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IYH vs TFI

Comparison between ISHARES U.S. HEALTHCARE ETF (IYH, ETF) and STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF).

5-Year PerformanceIYH has outperformed TFI, delivering a return of +4.9% compared to -0.2%

IYH vs TFI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYH
$3.10B
TFI
$3.10B
Expense Ratio
IYH
0.38%
Winner
TFI
0.23%
Max Drawdown
IYH
43.52%
Winner
TFI
18.31%
Sharpe Ratio
IYH
0.76
Winner
TFI
0.83
5Y Beta
IYH
0.50
Winner
TFI
0.03
P/E Ratio
IYH
30.87
TFI
N/A
Forward P/E
IYH
18.54
TFI
N/A
5Y Dividends CAGR
Winner
IYH
11.08%
TFI
10.31%
5Y EPS CAGR
IYH
12.23%
TFI
N/A
Debt to Equity
IYH
79.83%
TFI
N/A
P/S Ratio
IYH
2.18
TFI
N/A
P/B Ratio
IYH
4.94
TFI
N/A

IYH vs TFI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IYH
+5.03%
TFI
+0.56%
3M
Winner
IYH
+3.24%
TFI
+0.76%
6M
IYH
+0.08%
Winner
TFI
+1.71%
1Y
Winner
IYH
+14.14%
TFI
+5.88%
5Y(CAGR)
Winner
IYH
+4.89%
TFI
-0.17%
10Y(CAGR)
Winner
IYH
+9.55%
TFI
+1.42%
Max(CAGR)
Winner
IYH
+7.77%
TFI
+3.04%

IYH vs TFI - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYHTFI
2026-1.04%+1.03%
2025+13.03%+3.44%
2024+1.40%+0.05%
2023+2.59%+5.43%
2022-3.57%-10.05%
2021+24.13%+0.33%
2020+15.33%+5.61%
2019+22.48%+7.26%
2018+4.63%+0.58%
2017+20.96%+5.61%
2016-0.79%-0.19%
2015+5.67%+3.31%
2014+25.79%+9.57%
2013+38.61%-3.97%
2012+17.45%+6.36%
2011+10.15%+13.23%
2010+2.74%-0.21%
2009+18.78%+10.82%
2008-22.27%-0.45%
2007+7.79%+1.47%
2006+5.23%N/A
2005+9.01%N/A
2004+3.63%N/A
2003+15.21%N/A
2002-20.78%N/A
2001-10.94%N/A
2000+14.12%N/A

IYH vs TFI Drawdown Comparison

The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The current IYH drawdown is -3.93%. The current TFI drawdown is -1.28%.

RankIYHTFI
#1-43.12%
Dec 28, 2000 - Apr 12, 2007
-15.49%
Mar 9, 2020 - Jul 16, 2020
#2-38.55%
Dec 10, 2007 - Apr 1, 2011
-15.42%
Jul 19, 2021 - Oct 25, 2022
#3-28.40%
Jan 22, 2020 - Jun 5, 2020
-15.12%
Sep 15, 2008 - Jan 13, 2009
#4-19.30%
Jul 20, 2015 - Mar 15, 2017
-9.72%
Sep 1, 2010 - Aug 2, 2011
#5-18.15%
May 18, 2011 - Feb 1, 2012
-9.09%
Nov 29, 2012 - May 14, 2014
#6-17.91%
Aug 30, 2024 - Nov 24, 2025
-6.73%
Jul 6, 2016 - Sep 7, 2017
#7-16.88%
Dec 30, 2021 - Jan 10, 2024
-6.50%
Jan 22, 2008 - Sep 15, 2008
#8-16.40%
Oct 1, 2018 - Nov 12, 2019
-3.66%
Oct 1, 2009 - Feb 25, 2010
#9-12.50%
Jan 26, 2018 - Aug 6, 2018
-3.60%
Jan 30, 2015 - Nov 30, 2015
#10-11.02%
Jul 11, 2000 - Oct 23, 2000
-3.39%
Dec 6, 2017 - Dec 24, 2018
#11-10.64%
Jan 7, 2026 - Apr 29, 2026
-3.33%
May 20, 2009 - Aug 18, 2009
#12-8.00%
Sep 2, 2021 - Dec 16, 2021
-3.18%
Feb 13, 2009 - Apr 16, 2009
#13-7.74%
May 7, 2007 - Oct 5, 2007
-2.95%
Jan 15, 2009 - Feb 13, 2009
#14-7.58%
Mar 4, 2014 - Jun 18, 2014
-2.84%
Jan 31, 2012 - May 2, 2012
#15-7.42%
Sep 24, 2014 - Oct 24, 2014
-2.72%
Sep 22, 2011 - Dec 8, 2011

Correlation

Correlation between IYH and TFI is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2000 - 2026)

IYH vs TFI dividend yield comparison.

YearIYHTFI
20260.30%1.47%
20251.19%3.32%
20241.25%3.01%
20231.18%2.41%
20221.10%1.87%
20210.94%1.71%
20201.16%1.91%
20191.14%2.14%
20181.95%2.26%
20171.10%2.16%
20161.29%2.39%
20152.02%2.40%
20141.05%2.37%
20131.12%3.35%
20121.69%4.01%
20111.55%3.53%
20101.59%4.44%
20091.53%3.75%
20081.63%3.87%
20071.34%1.18%
20060.88%0.00%
20050.73%0.00%
20040.65%0.00%
20030.74%0.00%
20020.77%0.00%
20010.39%0.00%
20000.22%0.00%

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