TFI vs. MUB

In the year-to-date period, TFI achieves a -1.43% return, which is significantly lower than MUB's -1.19% return. Over the past 10 years, TFI has underperformed MUB with an annualized return of 1.67%, while MUB has yielded a comparatively higher 2.00% annualized return.

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TFI has a 0.23% expense ratio, which is higher than MUB'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%.

This table presents a comparison of risk-adjusted performance metrics for SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) and iShares National AMT-Free Muni Bond ETF (MUB). 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.

The current TFI Sharpe Ratio is 0.04, which is lower than the MUB Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of TFI and MUB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TFI's dividend yield for the trailing twelve months is around 3.16%, which matches MUB's 3.14% yield.

The maximum TFI drawdown since its inception was -15.49%, which is greater than MUB's maximum drawdown of -13.68%. Use the drawdown chart below to compare losses from any high point for TFI and MUB. For additional features, visit the drawdowns tool.

The current volatility for SPDR Nuveen Bloomberg Barclays Municipal Bond ETF (TFI) is 1.01%, while iShares National AMT-Free Muni Bond ETF (MUB) has a volatility of 1.10%. This indicates that TFI experiences smaller price fluctuations and is considered to be less risky than MUB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.