NBB vs XMVM
Comparison between Nuveen Taxable Municipal Income Fund (NBB, ETF) and INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF (XMVM, ETF).
5-Year PerformanceXMVM has outperformed NBB, delivering a return of +12.5% compared to -1.1%
NBB vs XMVM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NBB vs XMVM - Historical Returns
Returns include dividend reinvestment.
NBB vs XMVM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NBB | XMVM |
|---|---|---|
| 2026 | +1.39% | +14.53% |
| 2025 | +12.97% | +19.49% |
| 2024 | +1.78% | +12.02% |
| 2023 | +7.51% | +18.01% |
| 2022 | -24.19% | -8.79% |
| 2021 | +2.06% | +38.13% |
| 2020 | +13.82% | +5.79% |
| 2019 | +18.82% | +30.77% |
| 2018 | -6.08% | -10.13% |
| 2017 | +12.97% | +1.49% |
| 2016 | +8.81% | +30.34% |
| 2015 | +1.49% | -7.21% |
| 2014 | +22.93% | +14.45% |
| 2013 | -6.71% | +36.61% |
| 2012 | +7.88% | +16.95% |
| 2011 | +18.84% | -1.86% |
| 2010 | -4.27% | +12.61% |
| 2009 | N/A | +21.72% |
| 2008 | N/A | -36.11% |
| 2007 | N/A | -0.16% |
| 2006 | N/A | +12.55% |
| 2005 | N/A | +10.42% |
NBB vs XMVM 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 XMVM was -62.84%, occurring on Mar 9, 2009. Recovery took 1399 trading sessions.
The current NBB drawdown is -7.47%. The current XMVM drawdown is -0.74%.
| Rank | NBB | XMVM |
|---|---|---|
| #1 | -33.51% Sep 15, 2021 - Oct 19, 2023 | -62.84% Jul 13, 2007 - Feb 1, 2013 |
| #2 | -27.83% Feb 21, 2020 - Aug 6, 2020 | -45.05% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -16.99% May 1, 2013 - May 29, 2014 | -24.13% Nov 25, 2024 - Aug 27, 2025 |
| #4 | -12.58% Oct 13, 2010 - Aug 3, 2011 | -22.69% Jan 14, 2022 - Dec 14, 2023 |
| #5 | -12.45% Sep 6, 2016 - Aug 31, 2017 | -19.55% Mar 23, 2015 - Jun 3, 2016 |
| #6 | -10.51% Jan 4, 2018 - Mar 25, 2019 | -16.82% Aug 20, 2018 - Apr 1, 2019 |
| #7 | -9.87% Feb 2, 2015 - Jan 15, 2016 | -13.19% May 7, 2021 - Nov 5, 2021 |
| #8 | -8.79% Jan 27, 2021 - Jul 8, 2021 | -11.85% Jul 24, 2019 - Sep 11, 2019 |
| #9 | -7.38% Feb 8, 2012 - May 30, 2012 | -11.06% Sep 5, 2014 - Nov 25, 2014 |
| #10 | -5.80% Sep 3, 2019 - Jan 15, 2020 | -9.21% Jul 31, 2024 - Oct 14, 2024 |
| #11 | -5.77% Aug 1, 2012 - Nov 8, 2012 | -9.18% Feb 6, 2026 - Apr 30, 2026 |
| #12 | -5.39% Aug 7, 2020 - Dec 2, 2020 | -8.51% Nov 23, 2021 - Jan 4, 2022 |
| #13 | -3.81% Nov 12, 2012 - Jan 11, 2013 | -8.27% Jan 26, 2018 - Aug 6, 2018 |
| #14 | -3.74% Oct 16, 2017 - Dec 6, 2017 | -7.78% Aug 3, 2005 - Nov 18, 2005 |
| #15 | -3.33% Aug 29, 2014 - Oct 15, 2014 | -7.59% Mar 1, 2017 - Jan 11, 2018 |
Correlation
Correlation between NBB and XMVM is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2005 - 2026)
NBB vs XMVM dividend yield comparison.
| Year | NBB | XMVM |
|---|---|---|
| 2026 | 4.41% | 0.99% |
| 2025 | 7.33% | 2.07% |
| 2024 | 6.96% | 1.43% |
| 2023 | 8.33% | 1.57% |
| 2022 | 7.86% | 1.76% |
| 2021 | 5.50% | 1.10% |
| 2020 | 4.67% | 1.37% |
| 2019 | 5.54% | 1.73% |
| 2018 | 6.38% | 2.87% |
| 2017 | 5.62% | 2.22% |
| 2016 | 6.35% | 2.27% |
| 2015 | 6.79% | 2.58% |
| 2014 | 6.57% | 1.52% |
| 2013 | 7.53% | 1.39% |
| 2012 | 6.24% | 2.14% |
| 2011 | 6.84% | 1.17% |
| 2010 | 4.46% | 0.95% |
| 2009 | 0.00% | 2.03% |
| 2008 | 0.00% | 2.50% |
| 2007 | 0.00% | 1.24% |
| 2006 | 0.00% | 1.27% |
| 2005 | 0.00% | 1.45% |
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