NBB vs VFQY

Comparison between Nuveen Taxable Municipal Income Fund (NBB, ETF) and VANGUARD U.S. QUALITY FACTOR ETF ETF SHARES (VFQY, ETF).

5-Year PerformanceVFQY has outperformed NBB, delivering a return of +9.1% compared to -1.1%

NBB vs VFQY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBB(ETF)	VFQY(ETF)
Net Assets	$475M	$474M
Expense Ratio	N/A	0.13%
Max Drawdown	42.71%	37.66%
Sharpe Ratio	0.21	1.12
5Y Beta	0.16	0.91
P/E Ratio	N/A	22.64
Forward P/E	N/A	16.79
5Y Dividends CAGR	1.44%	7.50%
5Y EPS CAGR	N/A	18.26%
Debt to Equity	N/A	60.68%
P/S Ratio	N/A	1.85
P/B Ratio	N/A	3.99

Net Assets

Winner

NBB

$475M

VFQY

$474M

Expense Ratio

NBB

N/A

VFQY

0.13%

Max Drawdown

NBB

42.71%

Winner

VFQY

37.66%

Sharpe Ratio

NBB

0.21

Winner

VFQY

1.12

5Y Beta

Winner

NBB

0.16

VFQY

0.91

P/E Ratio

NBB

N/A

VFQY

22.64

Forward P/E

NBB

N/A

VFQY

16.79

5Y Dividends CAGR

NBB

1.44%

Winner

VFQY

7.50%

5Y EPS CAGR

NBB

N/A

VFQY

18.26%

Debt to Equity

NBB

N/A

VFQY

60.68%

P/S Ratio

NBB

N/A

VFQY

1.85

P/B Ratio

NBB

N/A

VFQY

3.99

NBB vs VFQY - Historical Returns

Returns include dividend reinvestment.

Period	NBB	VFQY
1 month	-0.16%	+2.51%
3 months	-0.97%	+7.87%
6 months	+1.75%	+8.66%
1 year	+5.47%	+19.74%
5 years(CAGR)	-1.05%	+9.09%
10 years(CAGR)	+2.62%	+11.50%
Max(CAGR)	+5.05%	+11.50%

NBB

-0.16%

Winner

VFQY

+2.51%

NBB

-0.97%

Winner

VFQY

+7.87%

NBB

+1.75%

Winner

VFQY

+8.66%

NBB

+5.47%

Winner

VFQY

+19.74%

5Y(CAGR)

NBB

-1.05%

Winner

VFQY

+9.09%

10Y(CAGR)

NBB

+2.62%

Winner

VFQY

+11.50%

Max(CAGR)

NBB

+5.05%

Winner

VFQY

+11.50%

NBB vs VFQY - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	NBB	VFQY
2026	+1.39%	+11.82%
2025	+12.97%	+10.45%
2024	+1.78%	+13.50%
2023	+7.51%	+23.09%
2022	-24.19%	-15.77%
2021	+2.06%	+29.41%
2020	+13.82%	+16.57%
2019	+18.82%	+24.76%
2018	-6.08%	-7.84%
2017	+12.97%	N/A
2016	+8.81%	N/A
2015	+1.49%	N/A
2014	+22.93%	N/A
2013	-6.71%	N/A
2012	+7.88%	N/A
2011	+18.84%	N/A
2010	-4.27%	N/A

NBB vs VFQY 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 VFQY was -37.41%, occurring on Mar 23, 2020. Recovery took 159 trading sessions.

The current NBB drawdown is -7.47%. The current VFQY drawdown is -0.42%.

Rank	NBB	VFQY
#1	-33.51% Sep 15, 2021 - Oct 19, 2023	-37.41% Jan 16, 2020 - Sep 2, 2020
#2	-27.83% Feb 21, 2020 - Aug 6, 2020	-25.93% Nov 16, 2021 - Dec 14, 2023
#3	-16.99% May 1, 2013 - May 29, 2014	-23.84% Aug 29, 2018 - Dec 12, 2019
#4	-12.58% Oct 13, 2010 - Aug 3, 2011	-20.67% Dec 4, 2024 - Aug 13, 2025
#5	-12.45% Sep 6, 2016 - Aug 31, 2017	-9.35% Sep 2, 2020 - Oct 9, 2020
#6	-10.51% Jan 4, 2018 - Mar 25, 2019	-9.12% Feb 6, 2026 - May 5, 2026
#7	-9.87% Feb 2, 2015 - Jan 15, 2016	-7.85% Jul 16, 2024 - Aug 23, 2024
#8	-8.79% Jan 27, 2021 - Jul 8, 2021	-6.96% Oct 12, 2020 - Nov 5, 2020
#9	-7.38% Feb 8, 2012 - May 30, 2012	-6.84% Mar 12, 2018 - May 16, 2018
#10	-5.80% Sep 3, 2019 - Jan 15, 2020	-6.49% Mar 28, 2024 - Jul 11, 2024
#11	-5.77% Aug 1, 2012 - Nov 8, 2012	-5.80% Oct 27, 2025 - Dec 3, 2025
#12	-5.39% Aug 7, 2020 - Dec 2, 2020	-5.13% Sep 2, 2021 - Oct 21, 2021
#13	-3.81% Nov 12, 2012 - Jan 11, 2013	-4.79% Mar 15, 2021 - Apr 5, 2021
#14	-3.74% Oct 16, 2017 - Dec 6, 2017	-4.79% May 7, 2021 - Jun 7, 2021
#15	-3.33% Aug 29, 2014 - Oct 15, 2014	-4.77% Aug 23, 2024 - Sep 19, 2024

Correlation

Correlation between NBB and VFQY is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2010 - 2026)

NBB vs VFQY dividend yield comparison.

Year	NBB	VFQY
2026	4.41%	0.52%
2025	7.33%	1.17%
2024	6.96%	1.34%
2023	8.33%	1.38%
2022	7.86%	1.43%
2021	5.50%	0.98%
2020	4.67%	1.22%
2019	5.54%	1.34%
2018	6.38%	1.31%
2017	5.62%	0.00%
2016	6.35%	0.00%
2015	6.79%	0.00%
2014	6.57%	0.00%
2013	7.53%	0.00%
2012	6.24%	0.00%
2011	6.84%	0.00%
2010	4.46%	0.00%