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IYF vs CMF

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and ISHARES CALIFORNIA MUNI BOND ETF (CMF, ETF).

5-Year PerformanceIYF has outperformed CMF, delivering a return of +12.0% compared to +0.5%

IYF vs CMF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYF
$4.40B
Winner
CMF
$4.50B
Expense Ratio
IYF
0.38%
Winner
CMF
0.08%
Max Drawdown
IYF
80.22%
Winner
CMF
22.81%
Sharpe Ratio
Winner
IYF
0.74
CMF
0.49
5Y Beta
IYF
0.82
Winner
CMF
0.04
P/E Ratio
IYF
15.88
CMF
N/A
Forward P/E
IYF
15.06
CMF
N/A
5Y Dividends CAGR
Winner
IYF
12.55%
CMF
8.71%
5Y EPS CAGR
IYF
10.04%
CMF
N/A
Debt to Equity
IYF
58.52%
CMF
N/A
P/S Ratio
IYF
3.05
CMF
N/A
P/B Ratio
IYF
2.13
CMF
N/A

IYF vs CMF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYF
+2.44%
CMF
-0.88%
3M
Winner
IYF
+11.52%
CMF
+0.04%
6M
Winner
IYF
+6.40%
CMF
-0.44%
1Y
Winner
IYF
+15.38%
CMF
+5.20%
5Y(CAGR)
Winner
IYF
+12.03%
CMF
+0.47%
10Y(CAGR)
Winner
IYF
+13.62%
CMF
+1.60%
Max(CAGR)
Winner
IYF
+6.21%
CMF
+3.24%

IYF vs CMF - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYFCMF
2026+6.39%+0.54%
2025+18.38%+3.22%
2024+30.95%+1.78%
2023+14.95%+5.24%
2022-12.21%-8.18%
2021+33.66%+0.77%
2020-1.55%+4.50%
2019+31.73%+7.01%
2018-9.17%+0.92%
2017+18.69%+4.69%
2016+19.25%-0.37%
2015-0.53%+3.00%
2014+14.81%+10.66%
2013+29.91%-3.23%
2012+23.10%+7.34%
2011-14.90%+15.75%
2010+10.48%-2.55%
2009+16.13%+8.14%
2008-49.28%+0.64%
2007-18.33%+1.37%
2006+16.82%N/A
2005+6.37%N/A
2004+13.16%N/A
2003+27.24%N/A
2002-12.90%N/A
2001-3.55%N/A
2000-2.24%N/A

IYF vs CMF Drawdown Comparison

The maximum drawdown for IYF was -79.08%, occurring on Mar 6, 2009. Recovery took 2397 trading sessions.

The maximum drawdown for CMF was -16.45%, occurring on Jun 10, 2015. Recovery took 1295 trading sessions.

The current IYF drawdown is -0.43%. The current CMF drawdown is -1.26%.

RankIYFCMF
#1-79.08%
Jun 4, 2007 - Dec 7, 2016
-16.45%
Dec 26, 2014 - Feb 20, 2020
#2-42.57%
Feb 14, 2020 - Feb 12, 2021
-14.57%
Mar 9, 2020 - Jul 16, 2020
#3-33.32%
May 26, 2000 - Nov 3, 2003
-13.25%
May 21, 2008 - Jan 7, 2009
#4-25.05%
Jan 12, 2022 - Jan 30, 2024
-12.46%
Aug 3, 2021 - Sep 18, 2025
#5-19.88%
Sep 20, 2018 - Apr 26, 2019
-11.65%
Sep 1, 2010 - Aug 2, 2011
#6-16.60%
Feb 18, 2025 - Jun 24, 2025
-10.57%
Nov 30, 2012 - Apr 10, 2014
#7-13.88%
Jan 6, 2026 - Jul 6, 2026
-5.15%
Jan 22, 2008 - May 21, 2008
#8-11.23%
Mar 5, 2004 - Nov 11, 2004
-4.75%
Apr 27, 2009 - Aug 17, 2009
#9-9.40%
Jan 26, 2018 - Sep 20, 2018
-4.19%
Sep 24, 2009 - Apr 27, 2010
#10-9.18%
Dec 30, 2004 - Jul 12, 2005
-3.80%
Apr 18, 2012 - Sep 28, 2012
#11-8.50%
Nov 29, 2024 - Jan 30, 2025
-3.05%
Jan 14, 2009 - Feb 9, 2009
#12-8.35%
Feb 20, 2007 - Jun 1, 2007
-2.91%
Feb 27, 2026 - Mar 24, 2026
#13-7.76%
Jul 30, 2024 - Aug 23, 2024
-2.89%
Sep 22, 2011 - Dec 8, 2011
#14-7.64%
May 5, 2006 - Sep 13, 2006
-2.72%
Feb 11, 2009 - Mar 24, 2009
#15-7.35%
Nov 3, 2021 - Jan 7, 2022
-2.18%
Feb 12, 2021 - Jun 11, 2021

Correlation

Correlation between IYF and CMF is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (2000 - 2026)

IYF vs CMF dividend yield comparison.

YearIYFCMF
20260.70%1.73%
20251.32%2.94%
20241.29%2.78%
20231.67%2.29%
20221.86%1.91%
20211.27%1.58%
20201.72%1.80%
20191.65%2.03%
20181.90%2.17%
20171.46%2.09%
20161.67%2.21%
20151.66%2.55%
20141.38%2.80%
20131.33%3.12%
20121.67%3.08%
20111.68%3.66%
20101.04%4.19%
20091.71%3.77%
20084.64%3.52%
20072.75%0.82%
20061.86%0.00%
20052.03%0.00%
20041.75%0.00%
20031.66%0.00%
20021.75%0.00%
20011.29%0.00%
20002.11%0.00%

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