MVFD vs NUHY
Comparison between MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF) and NUVEEN ESG HIGH YIELD CORPORATE BOND ETF (NUHY, ETF).
MVFD vs NUHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
MVFD
$109M
NUHY
$108M
Expense Ratio
MVFD
1.19%
Winner
NUHY
0.30%
Max Drawdown
Winner
MVFD
19.59%
NUHY
23.18%
Sharpe Ratio
Winner
MVFD
1.14
NUHY
0.72
5Y Beta
MVFD
0.80
Winner
NUHY
0.24
5Y Dividends CAGR
MVFD
N/A
NUHY
3.48%
MVFD vs NUHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
MVFD
+2.39%
NUHY
+0.89%
3M
Winner
MVFD
+8.63%
NUHY
+2.72%
6M
Winner
MVFD
+6.85%
NUHY
+2.05%
1Y
Winner
MVFD
+23.00%
NUHY
+6.61%
5Y(CAGR)
MVFD
N/A
NUHY
+3.46%
Max(CAGR)
Winner
MVFD
+11.54%
NUHY
+3.67%
MVFD vs NUHY - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | MVFD | NUHY |
|---|---|---|
| 2026 | +8.22% | +1.75% |
| 2025 | +10.12% | +8.91% |
| 2024 | +5.21% | +7.67% |
| 2023 | N/A | +11.01% |
| 2022 | N/A | -11.74% |
| 2021 | N/A | +2.55% |
| 2020 | N/A | +3.99% |
| 2019 | N/A | +2.21% |
MVFD vs NUHY Drawdown Comparison
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The maximum drawdown for NUHY was -20.14%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The current MVFD drawdown is -0.91%.
| Rank | MVFD | NUHY |
|---|---|---|
| #1 | -19.07% Nov 25, 2024 - Oct 24, 2025 | -20.14% Feb 20, 2020 - Sep 2, 2020 |
| #2 | -9.08% Feb 6, 2026 - Mar 20, 2026 | -16.92% Sep 16, 2021 - May 15, 2024 |
| #3 | -6.45% Mar 28, 2024 - Jul 31, 2024 | -4.68% Feb 28, 2025 - May 12, 2025 |
| #4 | -6.34% Jul 31, 2024 - Aug 26, 2024 | -2.87% Feb 20, 2026 - Apr 14, 2026 |
| #5 | -5.62% Nov 12, 2025 - Nov 26, 2025 | -2.29% Feb 8, 2021 - May 6, 2021 |
| #6 | -4.64% Dec 11, 2025 - Jan 6, 2026 | -2.18% Sep 2, 2020 - Oct 8, 2020 |
| #7 | -3.78% Aug 30, 2024 - Sep 23, 2024 | -1.78% Dec 6, 2024 - Jan 23, 2025 |
| #8 | -2.88% Nov 11, 2024 - Nov 25, 2024 | -1.61% Oct 12, 2020 - Nov 5, 2020 |
| #9 | -2.71% Oct 16, 2024 - Nov 6, 2024 | -1.52% May 15, 2024 - Jun 12, 2024 |
| #10 | -2.42% Oct 4, 2024 - Oct 16, 2024 | -1.47% Apr 17, 2026 - May 29, 2026 |
| #11 | -1.75% Jan 21, 2026 - Feb 4, 2026 | -1.31% Feb 5, 2025 - Feb 24, 2025 |
| #12 | -1.61% Oct 27, 2025 - Nov 10, 2025 | -1.25% Sep 22, 2025 - Oct 24, 2025 |
| #13 | -1.51% Jan 15, 2026 - Jan 21, 2026 | -1.22% Jan 15, 2020 - Feb 10, 2020 |
| #14 | -1.24% Mar 21, 2024 - Mar 27, 2024 | -1.22% Sep 30, 2024 - Nov 8, 2024 |
| #15 | -0.88% Mar 13, 2024 - Mar 19, 2024 | -1.11% Oct 27, 2025 - Nov 26, 2025 |
Correlation
Correlation between MVFD and NUHY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2019 - 2026)
MVFD vs NUHY dividend yield comparison.
| Year | MVFD | NUHY |
|---|---|---|
| 2026 | 0.43% | 2.74% |
| 2025 | 1.34% | 6.51% |
| 2024 | 1.38% | 6.59% |
| 2023 | 0.00% | 6.64% |
| 2022 | 0.00% | 6.36% |
| 2021 | 0.00% | 4.88% |
| 2020 | 0.00% | 5.10% |
| 2019 | 0.00% | 1.37% |
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