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NYF vs. CMF
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NYF vs. CMF - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares New York Muni Bond ETF (NYF) and iShares California Muni Bond ETF (CMF). 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 1.51% return, which is significantly higher than CMF's 0.96% return. Both investments have delivered pretty close results over the past 10 years, with NYF having a 1.81% annualized return and CMF not far behind at 1.75%.


NYF

1D
-0.04%
1M
0.58%
YTD
1.51%
6M
1.91%
1Y
6.81%
3Y*
3.36%
5Y*
0.83%
10Y*
1.81%

CMF

1D
-0.03%
1M
0.59%
YTD
0.96%
6M
1.33%
1Y
6.72%
3Y*
3.31%
5Y*
0.66%
10Y*
1.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

NYF vs. CMF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
NYF
iShares New York Muni Bond ETF
1.51%3.64%1.13%5.76%-7.75%1.34%4.18%6.49%0.66%5.02%
CMF
iShares California Muni Bond ETF
0.96%3.36%1.65%5.71%-8.27%0.78%4.50%6.94%0.99%4.63%

Correlation

The correlation between NYF and CMF is 0.84, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


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

0.84

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

0.86

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

0.83

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

0.73

Correlation (All Time)
Calculated using the full available price history since Oct 12, 2007

0.44

Over the past year, NYF and CMF have become more correlated (0.84) than their long-term average of 0.44, meaning their price movements have been converging.

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Return for Risk

NYF vs. CMF — Risk / Return Rank

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

NYF
NYF Risk / Return Rank: 6868
Overall Rank
NYF Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
NYF Sortino Ratio Rank: 7777
Sortino Ratio Rank
NYF Omega Ratio Rank: 8686
Omega Ratio Rank
NYF Calmar Ratio Rank: 4949
Calmar Ratio Rank
NYF Martin Ratio Rank: 5252
Martin Ratio Rank

CMF
CMF Risk / Return Rank: 6565
Overall Rank
CMF Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
CMF Sortino Ratio Rank: 7676
Sortino Ratio Rank
CMF Omega Ratio Rank: 8686
Omega Ratio Rank
CMF Calmar Ratio Rank: 4646
Calmar Ratio Rank
CMF Martin Ratio Rank: 4747
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. CMF - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares New York Muni Bond ETF (NYF) and iShares California Muni Bond ETF (CMF). 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.


NYFCMFDifference
Sharpe ratioReturn per unit of total volatility

+0.05

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.53

1.54

-0.01

Calmar ratioReturn relative to maximum drawdown

2.48

2.32

+0.16

Martin ratioReturn relative to average drawdown

8.88

7.79

+1.09

NYF vs. CMF - Sharpe Ratio Comparison

The current NYF Sharpe Ratio is 2.46, which is comparable to the CMF Sharpe Ratio of 2.41. The chart below compares the historical Sharpe Ratios of NYF and CMF, 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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Sharpe Ratios by Period


NYFCMFDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

2.41

+0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

0.16

+0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.35

+0.06

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.39

+0.08

Drawdowns

NYF vs. CMF - Drawdown Comparison

The maximum NYF drawdown since its inception was -13.12%, smaller than the maximum CMF drawdown of -16.45%. Use the drawdown chart below to compare losses from any high point for NYF and CMF.


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Drawdown Indicators


NYFCMFDifference

Max Drawdown

Largest peak-to-trough decline

-13.12%

-16.45%

+3.33%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-2.91%

+0.15%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-5.22%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-12.71%

-12.45%

-0.26%

Max Drawdown (10Y)

Largest decline over 10 years

-13.12%

-14.57%

+1.45%

Current Drawdown

Current decline from peak

-0.56%

-0.92%

+0.36%

Average Drawdown

Average peak-to-trough decline

-2.31%

-4.77%

+2.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.86%

-0.09%

Volatility

NYF vs. CMF - Volatility Comparison

iShares New York Muni Bond ETF (NYF) has a higher volatility of 0.95% compared to iShares California Muni Bond ETF (CMF) at 0.85%. This indicates that NYF's price experiences larger fluctuations and is considered to be riskier than CMF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NYFCMFDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

0.85%

+0.10%

Volatility (6M)

Calculated over the trailing 6-month period

2.08%

2.11%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

2.78%

2.80%

-0.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.00%

4.19%

-0.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.48%

5.08%

-0.60%

NYF vs. CMF - Expense Ratio Comparison

Both NYF and CMF have an expense ratio of 0.25%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.


Dividends

NYF vs. CMF - Dividend Comparison

NYF's dividend yield for the trailing twelve months is around 3.09%, more than CMF's 2.95% yield.


PositionTTM20252024202320222021202020192018201720162015
CMF
iShares California Muni Bond ETF
2.95%2.94%2.78%2.29%1.91%1.58%1.80%2.03%2.17%2.09%2.21%2.55%
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 CMF have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

NYF has higher volatility (0.95%) compared to CMF (0.85%). In terms of maximum drawdown, NYF dropped -13.12% vs CMF's -16.45%.

On 10-year performance, NYF leads with 1.81% vs 1.75% for CMF. Both ETFs have the same 0.25% expense ratio. Their volatility is very similar. 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 1.81% return vs 1.75%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NYF and CMF have the same expense ratio: 0.25% per year.

NYF has the higher dividend yield at 3.09%, compared with 2.95% for CMF.

NYF tracks S&P New York AMT-Free Municipal Bond Index, while CMF tracks S&P California AMT-Free Municipal Bond Index.

NYF currently has the higher Sharpe Ratio (2.46 vs 2.41), 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.

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