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IYY vs HYMB

Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF).

5-Year PerformanceIYY has outperformed HYMB, delivering a return of +12.3% compared to +1.5%

IYY vs HYMB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IYY
$3B
HYMB
$3B
Expense Ratio
Winner
IYY
0.20%
HYMB
0.35%
Max Drawdown
IYY
56.28%
Winner
HYMB
29.76%
Sharpe Ratio
Winner
IYY
1.50
HYMB
0.85
5Y Beta
IYY
0.98
Winner
HYMB
0.04
P/E Ratio
IYY
27.57
HYMB
N/A
Forward P/E
IYY
20.32
HYMB
N/A
5Y Dividends CAGR
Winner
IYY
5.54%
HYMB
2.22%
5Y EPS CAGR
IYY
27.30%
HYMB
N/A
Debt to Equity
IYY
43.41%
HYMB
N/A
P/S Ratio
IYY
3.24
HYMB
N/A
P/B Ratio
IYY
4.95
HYMB
N/A

IYY vs HYMB - Historical Returns

Returns include dividend reinvestment.

1M
IYY
-1.02%
Winner
HYMB
+1.79%
3M
Winner
IYY
+12.30%
HYMB
+3.21%
6M
Winner
IYY
+7.27%
HYMB
+3.40%
1Y
Winner
IYY
+23.30%
HYMB
+7.20%
5Y(CAGR)
Winner
IYY
+12.25%
HYMB
+1.51%
10Y(CAGR)
Winner
IYY
+15.56%
HYMB
+4.88%
Max(CAGR)
Winner
IYY
+9.74%
HYMB
+7.90%

IYY vs HYMB - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearIYYHYMB
2026+8.05%+3.36%
2025+17.42%+1.88%
2024+25.12%+6.23%
2023+27.02%+7.95%
2022-19.98%-12.50%
2021+28.14%+8.78%
2020+20.64%+7.56%
2019+33.23%+13.96%
2018-4.13%+9.09%
2017+22.53%+6.91%
2016+15.98%+6.01%
2015+2.59%+8.40%
2014+15.87%+22.66%
2013+31.70%-3.77%
2012+16.67%+21.66%
2011+1.92%+15.14%
2010+16.66%N/A
2009+27.65%N/A
2008-34.94%N/A
2007+7.50%N/A
2006+15.35%N/A
2005+8.85%N/A
2004+14.04%N/A
2003+28.33%N/A
2002-21.27%N/A
2001-7.59%N/A
2000-8.70%N/A

IYY vs HYMB Drawdown Comparison

The maximum drawdown for IYY was -54.03%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 187 trading sessions.

The current IYY drawdown is -3.04%.

RankIYYHYMB
#1-54.03%
Oct 9, 2007 - Feb 14, 2011
-29.57%
Mar 5, 2020 - Nov 30, 2020
#2-47.31%
Sep 1, 2000 - Jan 4, 2006
-17.88%
Dec 31, 2021 - Sep 6, 2024
#3-34.90%
Feb 19, 2020 - Aug 6, 2020
-15.22%
May 20, 2013 - Mar 3, 2014
#4-25.46%
Dec 27, 2021 - Dec 14, 2023
-7.40%
Sep 6, 2016 - Apr 11, 2017
#5-19.37%
Jul 7, 2011 - Feb 3, 2012
-6.66%
Feb 28, 2025 - Oct 22, 2025
#6-19.15%
Oct 1, 2018 - Apr 3, 2019
-4.28%
Dec 6, 2012 - Jan 15, 2013
#7-19.06%
Feb 19, 2025 - Jun 26, 2025
-3.46%
Dec 4, 2024 - Feb 28, 2025
#8-13.48%
Jul 20, 2015 - Apr 18, 2016
-3.11%
Feb 27, 2026 - May 28, 2026
#9-10.01%
Apr 2, 2012 - Aug 16, 2012
-3.07%
Sep 5, 2017 - Mar 27, 2018
#10-9.56%
Jan 26, 2018 - Jul 18, 2018
-2.71%
Apr 13, 2015 - Sep 1, 2015
#11-9.34%
Jul 19, 2007 - Oct 1, 2007
-2.62%
Oct 2, 2024 - Nov 29, 2024
#12-9.01%
Sep 2, 2020 - Nov 9, 2020
-2.49%
Feb 11, 2021 - Apr 15, 2021
#13-8.94%
Jan 27, 2026 - Apr 14, 2026
-2.37%
Feb 2, 2015 - Apr 13, 2015
#14-8.53%
Jul 16, 2024 - Sep 19, 2024
-1.61%
Sep 1, 2021 - Dec 1, 2021
#15-8.19%
May 5, 2006 - Sep 20, 2006
-1.56%
Sep 6, 2018 - Dec 6, 2018

Correlation

Correlation between IYY and HYMB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2000 - 2026)

IYY vs HYMB dividend yield comparison.

YearIYYHYMB
20260.40%1.89%
20250.95%4.55%
20241.05%4.29%
20231.29%4.07%
20221.48%7.54%
20211.04%6.38%
20202.26%7.11%
20193.59%7.90%
20183.95%8.06%
20173.23%7.56%
20163.63%8.16%
20153.93%9.09%
20143.32%8.99%
20133.25%10.35%
20123.98%9.97%
20113.67%8.59%
20103.23%0.00%
20093.54%0.00%
20085.27%0.00%
20073.14%0.00%
20062.93%0.00%
20053.10%0.00%
20043.19%0.00%
20032.53%0.00%
20022.93%0.00%
20012.14%0.00%
20000.82%0.00%

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