IYF vs NXUS

Comparison between ISHARES U.S. FINANCIALS ETF (IYF, ETF) and NUVEEN INTERNATIONAL AGGREGATE BOND ETF (NXUS, ETF).

IYF vs NXUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IYF(ETF)	NXUS(ETF)
Net Assets	$3.90B	$3.90B
Expense Ratio	0.38%	0.08%
Max Drawdown	80.22%	3.24%
Sharpe Ratio	0.48	-0.76
5Y Beta	0.82	0.11
P/E Ratio	16.17	N/A
Forward P/E	14.92	N/A
5Y Dividends CAGR	12.55%	N/A
5Y EPS CAGR	10.69%	N/A
Debt to Equity	57.28%	N/A
P/S Ratio	3.01	N/A
P/B Ratio	2.10	N/A

Net Assets

IYF

$3.90B

NXUS

$3.90B

Expense Ratio

IYF

0.38%

Winner

NXUS

0.08%

Max Drawdown

IYF

80.22%

Winner

NXUS

3.24%

Sharpe Ratio

Winner

IYF

0.48

NXUS

-0.76

5Y Beta

IYF

0.82

Winner

NXUS

0.11

P/E Ratio

IYF

16.17

NXUS

N/A

Forward P/E

IYF

14.92

NXUS

N/A

5Y Dividends CAGR

IYF

12.55%

NXUS

N/A

5Y EPS CAGR

IYF

10.69%

NXUS

N/A

Debt to Equity

IYF

57.28%

NXUS

N/A

P/S Ratio

IYF

3.01

NXUS

N/A

P/B Ratio

IYF

2.10

NXUS

N/A

IYF vs NXUS - Holdings Comparison

IYF and NXUS have 1 common holdings. Overlap is 0.00%

IYF's top 25 holdings weight is 69.37%. NXUS's top 25 holdings weight is 23.89%.

Rank	IYF	NXUS
#1	JPMORGAN CHASE & CO (JPM) - 11.04%	n/a (n/a) - 4.98%
#2	BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 10.98%	JAPAN (GOVERNMENT OF) 0.1% (n/a) - 3.34%
#3	BANK OF AMERICA CORP (BAC) - 4.66%	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 2.38%
#4	THE GOLDMAN SACHS GROUP INC (GS) - 4.20%	JAPAN (GOVERNMENT OF) 1% (n/a) - 1.10%
#5	WELLS FARGO & CO (WFC) - 3.80%	JAPAN (GOVERNMENT OF) 0.4% (n/a) - 0.84%
#6	MORGAN STANLEY (MS) - 3.76%	JAPAN (GOVERNMENT OF) 0.2% (n/a) - 0.72%
#7	CITIGROUP INC (C) - 3.41%	JAPAN (GOVERNMENT OF) 2.1% (n/a) - 0.64%
#8	CHARLES SCHWAB CORP (SCHW) - 2.54%	JAPAN (GOVERNMENT OF) 2.3% (n/a) - 0.64%
#9	BLACKROCK INC (BLK) - 2.40%	JAPAN (GOVERNMENT OF) 2% (n/a) - 0.63%
#10	PROGRESSIVE CORP (PGR) - 2.03%	CANADA (GOVERNMENT OF) 2.75% (n/a) - 0.61%
#11	S&P GLOBAL INC (SPGI) - 1.99%	CANADA (GOVERNMENT OF) 3.25% (n/a) - 0.61%
#12	CHUBB LTD (CB) - 1.87%	JAPAN (GOVERNMENT OF) 2.4% (n/a) - 0.60%
#13	BANK OF NEW YORK MELLON CORP (BNY) - 1.63%	JAPAN (GOVERNMENT OF) 1.7% (n/a) - 0.59%
#14	PNC FINANCIAL SERVICES GROUP INC (PNC) - 1.55%	JAPAN (GOVERNMENT OF) 1.5% (n/a) - 0.58%
#15	U.S. BANCORP (USB) - 1.49%	EUROPEAN UNION 2.5% (n/a) - 0.58%
#16	BLACKSTONE INC (BX) - 1.42%	JAPAN (GOVERNMENT OF) 0.5% (n/a) - 0.55%
#17	CME GROUP INC CLASS A (CME) - 1.35%	JAPAN (GOVERNMENT OF) 1.1% (n/a) - 0.54%
#18	ROBINHOOD MARKETS INC CLASS A (HOOD) - 1.34%	EUROPEAN UNION 3.625% (n/a) - 0.53%
#19	MARSH (MRSH) - 1.32%	n/a (n/a) - 0.51%
#20	INTERCONTINENTAL EXCHANGE INC (ICE) - 1.19%	EUROPEAN UNION 4% (n/a) - 0.50%
#21	AON PLC CLASS A (AON) - 1.15%	FRANCE (REPUBLIC OF) 3.5% (n/a) - 0.50%
#22	MOODYS CORP (MCO) - 1.14%	CANADA (GOVERNMENT OF) 3.5% (n/a) - 0.49%
#23	THE TRAVELERS COMPANIES INC (TRV) - 1.10%	JAPAN (GOVERNMENT OF) 1.2% (n/a) - 0.49%
#24	KKR & CO INC ORDINARY SHARES (KKR) - 1.02%	AUSTRALIA (COMMONWEALTH OF) 2.75% (n/a) - 0.48%
#25	TRUIST FINANCIAL CORP (TFC) - 0.99%	GERMANY (FEDERAL REPUBLIC OF) 0% (n/a) - 0.46%
Total Holdings	146	1673

IYF vs NXUS - Historical Returns

Returns include dividend reinvestment.

Period	IYF	NXUS
1 month	+4.58%	-1.26%
3 months	+9.04%	-0.19%
6 months	+6.62%	-0.08%
1 year	+10.11%	+0.79%
5 years(CAGR)	+12.18%	N/A
10 years(CAGR)	+13.57%	N/A
Max(CAGR)	+6.13%	+0.95%

Winner

IYF

+4.58%

NXUS

-1.26%

Winner

IYF

+9.04%

NXUS

-0.19%

Winner

IYF

+6.62%

NXUS

-0.08%

Winner

IYF

+10.11%

NXUS

+0.79%

5Y(CAGR)

IYF

+12.18%

NXUS

N/A

10Y(CAGR)

IYF

+13.57%

NXUS

N/A

Max(CAGR)

Winner

IYF

+6.13%

NXUS

+0.95%

IYF vs NXUS - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

Year	IYF	NXUS
2026	+4.22%	+0.22%
2025	+18.38%	+0.61%
2024	+30.95%	N/A
2023	+14.95%	N/A
2022	-12.21%	N/A
2021	+33.66%	N/A
2020	-1.55%	N/A
2019	+31.73%	N/A
2018	-9.17%	N/A
2017	+18.69%	N/A
2016	+19.25%	N/A
2015	-0.53%	N/A
2014	+14.81%	N/A
2013	+29.91%	N/A
2012	+23.10%	N/A
2011	-14.90%	N/A
2010	+10.48%	N/A
2009	+16.13%	N/A
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 NXUS Drawdown Comparison

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

The maximum drawdown for NXUS was -2.81%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current IYF drawdown is -0.37%. The current NXUS drawdown is -1.63%.

Rank	IYF	NXUS
#1	-79.08% Jun 4, 2007 - Dec 7, 2016	-2.81% Feb 27, 2026 - Mar 27, 2026
#2	-42.57% Feb 14, 2020 - Feb 12, 2021	-1.05% Oct 22, 2025 - Feb 3, 2026
#3	-33.32% May 26, 2000 - Nov 3, 2003	-0.62% Sep 24, 2025 - Sep 26, 2025
#4	-25.05% Jan 12, 2022 - Jan 30, 2024	-0.54% Feb 3, 2026 - Feb 12, 2026
#5	-19.88% Sep 20, 2018 - Apr 26, 2019	-0.26% Oct 1, 2025 - Oct 10, 2025
#6	-16.60% Feb 18, 2025 - Jun 24, 2025	-0.20% Oct 16, 2025 - Oct 22, 2025
#7	-13.88% Jan 6, 2026 - Jul 6, 2026	-0.08% Feb 24, 2026 - Feb 26, 2026
#8	-11.23% Mar 5, 2004 - Nov 11, 2004	-0.06% Sep 29, 2025 - Oct 1, 2025
#9	-9.40% Jan 26, 2018 - Sep 20, 2018	N/A
#10	-9.18% Dec 30, 2004 - Jul 12, 2005	N/A
#11	-8.50% Nov 29, 2024 - Jan 30, 2025	N/A
#12	-8.35% Feb 20, 2007 - Jun 1, 2007	N/A
#13	-7.76% Jul 30, 2024 - Aug 23, 2024	N/A
#14	-7.64% May 5, 2006 - Sep 13, 2006	N/A
#15	-7.35% Nov 3, 2021 - Jan 7, 2022	N/A

Correlation

Correlation between IYF and NXUS is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.

0.02

-101

Dividend Comparison (2000 - 2026)

IYF vs NXUS dividend yield comparison.

Year	IYF	NXUS
2026	0.71%	1.56%
2025	1.32%	0.39%
2024	1.29%	0.00%
2023	1.67%	0.00%
2022	1.86%	0.00%
2021	1.27%	0.00%
2020	1.72%	0.00%
2019	1.65%	0.00%
2018	1.90%	0.00%
2017	1.46%	0.00%
2016	1.67%	0.00%
2015	1.66%	0.00%
2014	1.38%	0.00%
2013	1.33%	0.00%
2012	1.67%	0.00%
2011	1.68%	0.00%
2010	1.04%	0.00%
2009	1.71%	0.00%
2008	4.64%	0.00%
2007	2.75%	0.00%
2006	1.86%	0.00%
2005	2.03%	0.00%
2004	1.75%	0.00%
2003	1.66%	0.00%
2002	1.75%	0.00%
2001	1.29%	0.00%
2000	2.11%	0.00%