BNY vs. FIVA
Compare and contrast key facts about BlackRock New York Municipal Income Trust (BNY) and Fidelity International Value Factor ETF (FIVA).
FIVA is a passively managed fund by Fidelity that tracks the performance of the Fidelity® International Value Factor Index. It was launched on Jan 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BNY or FIVA.
Correlation
The correlation between BNY and FIVA is 0.17, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BNY vs. FIVA - Performance Comparison
Key characteristics
BNY:
0.61
FIVA:
0.64
BNY:
0.90
FIVA:
0.94
BNY:
1.11
FIVA:
1.12
BNY:
0.18
FIVA:
0.82
BNY:
1.97
FIVA:
2.06
BNY:
2.48%
FIVA:
4.07%
BNY:
7.98%
FIVA:
13.10%
BNY:
-49.55%
FIVA:
-39.76%
BNY:
-23.64%
FIVA:
-5.35%
Returns By Period
In the year-to-date period, BNY achieves a 1.69% return, which is significantly lower than FIVA's 4.42% return.
BNY
1.69%
1.59%
-0.81%
4.42%
-2.06%
0.96%
FIVA
4.42%
3.95%
-0.32%
7.90%
6.04%
N/A
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Risk-Adjusted Performance
BNY vs. FIVA — Risk-Adjusted Performance Rank
BNY
FIVA
BNY vs. FIVA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BlackRock New York Municipal Income Trust (BNY) and Fidelity International Value Factor ETF (FIVA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
BNY vs. FIVA - Dividend Comparison
BNY's dividend yield for the trailing twelve months is around 5.32%, more than FIVA's 3.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BNY BlackRock New York Municipal Income Trust | 5.32% | 5.30% | 3.78% | 5.53% | 5.06% | 4.16% | 3.87% | 4.71% | 4.99% | 5.39% | 5.31% | 5.77% |
FIVA Fidelity International Value Factor ETF | 3.37% | 3.52% | 3.63% | 3.62% | 3.76% | 2.46% | 3.61% | 3.28% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
BNY vs. FIVA - Drawdown Comparison
The maximum BNY drawdown since its inception was -49.55%, which is greater than FIVA's maximum drawdown of -39.76%. Use the drawdown chart below to compare losses from any high point for BNY and FIVA. For additional features, visit the drawdowns tool.
Volatility
BNY vs. FIVA - Volatility Comparison
The current volatility for BlackRock New York Municipal Income Trust (BNY) is 2.40%, while Fidelity International Value Factor ETF (FIVA) has a volatility of 3.43%. This indicates that BNY experiences smaller price fluctuations and is considered to be less risky than FIVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.