MUNY vs IDLV
Comparison between VANGUARD NEW YORK TAX-EXEMPT BOND ETF ETF SHARES (MUNY, ETF) and INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF (IDLV, ETF).
MUNY vs IDLV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MUNY
$372M
Winner
IDLV
$373M
Expense Ratio
Winner
MUNY
0.09%
IDLV
0.25%
Max Drawdown
Winner
MUNY
2.96%
IDLV
36.36%
Sharpe Ratio
MUNY
0.34
Winner
IDLV
0.51
5Y Beta
Winner
MUNY
0.06
IDLV
0.39
5Y Dividends CAGR
MUNY
N/A
IDLV
15.01%
MUNY vs IDLV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MUNY
+0.59%
IDLV
-3.38%
3M
Winner
MUNY
+0.27%
IDLV
-2.40%
6M
MUNY
+1.77%
Winner
IDLV
+4.25%
1Y
MUNY
+6.75%
Winner
IDLV
+8.54%
5Y(CAGR)
MUNY
N/A
IDLV
+5.75%
10Y(CAGR)
MUNY
N/A
IDLV
+4.97%
Max(CAGR)
Winner
MUNY
+6.73%
IDLV
+5.82%
MUNY vs IDLV - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MUNY | IDLV |
|---|---|---|
| 2026 | +1.21% | +1.33% |
| 2025 | +5.54% | +28.06% |
| 2024 | N/A | +2.90% |
| 2023 | N/A | +9.09% |
| 2022 | N/A | -12.11% |
| 2021 | N/A | +9.64% |
| 2020 | N/A | -10.01% |
| 2019 | N/A | +20.01% |
| 2018 | N/A | -8.55% |
| 2017 | N/A | +21.60% |
| 2016 | N/A | +5.23% |
| 2015 | N/A | -3.49% |
| 2014 | N/A | +2.36% |
| 2013 | N/A | +13.81% |
| 2012 | N/A | +14.67% |
MUNY vs IDLV 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 IDLV was -34.63%, occurring on Mar 23, 2020. Recovery took 1140 trading sessions.
The current MUNY drawdown is -0.61%. The current IDLV drawdown is -6.45%.
| Rank | MUNY | IDLV |
|---|---|---|
| #1 | -2.70% Feb 27, 2026 - Mar 24, 2026 | -34.63% Feb 12, 2020 - Aug 23, 2024 |
| #2 | -1.98% Jun 4, 2025 - Sep 5, 2025 | -18.79% Jul 24, 2014 - Apr 11, 2017 |
| #3 | -0.49% May 27, 2025 - Jun 4, 2025 | -14.37% Jan 26, 2018 - Jun 7, 2019 |
| #4 | -0.35% Nov 11, 2025 - Dec 23, 2025 | -12.21% May 8, 2013 - Oct 22, 2013 |
| #5 | -0.35% Jan 14, 2026 - Feb 2, 2026 | -9.97% Sep 26, 2024 - Mar 7, 2025 |
| #6 | -0.30% Sep 17, 2025 - Oct 6, 2025 | -9.82% May 1, 2012 - Jul 27, 2012 |
| #7 | -0.24% Oct 27, 2025 - Nov 11, 2025 | -8.26% Apr 3, 2025 - Apr 17, 2025 |
| #8 | -0.11% Feb 19, 2026 - Feb 23, 2026 | -7.54% Feb 27, 2026 - Mar 27, 2026 |
| #9 | -0.10% Feb 9, 2026 - Feb 12, 2026 | -6.12% Dec 30, 2013 - Feb 24, 2014 |
| #10 | -0.08% Feb 24, 2026 - Feb 26, 2026 | -5.52% Sep 27, 2012 - Dec 12, 2012 |
| #11 | -0.07% Dec 30, 2025 - Jan 2, 2026 | -4.50% Jul 3, 2019 - Sep 20, 2019 |
| #12 | -0.07% Dec 24, 2025 - Dec 30, 2025 | -4.27% Apr 2, 2012 - Apr 26, 2012 |
| #13 | -0.06% Oct 13, 2025 - Oct 15, 2025 | -3.80% Oct 25, 2013 - Dec 26, 2013 |
| #14 | -0.04% Oct 21, 2025 - Oct 24, 2025 | -3.62% Sep 11, 2025 - Dec 15, 2025 |
| #15 | -0.03% Sep 11, 2025 - Sep 15, 2025 | -2.95% Jul 23, 2025 - Aug 13, 2025 |
Correlation
Correlation between MUNY and IDLV is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2012 - 2026)
MUNY vs IDLV dividend yield comparison.
| Year | MUNY | IDLV |
|---|---|---|
| 2026 | 1.32% | 0.82% |
| 2025 | 1.80% | 4.63% |
| 2024 | 0.00% | 3.41% |
| 2023 | 0.00% | 3.59% |
| 2022 | 0.00% | 4.69% |
| 2021 | 0.00% | 2.99% |
| 2020 | 0.00% | 2.30% |
| 2019 | 0.00% | 4.92% |
| 2018 | 0.00% | 3.94% |
| 2017 | 0.00% | 3.05% |
| 2016 | 0.00% | 3.92% |
| 2015 | 0.00% | 3.93% |
| 2014 | 0.00% | 3.25% |
| 2013 | 0.00% | 2.47% |
| 2012 | 0.00% | 2.51% |
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