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TFI vs IYH

Comparison between STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF) and ISHARES U.S. HEALTHCARE ETF (IYH, ETF).

5-Year PerformanceIYH has outperformed TFI, delivering a return of +4.9% compared to -0.2%

TFI vs IYH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TFI
$3.10B
IYH
$3.10B
Expense Ratio
Winner
TFI
0.23%
IYH
0.38%
Max Drawdown
Winner
TFI
18.31%
IYH
43.52%
Sharpe Ratio
Winner
TFI
0.83
IYH
0.76
5Y Beta
Winner
TFI
0.03
IYH
0.50
P/E Ratio
TFI
N/A
IYH
30.87
Forward P/E
TFI
N/A
IYH
18.54
5Y Dividends CAGR
TFI
10.31%
Winner
IYH
11.08%
5Y EPS CAGR
TFI
N/A
IYH
12.23%
Debt to Equity
TFI
N/A
IYH
79.83%
P/S Ratio
TFI
N/A
IYH
2.18
P/B Ratio
TFI
N/A
IYH
4.94

TFI vs IYH - Historical Returns

Returns include dividend reinvestment.

1M
TFI
+0.56%
Winner
IYH
+5.03%
3M
TFI
+0.76%
Winner
IYH
+3.24%
6M
Winner
TFI
+1.71%
IYH
+0.08%
1Y
TFI
+5.88%
Winner
IYH
+14.14%
5Y(CAGR)
TFI
-0.17%
Winner
IYH
+4.89%
10Y(CAGR)
TFI
+1.42%
Winner
IYH
+9.55%
Max(CAGR)
TFI
+3.04%
Winner
IYH
+7.77%

TFI vs IYH - Annual Returns (2000 - 2026)

Returns include dividend reinvestment.

YearTFIIYH
2026+1.03%-1.04%
2025+3.44%+13.03%
2024+0.05%+1.40%
2023+5.43%+2.59%
2022-10.05%-3.57%
2021+0.33%+24.13%
2020+5.61%+15.33%
2019+7.26%+22.48%
2018+0.58%+4.63%
2017+5.61%+20.96%
2016-0.19%-0.79%
2015+3.31%+5.67%
2014+9.57%+25.79%
2013-3.97%+38.61%
2012+6.36%+17.45%
2011+13.23%+10.15%
2010-0.21%+2.74%
2009+10.82%+18.78%
2008-0.45%-22.27%
2007+1.47%+7.79%
2006N/A+5.23%
2005N/A+9.01%
2004N/A+3.63%
2003N/A+15.21%
2002N/A-20.78%
2001N/A-10.94%
2000N/A+14.12%

TFI vs IYH Drawdown Comparison

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

The maximum drawdown for IYH was -43.12%, occurring on Jul 23, 2002. Recovery took 1577 trading sessions.

The current TFI drawdown is -1.28%. The current IYH drawdown is -3.93%.

RankTFIIYH
#1-15.49%
Mar 9, 2020 - Jul 16, 2020
-43.12%
Dec 28, 2000 - Apr 12, 2007
#2-15.42%
Jul 19, 2021 - Oct 25, 2022
-38.55%
Dec 10, 2007 - Apr 1, 2011
#3-15.12%
Sep 15, 2008 - Jan 13, 2009
-28.40%
Jan 22, 2020 - Jun 5, 2020
#4-9.72%
Sep 1, 2010 - Aug 2, 2011
-19.30%
Jul 20, 2015 - Mar 15, 2017
#5-9.09%
Nov 29, 2012 - May 14, 2014
-18.15%
May 18, 2011 - Feb 1, 2012
#6-6.73%
Jul 6, 2016 - Sep 7, 2017
-17.91%
Aug 30, 2024 - Nov 24, 2025
#7-6.50%
Jan 22, 2008 - Sep 15, 2008
-16.88%
Dec 30, 2021 - Jan 10, 2024
#8-3.66%
Oct 1, 2009 - Feb 25, 2010
-16.40%
Oct 1, 2018 - Nov 12, 2019
#9-3.60%
Jan 30, 2015 - Nov 30, 2015
-12.50%
Jan 26, 2018 - Aug 6, 2018
#10-3.39%
Dec 6, 2017 - Dec 24, 2018
-11.02%
Jul 11, 2000 - Oct 23, 2000
#11-3.33%
May 20, 2009 - Aug 18, 2009
-10.64%
Jan 7, 2026 - Apr 29, 2026
#12-3.18%
Feb 13, 2009 - Apr 16, 2009
-8.00%
Sep 2, 2021 - Dec 16, 2021
#13-2.95%
Jan 15, 2009 - Feb 13, 2009
-7.74%
May 7, 2007 - Oct 5, 2007
#14-2.84%
Jan 31, 2012 - May 2, 2012
-7.58%
Mar 4, 2014 - Jun 18, 2014
#15-2.72%
Sep 22, 2011 - Dec 8, 2011
-7.42%
Sep 24, 2014 - Oct 24, 2014

Correlation

Correlation between TFI and IYH is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2000 - 2026)

TFI vs IYH dividend yield comparison.

YearTFIIYH
20261.47%0.30%
20253.32%1.19%
20243.01%1.25%
20232.41%1.18%
20221.87%1.10%
20211.71%0.94%
20201.91%1.16%
20192.14%1.14%
20182.26%1.95%
20172.16%1.10%
20162.39%1.29%
20152.40%2.02%
20142.37%1.05%
20133.35%1.12%
20124.01%1.69%
20113.53%1.55%
20104.44%1.59%
20093.75%1.53%
20083.87%1.63%
20071.18%1.34%
20060.00%0.88%
20050.00%0.73%
20040.00%0.65%
20030.00%0.74%
20020.00%0.77%
20010.00%0.39%
20000.00%0.22%

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