USXF vs FALN
Comparison between ISHARES ESG ADVANCED MSCI USA ETF (USXF, ETF) and ISHARES FALLEN ANGELS USD BOND ETF (FALN, ETF).
5-Year PerformanceUSXF has outperformed FALN, delivering a return of +14.4% compared to +3.6%
USXF vs FALN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
USXF vs FALN - Historical Returns
Returns include dividend reinvestment.
USXF vs FALN - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | USXF | FALN |
|---|---|---|
| 2026 | +20.34% | +2.57% |
| 2025 | +16.60% | +8.60% |
| 2024 | +27.54% | +8.18% |
| 2023 | +31.58% | +13.36% |
| 2022 | -20.82% | -13.60% |
| 2021 | +28.66% | +5.67% |
| 2020 | +24.05% | +14.54% |
| 2019 | N/A | +17.52% |
| 2018 | N/A | -5.26% |
| 2017 | N/A | +8.15% |
| 2016 | N/A | +10.41% |
USXF vs FALN Drawdown Comparison
The maximum drawdown for USXF was -29.54%, occurring on Oct 12, 2022. Recovery took 521 trading sessions.
The maximum drawdown for FALN was -29.22%, occurring on Mar 20, 2020. Recovery took 106 trading sessions.
The current USXF drawdown is -0.05%. The current FALN drawdown is -0.26%.
| Rank | USXF | FALN |
|---|---|---|
| #1 | -29.54% Nov 16, 2021 - Dec 13, 2023 | -29.22% Feb 14, 2020 - Jul 17, 2020 |
| #2 | -20.93% Jan 23, 2025 - Jun 24, 2025 | -18.79% Nov 9, 2021 - Jun 5, 2024 |
| #3 | -10.19% Jan 28, 2026 - Apr 13, 2026 | -8.18% Jan 24, 2018 - Mar 1, 2019 |
| #4 | -10.18% Jul 16, 2024 - Aug 23, 2024 | -5.92% Feb 28, 2025 - Jun 9, 2025 |
| #5 | -9.72% Sep 2, 2020 - Nov 13, 2020 | -4.10% Oct 19, 2016 - Dec 7, 2016 |
| #6 | -8.11% Mar 21, 2024 - May 24, 2024 | -3.96% Feb 19, 2026 - Jun 11, 2026 |
| #7 | -7.72% Jun 2, 2026 - Jul 29, 2026 | -3.23% Sep 2, 2020 - Oct 12, 2020 |
| #8 | -7.61% Oct 29, 2025 - Jan 16, 2026 | -3.17% Jun 23, 2016 - Jun 30, 2016 |
| #9 | -6.34% Feb 12, 2021 - Apr 1, 2021 | -2.84% Feb 12, 2021 - May 3, 2021 |
| #10 | -6.28% Dec 4, 2024 - Jan 23, 2025 | -2.61% Sep 6, 2016 - Sep 30, 2016 |
| #11 | -6.22% Sep 3, 2021 - Oct 22, 2021 | -2.51% Mar 1, 2017 - Apr 7, 2017 |
| #12 | -6.10% Aug 23, 2024 - Sep 19, 2024 | -2.24% May 6, 2019 - Jun 19, 2019 |
| #13 | -4.69% Apr 29, 2021 - Jun 4, 2021 | -2.23% Sep 15, 2021 - Nov 5, 2021 |
| #14 | -4.06% Jan 20, 2021 - Feb 4, 2021 | -2.03% Dec 6, 2024 - Jan 27, 2025 |
| #15 | -3.67% May 14, 2026 - May 26, 2026 | -1.98% Sep 17, 2019 - Dec 5, 2019 |
Correlation
Correlation between USXF and FALN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2016 - 2026)
USXF vs FALN dividend yield comparison.
| Year | USXF | FALN |
|---|---|---|
| 2026 | 0.35% | 3.81% |
| 2025 | 0.93% | 6.31% |
| 2024 | 1.00% | 6.24% |
| 2023 | 1.21% | 5.37% |
| 2022 | 1.39% | 5.08% |
| 2021 | 0.86% | 3.40% |
| 2020 | 0.58% | 5.14% |
| 2019 | 0.00% | 5.35% |
| 2018 | 0.00% | 5.97% |
| 2017 | 0.00% | 6.98% |
| 2016 | 0.00% | 3.55% |
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