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NYF vs IGEB

Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF (IGEB, ETF).

5-Year PerformanceIGEB has outperformed NYF, delivering a return of +1.0% compared to +0.8%

NYF vs IGEB - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NYF
$1.30B
Winner
IGEB
$1.40B
Expense Ratio
Winner
NYF
0.09%
IGEB
0.18%
Max Drawdown
Winner
NYF
14.77%
IGEB
26.13%
Sharpe Ratio
Winner
NYF
0.99
IGEB
0.33
5Y Beta
Winner
NYF
0.02
IGEB
0.11
5Y Dividends CAGR
Winner
NYF
8.01%
IGEB
3.15%

NYF vs IGEB - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NYF
+0.48%
IGEB
-0.04%
3M
Winner
NYF
+0.19%
IGEB
-0.67%
6M
Winner
NYF
+1.72%
IGEB
+0.23%
1Y
Winner
NYF
+6.48%
IGEB
+5.33%
5Y(CAGR)
NYF
+0.81%
Winner
IGEB
+1.04%
10Y(CAGR)
NYF
+1.81%
Winner
IGEB
+3.12%
Max(CAGR)
NYF
+3.12%
Winner
IGEB
+3.12%

NYF vs IGEB - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearNYFIGEB
2026+1.23%+0.16%
2025+3.58%+8.14%
2024+1.13%+3.64%
2023+5.65%+9.01%
2022-7.67%-14.22%
2021+1.44%-0.76%
2020+4.04%+10.93%
2019+6.55%+15.54%
2018+0.84%-2.06%
2017+4.85%+1.53%
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 IGEB Drawdown Comparison

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

The maximum drawdown for IGEB was -21.13%, occurring on Oct 20, 2022. Recovery took 1010 trading sessions.

The current NYF drawdown is -0.64%. The current IGEB drawdown is -1.35%.

RankNYFIGEB
#1-13.12%
Mar 9, 2020 - Jul 30, 2020
-21.13%
Aug 4, 2021 - Aug 13, 2025
#2-12.72%
Jul 20, 2021 - Sep 11, 2025
-16.51%
Mar 5, 2020 - Jun 8, 2020
#3-10.51%
Apr 14, 2008 - Jan 12, 2009
-5.02%
Dec 31, 2020 - Jul 19, 2021
#4-10.42%
Nov 29, 2012 - May 29, 2014
-4.64%
Dec 18, 2017 - Feb 26, 2019
#5-8.68%
Mar 30, 2009 - Oct 1, 2009
-2.88%
Feb 23, 2026 - Mar 27, 2026
#6-7.52%
Aug 27, 2010 - Jul 6, 2011
-2.43%
Sep 4, 2019 - Oct 4, 2019
#7-6.04%
Jul 5, 2016 - Aug 30, 2017
-2.24%
Aug 6, 2020 - Nov 19, 2020
#8-5.50%
Mar 17, 2009 - Mar 30, 2009
-1.37%
Oct 27, 2025 - Jan 14, 2026
#9-4.55%
Oct 20, 2009 - Jul 2, 2010
-1.36%
Jul 3, 2019 - Aug 1, 2019
#10-4.55%
Jan 23, 2008 - Apr 9, 2008
-1.28%
Oct 4, 2019 - Nov 25, 2019
#11-3.39%
Mar 4, 2009 - Mar 11, 2009
-0.84%
Sep 15, 2025 - Oct 14, 2025
#12-3.04%
Jan 15, 2009 - Feb 6, 2009
-0.79%
Nov 7, 2017 - Dec 5, 2017
#13-2.85%
Oct 6, 2009 - Oct 16, 2009
-0.79%
Sep 6, 2017 - Nov 2, 2017
#14-2.76%
Feb 27, 2026 - Mar 24, 2026
-0.75%
Jan 14, 2026 - Feb 5, 2026
#15-2.70%
Jan 30, 2015 - Oct 30, 2015
-0.68%
Apr 10, 2019 - Apr 24, 2019

Correlation

Correlation between NYF and IGEB is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2007 - 2026)

NYF vs IGEB dividend yield comparison.

YearNYFIGEB
20261.30%2.13%
20252.99%4.92%
20242.77%5.09%
20232.36%4.60%
20222.04%3.63%
20211.85%3.84%
20201.98%3.78%
20192.19%5.61%
20182.48%3.59%
20172.46%1.62%
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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