IYY vs MUNI
Comparison between ISHARES DOW JONES U.S. ETF (IYY, ETF) and PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF).
5-Year PerformanceIYY has outperformed MUNI, delivering a return of +12.3% compared to +1.1%
IYY vs MUNI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IYY vs MUNI - Historical Returns
Returns include dividend reinvestment.
IYY vs MUNI - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | IYY | MUNI |
|---|---|---|
| 2026 | +13.02% | +0.66% |
| 2025 | +17.42% | +4.61% |
| 2024 | +25.12% | +1.60% |
| 2023 | +27.02% | +5.98% |
| 2022 | -19.98% | -6.69% |
| 2021 | +28.14% | +0.64% |
| 2020 | +19.15% | +4.77% |
| 2019 | +30.69% | +6.95% |
| 2018 | -5.87% | +1.10% |
| 2017 | +20.44% | +4.72% |
| 2016 | +13.81% | -0.48% |
| 2015 | +0.62% | +2.66% |
| 2014 | +13.91% | +5.58% |
| 2013 | +29.38% | -2.51% |
| 2012 | +14.37% | +4.73% |
| 2011 | +0.06% | +8.18% |
| 2010 | +14.63% | +3.95% |
| 2009 | +25.06% | -0.37% |
| 2008 | -36.28% | N/A |
| 2007 | +5.85% | N/A |
| 2006 | +13.57% | N/A |
| 2005 | +7.14% | N/A |
| 2004 | +12.15% | N/A |
| 2003 | +26.50% | N/A |
| 2002 | -22.31% | N/A |
| 2001 | -8.58% | N/A |
| 2000 | -9.07% | N/A |
IYY vs MUNI Drawdown Comparison
The maximum drawdown for IYY was -55.16%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.
The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.
The current IYY drawdown is -0.41%. The current MUNI drawdown is -1.28%.
| Rank | IYY | MUNI |
|---|---|---|
| #1 | -55.16% Oct 9, 2007 - Mar 13, 2012 | -11.15% Jul 19, 2021 - Aug 5, 2024 |
| #2 | -48.49% Sep 1, 2000 - Oct 12, 2006 | -10.81% Mar 9, 2020 - Jul 16, 2020 |
| #3 | -34.90% Feb 19, 2020 - Aug 12, 2020 | -6.25% May 2, 2013 - Aug 11, 2014 |
| #4 | -25.46% Dec 27, 2021 - Dec 14, 2023 | -5.09% Aug 23, 2016 - Aug 14, 2017 |
| #5 | -19.86% Sep 20, 2018 - Apr 12, 2019 | -4.13% Aug 31, 2010 - May 18, 2011 |
| #6 | -19.06% Feb 19, 2025 - Jun 26, 2025 | -3.67% Feb 28, 2025 - Sep 5, 2025 |
| #7 | -14.48% Jun 23, 2015 - Jun 7, 2016 | -2.70% Jan 30, 2015 - Dec 1, 2015 |
| #8 | -10.01% Apr 2, 2012 - Aug 17, 2012 | -2.29% Feb 27, 2026 - Mar 26, 2026 |
| #9 | -9.56% Jan 26, 2018 - Jul 25, 2018 | -2.27% Oct 2, 2024 - Dec 6, 2024 |
| #10 | -9.39% Sep 2, 2020 - Nov 11, 2020 | -2.26% Dec 6, 2024 - Feb 26, 2025 |
| #11 | -9.34% Jul 19, 2007 - Oct 5, 2007 | -2.25% Sep 22, 2011 - Dec 6, 2011 |
| #12 | -8.94% Jan 27, 2026 - Apr 14, 2026 | -1.99% Dec 5, 2012 - May 1, 2013 |
| #13 | -8.53% Jul 16, 2024 - Sep 19, 2024 | -1.80% Sep 8, 2017 - Aug 15, 2018 |
| #14 | -7.49% Sep 18, 2014 - Oct 31, 2014 | -1.73% Feb 11, 2021 - Jun 9, 2021 |
| #15 | -7.44% Sep 14, 2012 - Jan 2, 2013 | -1.66% Mar 12, 2010 - May 21, 2010 |
Correlation
Correlation between IYY and MUNI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
IYY vs MUNI dividend yield comparison.
| Year | IYY | MUNI |
|---|---|---|
| 2026 | 0.38% | 1.95% |
| 2025 | 0.95% | 3.26% |
| 2024 | 1.05% | 3.50% |
| 2023 | 1.29% | 3.09% |
| 2022 | 1.48% | 2.13% |
| 2021 | 1.04% | 1.62% |
| 2020 | 1.31% | 1.92% |
| 2019 | 1.80% | 2.44% |
| 2018 | 1.97% | 2.38% |
| 2017 | 1.62% | 2.37% |
| 2016 | 1.81% | 2.37% |
| 2015 | 1.97% | 2.20% |
| 2014 | 1.66% | 1.91% |
| 2013 | 1.62% | 2.30% |
| 2012 | 1.99% | 2.27% |
| 2011 | 1.84% | 2.33% |
| 2010 | 1.62% | 2.54% |
| 2009 | 1.77% | 0.09% |
| 2008 | 2.63% | 0.00% |
| 2007 | 1.57% | 0.00% |
| 2006 | 1.47% | 0.00% |
| 2005 | 1.55% | 0.00% |
| 2004 | 1.59% | 0.00% |
| 2003 | 1.27% | 0.00% |
| 2002 | 1.46% | 0.00% |
| 2001 | 1.07% | 0.00% |
| 2000 | 0.41% | 0.00% |
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