ILCG vs TFI
Comparison between ISHARES MORNINGSTAR GROWTH ETF (ILCG, ETF) and STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF).
5-Year PerformanceILCG has outperformed TFI, delivering a return of +11.9% compared to -0.3%
ILCG vs TFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ILCG vs TFI - Historical Returns
Returns include dividend reinvestment.
ILCG vs TFI - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ILCG | TFI |
|---|---|---|
| 2026 | +10.40% | +0.12% |
| 2025 | +16.68% | +3.44% |
| 2024 | +35.11% | +0.05% |
| 2023 | +41.82% | +5.43% |
| 2022 | -32.14% | -10.05% |
| 2021 | +25.79% | +0.33% |
| 2020 | +36.78% | +5.61% |
| 2019 | +33.35% | +7.26% |
| 2018 | +1.05% | +0.58% |
| 2017 | +29.73% | +5.61% |
| 2016 | +3.62% | -0.19% |
| 2015 | +7.61% | +3.31% |
| 2014 | +15.21% | +9.57% |
| 2013 | +28.28% | -3.97% |
| 2012 | +15.97% | +6.36% |
| 2011 | +0.62% | +13.23% |
| 2010 | +10.84% | -0.21% |
| 2009 | +39.28% | +10.82% |
| 2008 | -41.24% | -0.45% |
| 2007 | +12.26% | +1.47% |
| 2006 | +3.17% | N/A |
| 2005 | +4.03% | N/A |
| 2004 | +1.19% | N/A |
ILCG vs TFI Drawdown Comparison
The maximum drawdown for ILCG was -52.99%, occurring on Nov 20, 2008. Recovery took 1082 trading sessions.
The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.
The current ILCG drawdown is -4.38%. The current TFI drawdown is -2.18%.
| Rank | ILCG | TFI |
|---|---|---|
| #1 | -52.99% Oct 31, 2007 - Feb 16, 2012 | -15.49% Mar 9, 2020 - Jul 16, 2020 |
| #2 | -35.38% Nov 19, 2021 - Feb 7, 2024 | -15.42% Jul 19, 2021 - Oct 25, 2022 |
| #3 | -31.61% Feb 19, 2020 - Jun 8, 2020 | -15.12% Sep 15, 2008 - Jan 13, 2009 |
| #4 | -23.10% Jan 23, 2025 - Jun 24, 2025 | -9.72% Sep 1, 2010 - Aug 2, 2011 |
| #5 | -20.71% Oct 1, 2018 - Apr 3, 2019 | -9.09% Nov 29, 2012 - May 14, 2014 |
| #6 | -16.14% Jul 20, 2015 - Jan 6, 2017 | -6.73% Jul 6, 2016 - Sep 7, 2017 |
| #7 | -15.65% Oct 29, 2025 - Apr 22, 2026 | -6.50% Jan 22, 2008 - Sep 15, 2008 |
| #8 | -12.99% Feb 12, 2021 - Apr 26, 2021 | -3.66% Oct 1, 2009 - Feb 25, 2010 |
| #9 | -12.94% Jan 11, 2006 - Nov 15, 2006 | -3.60% Jan 30, 2015 - Nov 30, 2015 |
| #10 | -12.81% Jul 10, 2024 - Oct 9, 2024 | -3.39% Dec 6, 2017 - Dec 24, 2018 |
| #11 | -11.59% Sep 2, 2020 - Dec 4, 2020 | -3.33% May 20, 2009 - Aug 18, 2009 |
| #12 | -10.28% Jun 2, 2026 - Jul 29, 2026 | -3.18% Feb 13, 2009 - Apr 16, 2009 |
| #13 | -9.91% Apr 3, 2012 - Aug 17, 2012 | -2.95% Jan 15, 2009 - Feb 13, 2009 |
| #14 | -9.54% Jan 26, 2018 - Mar 12, 2018 | -2.84% Jan 31, 2012 - May 2, 2012 |
| #15 | -9.54% Sep 19, 2012 - Feb 19, 2013 | -2.72% Sep 22, 2011 - Dec 8, 2011 |
Correlation
Correlation between ILCG and TFI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ILCG vs TFI dividend yield comparison.
| Year | ILCG | TFI |
|---|---|---|
| 2026 | 0.17% | 2.10% |
| 2025 | 0.47% | 3.32% |
| 2024 | 0.50% | 3.01% |
| 2023 | 0.69% | 2.41% |
| 2022 | 0.75% | 1.87% |
| 2021 | 0.34% | 1.71% |
| 2020 | 0.28% | 1.91% |
| 2019 | 0.54% | 2.14% |
| 2018 | 0.81% | 2.26% |
| 2017 | 0.89% | 2.16% |
| 2016 | 0.95% | 2.39% |
| 2015 | 0.99% | 2.40% |
| 2014 | 0.87% | 2.37% |
| 2013 | 0.94% | 3.35% |
| 2012 | 1.27% | 4.01% |
| 2011 | 0.92% | 3.53% |
| 2010 | 0.74% | 4.44% |
| 2009 | 0.83% | 3.75% |
| 2008 | 0.97% | 3.87% |
| 2007 | 0.46% | 1.18% |
| 2006 | 0.45% | 0.00% |
| 2005 | 0.36% | 0.00% |
| 2004 | 1.28% | 0.00% |
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