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NYF vs. BNDX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NYF vs. BNDX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares New York Muni Bond ETF (NYF) and Vanguard Total International Bond ETF (BNDX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, NYF achieves a 1.58% return, which is significantly higher than BNDX's 0.85% return. Both investments have delivered pretty close results over the past 10 years, with NYF having a 1.76% annualized return and BNDX not far behind at 1.69%.


NYF

1D
0.17%
1M
0.63%
YTD
1.58%
6M
1.84%
1Y
6.63%
3Y*
3.28%
5Y*
0.76%
10Y*
1.76%

BNDX

1D
0.58%
1M
1.01%
YTD
0.85%
6M
0.99%
1Y
1.99%
3Y*
4.13%
5Y*
0.29%
10Y*
1.69%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NYF vs. BNDX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NYF
iShares New York Muni Bond ETF
1.58%3.64%1.13%5.76%-7.75%1.34%4.18%6.49%0.66%5.02%
BNDX
Vanguard Total International Bond ETF
0.85%2.86%3.57%8.77%-12.76%-2.29%4.65%7.87%2.81%2.40%

Correlation

The correlation between NYF and BNDX is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.60

Correlation (3Y)
Calculated over the trailing 3-year period

0.67

Correlation (5Y)
Calculated over the trailing 5-year period

0.63

Correlation (10Y)
Calculated over the trailing 10-year period

0.54

Correlation (All Time)
Calculated using the full available price history since Jun 4, 2013

0.48

The correlation between NYF and BNDX shifts across timeframes, from 0.48 (all time) to 0.67 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

NYF vs. BNDX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NYF
NYF Risk / Return Rank: 7777
Overall Rank
NYF Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
NYF Sortino Ratio Rank: 8888
Sortino Ratio Rank
NYF Omega Ratio Rank: 9191
Omega Ratio Rank
NYF Calmar Ratio Rank: 5858
Calmar Ratio Rank
NYF Martin Ratio Rank: 5858
Martin Ratio Rank

BNDX
BNDX Risk / Return Rank: 2020
Overall Rank
BNDX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
BNDX Sortino Ratio Rank: 1919
Sortino Ratio Rank
BNDX Omega Ratio Rank: 1919
Omega Ratio Rank
BNDX Calmar Ratio Rank: 2020
Calmar Ratio Rank
BNDX Martin Ratio Rank: 2020
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NYF vs. BNDX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares New York Muni Bond ETF (NYF) and Vanguard Total International Bond ETF (BNDX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NYFBNDXDifference
Sharpe ratioReturn per unit of total volatility

+1.84

Sortino ratioReturn per unit of downside risk

+2.61

Omega ratioGain probability vs. loss probability

1.52

1.10

+0.42

Calmar ratioReturn relative to maximum drawdown

2.41

0.68

+1.73

Martin ratioReturn relative to average drawdown

8.60

1.90

+6.70

NYF vs. BNDX - Sharpe Ratio Comparison

The current NYF Sharpe Ratio is 2.41, which is higher than the BNDX Sharpe Ratio of 0.58. The chart below compares the historical Sharpe Ratios of NYF and BNDX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

NYF vs. BNDX - Drawdown Comparison

The maximum NYF drawdown since its inception was -13.12%, smaller than the maximum BNDX drawdown of -16.23%. Use the drawdown chart below to compare losses from any high point for NYF and BNDX.


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Drawdown Indicators


NYFBNDXDifference

Max Drawdown

Largest peak-to-trough decline

-13.12%

-16.23%

+3.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-2.93%

+0.17%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-2.93%

-2.75%

Max Drawdown (5Y)

Largest decline over 5 years

-12.71%

-15.86%

+3.15%

Max Drawdown (10Y)

Largest decline over 10 years

-13.12%

-16.23%

+3.11%

Current Drawdown

Current decline from peak

-0.50%

-1.18%

+0.68%

Average Drawdown

Average peak-to-trough decline

-2.31%

-3.10%

+0.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

1.05%

-0.28%

Volatility

NYF vs. BNDX - Volatility Comparison

The current volatility for iShares New York Muni Bond ETF (NYF) is 0.97%, while Vanguard Total International Bond ETF (BNDX) has a volatility of 1.50%. This indicates that NYF experiences smaller price fluctuations and is considered to be less risky than BNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NYFBNDXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.97%

1.50%

-0.53%

Volatility (6M)

Calculated over the trailing 6-month period

2.10%

2.96%

-0.86%

Volatility (1Y)

Calculated over the trailing 1-year period

2.76%

3.47%

-0.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.00%

4.89%

-0.89%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.48%

4.10%

+0.38%

NYF vs. BNDX - Expense Ratio Comparison

NYF has a 0.25% expense ratio, which is higher than BNDX's 0.07% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

NYF vs. BNDX - Dividend Comparison

NYF's dividend yield for the trailing twelve months is around 3.09%, less than BNDX's 4.48% yield.


PositionTTM20252024202320222021202020192018201720162015
BNDX
Vanguard Total International Bond ETF
4.48%4.39%4.18%4.42%1.51%3.74%1.11%3.40%3.01%2.23%1.89%1.63%
NYF
iShares New York Muni Bond ETF
3.09%2.99%2.77%2.36%2.04%1.85%1.98%2.19%2.48%2.46%2.43%2.60%

Frequently Asked Questions


NYF and BNDX have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BNDX has higher volatility (1.50%) compared to NYF (0.97%). In terms of maximum drawdown, NYF dropped -13.12% vs BNDX's -16.23%.

On 10-year performance, NYF leads with 1.76% vs 1.69% for BNDX. On fees, BNDX is cheaper at 0.07% per year. On volatility, NYF has been the lower-risk option at 0.97%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 10-year period, NYF has performed better with a 1.76% return vs 1.69%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

BNDX is cheaper with a 0.07% expense ratio, compared with 0.25% for NYF.

BNDX has the higher dividend yield at 4.48%, compared with 3.09% for NYF.

NYF is categorized as Municipal Bonds, while BNDX is Global Bonds. NYF tracks S&P New York AMT-Free Municipal Bond Index, while BNDX tracks Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index (USD Hedged). They also come from different issuers: iShares and Vanguard. Their fees differ too: 0.25% for NYF and 0.07% for BNDX.

NYF currently has the higher Sharpe Ratio (2.41 vs 0.58), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for NYF and BNDX

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