NYF vs SPY
Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NYF, delivering a return of +13.2% compared to +0.9%
NYF vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NYF
$1.30B
Winner
SPY
$784B
Expense Ratio
NYF
0.09%
SPY
0.09%
Max Drawdown
Winner
NYF
14.77%
SPY
56.47%
Sharpe Ratio
NYF
1.07
Winner
SPY
1.54
5Y Beta
Winner
NYF
0.02
SPY
1.00
P/E Ratio
NYF
N/A
SPY
27.62
Forward P/E
NYF
N/A
SPY
21.11
5Y Dividends CAGR
Winner
NYF
8.01%
SPY
6.00%
5Y EPS CAGR
NYF
N/A
SPY
25.30%
Debt to Equity
NYF
N/A
SPY
31.11%
P/S Ratio
NYF
N/A
SPY
3.49
P/B Ratio
NYF
N/A
SPY
5.30
NYF vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NYF
+1.46%
SPY
-1.37%
3M
NYF
+1.91%
Winner
SPY
+12.22%
6M
NYF
+1.84%
Winner
SPY
+7.20%
1Y
NYF
+6.73%
Winner
SPY
+23.58%
5Y(CAGR)
NYF
+0.86%
Winner
SPY
+13.19%
10Y(CAGR)
NYF
+2.11%
Winner
SPY
+15.12%
Max(CAGR)
NYF
+4.85%
Winner
SPY
+8.44%
NYF vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NYF | SPY |
|---|---|---|
| 2026 | +1.59% | +7.95% |
| 2025 | +3.58% | +18.00% |
| 2024 | +1.13% | +25.59% |
| 2023 | +5.65% | +26.72% |
| 2022 | -7.67% | -18.64% |
| 2021 | +1.44% | +30.52% |
| 2020 | +4.04% | +17.28% |
| 2019 | +6.55% | +31.09% |
| 2018 | +0.84% | -5.24% |
| 2017 | +6.76% | +20.78% |
| 2016 | +1.88% | +13.59% |
| 2015 | +5.92% | +1.31% |
| 2014 | +12.85% | +14.56% |
| 2013 | -0.79% | +29.00% |
| 2012 | +9.63% | +14.17% |
| 2011 | +16.00% | +0.85% |
| 2010 | +3.34% | +13.14% |
| 2009 | +14.76% | +22.67% |
| 2008 | +4.15% | -36.25% |
| 2007 | +2.30% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
NYF vs SPY Drawdown Comparison
The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NYF drawdown is -0.28%. The current SPY drawdown is -3.18%.
| Rank | NYF | SPY |
|---|---|---|
| #1 | -13.12% Mar 9, 2020 - Jul 30, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -12.72% Jul 20, 2021 - Sep 11, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -9.61% Sep 10, 2008 - Jan 9, 2009 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -9.37% May 2, 2013 - Feb 25, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.82% Mar 30, 2009 - Sep 16, 2009 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.49% Oct 12, 2010 - May 5, 2011 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -5.50% Mar 17, 2009 - Mar 30, 2009 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -5.23% Sep 1, 2016 - May 17, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.38% Feb 11, 2008 - Apr 1, 2008 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.27% Oct 20, 2009 - Apr 26, 2010 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -3.39% Mar 4, 2009 - Mar 11, 2009 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -3.23% May 19, 2008 - Aug 25, 2008 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -3.06% Dec 4, 2012 - Apr 29, 2013 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.04% Jan 15, 2009 - Feb 5, 2009 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -2.85% Oct 6, 2009 - Oct 16, 2009 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NYF and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
NYF vs SPY dividend yield comparison.
| Year | NYF | SPY |
|---|---|---|
| 2026 | 1.30% | 0.50% |
| 2025 | 2.99% | 1.07% |
| 2024 | 2.77% | 1.21% |
| 2023 | 2.36% | 1.40% |
| 2022 | 2.04% | 1.65% |
| 2021 | 1.85% | 1.20% |
| 2020 | 1.98% | 1.52% |
| 2019 | 2.19% | 1.75% |
| 2018 | 2.48% | 2.04% |
| 2017 | 4.26% | 1.80% |
| 2016 | 4.86% | 2.03% |
| 2015 | 5.20% | 2.06% |
| 2014 | 5.63% | 1.87% |
| 2013 | 6.09% | 1.81% |
| 2012 | 6.20% | 2.18% |
| 2011 | 6.73% | 2.05% |
| 2010 | 7.47% | 1.80% |
| 2009 | 7.29% | 1.95% |
| 2008 | 7.60% | 3.02% |
| 2007 | 1.76% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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