ISCV vs TAXF
Comparison between ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF) and AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF).
5-Year PerformanceISCV has outperformed TAXF, delivering a return of +8.1% compared to +1.1%
ISCV vs TAXF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
ISCV vs TAXF - Historical Returns
Returns include dividend reinvestment.
ISCV vs TAXF - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | ISCV | TAXF |
|---|---|---|
| 2026 | +11.29% | +1.94% |
| 2025 | +10.92% | +3.92% |
| 2024 | +9.68% | +2.02% |
| 2023 | +16.86% | +6.98% |
| 2022 | -11.52% | -9.59% |
| 2021 | +33.01% | +2.77% |
| 2020 | +6.71% | +5.37% |
| 2019 | +24.82% | +8.75% |
| 2018 | -14.04% | +0.64% |
| 2017 | +11.47% | N/A |
| 2016 | +36.55% | N/A |
| 2015 | -3.82% | N/A |
| 2014 | +16.55% | N/A |
| 2013 | +37.19% | N/A |
| 2012 | +22.96% | N/A |
| 2011 | +1.00% | N/A |
| 2010 | +27.98% | N/A |
| 2009 | +43.36% | N/A |
| 2008 | -26.69% | N/A |
| 2007 | -4.18% | N/A |
| 2006 | +22.68% | N/A |
| 2005 | +10.98% | N/A |
| 2004 | +20.09% | N/A |
ISCV vs TAXF Drawdown Comparison
The maximum drawdown for ISCV was -59.47%, occurring on Mar 9, 2009. Recovery took 694 trading sessions.
The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.
The current ISCV drawdown is -0.93%. The current TAXF drawdown is -0.23%.
| Rank | ISCV | TAXF |
|---|---|---|
| #1 | -59.47% Jun 4, 2007 - Mar 5, 2010 | -13.94% Jul 19, 2021 - Sep 10, 2025 |
| #2 | -48.84% Jan 16, 2020 - Nov 24, 2020 | -13.39% Mar 9, 2020 - Nov 23, 2020 |
| #3 | -25.34% Nov 25, 2024 - Nov 26, 2025 | -2.93% Feb 27, 2026 - Mar 24, 2026 |
| #4 | -25.01% Jul 7, 2011 - Jan 25, 2012 | -2.03% Feb 12, 2021 - May 25, 2021 |
| #5 | -23.56% Aug 21, 2018 - Dec 16, 2019 | -1.58% Sep 4, 2019 - Dec 27, 2019 |
| #6 | -22.03% Nov 5, 2021 - Dec 19, 2023 | -0.97% Sep 12, 2018 - Dec 4, 2018 |
| #7 | -20.41% Apr 15, 2015 - Apr 20, 2016 | -0.55% Jun 10, 2021 - Jul 7, 2021 |
| #8 | -20.23% Apr 23, 2010 - Nov 5, 2010 | -0.47% Jan 15, 2026 - Jan 30, 2026 |
| #9 | -12.07% Jun 8, 2021 - Nov 3, 2021 | -0.43% Nov 11, 2025 - Nov 26, 2025 |
| #10 | -11.19% Mar 26, 2012 - Aug 17, 2012 | -0.41% Nov 26, 2025 - Dec 23, 2025 |
| #11 | -10.91% Jan 23, 2018 - Jun 11, 2018 | -0.32% Aug 15, 2019 - Aug 28, 2019 |
| #12 | -10.37% May 9, 2006 - Oct 5, 2006 | -0.32% Sep 18, 2025 - Oct 1, 2025 |
| #13 | -9.82% Jul 1, 2014 - Nov 7, 2014 | -0.30% Oct 24, 2025 - Nov 11, 2025 |
| #14 | -9.35% Aug 2, 2005 - Dec 1, 2005 | -0.28% Jan 7, 2019 - Jan 14, 2019 |
| #15 | -9.26% Feb 10, 2026 - Apr 17, 2026 | -0.27% Jan 31, 2020 - Feb 14, 2020 |
Correlation
Correlation between ISCV and TAXF is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
ISCV vs TAXF dividend yield comparison.
| Year | ISCV | TAXF |
|---|---|---|
| 2026 | 0.80% | 1.60% |
| 2025 | 2.04% | 3.68% |
| 2024 | 2.01% | 3.38% |
| 2023 | 2.21% | 2.93% |
| 2022 | 2.12% | 2.05% |
| 2021 | 2.91% | 1.58% |
| 2020 | 6.02% | 2.13% |
| 2019 | 7.07% | 2.64% |
| 2018 | 7.44% | 0.69% |
| 2017 | 5.22% | 0.00% |
| 2016 | 7.46% | 0.00% |
| 2015 | 7.80% | 0.00% |
| 2014 | 7.19% | 0.00% |
| 2013 | 5.43% | 0.00% |
| 2012 | 7.96% | 0.00% |
| 2011 | 7.46% | 0.00% |
| 2010 | 5.41% | 0.00% |
| 2009 | 5.84% | 0.00% |
| 2008 | 9.91% | 0.00% |
| 2007 | 7.73% | 0.00% |
| 2006 | 5.98% | 0.00% |
| 2005 | 6.35% | 0.00% |
| 2004 | 3.28% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks