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iShares New York Muni Bond ETF (NYF)
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Upturn Advisory Summary
11/28/2025: NYF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.49% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.95 | 52 Weeks Range 49.79 - 53.52 | Updated Date 06/30/2025 |
52 Weeks Range 49.79 - 53.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
iShares New York Muni Bond ETF
ETF Overview
Overview
The iShares New York Muni Bond ETF (NYF) seeks to track the investment results of an index composed of investment-grade New York municipal bonds. It provides exposure to the New York municipal bond market, offering potential tax-exempt income for New York residents.
Reputation and Reliability
BlackRock is a leading global asset manager with a strong reputation and a long track record of managing ETFs.
Management Expertise
BlackRock has extensive expertise in fixed-income investing and managing municipal bond ETFs.
Investment Objective
Goal
To track the investment results of an index composed of investment-grade New York municipal bonds.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P New York AMT-Free Municipal Bond Index.
Composition The ETF holds a basket of investment-grade municipal bonds issued by the State of New York and its subdivisions.
Market Position
Market Share: The iShares New York Muni Bond ETF (NYF) has a significant market share within the New York municipal bond ETF segment.
Total Net Assets (AUM): 115582500
Competitors
Key Competitors
- VanEck HIP High Yield Muni ETF (HYMU)
- Nuveen Short Duration High Yield Municipal Bond ETF (NVSA)
- PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund (PIM)
- Vanguard Tax-Exempt Bond ETF (VTEB)
Competitive Landscape
The New York municipal bond ETF market is competitive, with several ETFs offering exposure to this segment. NYF benefits from BlackRock's brand and liquidity. Competitors may offer different strategies or lower expense ratios. However, NYF maintains strong AUM and trading volume in the sector due to the maturity and liquidity of the bond portfolio.
Financial Performance
Historical Performance: Historical performance data is not provided in numerical format to adhere to instructions. Please refer to financial data sources for the information.
Benchmark Comparison: Benchmark comparison data is not provided in numerical format to adhere to instructions. Please refer to financial data sources for the information.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The ETF exhibits reasonable liquidity with a consistent average daily trading volume.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, such as interest rates and inflation, impact the municipal bond market. The financial health of New York State and its municipalities also influences the ETF's performance.
Growth Trajectory
The ETF's growth trajectory depends on investor demand for tax-exempt income and the overall performance of the New York municipal bond market. Changes in tax laws can significantly influence investor interest.
Moat and Competitive Advantages
Competitive Edge
NYF benefits from BlackRock's strong brand recognition and extensive distribution network. The ETF's focus on New York municipal bonds provides targeted exposure to this specific market, potentially offering unique tax advantages for New York residents. Its relatively large AUM contributes to greater liquidity. The ETF's long track record and established presence in the market provide investors with confidence. The low expense ratio increases the fund's attractiveness.
Risk Analysis
Volatility
The ETF's volatility is generally lower compared to equity ETFs but higher than U.S. Treasury ETFs.
Market Risk
Market risk includes interest rate risk (bond prices decline as interest rates rise), credit risk (issuers may default), and liquidity risk (difficulty selling bonds).
Investor Profile
Ideal Investor Profile
The ideal investor is a New York resident seeking tax-exempt income and diversification within their fixed-income portfolio.
Market Risk
The ETF is suitable for long-term investors seeking passive income and moderate risk tolerance.
Summary
The iShares New York Muni Bond ETF (NYF) provides targeted exposure to the New York municipal bond market. BlackRock's management and the ETF's reasonable expense ratio make it an attractive option for New York residents. It offers tax-exempt income and diversification within a fixed-income portfolio. Investors should consider interest rate risk and credit risk before investing. The ETF's performance is tied to the financial health of New York State and its municipalities.
Similar ETFs
Sources and Disclaimers
Data Sources:
- iShares website
- BlackRock website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About iShares New York Muni Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund will invest at least 80% of its assets in the component securities of the index, and it will invest at least 90% of its assets in fixed income securities of the types included in the index that BFA believes will help it track the index. The index includes a 5% weighting to U.S. dollar denominated investment grade tax-exempt debt publicly issued in the U.S. domestic market by states other than New York and such states' political subdivisions. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.