IDNA vs TAXE
Comparison between ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF (IDNA, ETF) and T. ROWE PRICE INTERMEDIATE MUNICIPAL INCOME ETF (TAXE, ETF).
IDNA vs TAXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IDNA
$163M
Winner
TAXE
$163M
Expense Ratio
IDNA
0.47%
Winner
TAXE
0.24%
Max Drawdown
IDNA
68.69%
Winner
TAXE
4.70%
Sharpe Ratio
IDNA
1.38
Winner
TAXE
1.44
5Y Beta
IDNA
0.88
Winner
TAXE
0.01
P/E Ratio
IDNA
-13.98
TAXE
N/A
5Y Dividends CAGR
IDNA
3.10%
TAXE
N/A
Debt to Equity
IDNA
10.39%
TAXE
N/A
P/S Ratio
IDNA
7.81
TAXE
N/A
P/B Ratio
IDNA
3.27
TAXE
N/A
IDNA vs TAXE - Historical Returns
Returns include dividend reinvestment.
1M
IDNA
-0.70%
Winner
TAXE
+0.52%
3M
Winner
IDNA
+2.97%
TAXE
+0.83%
6M
Winner
IDNA
+13.39%
TAXE
+2.05%
1Y
Winner
IDNA
+40.32%
TAXE
+6.92%
5Y(CAGR)
IDNA
-8.98%
TAXE
N/A
Max(CAGR)
IDNA
+3.40%
Winner
TAXE
+4.74%
IDNA vs TAXE - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | IDNA | TAXE |
|---|---|---|
| 2026 | +13.54% | +1.62% |
| 2025 | +16.60% | +5.68% |
| 2024 | -2.34% | +1.55% |
| 2023 | -7.24% | N/A |
| 2022 | -42.36% | N/A |
| 2021 | -4.55% | N/A |
| 2020 | +55.62% | N/A |
| 2019 | +20.82% | N/A |
IDNA vs TAXE Drawdown Comparison
The maximum drawdown for IDNA was -68.26%, occurring on Oct 27, 2023. This drawdown has not yet recovered.
The maximum drawdown for TAXE was -3.72%, occurring on Apr 11, 2025. Recovery took 114 trading sessions.
The current IDNA drawdown is -43.93%. The current TAXE drawdown is -0.60%.
| Rank | IDNA | TAXE |
|---|---|---|
| #1 | -68.26% Sep 2, 2021 - Oct 27, 2023 | -3.72% Feb 28, 2025 - Aug 13, 2025 |
| #2 | -26.93% Mar 4, 2020 - Apr 17, 2020 | -2.53% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -22.23% Feb 8, 2021 - Aug 9, 2021 | -1.94% Dec 6, 2024 - Feb 25, 2025 |
| #4 | -14.38% Jul 18, 2019 - Nov 20, 2019 | -1.88% Oct 1, 2024 - Dec 2, 2024 |
| #5 | -13.58% Jul 20, 2020 - Oct 9, 2020 | -0.64% Aug 2, 2024 - Aug 23, 2024 |
| #6 | -9.93% Oct 13, 2020 - Nov 27, 2020 | -0.50% Sep 17, 2025 - Oct 10, 2025 |
| #7 | -9.34% Dec 24, 2019 - Mar 4, 2020 | -0.32% Aug 23, 2024 - Sep 4, 2024 |
| #8 | -8.30% Dec 22, 2020 - Jan 14, 2021 | -0.29% Jan 15, 2026 - Jan 28, 2026 |
| #9 | -7.52% Aug 9, 2021 - Sep 2, 2021 | -0.25% Nov 11, 2025 - Nov 26, 2025 |
| #10 | -7.36% May 18, 2020 - Jun 22, 2020 | -0.24% Aug 27, 2025 - Sep 4, 2025 |
| #11 | -6.03% Apr 27, 2020 - May 7, 2020 | -0.21% Nov 26, 2025 - Dec 19, 2025 |
| #12 | -4.87% Jan 19, 2021 - Feb 2, 2021 | -0.21% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -4.19% May 11, 2020 - May 18, 2020 | -0.20% Feb 26, 2025 - Feb 28, 2025 |
| #14 | -3.85% Jun 19, 2019 - Jun 28, 2019 | -0.17% Jul 18, 2024 - Jul 25, 2024 |
| #15 | -3.70% Jun 23, 2020 - Jul 8, 2020 | -0.12% Sep 17, 2024 - Sep 27, 2024 |
Correlation
Correlation between IDNA and TAXE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2019 - 2026)
IDNA vs TAXE dividend yield comparison.
| Year | IDNA | TAXE |
|---|---|---|
| 2026 | 0.00% | 1.52% |
| 2025 | 1.18% | 3.46% |
| 2024 | 0.98% | 1.74% |
| 2023 | 1.04% | 0.00% |
| 2022 | 0.54% | 0.00% |
| 2021 | 0.70% | 0.00% |
| 2020 | 0.26% | 0.00% |
| 2019 | 0.80% | 0.00% |
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