JPIB vs NUV

Comparison between JPMorgan International Bond Opportunities ETF (JPIB, ETF) and Nuveen Municipal Value Fund Inc (NUV, ETF).

5-Year PerformanceJPIB has outperformed NUV, delivering a return of +2.8% compared to -0.4%

JPIB vs NUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JPIB(ETF)	NUV(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.50%	N/A
Max Drawdown	15.66%	33.92%
Sharpe Ratio	0.43	0.99
5Y Beta	0.07	0.12
5Y Dividends CAGR	12.81%	2.58%

Net Assets

JPIB

$1.90B

NUV

$1.90B

Expense Ratio

JPIB

0.50%

NUV

N/A

Max Drawdown

Winner

JPIB

15.66%

NUV

33.92%

Sharpe Ratio

JPIB

0.43

Winner

NUV

0.99

5Y Beta

Winner

JPIB

0.07

NUV

0.12

5Y Dividends CAGR

Winner

JPIB

12.81%

NUV

2.58%

JPIB vs NUV - Historical Returns

Returns include dividend reinvestment.

Period	JPIB	NUV
1 month	+0.56%	+0.68%
3 months	-0.63%	+1.51%
6 months	+1.05%	+3.51%
1 year	+5.61%	+10.70%
5 years(CAGR)	+2.78%	-0.43%
10 years(CAGR)	+3.59%	+2.55%
Max(CAGR)	+3.59%	+4.84%

JPIB

+0.56%

Winner

NUV

+0.68%

JPIB

-0.63%

Winner

NUV

+1.51%

JPIB

+1.05%

Winner

NUV

+3.51%

JPIB

+5.61%

Winner

NUV

+10.70%

5Y(CAGR)

Winner

JPIB

+2.78%

NUV

-0.43%

10Y(CAGR)

Winner

JPIB

+3.59%

NUV

+2.55%

Max(CAGR)

JPIB

+3.59%

Winner

NUV

+4.84%

JPIB vs NUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	JPIB	NUV
2026	+0.29%	+2.88%
2025	+7.89%	+9.25%
2024	+4.07%	+3.56%
2023	+8.43%	+2.79%
2022	-6.51%	-13.94%
2021	+0.08%	-3.67%
2020	+6.99%	+7.81%
2019	+10.58%	+17.97%
2018	-1.93%	-4.83%
2017	+2.61%	+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%

JPIB vs NUV Drawdown Comparison

The maximum drawdown for JPIB was -13.13%, occurring on Mar 19, 2020. Recovery took 95 trading sessions.

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

The current JPIB drawdown is -1.31%. The current NUV drawdown is -6.46%.

Rank	JPIB	NUV
#1	-13.13% Mar 4, 2020 - Jul 20, 2020	-28.29% Aug 11, 2021 - Oct 26, 2023
#2	-11.83% Sep 16, 2021 - Dec 14, 2023	-23.00% Feb 25, 2020 - Oct 20, 2020
#3	-3.75% Feb 26, 2026 - Mar 27, 2026	-20.55% May 19, 2008 - Sep 9, 2009
#4	-3.13% Jan 25, 2018 - Feb 1, 2019	-14.71% Dec 6, 2012 - Jan 5, 2015
#5	-2.19% Feb 11, 2021 - Jun 10, 2021	-12.54% Jul 7, 2016 - Sep 14, 2017
#6	-1.97% Sep 27, 2024 - Feb 5, 2025	-11.19% Sep 28, 2010 - Sep 21, 2011
#7	-1.93% Mar 8, 2024 - May 15, 2024	-9.77% Mar 17, 2004 - Oct 29, 2004
#8	-1.78% Aug 12, 2020 - Nov 5, 2020	-9.49% Nov 1, 1999 - Jul 7, 2000
#9	-1.51% Feb 21, 2020 - Mar 4, 2020	-9.15% Mar 13, 2007 - Apr 1, 2008
#10	-1.44% Feb 28, 2025 - Apr 22, 2025	-8.45% Sep 14, 2017 - Mar 21, 2019
#11	-1.27% Dec 28, 2023 - Jan 31, 2024	-7.42% Feb 2, 2015 - Oct 23, 2015
#12	-1.13% Feb 1, 2024 - Mar 7, 2024	-6.81% Feb 9, 2021 - Jul 2, 2021
#13	-0.91% Oct 28, 2025 - Dec 26, 2025	-6.78% Aug 30, 2001 - Nov 8, 2001
#14	-0.89% Nov 6, 2017 - Dec 1, 2017	-6.27% Oct 1, 2002 - Mar 6, 2003
#15	-0.86% Oct 7, 2019 - Dec 13, 2019	-6.19% Mar 7, 2012 - Apr 30, 2012

Correlation

Correlation between JPIB and NUV is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71

-101

Dividend Comparison (2000 - 2026)

JPIB vs NUV dividend yield comparison.

Year	JPIB	NUV
2026	1.75%	1.41%
2025	4.85%	4.30%
2024	4.57%	4.16%
2023	4.35%	3.94%
2022	3.10%	3.91%
2021	2.59%	3.41%
2020	3.14%	3.35%
2019	4.66%	3.48%
2018	5.83%	4.01%
2017	1.81%	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%