AVMU vs NPFI
Comparison between AVANTIS CORE MUNICIPAL FIXED INCOME ETF (AVMU, ETF) and NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF).
AVMU vs NPFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
AVMU
$169M
Winner
NPFI
$170M
Expense Ratio
Winner
AVMU
0.15%
NPFI
0.56%
Max Drawdown
AVMU
14.15%
Winner
NPFI
4.74%
Sharpe Ratio
Winner
AVMU
1.23
NPFI
0.95
5Y Beta
Winner
AVMU
0.03
NPFI
0.11
5Y Dividends CAGR
AVMU
54.50%
NPFI
N/A
AVMU vs NPFI - Historical Returns
Returns include dividend reinvestment.
1M
AVMU
-1.23%
Winner
NPFI
+0.33%
3M
AVMU
-0.37%
Winner
NPFI
+0.97%
6M
AVMU
+0.23%
Winner
NPFI
+1.68%
1Y
Winner
AVMU
+7.73%
NPFI
+6.60%
5Y(CAGR)
AVMU
+0.61%
NPFI
N/A
Max(CAGR)
AVMU
+0.74%
Winner
NPFI
+7.55%
AVMU vs NPFI - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | AVMU | NPFI |
|---|---|---|
| 2026 | +0.58% | +2.00% |
| 2025 | +3.68% | +9.13% |
| 2024 | +1.83% | +6.56% |
| 2023 | +4.92% | N/A |
| 2022 | -7.26% | N/A |
| 2021 | +0.26% | N/A |
| 2020 | +0.19% | N/A |
AVMU vs NPFI Drawdown Comparison
The maximum drawdown for AVMU was -12.41%, occurring on Oct 25, 2022. Recovery took 1062 trading sessions.
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The current AVMU drawdown is -1.55%. The current NPFI drawdown is -0.37%.
| Rank | AVMU | NPFI |
|---|---|---|
| #1 | -12.41% Jul 19, 2021 - Oct 9, 2025 | -3.18% Feb 20, 2026 - May 28, 2026 |
| #2 | -3.32% Feb 27, 2026 - Jul 2, 2026 | -2.94% Feb 27, 2025 - May 12, 2025 |
| #3 | -2.18% Feb 11, 2021 - Jun 10, 2021 | -1.73% Mar 28, 2024 - May 7, 2024 |
| #4 | -1.55% Jul 6, 2026 - Jul 21, 2026 | -0.92% Dec 11, 2024 - Jan 21, 2025 |
| #5 | -0.74% Oct 27, 2025 - Dec 16, 2025 | -0.88% Oct 17, 2024 - Dec 4, 2024 |
| #6 | -0.59% Jun 10, 2021 - Jul 7, 2021 | -0.76% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -0.40% Jan 15, 2026 - Jan 27, 2026 | -0.61% Jul 22, 2024 - Aug 14, 2024 |
| #8 | -0.30% Jan 5, 2021 - Jan 26, 2021 | -0.61% Oct 6, 2025 - Oct 16, 2025 |
| #9 | -0.19% Dec 29, 2025 - Jan 2, 2026 | -0.54% Sep 23, 2024 - Oct 17, 2024 |
| #10 | -0.14% Feb 17, 2026 - Feb 20, 2026 | -0.48% Jul 3, 2025 - Jul 25, 2025 |
| #11 | -0.13% Jul 8, 2021 - Jul 15, 2021 | -0.46% Jan 16, 2026 - Jan 23, 2026 |
| #12 | -0.12% Feb 10, 2026 - Feb 12, 2026 | -0.44% Jul 6, 2026 - Jul 14, 2026 |
| #13 | -0.11% Dec 14, 2020 - Dec 28, 2020 | -0.37% May 20, 2024 - Jun 5, 2024 |
| #14 | -0.11% Jan 2, 2026 - Jan 6, 2026 | -0.31% Sep 5, 2024 - Sep 9, 2024 |
| #15 | -0.07% Oct 9, 2025 - Oct 13, 2025 | -0.29% May 16, 2025 - May 27, 2025 |
Correlation
Correlation between AVMU and NPFI is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2021 - 2026)
AVMU vs NPFI dividend yield comparison.
| Year | AVMU | NPFI |
|---|---|---|
| 2026 | 1.76% | 2.94% |
| 2025 | 3.50% | 6.33% |
| 2024 | 3.32% | 5.10% |
| 2023 | 2.50% | 0.00% |
| 2022 | 1.29% | 0.00% |
| 2021 | 0.77% | 0.00% |
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