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TFI vs IHI

Comparison between SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF) and ISHARES U.S. MEDICAL DEVICES ETF (IHI, ETF).

5-Year PerformanceTFI has outperformed IHI, delivering a return of -0.1% compared to -3.1%

TFI vs IHI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TFI
$3.10B
Winner
IHI
$3.20B
Expense Ratio
Winner
TFI
0.23%
IHI
0.38%
Max Drawdown
Winner
TFI
18.31%
IHI
49.70%
Sharpe Ratio
Winner
TFI
0.76
IHI
-1.61
5Y Beta
Winner
TFI
0.02
IHI
0.67
P/E Ratio
TFI
N/A
IHI
38.58
Forward P/E
TFI
N/A
IHI
19.40
5Y Dividends CAGR
TFI
11.62%
Winner
IHI
13.49%
5Y EPS CAGR
TFI
N/A
IHI
14.09%
Debt to Equity
TFI
N/A
IHI
41.77%
P/S Ratio
TFI
N/A
IHI
3.50
P/B Ratio
TFI
N/A
IHI
3.49

TFI vs IHI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TFI
+0.14%
IHI
-10.69%
3M
Winner
TFI
-0.40%
IHI
-18.82%
6M
Winner
TFI
+0.87%
IHI
-23.86%
1Y
Winner
TFI
+5.94%
IHI
-23.05%
5Y(CAGR)
Winner
TFI
-0.07%
IHI
-3.15%
10Y(CAGR)
TFI
+1.45%
Winner
IHI
+8.61%
Max(CAGR)
TFI
+3.03%
Winner
IHI
+9.54%

TFI vs IHI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearTFIIHI
2026+0.63%-23.11%
2025+3.44%+6.94%
2024+0.05%+9.31%
2023+5.43%+3.15%
2022-10.05%-19.25%
2021+0.33%+22.15%
2020+5.61%+23.57%
2019+7.26%+36.39%
2018+0.58%+13.65%
2017+5.61%+30.37%
2016-0.19%+12.19%
2015+3.31%+9.79%
2014+9.57%+23.78%
2013-3.97%+34.84%
2012+6.36%+13.88%
2011+13.23%-1.36%
2010-0.21%+10.31%
2009+10.82%+35.04%
2008-0.45%-36.07%
2007+1.47%+19.38%
2006N/A+2.76%

TFI vs IHI Drawdown Comparison

The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.

The maximum drawdown for IHI was -49.64%, occurring on Mar 9, 2009. Recovery took 628 trading sessions.

The current TFI drawdown is -1.68%. The current IHI drawdown is -27.69%.

RankTFIIHI
#1-15.49%
Mar 9, 2020 - Jul 16, 2020
-49.64%
Aug 15, 2008 - Feb 11, 2011
#2-15.42%
Jul 19, 2021 - Oct 25, 2022
-33.25%
Jan 22, 2020 - Jul 15, 2020
#3-15.12%
Sep 15, 2008 - Jan 13, 2009
-33.12%
Sep 8, 2021 - Oct 30, 2023
#4-9.72%
Sep 1, 2010 - Aug 2, 2011
-21.99%
May 19, 2011 - Sep 18, 2012
#5-9.09%
Nov 29, 2012 - May 14, 2014
-19.23%
Oct 1, 2018 - Mar 1, 2019
#6-6.73%
Jul 6, 2016 - Sep 7, 2017
-14.16%
Aug 5, 2015 - Apr 6, 2016
#7-6.50%
Jan 22, 2008 - Sep 15, 2008
-12.54%
Oct 9, 2007 - Aug 8, 2008
#8-3.66%
Oct 1, 2009 - Feb 25, 2010
-11.61%
Oct 10, 2016 - Feb 15, 2017
#9-3.60%
Jan 30, 2015 - Nov 30, 2015
-10.85%
Jan 26, 2018 - May 7, 2018
#10-3.39%
Dec 6, 2017 - Dec 24, 2018
-10.16%
May 5, 2006 - Nov 21, 2006
#11-3.33%
May 20, 2009 - Aug 18, 2009
-9.38%
Feb 12, 2021 - Apr 15, 2021
#12-3.18%
Feb 13, 2009 - Apr 16, 2009
-8.49%
Mar 21, 2019 - Jun 10, 2019
#13-2.95%
Jan 15, 2009 - Feb 13, 2009
-7.95%
Sep 2, 2020 - Oct 9, 2020
#14-2.84%
Jan 31, 2012 - May 2, 2012
-7.68%
Apr 23, 2021 - Jun 28, 2021
#15-2.72%
Sep 22, 2011 - Dec 8, 2011
-7.55%
Feb 8, 2007 - Apr 16, 2007

Correlation

Correlation between TFI and IHI is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2006 - 2026)

TFI vs IHI dividend yield comparison.

YearTFIIHI
20261.18%0.09%
20253.32%0.34%
20243.01%0.46%
20232.41%0.53%
20221.87%0.45%
20211.71%0.25%
20201.91%0.25%
20192.14%0.33%
20182.26%0.26%
20172.16%0.37%
20162.39%0.55%
20152.40%1.28%
20142.37%0.65%
20133.35%0.33%
20124.01%0.64%
20113.53%0.26%
20104.44%0.14%
20093.75%0.07%
20083.87%0.10%
20071.18%0.00%
20060.00%0.00%

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