NBB vs GRPM

Comparison between Nuveen Taxable Municipal Income Fund (NBB, ETF) and INVESCO S&P MIDCAP 400 GARP ETF (GRPM, ETF).

5-Year PerformanceGRPM has outperformed NBB, delivering a return of +7.8% compared to -0.5%

NBB vs GRPM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBB(ETF)	GRPM(ETF)
Net Assets	$475M	$474M
Expense Ratio	N/A	0.35%
Max Drawdown	42.71%	44.49%
Sharpe Ratio	0.49	1.10
5Y Beta	0.16	1.02
P/E Ratio	N/A	15.73
Forward P/E	N/A	13.46
5Y Dividends CAGR	1.84%	7.74%
5Y EPS CAGR	N/A	24.19%
Debt to Equity	N/A	69.20%
P/S Ratio	N/A	2.20
P/B Ratio	N/A	2.32

Net Assets

Winner

NBB

$475M

GRPM

$474M

Expense Ratio

NBB

N/A

GRPM

0.35%

Max Drawdown

Winner

NBB

42.71%

GRPM

44.49%

Sharpe Ratio

NBB

0.49

Winner

GRPM

1.10

5Y Beta

Winner

NBB

0.16

GRPM

1.02

P/E Ratio

NBB

N/A

GRPM

15.73

Forward P/E

NBB

N/A

GRPM

13.46

5Y Dividends CAGR

NBB

1.84%

Winner

GRPM

7.74%

5Y EPS CAGR

NBB

N/A

GRPM

24.19%

Debt to Equity

NBB

N/A

GRPM

69.20%

P/S Ratio

NBB

N/A

GRPM

2.20

P/B Ratio

NBB

N/A

GRPM

2.32

NBB vs GRPM - Historical Returns

Returns include dividend reinvestment.

Period	NBB	GRPM
1 month	-0.52%	+4.00%
3 months	+3.11%	+12.08%
6 months	+1.39%	+7.27%
1 year	+8.36%	+22.02%
5 years(CAGR)	-0.54%	+7.83%
10 years(CAGR)	+2.81%	+11.24%
Max(CAGR)	+5.20%	+11.31%

NBB

-0.52%

Winner

GRPM

+4.00%

NBB

+3.11%

Winner

GRPM

+12.08%

NBB

+1.39%

Winner

GRPM

+7.27%

NBB

+8.36%

Winner

GRPM

+22.02%

5Y(CAGR)

NBB

-0.54%

Winner

GRPM

+7.83%

10Y(CAGR)

NBB

+2.81%

Winner

GRPM

+11.24%

Max(CAGR)

NBB

+5.20%

Winner

GRPM

+11.31%

NBB vs GRPM - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	NBB	GRPM
2026	+3.09%	+8.29%
2025	+12.97%	+7.59%
2024	+1.78%	+15.97%
2023	+7.51%	+19.10%
2022	-24.19%	-12.25%
2021	+2.06%	+28.26%
2020	+13.82%	+15.70%
2019	+18.82%	+22.87%
2018	-6.08%	-13.16%
2017	+12.97%	+12.36%
2016	+8.81%	+24.01%
2015	+1.49%	-5.19%
2014	+22.93%	+11.15%
2013	-6.71%	+31.83%
2012	+7.88%	+14.71%
2011	+18.84%	-0.93%
2010	-4.27%	+3.53%

NBB vs GRPM Drawdown Comparison

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for GRPM was -43.11%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current NBB drawdown is -5.92%.

Rank	NBB	GRPM
#1	-33.51% Sep 15, 2021 - Oct 19, 2023	-43.11% Jan 16, 2020 - Nov 9, 2020
#2	-27.83% Feb 21, 2020 - Aug 6, 2020	-28.10% Nov 25, 2024 - Jan 22, 2026
#3	-16.99% May 1, 2013 - May 29, 2014	-25.45% Jul 7, 2011 - Mar 16, 2012
#4	-12.58% Oct 13, 2010 - Aug 3, 2011	-23.83% Sep 20, 2018 - Jan 16, 2020
#5	-12.45% Sep 6, 2016 - Aug 31, 2017	-23.01% Nov 5, 2021 - Dec 14, 2023
#6	-10.51% Jan 4, 2018 - Mar 25, 2019	-21.51% May 21, 2015 - Jul 26, 2016
#7	-9.87% Feb 2, 2015 - Jan 15, 2016	-12.22% Mar 19, 2012 - Sep 12, 2012
#8	-8.79% Jan 27, 2021 - Jul 8, 2021	-11.13% Jul 16, 2024 - Nov 11, 2024
#9	-7.38% Feb 8, 2012 - May 30, 2012	-10.57% Sep 5, 2014 - Nov 21, 2014
#10	-5.80% Sep 3, 2019 - Jan 15, 2020	-9.74% Jan 23, 2018 - Jun 6, 2018
#11	-5.77% Aug 1, 2012 - Nov 8, 2012	-8.07% Jun 8, 2021 - Oct 20, 2021
#12	-5.39% Aug 7, 2020 - Dec 2, 2020	-7.54% Feb 9, 2026 - Apr 17, 2026
#13	-3.81% Nov 12, 2012 - Jan 11, 2013	-7.51% Apr 29, 2011 - Jul 7, 2011
#14	-3.74% Oct 16, 2017 - Dec 6, 2017	-7.46% Sep 14, 2012 - Dec 18, 2012
#15	-3.33% Aug 29, 2014 - Oct 15, 2014	-6.89% Mar 28, 2024 - Jul 15, 2024

Correlation

Correlation between NBB and GRPM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2010 - 2026)

NBB vs GRPM dividend yield comparison.

Year	NBB	GRPM
2026	3.06%	0.16%
2025	7.33%	1.19%
2024	6.96%	0.95%
2023	8.33%	0.96%
2022	7.86%	1.28%
2021	5.50%	0.92%
2020	4.67%	1.16%
2019	5.54%	1.25%
2018	6.38%	1.50%
2017	5.62%	1.14%
2016	6.35%	1.00%
2015	6.79%	1.43%
2014	6.57%	1.28%
2013	7.53%	1.80%
2012	6.24%	1.58%
2011	6.84%	0.97%
2010	4.46%	0.10%