TAXF vs SFY
Comparison between AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF (TAXF, ETF) and SOFI SELECT 500 ETF (SFY, ETF).
5-Year PerformanceSFY has outperformed TAXF, delivering a return of +15.0% compared to +1.1%
TAXF vs SFY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TAXF vs SFY - Historical Returns
Returns include dividend reinvestment.
TAXF vs SFY - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | TAXF | SFY |
|---|---|---|
| 2026 | +1.68% | +9.92% |
| 2025 | +3.92% | +22.30% |
| 2024 | +2.02% | +30.66% |
| 2023 | +6.98% | +30.52% |
| 2022 | -9.59% | -23.41% |
| 2021 | +2.77% | +29.52% |
| 2020 | +5.37% | +23.52% |
| 2019 | +8.75% | +13.37% |
| 2018 | +0.64% | N/A |
TAXF vs SFY Drawdown Comparison
The maximum drawdown for TAXF was -13.94%, occurring on Oct 26, 2022. Recovery took 1041 trading sessions.
The maximum drawdown for SFY was -33.25%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current TAXF drawdown is -0.48%. The current SFY drawdown is -4.59%.
| Rank | TAXF | SFY |
|---|---|---|
| #1 | -13.94% Jul 19, 2021 - Sep 10, 2025 | -33.25% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -13.39% Mar 9, 2020 - Nov 23, 2020 | -27.72% Jan 3, 2022 - Jan 19, 2024 |
| #3 | -2.93% Feb 27, 2026 - Mar 24, 2026 | -21.04% Feb 19, 2025 - Jun 24, 2025 |
| #4 | -2.03% Feb 12, 2021 - May 25, 2021 | -11.20% Jul 10, 2024 - Sep 24, 2024 |
| #5 | -1.58% Sep 4, 2019 - Dec 27, 2019 | -10.79% Jan 28, 2026 - Apr 14, 2026 |
| #6 | -0.97% Sep 12, 2018 - Dec 4, 2018 | -9.18% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -0.55% Jun 10, 2021 - Jul 7, 2021 | -7.34% Apr 29, 2019 - Jun 20, 2019 |
| #8 | -0.47% Jan 15, 2026 - Jan 30, 2026 | -6.50% Oct 29, 2025 - Jan 12, 2026 |
| #9 | -0.43% Nov 11, 2025 - Nov 26, 2025 | -6.31% Jul 26, 2019 - Oct 28, 2019 |
| #10 | -0.41% Nov 26, 2025 - Dec 23, 2025 | -5.99% Sep 3, 2021 - Oct 21, 2021 |
| #11 | -0.32% Aug 15, 2019 - Aug 28, 2019 | -5.37% Mar 28, 2024 - May 14, 2024 |
| #12 | -0.32% Sep 18, 2025 - Oct 1, 2025 | -5.16% Feb 16, 2021 - Apr 1, 2021 |
| #13 | -0.30% Oct 24, 2025 - Nov 11, 2025 | -4.70% Dec 6, 2024 - Jan 22, 2025 |
| #14 | -0.28% Jan 7, 2019 - Jan 14, 2019 | -4.65% Nov 19, 2021 - Dec 27, 2021 |
| #15 | -0.27% Jan 31, 2020 - Feb 14, 2020 | -4.59% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between TAXF and SFY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2018 - 2026)
TAXF vs SFY dividend yield comparison.
| Year | TAXF | SFY |
|---|---|---|
| 2026 | 1.60% | 0.00% |
| 2025 | 3.68% | 0.96% |
| 2024 | 3.38% | 0.99% |
| 2023 | 2.93% | 1.40% |
| 2022 | 2.05% | 1.61% |
| 2021 | 1.58% | 0.90% |
| 2020 | 2.13% | 1.18% |
| 2019 | 2.64% | 1.02% |
| 2018 | 0.69% | 0.00% |
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