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NYF vs AVIV

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and AVANTIS INTERNATIONAL LARGE CAP VALUE ETF (AVIV, ETF).

5-Year PerformanceAVIV has outperformed NYF, delivering a return of +13.3% compared to +0.8%

NYF vs AVIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NYF
$1.30B
AVIV
$1.30B
Expense Ratio
Winner
NYF
0.09%
AVIV
0.25%
Max Drawdown
Winner
NYF
14.77%
AVIV
29.14%
Sharpe Ratio
NYF
0.99
Winner
AVIV
1.63
5Y Beta
Winner
NYF
0.02
AVIV
0.67
5Y Dividends CAGR
NYF
8.01%
AVIV
N/A

NYF vs AVIV - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NYF
+0.48%
AVIV
+0.14%
3M
NYF
+0.19%
Winner
AVIV
+2.62%
6M
NYF
+1.72%
Winner
AVIV
+12.42%
1Y
NYF
+6.48%
Winner
AVIV
+29.52%
5Y(CAGR)
NYF
+0.81%
Winner
AVIV
+13.26%
10Y(CAGR)
NYF
+1.81%
AVIV
N/A
Max(CAGR)
NYF
+3.12%
Winner
AVIV
+13.26%

NYF vs AVIV - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNYFAVIV
2026+1.23%+8.12%
2025+3.58%+42.08%
2024+1.13%+5.24%
2023+5.65%+18.14%
2022-7.67%-9.00%
2021+1.44%+1.92%
2020+4.04%N/A
2019+6.55%N/A
2018+0.84%N/A
2017+4.85%N/A
2016-0.48%N/A
2015+3.19%N/A
2014+9.68%N/A
2013-3.69%N/A
2012+6.29%N/A
2011+12.05%N/A
2010-0.25%N/A
2009+10.67%N/A
2008+0.33%N/A
2007+1.41%N/A

NYF vs AVIV Drawdown Comparison

The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.

The maximum drawdown for AVIV was -27.72%, occurring on Sep 27, 2022. Recovery took 384 trading sessions.

The current NYF drawdown is -0.64%. The current AVIV drawdown is -3.30%.

RankNYFAVIV
#1-13.12%
Mar 9, 2020 - Jul 30, 2020
-27.72%
Jan 14, 2022 - Jul 28, 2023
#2-12.72%
Jul 20, 2021 - Sep 11, 2025
-14.13%
Mar 19, 2025 - Apr 28, 2025
#3-10.51%
Apr 14, 2008 - Jan 12, 2009
-10.78%
Feb 27, 2026 - Mar 20, 2026
#4-10.42%
Nov 29, 2012 - May 29, 2014
-9.85%
Jul 31, 2023 - Dec 13, 2023
#5-8.68%
Mar 30, 2009 - Oct 1, 2009
-8.07%
Sep 26, 2024 - Feb 13, 2025
#6-7.52%
Aug 27, 2010 - Jul 6, 2011
-7.53%
Jul 17, 2024 - Aug 21, 2024
#7-6.04%
Jul 5, 2016 - Aug 30, 2017
-7.09%
Nov 8, 2021 - Jan 7, 2022
#8-5.50%
Mar 17, 2009 - Mar 30, 2009
-4.75%
Nov 12, 2025 - Dec 3, 2025
#9-4.55%
Oct 20, 2009 - Jul 2, 2010
-4.46%
May 20, 2024 - Jul 12, 2024
#10-4.55%
Jan 23, 2008 - Apr 9, 2008
-4.35%
Dec 27, 2023 - Feb 23, 2024
#11-3.39%
Mar 4, 2009 - Mar 11, 2009
-4.21%
Apr 9, 2024 - May 14, 2024
#12-3.04%
Jan 15, 2009 - Feb 6, 2009
-3.92%
Aug 30, 2024 - Sep 19, 2024
#13-2.85%
Oct 6, 2009 - Oct 16, 2009
-3.48%
Jul 23, 2025 - Aug 12, 2025
#14-2.76%
Feb 27, 2026 - Mar 24, 2026
-2.97%
Oct 6, 2025 - Oct 27, 2025
#15-2.70%
Jan 30, 2015 - Oct 30, 2015
-2.34%
Mar 7, 2025 - Mar 17, 2025

Correlation

Correlation between NYF and AVIV is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (2007 - 2026)

NYF vs AVIV dividend yield comparison.

YearNYFAVIV
20261.30%0.13%
20252.99%3.01%
20242.77%3.46%
20232.36%3.64%
20222.04%2.84%
20211.85%0.57%
20201.98%0.00%
20192.19%0.00%
20182.48%0.00%
20172.46%0.00%
20162.43%0.00%
20152.60%0.00%
20142.81%0.00%
20133.05%0.00%
20123.10%0.00%
20113.37%0.00%
20103.73%0.00%
20093.64%0.00%
20083.80%0.00%
20070.88%0.00%

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