TAXF vs ISCV
Comparison between AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF) and ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF).
5-Year PerformanceISCV has outperformed TAXF, delivering a return of +8.1% compared to +1.1%
TAXF vs ISCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TAXF vs ISCV - Historical Returns
Returns include dividend reinvestment.
TAXF vs ISCV - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | TAXF | ISCV |
|---|---|---|
| 2026 | +1.94% | +11.29% |
| 2025 | +3.92% | +10.92% |
| 2024 | +2.02% | +9.68% |
| 2023 | +6.98% | +16.86% |
| 2022 | -9.59% | -11.52% |
| 2021 | +2.77% | +33.01% |
| 2020 | +5.37% | +6.71% |
| 2019 | +8.75% | +24.82% |
| 2018 | +0.64% | -14.04% |
| 2017 | N/A | +11.47% |
| 2016 | N/A | +36.55% |
| 2015 | N/A | -3.82% |
| 2014 | N/A | +16.55% |
| 2013 | N/A | +37.19% |
| 2012 | N/A | +22.96% |
| 2011 | N/A | +1.00% |
| 2010 | N/A | +27.98% |
| 2009 | N/A | +43.36% |
| 2008 | N/A | -26.69% |
| 2007 | N/A | -4.18% |
| 2006 | N/A | +22.68% |
| 2005 | N/A | +10.98% |
| 2004 | N/A | +20.09% |
TAXF vs ISCV Drawdown Comparison
The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.
The maximum drawdown for ISCV was -59.47%, occurring on Mar 9, 2009. Recovery took 694 trading sessions.
The current TAXF drawdown is -0.23%. The current ISCV drawdown is -0.93%.
| Rank | TAXF | ISCV |
|---|---|---|
| #1 | -13.94% Jul 19, 2021 - Sep 10, 2025 | -59.47% Jun 4, 2007 - Mar 5, 2010 |
| #2 | -13.39% Mar 9, 2020 - Nov 23, 2020 | -48.84% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -2.93% Feb 27, 2026 - Mar 24, 2026 | -25.34% Nov 25, 2024 - Nov 26, 2025 |
| #4 | -2.03% Feb 12, 2021 - May 25, 2021 | -25.01% Jul 7, 2011 - Jan 25, 2012 |
| #5 | -1.58% Sep 4, 2019 - Dec 27, 2019 | -23.56% Aug 21, 2018 - Dec 16, 2019 |
| #6 | -0.97% Sep 12, 2018 - Dec 4, 2018 | -22.03% Nov 5, 2021 - Dec 19, 2023 |
| #7 | -0.55% Jun 10, 2021 - Jul 7, 2021 | -20.41% Apr 15, 2015 - Apr 20, 2016 |
| #8 | -0.47% Jan 15, 2026 - Jan 30, 2026 | -20.23% Apr 23, 2010 - Nov 5, 2010 |
| #9 | -0.43% Nov 11, 2025 - Nov 26, 2025 | -12.07% Jun 8, 2021 - Nov 3, 2021 |
| #10 | -0.41% Nov 26, 2025 - Dec 23, 2025 | -11.19% Mar 26, 2012 - Aug 17, 2012 |
| #11 | -0.32% Aug 15, 2019 - Aug 28, 2019 | -10.91% Jan 23, 2018 - Jun 11, 2018 |
| #12 | -0.32% Sep 18, 2025 - Oct 1, 2025 | -10.37% May 9, 2006 - Oct 5, 2006 |
| #13 | -0.30% Oct 24, 2025 - Nov 11, 2025 | -9.82% Jul 1, 2014 - Nov 7, 2014 |
| #14 | -0.28% Jan 7, 2019 - Jan 14, 2019 | -9.35% Aug 2, 2005 - Dec 1, 2005 |
| #15 | -0.27% Jan 31, 2020 - Feb 14, 2020 | -9.26% Feb 10, 2026 - Apr 17, 2026 |
Correlation
Correlation between TAXF and ISCV is 0.77 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
TAXF vs ISCV dividend yield comparison.
| Year | TAXF | ISCV |
|---|---|---|
| 2026 | 1.60% | 0.80% |
| 2025 | 3.68% | 2.04% |
| 2024 | 3.38% | 2.01% |
| 2023 | 2.93% | 2.21% |
| 2022 | 2.05% | 2.12% |
| 2021 | 1.58% | 2.91% |
| 2020 | 2.13% | 6.02% |
| 2019 | 2.64% | 7.07% |
| 2018 | 0.69% | 7.44% |
| 2017 | 0.00% | 5.22% |
| 2016 | 0.00% | 7.46% |
| 2015 | 0.00% | 7.80% |
| 2014 | 0.00% | 7.19% |
| 2013 | 0.00% | 5.43% |
| 2012 | 0.00% | 7.96% |
| 2011 | 0.00% | 7.46% |
| 2010 | 0.00% | 5.41% |
| 2009 | 0.00% | 5.84% |
| 2008 | 0.00% | 9.91% |
| 2007 | 0.00% | 7.73% |
| 2006 | 0.00% | 5.98% |
| 2005 | 0.00% | 6.35% |
| 2004 | 0.00% | 3.28% |
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