NYF vs EXI

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and ISHARES GLOBAL INDUSTRIALS ETF (EXI, ETF).

5-Year PerformanceEXI has outperformed NYF, delivering a return of +11.6% compared to +0.8%

NYF vs EXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NYF(ETF)	EXI(ETF)
Net Assets	$1.20B	$1.20B
Expense Ratio	0.09%	0.39%
Max Drawdown	14.77%	63.88%
Sharpe Ratio	0.70	1.59
5Y Beta	0.02	0.87
5Y Dividends CAGR	9.46%	11.06%

Net Assets

NYF

$1.20B

EXI

$1.20B

Expense Ratio

Winner

NYF

0.09%

EXI

0.39%

Max Drawdown

Winner

NYF

14.77%

EXI

63.88%

Sharpe Ratio

NYF

0.70

Winner

EXI

1.59

5Y Beta

Winner

NYF

0.02

EXI

0.87

5Y Dividends CAGR

NYF

9.46%

Winner

EXI

11.06%

NYF vs EXI - Historical Returns

Returns include dividend reinvestment.

Period	NYF	EXI
1 month	+0.62%	+2.18%
3 months	-0.01%	+0.15%
6 months	+1.50%	+14.84%
1 year	+5.96%	+30.58%
5 years(CAGR)	+0.83%	+11.58%
10 years(CAGR)	+1.79%	+12.78%
Max(CAGR)	+3.12%	+8.97%

NYF

+0.62%

Winner

EXI

+2.18%

NYF

-0.01%

Winner

EXI

+0.15%

NYF

+1.50%

Winner

EXI

+14.84%

NYF

+5.96%

Winner

EXI

+30.58%

5Y(CAGR)

NYF

+0.83%

Winner

EXI

+11.58%

10Y(CAGR)

NYF

+1.79%

Winner

EXI

+12.78%

Max(CAGR)

NYF

+3.12%

Winner

EXI

+8.97%

NYF vs EXI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	NYF	EXI
2026	+0.97%	+10.95%
2025	+3.58%	+26.22%
2024	+1.13%	+13.67%
2023	+5.65%	+21.52%
2022	-7.67%	-11.93%
2021	+1.44%	+18.66%
2020	+4.04%	+9.57%
2019	+6.55%	+27.12%
2018	+0.84%	-14.89%
2017	+4.85%	+24.33%
2016	-0.48%	+15.35%
2015	+3.19%	-2.23%
2014	+9.68%	+2.34%
2013	-3.69%	+29.01%
2012	+6.29%	+13.62%
2011	+12.05%	-9.52%
2010	-0.25%	+20.35%
2009	+10.67%	+22.59%
2008	+0.33%	-41.19%
2007	+1.41%	+13.65%
2006	N/A	+8.67%

NYF vs EXI Drawdown Comparison

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

The maximum drawdown for EXI was -62.59%, occurring on Mar 9, 2009. Recovery took 1400 trading sessions.

The current NYF drawdown is -0.89%. The current EXI drawdown is -1.76%.

Rank	NYF	EXI
#1	-13.12% Mar 9, 2020 - Jul 30, 2020	-62.59% Oct 11, 2007 - May 6, 2013
#2	-12.72% Jul 20, 2021 - Sep 11, 2025	-39.56% Feb 12, 2020 - Nov 9, 2020
#3	-10.51% Apr 14, 2008 - Jan 12, 2009	-27.22% Jan 4, 2022 - Jul 13, 2023
#4	-10.42% Nov 29, 2012 - May 29, 2014	-23.83% Jan 26, 2018 - Nov 4, 2019
#5	-8.68% Mar 30, 2009 - Oct 1, 2009	-16.53% May 21, 2015 - Jul 20, 2016
#6	-7.52% Aug 27, 2010 - Jul 6, 2011	-14.38% Dec 4, 2024 - May 2, 2025
#7	-6.04% Jul 5, 2016 - Aug 30, 2017	-13.64% Jul 28, 2023 - Dec 13, 2023
#8	-5.50% Mar 17, 2009 - Mar 30, 2009	-12.35% Feb 27, 2026 - May 6, 2026
#9	-4.55% Oct 20, 2009 - Jul 2, 2010	-12.19% Jun 9, 2014 - Feb 20, 2015
#10	-4.55% Jan 23, 2008 - Apr 9, 2008	-11.88% Jul 19, 2007 - Oct 5, 2007
#11	-3.39% Mar 4, 2009 - Mar 11, 2009	-7.56% May 21, 2013 - Jul 19, 2013
#12	-3.04% Jan 15, 2009 - Feb 6, 2009	-7.43% Jul 16, 2024 - Aug 23, 2024
#13	-2.85% Oct 6, 2009 - Oct 16, 2009	-7.11% Feb 20, 2007 - Apr 10, 2007
#14	-2.76% Feb 27, 2026 - Mar 24, 2026	-7.04% Nov 8, 2021 - Jan 4, 2022
#15	-2.70% Jan 30, 2015 - Oct 30, 2015	-7.02% Dec 31, 2013 - Mar 6, 2014

Correlation

Correlation between NYF and EXI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2006 - 2026)

NYF vs EXI dividend yield comparison.

Year	NYF	EXI
2026	1.04%	0.00%
2025	2.99%	1.32%
2024	2.77%	1.47%
2023	2.36%	1.84%
2022	2.04%	1.63%
2021	1.85%	1.42%
2020	1.98%	1.26%
2019	2.19%	1.72%
2018	2.48%	2.21%
2017	2.46%	1.48%
2016	2.43%	1.75%
2015	2.60%	1.95%
2014	2.81%	1.93%
2013	3.05%	1.51%
2012	3.10%	2.29%
2011	3.37%	2.37%
2010	3.73%	1.48%
2009	3.64%	1.77%
2008	3.80%	3.62%
2007	0.88%	0.61%
2006	0.00%	0.52%