TFI vs UCON
Comparison between STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF (TFI, ETF) and FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF (UCON, ETF).
5-Year PerformanceUCON has outperformed TFI, delivering a return of +2.7% compared to -0.1%
TFI vs UCON - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TFI vs UCON - Historical Returns
Returns include dividend reinvestment.
TFI vs UCON - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | TFI | UCON |
|---|---|---|
| 2026 | +1.05% | +0.44% |
| 2025 | +3.44% | +7.00% |
| 2024 | +0.05% | +4.90% |
| 2023 | +5.43% | +7.67% |
| 2022 | -10.05% | -5.72% |
| 2021 | +0.33% | +1.05% |
| 2020 | +5.61% | +6.67% |
| 2019 | +7.26% | +7.13% |
| 2018 | +0.58% | +1.11% |
| 2017 | +5.61% | N/A |
| 2016 | -0.19% | N/A |
| 2015 | +3.31% | N/A |
| 2014 | +9.57% | N/A |
| 2013 | -3.97% | N/A |
| 2012 | +6.36% | N/A |
| 2011 | +13.23% | N/A |
| 2010 | -0.21% | N/A |
| 2009 | +10.82% | N/A |
| 2008 | -0.45% | N/A |
| 2007 | +1.47% | N/A |
TFI vs UCON Drawdown Comparison
The maximum drawdown for TFI was -15.49%, occurring on Mar 19, 2020. Recovery took 90 trading sessions.
The maximum drawdown for UCON was -15.31%, occurring on Mar 18, 2020. Recovery took 83 trading sessions.
The current TFI drawdown is -1.26%. The current UCON drawdown is -0.72%.
| Rank | TFI | UCON |
|---|---|---|
| #1 | -15.49% Mar 9, 2020 - Jul 16, 2020 | -15.31% Mar 5, 2020 - Jul 2, 2020 |
| #2 | -15.42% Jul 19, 2021 - Oct 25, 2022 | -9.60% Sep 14, 2021 - Dec 14, 2023 |
| #3 | -15.12% Sep 15, 2008 - Jan 13, 2009 | -2.45% Feb 26, 2026 - Mar 26, 2026 |
| #4 | -9.72% Sep 1, 2010 - Aug 2, 2011 | -1.70% Feb 1, 2024 - May 15, 2024 |
| #5 | -9.09% Nov 29, 2012 - May 14, 2014 | -1.67% Sep 24, 2024 - Feb 24, 2025 |
| #6 | -6.73% Jul 6, 2016 - Sep 7, 2017 | -1.53% Mar 3, 2025 - May 30, 2025 |
| #7 | -6.50% Jan 22, 2008 - Sep 15, 2008 | -1.12% Nov 9, 2018 - Jan 10, 2019 |
| #8 | -3.66% Oct 1, 2009 - Feb 25, 2010 | -1.07% Feb 11, 2021 - May 26, 2021 |
| #9 | -3.60% Jan 30, 2015 - Nov 30, 2015 | -0.96% Sep 4, 2019 - Oct 1, 2019 |
| #10 | -3.39% Dec 6, 2017 - Dec 24, 2018 | -0.88% Feb 24, 2020 - Mar 3, 2020 |
| #11 | -3.33% May 20, 2009 - Aug 18, 2009 | -0.87% Dec 28, 2023 - Jan 12, 2024 |
| #12 | -3.18% Feb 13, 2009 - Apr 16, 2009 | -0.83% Oct 13, 2020 - Nov 5, 2020 |
| #13 | -2.95% Jan 15, 2009 - Feb 13, 2009 | -0.75% Oct 28, 2025 - Nov 25, 2025 |
| #14 | -2.84% Jan 31, 2012 - May 2, 2012 | -0.73% May 15, 2024 - Jun 4, 2024 |
| #15 | -2.72% Sep 22, 2011 - Dec 8, 2011 | -0.73% Feb 19, 2019 - Mar 6, 2019 |
Correlation
Correlation between TFI and UCON is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2007 - 2026)
TFI vs UCON dividend yield comparison.
| Year | TFI | UCON |
|---|---|---|
| 2026 | 1.47% | 1.83% |
| 2025 | 3.32% | 4.63% |
| 2024 | 3.01% | 4.95% |
| 2023 | 2.41% | 4.75% |
| 2022 | 1.87% | 3.12% |
| 2021 | 1.71% | 2.20% |
| 2020 | 1.91% | 3.14% |
| 2019 | 2.14% | 3.25% |
| 2018 | 2.26% | 1.76% |
| 2017 | 2.16% | 0.00% |
| 2016 | 2.39% | 0.00% |
| 2015 | 2.40% | 0.00% |
| 2014 | 2.37% | 0.00% |
| 2013 | 3.35% | 0.00% |
| 2012 | 4.01% | 0.00% |
| 2011 | 3.53% | 0.00% |
| 2010 | 4.44% | 0.00% |
| 2009 | 3.75% | 0.00% |
| 2008 | 3.87% | 0.00% |
| 2007 | 1.18% | 0.00% |
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