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IYF vs HYD

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and VANECK HIGH YIELD MUNI ETF (HYD, ETF).

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

IYF vs HYD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYF
$4.40B
HYD
$4.40B
Expense Ratio
IYF
0.38%
Winner
HYD
0.32%
Max Drawdown
IYF
80.22%
Winner
HYD
36.74%
Sharpe Ratio
IYF
0.74
Winner
HYD
0.80
5Y Beta
IYF
0.82
Winner
HYD
0.06
P/E Ratio
IYF
15.88
HYD
N/A
Forward P/E
IYF
15.06
HYD
N/A
5Y Dividends CAGR
Winner
IYF
12.55%
HYD
-2.41%
5Y EPS CAGR
IYF
10.04%
HYD
N/A
Debt to Equity
IYF
58.52%
HYD
N/A
P/S Ratio
IYF
3.05
HYD
N/A
P/B Ratio
IYF
2.13
HYD
N/A

IYF vs HYD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYF
+2.44%
HYD
-1.53%
3M
Winner
IYF
+11.52%
HYD
-0.11%
6M
Winner
IYF
+6.40%
HYD
+1.18%
1Y
Winner
IYF
+15.38%
HYD
+7.14%
5Y(CAGR)
Winner
IYF
+12.03%
HYD
-0.52%
10Y(CAGR)
Winner
IYF
+13.62%
HYD
+1.72%
Max(CAGR)
Winner
IYF
+6.21%
HYD
+4.70%

IYF vs HYD - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYFHYD
2026+6.39%+1.24%
2025+18.38%+3.03%
2024+30.95%+5.54%
2023+14.95%+6.06%
2022-12.21%-15.78%
2021+33.66%+5.36%
2020-1.55%+0.24%
2019+31.73%+9.24%
2018-9.17%+1.99%
2017+18.69%+9.96%
2016+19.25%+0.04%
2015-0.53%+4.86%
2014+14.81%+14.42%
2013+29.91%-8.80%
2012+23.10%+15.72%
2011-14.90%+10.69%
2010+10.48%+0.26%
2009+16.13%+23.80%
2008-49.28%N/A
2007-18.33%N/A
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 HYD Drawdown Comparison

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

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

The current IYF drawdown is -0.43%. The current HYD drawdown is -2.82%.

RankIYFHYD
#1-79.08%
Jun 4, 2007 - Dec 7, 2016
-35.61%
Feb 26, 2020 - May 24, 2021
#2-42.57%
Feb 14, 2020 - Feb 12, 2021
-20.72%
Aug 3, 2021 - Oct 24, 2022
#3-33.32%
May 26, 2000 - Nov 3, 2003
-15.48%
May 24, 2013 - Oct 8, 2014
#4-25.05%
Jan 12, 2022 - Jan 30, 2024
-11.12%
Oct 25, 2010 - Aug 2, 2011
#5-19.88%
Sep 20, 2018 - Apr 26, 2019
-10.52%
Sep 6, 2016 - Aug 3, 2017
#6-16.60%
Feb 18, 2025 - Jun 24, 2025
-7.05%
Aug 3, 2011 - Sep 16, 2011
#7-13.88%
Jan 6, 2026 - Jul 6, 2026
-5.41%
Oct 5, 2009 - May 12, 2010
#8-11.23%
Mar 5, 2004 - Nov 11, 2004
-4.66%
Dec 6, 2012 - Jan 22, 2013
#9-9.40%
Jan 26, 2018 - Sep 20, 2018
-4.02%
Apr 17, 2015 - Oct 2, 2015
#10-9.18%
Dec 30, 2004 - Jul 12, 2005
-3.60%
Jun 5, 2009 - Aug 21, 2009
#11-8.50%
Nov 29, 2024 - Jan 30, 2025
-3.34%
Aug 24, 2018 - Feb 26, 2019
#12-8.35%
Feb 20, 2007 - Jun 1, 2007
-2.50%
Feb 2, 2015 - Mar 24, 2015
#13-7.76%
Jul 30, 2024 - Aug 23, 2024
-2.35%
Sep 22, 2011 - Dec 21, 2011
#14-7.64%
May 5, 2006 - Sep 13, 2006
-1.86%
Mar 9, 2012 - Mar 27, 2012
#15-7.35%
Nov 3, 2021 - Jan 7, 2022
-1.86%
Mar 26, 2009 - Apr 22, 2009

Correlation

Correlation between IYF and HYD is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (2000 - 2026)

IYF vs HYD dividend yield comparison.

YearIYFHYD
20260.70%2.59%
20251.32%4.29%
20241.29%4.29%
20231.67%4.13%
20221.86%3.96%
20211.27%3.50%
20201.72%4.01%
20191.65%4.08%
20181.90%4.43%
20171.46%4.29%
20161.67%4.58%
20151.66%4.82%
20141.38%4.98%
20131.33%6.34%
20121.67%5.00%
20111.68%5.86%
20101.04%6.93%
20091.71%5.72%
20084.64%0.00%
20072.75%0.00%
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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