USCA vs TFI

Comparison between XTRACKERS MSCI USA CLIMATE ACTION EQUITY ETF (USCA, ETF) and SPDR(R) NUVEEN BLOOMBERG MUNICIPAL BOND ETF (TFI, ETF).

USCA vs TFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USCA(ETF)	TFI(ETF)
Net Assets	$3.10B	$3.10B
Expense Ratio	0.07%	0.23%
Max Drawdown	19.36%	18.31%
Sharpe Ratio	1.50	0.76
5Y Beta	0.96	0.02
P/E Ratio	27.64	N/A
Forward P/E	21.97	N/A
5Y Dividends CAGR	N/A	11.62%
5Y EPS CAGR	23.83%	N/A
Debt to Equity	15.27%	N/A
P/S Ratio	4.18	N/A
P/B Ratio	5.34	N/A

Net Assets

USCA

$3.10B

TFI

$3.10B

Expense Ratio

Winner

USCA

0.07%

TFI

0.23%

Max Drawdown

USCA

19.36%

Winner

TFI

18.31%

Sharpe Ratio

Winner

USCA

1.50

TFI

0.76

5Y Beta

USCA

0.96

Winner

TFI

0.02

P/E Ratio

USCA

27.64

TFI

N/A

Forward P/E

USCA

21.97

TFI

N/A

5Y Dividends CAGR

USCA

N/A

TFI

11.62%

5Y EPS CAGR

USCA

23.83%

TFI

N/A

Debt to Equity

USCA

15.27%

TFI

N/A

P/S Ratio

USCA

4.18

TFI

N/A

P/B Ratio

USCA

5.34

TFI

N/A

USCA vs TFI - Historical Returns

Returns include dividend reinvestment.

Period	USCA	TFI
1 month	+7.82%	+0.14%
3 months	+5.51%	-0.40%
6 months	+4.09%	+0.87%
1 year	+20.50%	+5.94%
5 years(CAGR)	N/A	-0.07%
10 years(CAGR)	N/A	+1.45%
Max(CAGR)	+21.31%	+3.03%

Winner

USCA

+7.82%

TFI

+0.14%

Winner

USCA

+5.51%

TFI

-0.40%

Winner

USCA

+4.09%

TFI

+0.87%

Winner

USCA

+20.50%

TFI

+5.94%

5Y(CAGR)

USCA

N/A

TFI

-0.07%

10Y(CAGR)

USCA

N/A

TFI

+1.45%

Max(CAGR)

Winner

USCA

+21.31%

TFI

+3.03%

USCA vs TFI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	USCA	TFI
2026	+4.91%	+0.63%
2025	+14.76%	+3.44%
2024	+27.94%	+0.05%
2023	+19.93%	+5.43%
2022	N/A	-10.05%
2021	N/A	+0.33%
2020	N/A	+5.61%
2019	N/A	+7.26%
2018	N/A	+0.58%
2017	N/A	+5.61%
2016	N/A	-0.19%
2015	N/A	+3.31%
2014	N/A	+9.57%
2013	N/A	-3.97%
2012	N/A	+6.36%
2011	N/A	+13.23%
2010	N/A	-0.21%
2009	N/A	+10.82%
2008	N/A	-0.45%
2007	N/A	+1.47%

USCA vs TFI Drawdown Comparison

The maximum drawdown for USCA was -19.14%, occurring on Apr 8, 2025. Recovery took 90 trading sessions.

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

The current USCA drawdown is -0.07%. The current TFI drawdown is -1.68%.

Rank	USCA	TFI
#1	-19.14% Feb 19, 2025 - Jun 30, 2025	-15.49% Mar 9, 2020 - Jul 16, 2020
#2	-10.25% Jan 12, 2026 - Apr 17, 2026	-15.42% Jul 19, 2021 - Oct 25, 2022
#3	-9.97% Jul 31, 2023 - Nov 22, 2023	-15.12% Sep 15, 2008 - Jan 13, 2009
#4	-8.66% Jul 16, 2024 - Sep 19, 2024	-9.72% Sep 1, 2010 - Aug 2, 2011
#5	-5.56% Oct 28, 2025 - Dec 24, 2025	-9.09% Nov 29, 2012 - May 14, 2014
#6	-5.48% Mar 28, 2024 - May 15, 2024	-6.73% Jul 6, 2016 - Sep 7, 2017
#7	-4.69% Dec 11, 2024 - Jan 30, 2025	-6.50% Jan 22, 2008 - Sep 15, 2008
#8	-2.65% Apr 19, 2023 - Apr 28, 2023	-3.66% Oct 1, 2009 - Feb 25, 2010
#9	-2.56% Oct 8, 2025 - Oct 24, 2025	-3.60% Jan 30, 2015 - Nov 30, 2015
#10	-2.45% Jun 15, 2023 - Jun 30, 2023	-3.39% Dec 6, 2017 - Dec 24, 2018
#11	-2.42% Jul 25, 2025 - Aug 13, 2025	-3.33% May 20, 2009 - Aug 18, 2009
#12	-2.38% May 1, 2023 - May 17, 2023	-3.18% Feb 13, 2009 - Apr 16, 2009
#13	-2.30% Oct 18, 2024 - Nov 6, 2024	-2.95% Jan 15, 2009 - Feb 13, 2009
#14	-2.17% Nov 11, 2024 - Nov 26, 2024	-2.84% Jan 31, 2012 - May 2, 2012
#15	-1.92% May 22, 2023 - May 26, 2023	-2.72% Sep 22, 2011 - Dec 8, 2011

Correlation

Correlation between USCA and TFI is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2007 - 2026)

USCA vs TFI dividend yield comparison.

Year	USCA	TFI
2026	0.24%	1.18%
2025	1.14%	3.32%
2024	1.22%	3.01%
2023	1.15%	2.41%
2022	0.00%	1.87%
2021	0.00%	1.71%
2020	0.00%	1.91%
2019	0.00%	2.14%
2018	0.00%	2.26%
2017	0.00%	2.16%
2016	0.00%	2.39%
2015	0.00%	2.40%
2014	0.00%	2.37%
2013	0.00%	3.35%
2012	0.00%	4.01%
2011	0.00%	3.53%
2010	0.00%	4.44%
2009	0.00%	3.75%
2008	0.00%	3.87%
2007	0.00%	1.18%