MUNI vs TFI
Comparison between PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND (MUNI, ETF) and STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF).
5-Year PerformanceMUNI has outperformed TFI, delivering a return of +1.2% compared to -0.1%
MUNI vs TFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MUNI vs TFI - Historical Returns
Returns include dividend reinvestment.
MUNI vs TFI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | MUNI | TFI |
|---|---|---|
| 2026 | +1.26% | +1.37% |
| 2025 | +4.61% | +3.44% |
| 2024 | +1.60% | +0.05% |
| 2023 | +5.98% | +5.43% |
| 2022 | -6.69% | -10.05% |
| 2021 | +0.64% | +0.33% |
| 2020 | +4.77% | +5.61% |
| 2019 | +6.95% | +7.26% |
| 2018 | +1.10% | +0.58% |
| 2017 | +4.72% | +5.61% |
| 2016 | -0.48% | -0.19% |
| 2015 | +2.66% | +3.31% |
| 2014 | +5.58% | +9.57% |
| 2013 | -2.51% | -3.97% |
| 2012 | +4.73% | +6.36% |
| 2011 | +8.18% | +13.23% |
| 2010 | +3.95% | -0.21% |
| 2009 | -0.37% | +10.82% |
| 2008 | N/A | -0.45% |
| 2007 | N/A | +1.47% |
MUNI vs TFI Drawdown Comparison
The maximum drawdown for MUNI was -11.15%, occurring on Oct 25, 2022. Recovery took 766 trading sessions.
The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.
The current MUNI drawdown is -0.69%. The current TFI drawdown is -0.95%.
| Rank | MUNI | TFI |
|---|---|---|
| #1 | -11.15% Jul 19, 2021 - Aug 5, 2024 | -15.49% Mar 9, 2020 - Jul 16, 2020 |
| #2 | -10.81% Mar 9, 2020 - Jul 16, 2020 | -15.42% Jul 19, 2021 - Oct 25, 2022 |
| #3 | -6.25% May 2, 2013 - Aug 11, 2014 | -15.12% Sep 15, 2008 - Jan 13, 2009 |
| #4 | -5.09% Aug 23, 2016 - Aug 14, 2017 | -9.72% Sep 1, 2010 - Aug 2, 2011 |
| #5 | -4.13% Aug 31, 2010 - May 18, 2011 | -9.09% Nov 29, 2012 - May 14, 2014 |
| #6 | -3.67% Feb 28, 2025 - Sep 5, 2025 | -6.73% Jul 6, 2016 - Sep 7, 2017 |
| #7 | -2.70% Jan 30, 2015 - Dec 1, 2015 | -6.50% Jan 22, 2008 - Sep 15, 2008 |
| #8 | -2.29% Feb 27, 2026 - Mar 26, 2026 | -3.66% Oct 1, 2009 - Feb 25, 2010 |
| #9 | -2.27% Oct 2, 2024 - Dec 6, 2024 | -3.60% Jan 30, 2015 - Nov 30, 2015 |
| #10 | -2.26% Dec 6, 2024 - Feb 26, 2025 | -3.39% Dec 6, 2017 - Dec 24, 2018 |
| #11 | -2.25% Sep 22, 2011 - Dec 6, 2011 | -3.33% May 20, 2009 - Aug 18, 2009 |
| #12 | -1.99% Dec 5, 2012 - May 1, 2013 | -3.18% Feb 13, 2009 - Apr 16, 2009 |
| #13 | -1.80% Sep 8, 2017 - Aug 15, 2018 | -2.95% Jan 15, 2009 - Feb 13, 2009 |
| #14 | -1.73% Feb 11, 2021 - Jun 9, 2021 | -2.84% Jan 31, 2012 - May 2, 2012 |
| #15 | -1.66% Mar 12, 2010 - May 21, 2010 | -2.72% Sep 22, 2011 - Dec 8, 2011 |
Correlation
Correlation between MUNI and TFI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2007 - 2026)
MUNI vs TFI dividend yield comparison.
| Year | MUNI | TFI |
|---|---|---|
| 2026 | 1.65% | 1.77% |
| 2025 | 3.26% | 3.32% |
| 2024 | 3.50% | 3.01% |
| 2023 | 3.09% | 2.41% |
| 2022 | 2.13% | 1.87% |
| 2021 | 1.62% | 1.71% |
| 2020 | 1.92% | 1.91% |
| 2019 | 2.44% | 2.14% |
| 2018 | 2.38% | 2.26% |
| 2017 | 2.37% | 2.16% |
| 2016 | 2.37% | 2.39% |
| 2015 | 2.20% | 2.40% |
| 2014 | 1.91% | 2.37% |
| 2013 | 2.30% | 3.35% |
| 2012 | 2.27% | 4.01% |
| 2011 | 2.33% | 3.53% |
| 2010 | 2.54% | 4.44% |
| 2009 | 0.09% | 3.75% |
| 2008 | 0.00% | 3.87% |
| 2007 | 0.00% | 1.18% |
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