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IVLU vs HYD

Comparison between ISHARES MSCI INTL VALUE FACTOR ETF (IVLU, ETF) and VANECK HIGH YIELD MUNI ETF (HYD, ETF).

5-Year PerformanceIVLU has outperformed HYD, delivering a return of +14.1% compared to -0.2%

IVLU vs HYD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IVLU
$4.30B
HYD
$4.30B
Expense Ratio
Winner
IVLU
0.31%
HYD
0.32%
Max Drawdown
IVLU
45.37%
Winner
HYD
36.74%
Sharpe Ratio
Winner
IVLU
1.73
HYD
1.10
5Y Beta
IVLU
0.71
Winner
HYD
0.05
5Y Dividends CAGR
Winner
IVLU
18.76%
HYD
-1.54%

IVLU vs HYD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IVLU
+1.54%
HYD
+1.02%
3M
Winner
IVLU
+9.25%
HYD
+2.88%
6M
Winner
IVLU
+14.35%
HYD
+2.92%
1Y
Winner
IVLU
+33.79%
HYD
+7.67%
5Y(CAGR)
Winner
IVLU
+14.08%
HYD
-0.18%
10Y(CAGR)
Winner
IVLU
+11.50%
HYD
+1.98%
Max(CAGR)
Winner
IVLU
+8.62%
HYD
+4.80%

IVLU vs HYD - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearIVLUHYD
2026+11.61%+2.22%
2025+46.91%+3.03%
2024+7.34%+5.54%
2023+18.89%+6.06%
2022-6.63%-15.78%
2021+15.17%+5.36%
2020-5.66%+0.24%
2019+15.74%+9.24%
2018-15.89%+1.99%
2017+21.93%+9.96%
2016+5.31%+0.04%
2015-10.18%+4.86%
2014N/A+14.42%
2013N/A-8.80%
2012N/A+15.72%
2011N/A+10.69%
2010N/A+0.26%
2009N/A+23.80%

IVLU vs HYD Drawdown Comparison

The maximum drawdown for IVLU was -41.86%, occurring on Mar 23, 2020. Recovery took 824 trading sessions.

The maximum drawdown for HYD was -35.61%, occurring on Mar 18, 2020. Recovery took 313 trading sessions.

The current IVLU drawdown is -0.53%. The current HYD drawdown is -1.88%.

RankIVLUHYD
#1-41.86%
Jan 26, 2018 - May 6, 2021
-35.61%
Feb 26, 2020 - May 24, 2021
#2-26.01%
Feb 9, 2022 - Jun 15, 2023
-20.72%
Aug 3, 2021 - Oct 24, 2022
#3-24.85%
Aug 5, 2015 - May 5, 2017
-15.48%
May 24, 2013 - Oct 8, 2014
#4-15.48%
Mar 19, 2025 - May 9, 2025
-11.12%
Oct 25, 2010 - Aug 2, 2011
#5-11.69%
Feb 25, 2026 - May 26, 2026
-10.52%
Sep 6, 2016 - Aug 3, 2017
#6-9.66%
Jul 31, 2023 - Dec 13, 2023
-7.05%
Aug 3, 2011 - Sep 16, 2011
#7-9.13%
Jun 7, 2021 - Jan 7, 2022
-5.41%
Oct 5, 2009 - May 12, 2010
#8-8.95%
Sep 26, 2024 - Feb 14, 2025
-4.66%
Dec 6, 2012 - Jan 22, 2013
#9-8.04%
Jul 17, 2024 - Aug 23, 2024
-4.02%
Apr 17, 2015 - Oct 2, 2015
#10-5.41%
Nov 12, 2025 - Dec 2, 2025
-3.60%
Jun 5, 2009 - Aug 21, 2009
#11-5.00%
May 15, 2024 - Jul 12, 2024
-3.34%
Aug 24, 2018 - Feb 26, 2019
#12-4.82%
Jan 14, 2022 - Feb 9, 2022
-2.50%
Feb 2, 2015 - Mar 24, 2015
#13-4.22%
Apr 9, 2024 - May 6, 2024
-2.35%
Sep 22, 2011 - Dec 21, 2011
#14-3.91%
May 26, 2026 - Jun 10, 2026
-1.86%
Mar 9, 2012 - Mar 27, 2012
#15-3.86%
Jul 23, 2025 - Aug 8, 2025
-1.86%
Mar 26, 2009 - Apr 22, 2009

Correlation

Correlation between IVLU and HYD is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55
-101

Dividend Comparison (2009 - 2026)

IVLU vs HYD dividend yield comparison.

YearIVLUHYD
20260.00%1.76%
20253.71%4.29%
20244.46%4.29%
20234.69%4.13%
20223.59%3.96%
20213.47%3.50%
20202.05%4.01%
20193.53%4.08%
20182.82%4.43%
20172.87%4.29%
20162.53%4.58%
20150.93%4.82%
20140.00%4.98%
20130.00%6.34%
20120.00%5.00%
20110.00%5.86%
20100.00%6.93%
20090.00%5.72%

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