NYF vs UTES
Comparison between ISHARES NEW YORK MUNI BOND ETF (NYF, ETF) and VIRTUS REAVES UTILITIES ETF (UTES, ETF).
5-Year PerformanceUTES has outperformed NYF, delivering a return of +16.0% compared to +0.6%
NYF vs UTES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NYF vs UTES - Historical Returns
Returns include dividend reinvestment.
NYF vs UTES - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NYF | UTES |
|---|---|---|
| 2026 | +0.88% | -0.17% |
| 2025 | +3.58% | +22.66% |
| 2024 | +1.13% | +43.95% |
| 2023 | +5.65% | -1.97% |
| 2022 | -7.67% | +1.90% |
| 2021 | +1.44% | +23.82% |
| 2020 | +4.04% | +1.59% |
| 2019 | +6.55% | +27.65% |
| 2018 | +0.84% | +6.28% |
| 2017 | +4.85% | +14.80% |
| 2016 | -0.48% | +16.95% |
| 2015 | +3.19% | +5.54% |
| 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 UTES Drawdown Comparison
The maximum drawdown for NYF was -13.12%, occurring on Mar 23, 2020. Recovery took 100 trading sessions.
The maximum drawdown for UTES was -35.37%, occurring on Mar 23, 2020. Recovery took 295 trading sessions.
The current NYF drawdown is -1.12%. The current UTES drawdown is -7.62%.
| Rank | NYF | UTES |
|---|---|---|
| #1 | -13.12% Mar 9, 2020 - Jul 30, 2020 | -35.37% Feb 18, 2020 - Apr 20, 2021 |
| #2 | -12.72% Jul 20, 2021 - Sep 11, 2025 | -20.39% Sep 12, 2022 - Apr 25, 2024 |
| #3 | -10.51% Apr 14, 2008 - Jan 12, 2009 | -17.62% Jan 24, 2025 - May 19, 2025 |
| #4 | -10.42% Nov 29, 2012 - May 29, 2014 | -15.99% Apr 8, 2022 - Aug 12, 2022 |
| #5 | -8.68% Mar 30, 2009 - Oct 1, 2009 | -13.88% Oct 15, 2025 - Feb 4, 2026 |
| #6 | -7.52% Aug 27, 2010 - Jul 6, 2011 | -13.20% Nov 27, 2017 - Jul 6, 2018 |
| #7 | -6.04% Jul 5, 2016 - Aug 30, 2017 | -12.43% Jul 6, 2016 - Mar 24, 2017 |
| #8 | -5.50% Mar 17, 2009 - Mar 30, 2009 | -10.42% Nov 26, 2024 - Jan 16, 2025 |
| #9 | -4.55% Oct 20, 2009 - Jul 2, 2010 | -9.80% Dec 31, 2021 - Mar 24, 2022 |
| #10 | -4.55% Jan 23, 2008 - Apr 9, 2008 | -8.97% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -3.39% Mar 4, 2009 - Mar 11, 2009 | -8.59% Sep 2, 2021 - Dec 6, 2021 |
| #12 | -3.04% Jan 15, 2009 - Feb 6, 2009 | -7.78% Oct 4, 2024 - Nov 18, 2024 |
| #13 | -2.85% Oct 6, 2009 - Oct 16, 2009 | -6.74% Aug 4, 2025 - Oct 1, 2025 |
| #14 | -2.76% Feb 27, 2026 - Jul 1, 2026 | -6.63% Sep 30, 2019 - Jan 15, 2020 |
| #15 | -2.70% Jan 30, 2015 - Oct 30, 2015 | -6.45% May 31, 2024 - Aug 15, 2024 |
Correlation
Correlation between NYF and UTES is 0.79 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2007 - 2026)
NYF vs UTES dividend yield comparison.
| Year | NYF | UTES |
|---|---|---|
| 2026 | 1.57% | 0.71% |
| 2025 | 2.99% | 1.42% |
| 2024 | 2.77% | 1.51% |
| 2023 | 2.36% | 2.44% |
| 2022 | 2.04% | 2.13% |
| 2021 | 1.85% | 1.94% |
| 2020 | 1.98% | 2.09% |
| 2019 | 2.19% | 1.84% |
| 2018 | 2.48% | 2.09% |
| 2017 | 2.46% | 3.44% |
| 2016 | 2.43% | 3.53% |
| 2015 | 2.60% | 0.61% |
| 2014 | 2.81% | 0.00% |
| 2013 | 3.05% | 0.00% |
| 2012 | 3.10% | 0.00% |
| 2011 | 3.37% | 0.00% |
| 2010 | 3.73% | 0.00% |
| 2009 | 3.64% | 0.00% |
| 2008 | 3.80% | 0.00% |
| 2007 | 0.88% | 0.00% |
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