CATF vs NUMI
Comparison between AMERICAN CENTURY CALIFORNIA MUNICIPAL BOND ETF (CATF, ETF) and NUVEEN MUNICIPAL INCOME ETF (NUMI, ETF).
CATF vs NUMI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CATF
$83M
Winner
NUMI
$83M
Expense Ratio
Winner
CATF
0.27%
NUMI
0.29%
Max Drawdown
CATF
6.21%
Winner
NUMI
5.21%
Sharpe Ratio
CATF
0.96
Winner
NUMI
1.08
5Y Beta
Winner
CATF
0.03
NUMI
0.04
CATF vs NUMI - Historical Returns
Returns include dividend reinvestment.
1M
CATF
-1.13%
Winner
NUMI
-0.49%
3M
CATF
-0.29%
Winner
NUMI
-0.12%
6M
CATF
+0.34%
Winner
NUMI
+0.54%
1Y
CATF
+6.73%
Winner
NUMI
+7.15%
Max(CAGR)
CATF
+2.81%
Winner
NUMI
+3.32%
CATF vs NUMI - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | CATF | NUMI |
|---|---|---|
| 2026 | +1.04% | +0.94% |
| 2025 | +3.52% | +3.84% |
| 2024 | +0.66% | N/A |
CATF vs NUMI Drawdown Comparison
The maximum drawdown for CATF was -4.83%, occurring on Apr 11, 2025. Recovery took 189 trading sessions.
The maximum drawdown for NUMI was -4.72%, occurring on Apr 11, 2025. Recovery took 133 trading sessions.
The current CATF drawdown is -1.27%. The current NUMI drawdown is -1.06%.
| Rank | CATF | NUMI |
|---|---|---|
| #1 | -4.83% Dec 6, 2024 - Sep 11, 2025 | -4.72% Mar 3, 2025 - Sep 11, 2025 |
| #2 | -2.77% Feb 27, 2026 - Mar 27, 2026 | -2.82% Feb 27, 2026 - Mar 24, 2026 |
| #3 | -2.32% Oct 1, 2024 - Dec 2, 2024 | -1.02% Nov 24, 2025 - Jan 9, 2026 |
| #4 | -0.83% Aug 2, 2024 - Sep 6, 2024 | -0.75% Oct 27, 2025 - Nov 24, 2025 |
| #5 | -0.76% Sep 16, 2025 - Oct 13, 2025 | -0.66% Feb 5, 2025 - Feb 21, 2025 |
| #6 | -0.60% Nov 28, 2025 - Jan 6, 2026 | -0.47% Jan 15, 2026 - Jan 28, 2026 |
| #7 | -0.57% Oct 27, 2025 - Nov 26, 2025 | -0.39% Sep 17, 2025 - Oct 1, 2025 |
| #8 | -0.38% Jul 18, 2024 - Jul 29, 2024 | -0.26% Feb 13, 2026 - Feb 23, 2026 |
| #9 | -0.33% Jan 15, 2026 - Jan 21, 2026 | -0.17% Feb 5, 2026 - Feb 9, 2026 |
| #10 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -0.12% Jan 30, 2025 - Feb 3, 2025 |
| #11 | -0.17% Sep 16, 2024 - Sep 27, 2024 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #12 | -0.15% Dec 2, 2024 - Dec 4, 2024 | -0.08% Feb 10, 2026 - Feb 12, 2026 |
| #13 | -0.14% Jan 21, 2026 - Jan 29, 2026 | -0.08% Feb 25, 2025 - Feb 28, 2025 |
| #14 | -0.12% Feb 5, 2026 - Feb 9, 2026 | -0.05% Oct 22, 2025 - Oct 24, 2025 |
| #15 | -0.10% Sep 27, 2024 - Oct 1, 2024 | -0.04% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between CATF and NUMI is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2024 - 2026)
CATF vs NUMI dividend yield comparison.
| Year | CATF | NUMI |
|---|---|---|
| 2026 | 1.83% | 1.64% |
| 2025 | 3.40% | 3.44% |
| 2024 | 1.32% | 0.00% |
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