JMOM vs NUV

Comparison between JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF) and Nuveen Municipal Value Fund Inc (NUV, ETF).

5-Year PerformanceJMOM has outperformed NUV, delivering a return of +15.1% compared to -0.4%

JMOM vs NUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JMOM(ETF)	NUV(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.12%	N/A
Max Drawdown	34.31%	33.92%
Sharpe Ratio	2.01	0.99
5Y Beta	1.04	0.12
P/E Ratio	33.21	N/A
Forward P/E	22.36	N/A
PEG Ratio	0.80	N/A
5Y Dividends CAGR	12.88%	2.58%
5Y EPS CAGR	23.62%	N/A
Debt to Equity	29.25%	N/A
P/S Ratio	2.39	N/A
P/B Ratio	5.11	N/A

Net Assets

JMOM

$1.90B

NUV

$1.90B

Expense Ratio

JMOM

0.12%

NUV

N/A

Max Drawdown

JMOM

34.31%

Winner

NUV

33.92%

Sharpe Ratio

Winner

JMOM

2.01

NUV

0.99

5Y Beta

JMOM

1.04

Winner

NUV

0.12

P/E Ratio

JMOM

33.21

NUV

N/A

Forward P/E

JMOM

22.36

NUV

N/A

PEG Ratio

JMOM

0.80

NUV

N/A

5Y Dividends CAGR

Winner

JMOM

12.88%

NUV

2.58%

5Y EPS CAGR

JMOM

23.62%

NUV

N/A

Debt to Equity

JMOM

29.25%

NUV

N/A

P/S Ratio

JMOM

2.39

NUV

N/A

P/B Ratio

JMOM

5.11

NUV

N/A

JMOM vs NUV - Historical Returns

Returns include dividend reinvestment.

Period	JMOM	NUV
1 month	+10.37%	+0.68%
3 months	+11.40%	+1.51%
6 months	+17.05%	+3.51%
1 year	+36.39%	+10.70%
5 years(CAGR)	+15.08%	-0.43%
10 years(CAGR)	+15.81%	+2.55%
Max(CAGR)	+15.81%	+4.84%

Winner

JMOM

+10.37%

NUV

+0.68%

Winner

JMOM

+11.40%

NUV

+1.51%

Winner

JMOM

+17.05%

NUV

+3.51%

Winner

JMOM

+36.39%

NUV

+10.70%

5Y(CAGR)

Winner

JMOM

+15.08%

NUV

-0.43%

10Y(CAGR)

Winner

JMOM

+15.81%

NUV

+2.55%

Max(CAGR)

Winner

JMOM

+15.81%

NUV

+4.84%

JMOM vs NUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JMOM	NUV
2026	+15.25%	+2.88%
2025	+17.75%	+9.25%
2024	+29.74%	+3.56%
2023	+23.74%	+2.79%
2022	-20.41%	-13.94%
2021	+26.82%	-3.67%
2020	+28.12%	+7.81%
2019	+28.88%	+17.97%
2018	-5.24%	-4.83%
2017	+3.32%	+10.10%
2016	N/A	-2.44%
2015	N/A	+9.91%
2014	N/A	+11.31%
2013	N/A	-8.62%
2012	N/A	+8.82%
2011	N/A	+13.18%
2010	N/A	-0.41%
2009	N/A	+11.52%
2008	N/A	-2.97%
2007	N/A	-4.18%
2006	N/A	+12.63%
2005	N/A	+11.40%
2004	N/A	+4.76%
2003	N/A	+6.25%
2002	N/A	+6.99%
2001	N/A	+9.72%
2000	N/A	+14.20%
1999	N/A	-8.03%

JMOM vs NUV Drawdown Comparison

The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.

The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current NUV drawdown is -6.46%.

Rank	JMOM	NUV
#1	-34.31% Feb 19, 2020 - Jul 20, 2020	-28.29% Aug 11, 2021 - Oct 26, 2023
#2	-28.27% Nov 16, 2021 - Jan 30, 2024	-23.00% Feb 25, 2020 - Oct 20, 2020
#3	-21.59% Oct 3, 2018 - Jun 10, 2019	-20.55% May 19, 2008 - Sep 9, 2009
#4	-19.51% Feb 18, 2025 - Jun 24, 2025	-14.71% Dec 6, 2012 - Jan 5, 2015
#5	-10.94% Feb 12, 2021 - Apr 15, 2021	-12.54% Jul 7, 2016 - Sep 14, 2017
#6	-9.09% Jan 26, 2018 - Jun 5, 2018	-11.19% Sep 28, 2010 - Sep 21, 2011
#7	-8.49% Jul 16, 2024 - Aug 23, 2024	-9.77% Mar 17, 2004 - Oct 29, 2004
#8	-8.34% Oct 13, 2020 - Nov 24, 2020	-9.49% Nov 1, 1999 - Jul 7, 2000
#9	-8.27% Sep 2, 2020 - Oct 9, 2020	-9.15% Mar 13, 2007 - Apr 1, 2008
#10	-7.87% Mar 2, 2026 - Apr 8, 2026	-8.45% Sep 14, 2017 - Mar 21, 2019
#11	-6.88% Apr 26, 2021 - Jun 14, 2021	-7.42% Feb 2, 2015 - Oct 23, 2015
#12	-6.63% Sep 3, 2021 - Oct 21, 2021	-6.81% Feb 9, 2021 - Jul 2, 2021
#13	-6.24% Mar 21, 2024 - May 15, 2024	-6.78% Aug 30, 2001 - Nov 8, 2001
#14	-6.18% Dec 4, 2024 - Jan 23, 2025	-6.27% Oct 1, 2002 - Mar 6, 2003
#15	-6.07% Oct 27, 2025 - Dec 10, 2025	-6.19% Mar 7, 2012 - Apr 30, 2012

Correlation

Correlation between JMOM and NUV is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2000 - 2026)

JMOM vs NUV dividend yield comparison.

Year	JMOM	NUV
2026	0.16%	1.41%
2025	0.86%	4.30%
2024	0.75%	4.16%
2023	1.21%	3.94%
2022	1.39%	3.91%
2021	0.64%	3.41%
2020	0.85%	3.35%
2019	1.11%	3.48%
2018	1.38%	4.01%
2017	0.29%	3.99%
2016	0.00%	4.10%
2015	0.00%	3.95%
2014	0.00%	4.44%
2013	0.00%	4.97%
2012	0.00%	4.16%
2011	0.00%	5.04%
2010	0.00%	5.33%
2009	0.00%	4.50%
2008	0.00%	5.46%
2007	0.00%	5.34%
2006	0.00%	4.75%
2005	0.00%	5.06%
2004	0.00%	5.82%
2003	0.00%	5.60%
2002	0.00%	5.73%
2001	0.00%	5.62%
2000	0.00%	2.70%