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IGLB vs NVG

Comparison between ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF) and Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF).

5-Year PerformanceNVG has outperformed IGLB, delivering a return of -0.7% compared to -1.9%

IGLB vs NVG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IGLB
$2.60B
Winner
NVG
$2.70B
Expense Ratio
IGLB
0.04%
NVG
N/A
Max Drawdown
Winner
IGLB
39.97%
NVG
47.81%
Sharpe Ratio
IGLB
0.43
Winner
NVG
1.02
5Y Beta
Winner
IGLB
0.22
NVG
0.22
5Y Dividends CAGR
Winner
IGLB
3.01%
NVG
2.92%

IGLB vs NVG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IGLB
+1.36%
NVG
+0.16%
3M
Winner
IGLB
+2.63%
NVG
+0.86%
6M
IGLB
+1.73%
Winner
NVG
+3.29%
1Y
IGLB
+6.09%
Winner
NVG
+14.52%
5Y(CAGR)
IGLB
-1.93%
Winner
NVG
-0.71%
10Y(CAGR)
IGLB
+2.21%
Winner
NVG
+3.60%
Max(CAGR)
IGLB
+4.34%
Winner
NVG
+5.32%

IGLB vs NVG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearIGLBNVG
2026+1.41%+3.05%
2025+7.47%+9.98%
2024-0.58%+9.69%
2023+9.75%+0.11%
2022-24.20%-27.85%
2021-0.96%+13.29%
2020+12.71%+6.38%
2019+22.84%+23.79%
2018-6.19%-4.20%
2017+11.45%+12.94%
2016+9.78%+5.52%
2015-6.13%+8.10%
2014+15.38%+19.22%
2013-7.90%-15.57%
2012+12.74%+8.01%
2011+16.81%+17.91%
2010+10.32%+1.39%
2009-0.47%+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%

IGLB vs NVG Drawdown Comparison

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. 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 IGLB drawdown is -13.34%. The current NVG drawdown is -7.01%.

RankIGLBNVG
#1-34.13%
Sep 22, 2021 - Oct 24, 2022
-41.66%
May 11, 2007 - Aug 25, 2009
#2-27.72%
Mar 6, 2020 - Jul 9, 2020
-40.57%
Dec 31, 2021 - Oct 25, 2023
#3-14.42%
May 2, 2013 - May 15, 2014
-26.56%
Mar 3, 2020 - Dec 3, 2020
#4-11.20%
Jan 30, 2015 - Jun 8, 2016
-23.03%
Nov 30, 2012 - Jan 13, 2015
#5-10.23%
Aug 6, 2020 - Aug 4, 2021
-16.64%
Mar 10, 2004 - Feb 3, 2005
#6-9.70%
Dec 15, 2017 - Mar 28, 2019
-15.58%
Aug 27, 2010 - Sep 9, 2011
#7-9.22%
Jul 8, 2016 - Jun 20, 2017
-13.96%
Aug 12, 2016 - Aug 1, 2017
#8-7.48%
Aug 26, 2010 - May 17, 2011
-11.44%
Jun 17, 2003 - Jan 12, 2004
#9-5.13%
Nov 13, 2012 - May 1, 2013
-10.73%
Jan 8, 2018 - Mar 4, 2019
#10-4.94%
Aug 28, 2019 - Dec 13, 2019
-8.56%
Oct 7, 2002 - Mar 11, 2003
#11-4.40%
Nov 1, 2011 - Feb 27, 2012
-8.50%
Feb 3, 2005 - May 31, 2005
#12-4.33%
Aug 28, 2014 - Oct 14, 2014
-7.72%
Sep 1, 2021 - Dec 31, 2021
#13-4.20%
Aug 10, 2011 - Sep 21, 2011
-6.58%
Feb 8, 2012 - May 11, 2012
#14-3.89%
Feb 28, 2012 - May 3, 2012
-6.50%
Feb 2, 2015 - Dec 11, 2015
#15-3.85%
Sep 22, 2011 - Oct 25, 2011
-6.41%
Apr 28, 2006 - Jul 31, 2006

Correlation

Correlation between IGLB and NVG is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2002 - 2026)

IGLB vs NVG dividend yield comparison.

YearIGLBNVG
20262.23%3.12%
20255.14%7.49%
20245.10%6.74%
20234.59%4.45%
20224.56%6.18%
20213.16%4.69%
20203.22%5.24%
20193.73%4.94%
20184.56%6.07%
20173.94%5.67%
20164.21%6.17%
20154.57%5.46%
20143.76%5.84%
20134.66%5.71%
20124.37%6.13%
20114.45%5.99%
20105.29%6.20%
20090.31%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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