NYF vs. VWIUX
Compare and contrast key facts about iShares New York Muni Bond ETF (NYF) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX).
NYF is a passively managed fund by iShares that tracks the performance of the S&P New York AMT-Free Municipal Bond Index. It was launched on Oct 4, 2007. VWIUX is managed by Vanguard. It was launched on Feb 12, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NYF or VWIUX.
Correlation
The correlation between NYF and VWIUX is -0.13. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NYF vs. VWIUX - Performance Comparison
Key characteristics
NYF:
0.08
VWIUX:
0.33
NYF:
0.16
VWIUX:
0.46
NYF:
1.02
VWIUX:
1.08
NYF:
0.10
VWIUX:
0.33
NYF:
0.31
VWIUX:
1.15
NYF:
1.52%
VWIUX:
1.23%
NYF:
4.64%
VWIUX:
4.30%
NYF:
-13.12%
VWIUX:
-11.49%
NYF:
-2.66%
VWIUX:
-2.07%
Returns By Period
In the year-to-date period, NYF achieves a -0.85% return, which is significantly lower than VWIUX's -0.60% return. Over the past 10 years, NYF has underperformed VWIUX with an annualized return of 1.80%, while VWIUX has yielded a comparatively higher 2.23% annualized return.
NYF
-0.85%
2.01%
-0.86%
0.36%
0.84%
1.80%
VWIUX
-0.60%
2.29%
-0.52%
1.42%
1.34%
2.23%
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NYF vs. VWIUX - Expense Ratio Comparison
NYF has a 0.25% expense ratio, which is higher than VWIUX's 0.09% 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%.
Risk-Adjusted Performance
NYF vs. VWIUX — Risk-Adjusted Performance Rank
NYF
VWIUX
NYF vs. VWIUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares New York Muni Bond ETF (NYF) and Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX). 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
NYF vs. VWIUX - Dividend Comparison
NYF's dividend yield for the trailing twelve months is around 2.90%, less than VWIUX's 2.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NYF iShares New York Muni Bond ETF | 2.90% | 2.77% | 2.36% | 2.04% | 1.85% | 1.98% | 2.19% | 2.48% | 2.46% | 2.43% | 2.60% | 2.81% |
VWIUX Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | 2.94% | 3.10% | 2.79% | 2.50% | 2.16% | 2.40% | 2.68% | 2.89% | 2.83% | 2.92% | 2.97% | 3.13% |
Drawdowns
NYF vs. VWIUX - Drawdown Comparison
The maximum NYF drawdown since its inception was -13.12%, which is greater than VWIUX's maximum drawdown of -11.49%. Use the drawdown chart below to compare losses from any high point for NYF and VWIUX. For additional features, visit the drawdowns tool.
Volatility
NYF vs. VWIUX - Volatility Comparison
The current volatility for iShares New York Muni Bond ETF (NYF) is 1.45%, while Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares (VWIUX) has a volatility of 2.02%. This indicates that NYF experiences smaller price fluctuations and is considered to be less risky than VWIUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.