TFI vs. DLR
Compare and contrast key facts about SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) and Digital Realty Trust, Inc. (DLR).
TFI is a passively managed fund by State Street that tracks the performance of the Bloomberg US Municipal Managed Money (1-25 Y). It was launched on Sep 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TFI or DLR.
Correlation
The correlation between TFI and DLR is 0.06, 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
TFI vs. DLR - Performance Comparison
Key characteristics
TFI:
0.23
DLR:
1.27
TFI:
0.33
DLR:
1.85
TFI:
1.04
DLR:
1.25
TFI:
0.11
DLR:
1.98
TFI:
0.64
DLR:
6.02
TFI:
1.45%
DLR:
5.64%
TFI:
4.14%
DLR:
26.77%
TFI:
-15.49%
DLR:
-56.80%
TFI:
-6.03%
DLR:
-7.16%
Returns By Period
In the year-to-date period, TFI achieves a -0.26% return, which is significantly lower than DLR's 1.79% return. Over the past 10 years, TFI has underperformed DLR with an annualized return of 1.50%, while DLR has yielded a comparatively higher 13.56% annualized return.
TFI
-0.26%
-0.02%
0.21%
0.80%
-0.30%
1.50%
DLR
1.79%
0.56%
25.70%
30.00%
10.80%
13.56%
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Risk-Adjusted Performance
TFI vs. DLR — Risk-Adjusted Performance Rank
TFI
DLR
TFI vs. DLR - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) and Digital Realty Trust, Inc. (DLR). 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
TFI vs. DLR - Dividend Comparison
TFI's dividend yield for the trailing twelve months is around 3.02%, more than DLR's 2.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TFI SPDR Nuveen Bloomberg Barclays Municipal Bond ETF | 3.02% | 3.01% | 2.41% | 1.87% | 1.71% | 2.04% | 2.14% | 2.25% | 2.16% | 2.58% | 2.40% | 2.37% |
DLR Digital Realty Trust, Inc. | 2.70% | 2.75% | 3.63% | 4.87% | 2.62% | 3.21% | 3.61% | 3.79% | 3.27% | 3.58% | 5.62% | 5.01% |
Drawdowns
TFI vs. DLR - Drawdown Comparison
The maximum TFI drawdown since its inception was -15.49%, smaller than the maximum DLR drawdown of -56.80%. Use the drawdown chart below to compare losses from any high point for TFI and DLR. For additional features, visit the drawdowns tool.
Volatility
TFI vs. DLR - Volatility Comparison
The current volatility for SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) is 0.96%, while Digital Realty Trust, Inc. (DLR) has a volatility of 7.50%. This indicates that TFI experiences smaller price fluctuations and is considered to be less risky than DLR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.