StockComparison Logo
vs

TFI vs SPY

Comparison between SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed TFI, delivering a return of +13.3% compared to -0.1%

TFI vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
TFI
$3B
Winner
SPY
$652B
Expense Ratio
TFI
0.23%
Winner
SPY
0.09%
Max Drawdown
Winner
TFI
18.31%
SPY
56.47%
Sharpe Ratio
TFI
0.68
Winner
SPY
2.07
5Y Beta
Winner
TFI
0.02
SPY
1.00
P/E Ratio
TFI
N/A
SPY
28.24
Forward P/E
TFI
N/A
SPY
21.85
5Y Dividends CAGR
Winner
TFI
11.62%
SPY
5.43%
5Y EPS CAGR
TFI
N/A
SPY
25.79%
Debt to Equity
TFI
N/A
SPY
22.35%
P/S Ratio
TFI
N/A
SPY
3.55
P/B Ratio
TFI
N/A
SPY
5.29

TFI vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
TFI
+0.36%
Winner
SPY
+9.11%
3M
TFI
-0.40%
Winner
SPY
+6.59%
6M
TFI
+1.26%
Winner
SPY
+10.56%
1Y
TFI
+5.91%
Winner
SPY
+32.04%
5Y(CAGR)
TFI
-0.09%
Winner
SPY
+13.35%
10Y(CAGR)
TFI
+1.47%
Winner
SPY
+15.49%
Max(CAGR)
TFI
+3.03%
Winner
SPY
+8.50%

TFI vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearTFISPY
2026+0.65%+8.27%
2025+3.44%+18.00%
2024+0.05%+25.59%
2023+5.43%+26.72%
2022-10.05%-18.64%
2021+0.33%+30.52%
2020+5.61%+17.28%
2019+7.26%+31.09%
2018+0.58%-5.24%
2017+5.61%+20.78%
2016-0.19%+13.59%
2015+3.31%+1.31%
2014+9.57%+14.56%
2013-3.97%+29.00%
2012+6.36%+14.17%
2011+13.23%+0.85%
2010-0.21%+13.14%
2009+10.82%+22.67%
2008-0.45%-36.25%
2007+1.47%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

TFI vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current TFI drawdown is -1.66%.

RankTFISPY
#1-15.49%
Mar 9, 2020 - Jul 16, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-15.42%
Jul 19, 2021 - Oct 25, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-15.12%
Sep 15, 2008 - Jan 13, 2009		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-9.72%
Sep 1, 2010 - Aug 2, 2011		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.09%
Nov 29, 2012 - May 14, 2014		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.73%
Jul 6, 2016 - Sep 7, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-6.50%
Jan 22, 2008 - Sep 15, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.66%
Oct 1, 2009 - Feb 25, 2010		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.60%
Jan 30, 2015 - Nov 30, 2015		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.39%
Dec 6, 2017 - Dec 24, 2018		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.33%
May 20, 2009 - Aug 18, 2009		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.18%
Feb 13, 2009 - Apr 16, 2009		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.95%
Jan 15, 2009 - Feb 13, 2009		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.84%
Jan 31, 2012 - May 2, 2012		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.72%
Sep 22, 2011 - Dec 8, 2011		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between TFI and SPY is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

Dividend Comparison (1999 - 2026)

TFI vs SPY dividend yield comparison.

YearTFISPY
20261.18%0.24%
20253.32%1.07%
20243.01%1.21%
20232.41%1.40%
20221.87%1.65%
20211.71%1.20%
20201.91%1.52%
20192.14%1.75%
20182.26%2.04%
20172.16%1.80%
20162.39%2.03%
20152.40%2.06%
20142.37%1.87%
20133.35%1.81%
20124.01%2.18%
20113.53%2.05%
20104.44%1.80%
20093.75%1.95%
20083.87%3.02%
20071.18%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: TFI vs SPY