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DFGP vs NVG

Comparison between DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF) and Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF).

DFGP vs NVG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DFGP
$2.60B
Winner
NVG
$2.70B
Expense Ratio
DFGP
0.22%
NVG
N/A
Max Drawdown
Winner
DFGP
5.75%
NVG
47.81%
Sharpe Ratio
DFGP
0.34
Winner
NVG
1.02
5Y Beta
Winner
DFGP
0.07
NVG
0.22
5Y Dividends CAGR
DFGP
N/A
NVG
2.92%

DFGP vs NVG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DFGP
+1.18%
NVG
+0.16%
3M
Winner
DFGP
+1.78%
NVG
+0.86%
6M
DFGP
+1.78%
Winner
NVG
+3.29%
1Y
DFGP
+4.80%
Winner
NVG
+14.52%
5Y(CAGR)
DFGP
N/A
NVG
-0.71%
10Y(CAGR)
DFGP
N/A
NVG
+3.60%
Max(CAGR)
Winner
DFGP
+6.74%
NVG
+5.32%

DFGP vs NVG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearDFGPNVG
2026+1.58%+3.05%
2025+5.82%+9.98%
2024+4.20%+9.69%
2023+6.24%+0.11%
2022N/A-27.85%
2021N/A+13.29%
2020N/A+6.38%
2019N/A+23.79%
2018N/A-4.20%
2017N/A+12.94%
2016N/A+5.52%
2015N/A+8.10%
2014N/A+19.22%
2013N/A-15.57%
2012N/A+8.01%
2011N/A+17.91%
2010N/A+1.39%
2009N/A+30.55%
2008N/A-10.71%
2007N/A-6.77%
2006N/A+12.48%
2005N/A+6.29%
2004N/A-0.25%
2003N/A+8.76%
2002N/A+1.41%

DFGP vs NVG Drawdown Comparison

The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for NVG was -41.66%, occurring on Oct 10, 2008. Recovery took 577 trading sessions.

The current DFGP drawdown is -0.55%. The current NVG drawdown is -7.01%.

RankDFGPNVG
#1-3.24%
Feb 27, 2026 - Mar 27, 2026
-41.66%
May 11, 2007 - Aug 25, 2009
#2-3.04%
Sep 16, 2024 - Feb 26, 2025
-40.57%
Dec 31, 2021 - Oct 25, 2023
#3-2.71%
Mar 3, 2025 - Jun 4, 2025
-26.56%
Mar 3, 2020 - Dec 3, 2020
#4-2.27%
Mar 28, 2024 - Jun 4, 2024
-23.03%
Nov 30, 2012 - Jan 13, 2015
#5-1.92%
Feb 1, 2024 - Mar 27, 2024
-16.64%
Mar 10, 2004 - Feb 3, 2005
#6-1.36%
Dec 27, 2023 - Feb 1, 2024
-15.58%
Aug 27, 2010 - Sep 9, 2011
#7-1.31%
Jun 25, 2024 - Jul 10, 2024
-13.96%
Aug 12, 2016 - Aug 1, 2017
#8-1.14%
Oct 27, 2025 - Jan 29, 2026
-11.44%
Jun 17, 2003 - Jan 12, 2004
#9-0.94%
Jul 1, 2025 - Jul 29, 2025
-10.73%
Jan 8, 2018 - Mar 4, 2019
#10-0.89%
Aug 2, 2024 - Aug 14, 2024
-8.56%
Oct 7, 2002 - Mar 11, 2003
#11-0.88%
Jun 6, 2024 - Jun 13, 2024
-8.50%
Feb 3, 2005 - May 31, 2005
#12-0.62%
Jul 16, 2024 - Jul 29, 2024
-7.72%
Sep 1, 2021 - Dec 31, 2021
#13-0.61%
Nov 8, 2023 - Nov 14, 2023
-6.58%
Feb 8, 2012 - May 11, 2012
#14-0.59%
Jun 4, 2025 - Jun 11, 2025
-6.50%
Feb 2, 2015 - Dec 11, 2015
#15-0.56%
Aug 23, 2024 - Sep 4, 2024
-6.41%
Apr 28, 2006 - Jul 31, 2006

Correlation

Correlation between DFGP and NVG is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (2002 - 2026)

DFGP vs NVG dividend yield comparison.

YearDFGPNVG
20260.38%3.12%
20253.45%7.49%
20244.51%6.74%
20230.62%4.45%
20220.00%6.18%
20210.00%4.69%
20200.00%5.24%
20190.00%4.94%
20180.00%6.07%
20170.00%5.67%
20160.00%6.17%
20150.00%5.46%
20140.00%5.84%
20130.00%5.71%
20120.00%6.13%
20110.00%5.99%
20100.00%6.20%
20090.00%5.24%
20080.00%6.11%
20070.00%5.44%
20060.00%5.59%
20050.00%6.18%
20040.00%7.45%
20030.00%6.59%
20020.00%2.26%

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