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NYF vs. MFLX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NYF vs. MFLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares New York Muni Bond ETF (NYF) and First Trust Flexible Municipal High Income ETF (MFLX). 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 lower than MFLX's 3.33% return.


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%

MFLX

1D
-0.06%
1M
1.21%
YTD
3.33%
6M
3.84%
1Y
9.22%
3Y*
5.48%
5Y*
-0.03%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NYF vs. MFLX - 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%
MFLX
First Trust Flexible Municipal High Income ETF
3.33%3.94%3.74%8.98%-19.94%8.43%7.19%16.89%-4.66%5.57%

Correlation

The correlation between NYF and MFLX 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

0.38

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

0.36

Correlation (All Time)
Calculated using the full available price history since Sep 30, 2016

0.34

Over the past year, NYF and MFLX have become more correlated (0.60) than their long-term average of 0.34, meaning their price movements have been converging.

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Return for Risk

NYF vs. MFLX — 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

MFLX
MFLX Risk / Return Rank: 7171
Overall Rank
MFLX Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
MFLX Sortino Ratio Rank: 7878
Sortino Ratio Rank
MFLX Omega Ratio Rank: 8282
Omega Ratio Rank
MFLX Calmar Ratio Rank: 6060
Calmar Ratio Rank
MFLX Martin Ratio Rank: 6666
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. MFLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares New York Muni Bond ETF (NYF) and First Trust Flexible Municipal High Income ETF (MFLX). 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.


NYFMFLXDifference
Sharpe ratioReturn per unit of total volatility

+0.19

Sortino ratioReturn per unit of downside risk

+0.05

Omega ratioGain probability vs. loss probability

1.53

1.49

+0.04

Calmar ratioReturn relative to maximum drawdown

2.48

2.97

-0.49

Martin ratioReturn relative to average drawdown

8.88

11.95

-3.06

NYF vs. MFLX - Sharpe Ratio Comparison

The current NYF Sharpe Ratio is 2.46, which is comparable to the MFLX Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of NYF and MFLX, 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


NYFMFLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.46

2.27

+0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.21

-0.00

+0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.47

0.19

+0.28

Drawdowns

NYF vs. MFLX - Drawdown Comparison

The maximum NYF drawdown since its inception was -13.12%, smaller than the maximum MFLX drawdown of -26.76%. Use the drawdown chart below to compare losses from any high point for NYF and MFLX.


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Drawdown Indicators


NYFMFLXDifference

Max Drawdown

Largest peak-to-trough decline

-13.12%

-26.76%

+13.64%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

-3.11%

+0.35%

Max Drawdown (3Y)

Largest decline over 3 years

-5.68%

-8.18%

+2.50%

Max Drawdown (5Y)

Largest decline over 5 years

-12.71%

-25.88%

+13.17%

Max Drawdown (10Y)

Largest decline over 10 years

-13.12%

Current Drawdown

Current decline from peak

-0.56%

-3.78%

+3.22%

Average Drawdown

Average peak-to-trough decline

-2.31%

-8.17%

+5.86%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.77%

0.77%

0.00%

Volatility

NYF vs. MFLX - Volatility Comparison

The current volatility for iShares New York Muni Bond ETF (NYF) is 0.95%, while First Trust Flexible Municipal High Income ETF (MFLX) has a volatility of 1.41%. This indicates that NYF experiences smaller price fluctuations and is considered to be less risky than MFLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NYFMFLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.95%

1.41%

-0.46%

Volatility (6M)

Calculated over the trailing 6-month period

2.08%

2.98%

-0.90%

Volatility (1Y)

Calculated over the trailing 1-year period

2.78%

4.08%

-1.30%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.00%

10.36%

-6.36%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.48%

11.29%

-6.81%

NYF vs. MFLX - Expense Ratio Comparison

NYF has a 0.25% expense ratio, which is lower than MFLX's 0.88% expense ratio.


Dividends

NYF vs. MFLX - Dividend Comparison

NYF's dividend yield for the trailing twelve months is around 3.09%, less than MFLX's 4.08% yield.


PositionTTM20252024202320222021202020192018201720162015
MFLX
First Trust Flexible Municipal High Income ETF
4.08%4.06%3.81%3.65%4.27%3.69%3.21%2.94%3.74%3.80%0.98%0.00%
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 MFLX 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.

MFLX has higher volatility (1.41%) compared to NYF (0.95%). In terms of maximum drawdown, NYF dropped -13.12% vs MFLX's -26.76%.

On 5-year performance, NYF leads with 0.83% vs -0.03% for MFLX. On fees, NYF is cheaper at 0.25% per year. On volatility, NYF has been the lower-risk option at 0.95%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, NYF has performed better with a 0.83% return vs -0.03%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

NYF is cheaper with a 0.25% expense ratio, compared with 0.88% for MFLX.

MFLX has the higher dividend yield at 4.08%, compared with 3.09% for NYF.

They also come from different issuers: iShares and First Trust. Their fees differ too: 0.25% for NYF and 0.88% for MFLX.

NYF currently has the higher Sharpe Ratio (2.46 vs 2.27), 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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