MDIV vs MUNY
Comparison between MULTI-ASSET DIVERSIFIED INCOME INDEX FUND (MDIV, ETF) and VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF).
MDIV vs MUNY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MDIV
$412M
MUNY
$411M
Expense Ratio
MDIV
0.71%
Winner
MUNY
0.09%
Max Drawdown
MDIV
56.95%
Winner
MUNY
2.96%
Sharpe Ratio
MDIV
0.97
Winner
MUNY
0.99
5Y Beta
MDIV
0.31
Winner
MUNY
0.06
P/E Ratio
MDIV
12.68
MUNY
N/A
Forward P/E
MDIV
12.44
MUNY
N/A
5Y Dividends CAGR
MDIV
4.76%
MUNY
N/A
5Y EPS CAGR
MDIV
2.33%
MUNY
N/A
P/S Ratio
MDIV
1.31
MUNY
N/A
P/B Ratio
MDIV
0.70
MUNY
N/A
MDIV vs MUNY - Historical Returns
Returns include dividend reinvestment.
1M
MDIV
-1.32%
Winner
MUNY
+1.52%
3M
Winner
MDIV
+3.08%
MUNY
+2.00%
6M
Winner
MDIV
+7.59%
MUNY
+2.06%
1Y
Winner
MDIV
+10.68%
MUNY
+6.50%
5Y(CAGR)
MDIV
+5.81%
MUNY
N/A
10Y(CAGR)
MDIV
+4.70%
MUNY
N/A
Max(CAGR)
MDIV
+4.75%
Winner
MUNY
+6.85%
MDIV vs MUNY - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MDIV | MUNY |
|---|---|---|
| 2026 | +7.11% | +1.64% |
| 2025 | +3.39% | +5.54% |
| 2024 | +9.49% | N/A |
| 2023 | +11.51% | N/A |
| 2022 | -4.81% | N/A |
| 2021 | +17.67% | N/A |
| 2020 | -14.93% | N/A |
| 2019 | +17.66% | N/A |
| 2018 | -6.11% | N/A |
| 2017 | +4.95% | N/A |
| 2016 | +11.26% | N/A |
| 2015 | -8.76% | N/A |
| 2014 | +8.75% | N/A |
| 2013 | +8.41% | N/A |
| 2012 | +0.64% | N/A |
MDIV vs MUNY Drawdown Comparison
The maximum drawdown for MDIV was -48.50%, occurring on Mar 18, 2020. Recovery took 501 trading sessions.
The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The current MDIV drawdown is -1.73%. The current MUNY drawdown is -0.19%.
| Rank | MDIV | MUNY |
|---|---|---|
| #1 | -48.50% Jan 16, 2020 - Jan 11, 2022 | -2.70% Feb 27, 2026 - Mar 24, 2026 |
| #2 | -19.82% Aug 29, 2014 - Aug 29, 2016 | -1.98% Jun 4, 2025 - Sep 5, 2025 |
| #3 | -13.01% Feb 2, 2023 - Dec 13, 2023 | -0.49% May 27, 2025 - Jun 4, 2025 |
| #4 | -12.62% Apr 20, 2022 - Feb 2, 2023 | -0.35% Nov 11, 2025 - Dec 23, 2025 |
| #5 | -12.37% Aug 21, 2018 - Feb 19, 2019 | -0.35% Jan 14, 2026 - Feb 2, 2026 |
| #6 | -9.61% Nov 29, 2024 - Aug 22, 2025 | -0.30% Sep 17, 2025 - Oct 6, 2025 |
| #7 | -8.93% Sep 7, 2016 - Jan 24, 2017 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -8.17% May 17, 2013 - Mar 18, 2014 | -0.11% Feb 19, 2026 - Feb 23, 2026 |
| #9 | -8.01% Jan 23, 2018 - Aug 7, 2018 | -0.10% Feb 9, 2026 - Feb 12, 2026 |
| #10 | -6.37% Oct 18, 2012 - Jan 2, 2013 | -0.08% Feb 24, 2026 - Feb 26, 2026 |
| #11 | -4.37% Jan 14, 2022 - Mar 29, 2022 | -0.07% Dec 30, 2025 - Jan 2, 2026 |
| #12 | -4.13% Jul 30, 2019 - Sep 16, 2019 | -0.07% Dec 24, 2025 - Dec 30, 2025 |
| #13 | -3.48% Apr 1, 2024 - May 3, 2024 | -0.06% Oct 13, 2025 - Oct 15, 2025 |
| #14 | -3.39% Aug 29, 2025 - Jan 8, 2026 | -0.04% Oct 21, 2025 - Oct 24, 2025 |
| #15 | -3.32% Jul 1, 2014 - Aug 20, 2014 | -0.03% Sep 11, 2025 - Sep 15, 2025 |
Correlation
Correlation between MDIV and MUNY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
0.79
-101
Dividend Comparison (2012 - 2026)
MDIV vs MUNY dividend yield comparison.
| Year | MDIV | MUNY |
|---|---|---|
| 2026 | 2.77% | 1.31% |
| 2025 | 6.51% | 1.80% |
| 2024 | 6.40% | 0.00% |
| 2023 | 6.08% | 0.00% |
| 2022 | 6.71% | 0.00% |
| 2021 | 5.30% | 0.00% |
| 2020 | 6.00% | 0.00% |
| 2019 | 5.90% | 0.00% |
| 2018 | 6.76% | 0.00% |
| 2017 | 6.04% | 0.00% |
| 2016 | 6.35% | 0.00% |
| 2015 | 7.38% | 0.00% |
| 2014 | 5.73% | 0.00% |
| 2013 | 5.67% | 0.00% |
| 2012 | 1.61% | 0.00% |
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