StockComparison Logo
vs

MDYV vs NVG

Comparison between STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF (MDYV, ETF) and Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF).

5-Year PerformanceMDYV has outperformed NVG, delivering a return of +8.0% compared to -0.7%

MDYV vs NVG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MDYV
$2.60B
Winner
NVG
$2.70B
Expense Ratio
MDYV
0.15%
NVG
N/A
Max Drawdown
MDYV
62.59%
Winner
NVG
47.81%
Sharpe Ratio
Winner
MDYV
1.14
NVG
1.02
5Y Beta
MDYV
0.90
Winner
NVG
0.22
P/E Ratio
MDYV
21.40
NVG
N/A
Forward P/E
MDYV
14.04
NVG
N/A
PEG Ratio
MDYV
0.07
NVG
N/A
5Y Dividends CAGR
Winner
MDYV
8.23%
NVG
2.92%
5Y EPS CAGR
MDYV
8.98%
NVG
N/A
Debt to Equity
MDYV
43.55%
NVG
N/A
P/S Ratio
MDYV
1.06
NVG
N/A
P/B Ratio
MDYV
2.00
NVG
N/A

MDYV vs NVG - Historical Returns

Returns include dividend reinvestment.

1M
Winner
MDYV
+4.87%
NVG
+0.16%
3M
Winner
MDYV
+12.48%
NVG
+0.86%
6M
Winner
MDYV
+10.20%
NVG
+3.29%
1Y
Winner
MDYV
+22.11%
NVG
+14.52%
5Y(CAGR)
Winner
MDYV
+8.01%
NVG
-0.71%
10Y(CAGR)
Winner
MDYV
+10.82%
NVG
+3.60%
Max(CAGR)
Winner
MDYV
+9.09%
NVG
+5.32%

MDYV vs NVG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearMDYVNVG
2026+10.72%+3.05%
2025+7.89%+9.98%
2024+11.46%+9.69%
2023+15.49%+0.11%
2022-7.79%-27.85%
2021+32.87%+13.29%
2020+3.95%+6.38%
2019+25.64%+23.79%
2018-12.74%-4.20%
2017+11.16%+12.94%
2016+27.76%+5.52%
2015-6.72%+8.10%
2014+13.69%+19.22%
2013+31.45%-15.57%
2012+16.71%+8.01%
2011-3.66%+17.91%
2010+20.67%+1.39%
2009+31.76%+30.55%
2008-34.65%-10.71%
2007-1.23%-6.77%
2006+14.50%+12.48%
2005+2.32%+6.29%
2004N/A-0.25%
2003N/A+8.76%
2002N/A+1.41%

MDYV vs NVG Drawdown Comparison

The maximum drawdown for MDYV was -60.74%, occurring on Mar 6, 2009. Recovery took 968 trading sessions.

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

The current NVG drawdown is -7.01%.

RankMDYVNVG
#1-60.74%
Jun 4, 2007 - Apr 5, 2011		-41.66%
May 11, 2007 - Aug 25, 2009
#2-45.87%
Jan 16, 2020 - Dec 4, 2020		-40.57%
Dec 31, 2021 - Oct 25, 2023
#3-25.52%
Apr 28, 2011 - Mar 15, 2012		-26.56%
Mar 3, 2020 - Dec 3, 2020
#4-22.81%
Aug 29, 2018 - Nov 5, 2019		-23.03%
Nov 30, 2012 - Jan 13, 2015
#5-22.59%
Nov 25, 2024 - Dec 10, 2025		-16.64%
Mar 10, 2004 - Feb 3, 2005
#6-21.23%
Jun 23, 2015 - Jun 8, 2016		-15.58%
Aug 27, 2010 - Sep 9, 2011
#7-19.02%
Jan 4, 2022 - Jan 27, 2023		-13.96%
Aug 12, 2016 - Aug 1, 2017
#8-18.70%
Feb 2, 2023 - Dec 19, 2023		-11.44%
Jun 17, 2003 - Jan 12, 2004
#9-12.24%
Mar 19, 2012 - Sep 7, 2012		-10.73%
Jan 8, 2018 - Mar 4, 2019
#10-10.53%
Feb 6, 2026 - Jun 2, 2026		-8.56%
Oct 7, 2002 - Mar 11, 2003
#11-10.31%
Sep 2, 2014 - Nov 24, 2014		-8.50%
Feb 3, 2005 - May 31, 2005
#12-9.35%
Jan 23, 2018 - Jun 7, 2018		-7.72%
Sep 1, 2021 - Dec 31, 2021
#13-9.07%
May 7, 2021 - Oct 25, 2021		-6.58%
Feb 8, 2012 - May 11, 2012
#14-9.01%
May 9, 2006 - Oct 13, 2006		-6.50%
Feb 2, 2015 - Dec 11, 2015
#15-8.70%
Nov 15, 2021 - Jan 4, 2022		-6.41%
Apr 28, 2006 - Jul 31, 2006

Correlation

Correlation between MDYV and NVG is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (2002 - 2026)

MDYV vs NVG dividend yield comparison.

YearMDYVNVG
20260.40%3.12%
20251.72%7.49%
20241.89%6.74%
20231.59%4.45%
20221.90%6.18%
20211.74%4.69%
20201.69%5.24%
20191.83%4.94%
20182.28%6.07%
20172.48%5.67%
20161.83%6.17%
20154.31%5.46%
20144.05%5.84%
20131.40%5.71%
20122.08%6.13%
20111.74%5.99%
20102.24%6.20%
20092.37%5.24%
20084.30%6.11%
20072.13%5.44%
20063.56%5.59%
20050.31%6.18%
20040.00%7.45%
20030.00%6.59%
20020.00%2.26%

Select Stocks to Compare

Popular: MDYV vs SPYNVG vs SPY

More Comparisons

Compare with similar stocks