MUNY vs IAK
Comparison between VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF) and ISHARES U.S. INSURANCE ETF (IAK, ETF).
MUNY vs IAK - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MUNY
$372M
IAK
$371M
Expense Ratio
Winner
MUNY
0.09%
IAK
0.38%
Max Drawdown
Winner
MUNY
2.96%
IAK
78.02%
Sharpe Ratio
Winner
MUNY
0.34
IAK
-0.07
5Y Beta
Winner
MUNY
0.06
IAK
0.47
P/E Ratio
MUNY
N/A
IAK
10.36
Forward P/E
MUNY
N/A
IAK
10.43
5Y Dividends CAGR
MUNY
N/A
IAK
25.27%
5Y EPS CAGR
MUNY
N/A
IAK
17.51%
Debt to Equity
MUNY
N/A
IAK
13.84%
P/S Ratio
MUNY
N/A
IAK
1.18
P/B Ratio
MUNY
N/A
IAK
1.69
MUNY vs IAK - Historical Returns
Returns include dividend reinvestment.
1M
MUNY
+0.59%
Winner
IAK
+1.69%
3M
MUNY
+0.27%
Winner
IAK
+0.38%
6M
MUNY
+1.77%
Winner
IAK
+3.38%
1Y
Winner
MUNY
+6.75%
IAK
+1.67%
5Y(CAGR)
MUNY
N/A
IAK
+12.48%
10Y(CAGR)
MUNY
N/A
IAK
+12.11%
Max(CAGR)
MUNY
+6.73%
Winner
IAK
+6.90%
MUNY vs IAK - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | MUNY | IAK |
|---|---|---|
| 2026 | +1.21% | +0.46% |
| 2025 | +5.54% | +10.18% |
| 2024 | N/A | +26.86% |
| 2023 | N/A | +11.32% |
| 2022 | N/A | +11.43% |
| 2021 | N/A | +29.77% |
| 2020 | N/A | -3.63% |
| 2019 | N/A | +26.33% |
| 2018 | N/A | -10.35% |
| 2017 | N/A | +13.97% |
| 2016 | N/A | +21.48% |
| 2015 | N/A | +4.29% |
| 2014 | N/A | +8.92% |
| 2013 | N/A | +41.70% |
| 2012 | N/A | +16.16% |
| 2011 | N/A | -9.14% |
| 2010 | N/A | +18.03% |
| 2009 | N/A | +12.63% |
| 2008 | N/A | -50.01% |
| 2007 | N/A | -7.80% |
| 2006 | N/A | +8.66% |
MUNY vs IAK Drawdown Comparison
The maximum drawdown for MUNY was -2.70%, occurring on Mar 24, 2026. This drawdown has not yet recovered.
The maximum drawdown for IAK was -77.37%, occurring on Mar 9, 2009. Recovery took 1914 trading sessions.
The current MUNY drawdown is -0.61%. The current IAK drawdown is -1.68%.
| Rank | MUNY | IAK |
|---|---|---|
| #1 | -2.70% Feb 27, 2026 - Mar 24, 2026 | -77.37% May 22, 2007 - Dec 29, 2014 |
| #2 | -1.98% Jun 4, 2025 - Sep 5, 2025 | -44.95% Feb 11, 2020 - Mar 8, 2021 |
| #3 | -0.49% May 27, 2025 - Jun 4, 2025 | -20.30% Jan 26, 2018 - Apr 30, 2019 |
| #4 | -0.35% Nov 11, 2025 - Dec 23, 2025 | -16.97% Dec 1, 2015 - Aug 29, 2016 |
| #5 | -0.35% Jan 14, 2026 - Feb 2, 2026 | -14.74% Apr 20, 2022 - Nov 10, 2022 |
| #6 | -0.30% Sep 17, 2025 - Oct 6, 2025 | -14.38% Feb 13, 2023 - Sep 19, 2023 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -11.58% Apr 2, 2025 - Dec 15, 2025 |
| #8 | -0.11% Feb 19, 2026 - Feb 23, 2026 | -11.30% Nov 29, 2024 - Mar 17, 2025 |
| #9 | -0.10% Feb 9, 2026 - Feb 12, 2026 | -10.64% Aug 17, 2015 - Dec 1, 2015 |
| #10 | -0.08% Feb 24, 2026 - Feb 26, 2026 | -9.08% Dec 30, 2014 - May 19, 2015 |
| #11 | -0.07% Dec 30, 2025 - Jan 2, 2026 | -8.71% May 7, 2021 - Aug 25, 2021 |
| #12 | -0.07% Dec 24, 2025 - Dec 30, 2025 | -8.55% Aug 2, 2017 - Oct 10, 2017 |
| #13 | -0.06% Oct 13, 2025 - Oct 15, 2025 | -8.41% Nov 3, 2021 - Jan 4, 2022 |
| #14 | -0.04% Oct 21, 2025 - Oct 24, 2025 | -7.70% Feb 9, 2022 - Mar 18, 2022 |
| #15 | -0.03% Sep 11, 2025 - Sep 15, 2025 | -7.62% Dec 15, 2025 - Mar 27, 2026 |
Correlation
Correlation between MUNY and IAK is 0.30 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.30
-101
Dividend Comparison (2006 - 2026)
MUNY vs IAK dividend yield comparison.
| Year | MUNY | IAK |
|---|---|---|
| 2026 | 1.32% | 1.49% |
| 2025 | 1.80% | 1.69% |
| 2024 | 0.00% | 1.49% |
| 2023 | 0.00% | 1.44% |
| 2022 | 0.00% | 1.69% |
| 2021 | 0.00% | 2.26% |
| 2020 | 0.00% | 2.07% |
| 2019 | 0.00% | 1.84% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 1.62% |
| 2016 | 0.00% | 1.68% |
| 2015 | 0.00% | 1.62% |
| 2014 | 0.00% | 1.57% |
| 2013 | 0.00% | 1.13% |
| 2012 | 0.00% | 1.74% |
| 2011 | 0.00% | 1.51% |
| 2010 | 0.00% | 2.08% |
| 2009 | 0.00% | 1.60% |
| 2008 | 0.00% | 2.46% |
| 2007 | 0.00% | 1.19% |
| 2006 | 0.00% | 0.63% |
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