012 - Jul 27, 2012 | -0.30% Sep 17, 2025 - Oct 6, 2025 |
| #7 | -8.26% Apr 3, 2025 - Apr 17, 2025 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -7.54% Feb 27, 2026 - Mar 27, 2026 | -0.11% Feb 19, 2026 - Feb 23, 2026 |
| #9 | -6.12% Dec 30, 2013 - Feb 24, 2014 | -0.10% Feb 9, 2026 - Feb 12, 2026 |
| #10 | -5.52% Sep 27, 2012 - Dec 12, 2012 | -0.08% Feb 24, 2026 - Feb 26, 2026 |
| #11 | -4.50% Jul 3, 2019 - Sep 20, 2019 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #12 | -4.27% Apr 2, 2012 - Apr 26, 2012 | -0.07% Dec 24, 2025 - Dec 30, 2025 |
| #13 | -3.80% Oct 25, 2013 - Dec 26, 2013 | -0.06% Oct 13, 2025 - Oct 15, 2025 |
| #14 | -3.62% Sep 11, 2025 - Dec 15, 2025 | -0.04% Oct 21, 2025 - Oct 24, 2025 |
| #15 | -2.95% Jul 23, 2025 - Aug 13, 2025 | -0.03% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between IDLV and MUNY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2012 - 2026)
IDLV vs MUNY dividend yield comparison.
| Year | IDLV | MUNY |
|---|---|---|
| 2026 | 0.82% | 1.32% |
| 2025 | 4.63% | 1.80% |
| 2024 | 3.41% | 0.00% |
| 2023 | 3.59% | 0.00% |
| 2022 | 4.69% | 0.00% |
| 2021 | 2.99% | 0.00% |
| 2020 | 2.30% | 0.00% |
| 2019 | 4.92% | 0.00% |
| 2018 | 3.94% | 0.00% |
| 2017 | 3.05% | 0.00% |
| 2016 | 3.92% | 0.00% |
| 2015 | 3.93% | 0.00% |
| 2014 | 3.25% | 0.00% |
| 2013 | 2.47% | 0.00% |
| 2012 | 2.51% | 0.00% |
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