NCA vs REVS

Comparison between Nuveen California Municipal Value Fund. (NCA, ETF) and COLUMBIA RESEARCH ENHANCED VALUE ETF (REVS, ETF).

5-Year PerformanceREVS has outperformed NCA, delivering a return of +11.9% compared to +1.0%

NCA vs REVS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NCA(ETF)	REVS(ETF)
Net Assets	$305M	$304M
Expense Ratio	N/A	0.19%
Max Drawdown	31.70%	37.85%
Sharpe Ratio	0.71	1.80
5Y Beta	0.14	0.71
P/E Ratio	N/A	21.34
Forward P/E	N/A	14.76
5Y Dividends CAGR	2.05%	-26.00%
5Y EPS CAGR	N/A	14.65%
Debt to Equity	N/A	26.05%
P/S Ratio	N/A	1.81
P/B Ratio	N/A	2.69

Net Assets

Winner

NCA

$305M

REVS

$304M

Expense Ratio

NCA

N/A

REVS

0.19%

Max Drawdown

Winner

NCA

31.70%

REVS

37.85%

Sharpe Ratio

NCA

0.71

Winner

REVS

1.80

5Y Beta

Winner

NCA

0.14

REVS

0.71

P/E Ratio

NCA

N/A

REVS

21.34

Forward P/E

NCA

N/A

REVS

14.76

5Y Dividends CAGR

Winner

NCA

2.05%

REVS

-26.00%

5Y EPS CAGR

NCA

N/A

REVS

14.65%

Debt to Equity

NCA

N/A

REVS

26.05%

P/S Ratio

NCA

N/A

REVS

1.81

P/B Ratio

NCA

N/A

REVS

2.69

NCA vs REVS - Historical Returns

Returns include dividend reinvestment.

Period	NCA	REVS
1 month	-2.85%	+4.03%
3 months	-1.50%	+12.02%
6 months	+6.21%	+12.97%
1 year	+12.95%	+26.48%
5 years(CAGR)	+0.95%	+11.86%
10 years(CAGR)	+1.89%	N/A
Max(CAGR)	+4.89%	+13.11%

NCA

-2.85%

Winner

REVS

+4.03%

NCA

-1.50%

Winner

REVS

+12.02%

NCA

+6.21%

Winner

REVS

+12.97%

NCA

+12.95%

Winner

REVS

+26.48%

5Y(CAGR)

NCA

+0.95%

Winner

REVS

+11.86%

10Y(CAGR)

NCA

+1.89%

REVS

N/A

Max(CAGR)

NCA

+4.89%

Winner

REVS

+13.11%

NCA vs REVS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NCA	REVS
2026	+3.85%	+12.32%
2025	+10.13%	+16.91%
2024	-0.80%	+15.82%
2023	+8.96%	+13.26%
2022	-13.22%	-6.33%
2021	-2.16%	+30.07%
2020	+4.73%	+1.13%
2019	+19.52%	+7.21%
2018	-7.83%	N/A
2017	+1.75%	N/A
2016	+0.41%	N/A
2015	+8.06%	N/A
2014	+19.53%	N/A
2013	-5.95%	N/A
2012	+10.54%	N/A
2011	+16.12%	N/A
2010	+0.45%	N/A
2009	+10.05%	N/A
2008	-3.00%	N/A
2007	-5.56%	N/A
2006	+12.17%	N/A
2005	+9.35%	N/A
2004	+6.39%	N/A
2003	+3.67%	N/A
2002	+1.42%	N/A
2001	+11.60%	N/A
2000	+21.02%	N/A
1999	-8.03%	N/A

NCA vs REVS Drawdown Comparison

The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.

The maximum drawdown for REVS was -37.85%, occurring on Mar 23, 2020. Recovery took 227 trading sessions.

The current NCA drawdown is -4.95%. The current REVS drawdown is -0.02%.

Rank	NCA	REVS
#1	-23.58% May 15, 2007 - Sep 1, 2009	-37.85% Feb 12, 2020 - Jan 6, 2021
#2	-22.97% Sep 16, 2021 - Jan 7, 2026	-18.04% Apr 20, 2022 - Jul 18, 2023
#3	-19.28% Mar 3, 2020 - Sep 14, 2020	-16.33% Nov 29, 2024 - Jul 1, 2025
#4	-14.95% Jan 24, 2013 - Apr 25, 2014	-11.26% Jul 26, 2023 - Dec 14, 2023
#5	-14.28% Sep 2, 2010 - Nov 9, 2011	-6.94% Feb 9, 2026 - Apr 17, 2026
#6	-13.49% Sep 22, 2016 - Jul 9, 2019	-6.86% Jan 12, 2022 - Mar 29, 2022
#7	-13.48% Nov 2, 1999 - Mar 30, 2000	-6.03% Nov 12, 2021 - Dec 27, 2021
#8	-12.31% Jun 26, 2003 - Feb 12, 2004	-5.66% Mar 28, 2024 - Jul 15, 2024
#9	-12.29% Feb 17, 2004 - Nov 16, 2004	-5.55% Jul 30, 2024 - Aug 23, 2024
#10	-10.28% Sep 30, 2002 - Jun 12, 2003	-4.86% Jun 4, 2021 - Aug 10, 2021
#11	-9.19% Jan 20, 2021 - Jul 29, 2021	-4.61% Oct 27, 2025 - Nov 28, 2025
#12	-8.33% Mar 30, 2000 - Jun 9, 2000	-4.58% Aug 27, 2021 - Oct 20, 2021
#13	-7.94% Mar 7, 2001 - Jul 23, 2001	-4.36% Jan 20, 2021 - Feb 5, 2021
#14	-7.88% Mar 1, 2012 - May 4, 2012	-3.63% Sep 25, 2019 - Oct 21, 2019
#15	-7.72% Aug 10, 2000 - Jan 4, 2001	-3.44% Jan 17, 2020 - Feb 11, 2020

Correlation

Correlation between NCA and REVS is 0.38 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.38

-101

Dividend Comparison (2000 - 2026)

NCA vs REVS dividend yield comparison.

Year	NCA	REVS
2026	1.94%	0.00%
2025	3.89%	2.13%
2024	4.12%	1.89%
2023	3.88%	2.49%
2022	3.66%	2.46%
2021	3.02%	1.18%
2020	2.98%	27.75%
2019	3.21%	0.70%
2018	3.79%	0.00%
2017	5.33%	0.00%
2016	4.36%	0.00%
2015	4.34%	0.00%
2014	4.45%	0.00%
2013	5.11%	0.00%
2012	4.69%	0.00%
2011	4.81%	0.00%
2010	5.32%	0.00%
2009	5.03%	0.00%
2008	6.90%	0.00%
2007	5.13%	0.00%
2006	4.78%	0.00%
2005	5.39%	0.00%
2004	6.01%	0.00%
2003	5.97%	0.00%
2002	5.49%	0.00%
2001	5.17%	0.00%
2000	2.31%	0.00%