IVLU vs CMF
Comparison between ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF) and ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF).
5-Year PerformanceIVLU has outperformed CMF, delivering a return of +14.1% compared to +0.6%
IVLU vs CMF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IVLU vs CMF - Historical Returns
Returns include dividend reinvestment.
IVLU vs CMF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IVLU | CMF |
|---|---|---|
| 2026 | +11.61% | +0.89% |
| 2025 | +46.91% | +3.22% |
| 2024 | +7.34% | +1.78% |
| 2023 | +18.89% | +5.24% |
| 2022 | -6.63% | -8.18% |
| 2021 | +15.17% | +0.77% |
| 2020 | -5.66% | +4.50% |
| 2019 | +15.74% | +7.01% |
| 2018 | -15.89% | +0.92% |
| 2017 | +21.93% | +4.69% |
| 2016 | +5.31% | -0.37% |
| 2015 | -10.18% | +3.00% |
| 2014 | N/A | +10.66% |
| 2013 | N/A | -3.23% |
| 2012 | N/A | +7.34% |
| 2011 | N/A | +15.75% |
| 2010 | N/A | -2.55% |
| 2009 | N/A | +8.14% |
| 2008 | N/A | +0.64% |
| 2007 | N/A | +1.37% |
IVLU vs CMF Drawdown Comparison
The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.
The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.
The current IVLU drawdown is -0.53%. The current CMF drawdown is -0.92%.
| Rank | IVLU | CMF |
|---|---|---|
| #1 | -41.86% Jan 26, 2018 - May 6, 2021 | -16.45% Dec 26, 2014 - Feb 20, 2020 |
| #2 | -26.01% Feb 9, 2022 - Jun 15, 2023 | -14.57% Mar 9, 2020 - Jul 16, 2020 |
| #3 | -24.85% Aug 5, 2015 - May 5, 2017 | -13.25% May 21, 2008 - Jan 7, 2009 |
| #4 | -15.48% Mar 19, 2025 - May 9, 2025 | -12.46% Aug 3, 2021 - Sep 18, 2025 |
| #5 | -11.69% Feb 25, 2026 - May 26, 2026 | -11.65% Sep 1, 2010 - Aug 2, 2011 |
| #6 | -9.66% Jul 31, 2023 - Dec 13, 2023 | -10.57% Nov 30, 2012 - Apr 10, 2014 |
| #7 | -9.13% Jun 7, 2021 - Jan 7, 2022 | -5.15% Jan 22, 2008 - May 21, 2008 |
| #8 | -8.95% Sep 26, 2024 - Feb 14, 2025 | -4.75% Apr 27, 2009 - Aug 17, 2009 |
| #9 | -8.04% Jul 17, 2024 - Aug 23, 2024 | -4.19% Sep 24, 2009 - Apr 27, 2010 |
| #10 | -5.41% Nov 12, 2025 - Dec 2, 2025 | -3.80% Apr 18, 2012 - Sep 28, 2012 |
| #11 | -5.00% May 15, 2024 - Jul 12, 2024 | -3.05% Jan 14, 2009 - Feb 9, 2009 |
| #12 | -4.82% Jan 14, 2022 - Feb 9, 2022 | -2.91% Feb 27, 2026 - Mar 24, 2026 |
| #13 | -4.22% Apr 9, 2024 - May 6, 2024 | -2.89% Sep 22, 2011 - Dec 8, 2011 |
| #14 | -3.91% May 26, 2026 - Jun 10, 2026 | -2.72% Feb 11, 2009 - Mar 24, 2009 |
| #15 | -3.86% Jul 23, 2025 - Aug 8, 2025 | -2.18% Feb 12, 2021 - Jun 11, 2021 |
Correlation
Correlation between IVLU and CMF is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
IVLU vs CMF dividend yield comparison.
| Year | IVLU | CMF |
|---|---|---|
| 2026 | 0.00% | 1.22% |
| 2025 | 3.71% | 2.94% |
| 2024 | 4.46% | 2.78% |
| 2023 | 4.69% | 2.29% |
| 2022 | 3.59% | 1.91% |
| 2021 | 3.47% | 1.58% |
| 2020 | 2.05% | 1.80% |
| 2019 | 3.53% | 2.03% |
| 2018 | 2.82% | 2.17% |
| 2017 | 2.87% | 2.09% |
| 2016 | 2.53% | 2.21% |
| 2015 | 0.93% | 2.55% |
| 2014 | 0.00% | 2.80% |
| 2013 | 0.00% | 3.12% |
| 2012 | 0.00% | 3.08% |
| 2011 | 0.00% | 3.66% |
| 2010 | 0.00% | 4.19% |
| 2009 | 0.00% | 3.77% |
| 2008 | 0.00% | 3.52% |
| 2007 | 0.00% | 0.82% |
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