NCA vs RSPD
Comparison between Nuveen California Municipal Value Fund. (NCA, ETF) and INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF (RSPD, ETF).
5-Year PerformanceRSPD has outperformed NCA, delivering a return of +3.5% compared to +1.2%
NCA vs RSPD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NCA vs RSPD - Historical Returns
Returns include dividend reinvestment.
NCA vs RSPD - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NCA | RSPD |
|---|---|---|
| 2026 | +4.86% | -3.43% |
| 2025 | +10.13% | +8.93% |
| 2024 | -0.80% | +14.14% |
| 2023 | +8.96% | +22.17% |
| 2022 | -13.22% | -24.23% |
| 2021 | -2.16% | +30.81% |
| 2020 | +4.73% | +11.14% |
| 2019 | +19.52% | +25.03% |
| 2018 | -7.83% | -9.95% |
| 2017 | +1.75% | +14.13% |
| 2016 | +0.41% | +6.82% |
| 2015 | +8.06% | -2.38% |
| 2014 | +19.53% | +12.27% |
| 2013 | -5.95% | +40.71% |
| 2012 | +10.54% | +20.27% |
| 2011 | +16.12% | +3.41% |
| 2010 | +0.45% | +25.56% |
| 2009 | +10.05% | +56.82% |
| 2008 | -3.00% | -39.54% |
| 2007 | -5.56% | -16.38% |
| 2006 | +12.17% | +3.54% |
| 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 RSPD Drawdown Comparison
The maximum drawdown for NCA was -23.58%, occurring on Oct 10, 2008. Recovery took 580 trading sessions.
The maximum drawdown for RSPD was -68.01%, occurring on Mar 9, 2009. Recovery took 935 trading sessions.
The current NCA drawdown is -4.02%. The current RSPD drawdown is -7.72%.
| Rank | NCA | RSPD |
|---|---|---|
| #1 | -23.58% May 15, 2007 - Sep 1, 2009 | -68.01% Jun 4, 2007 - Feb 16, 2011 |
| #2 | -22.97% Sep 16, 2021 - Jan 7, 2026 | -47.99% Jan 17, 2020 - Nov 9, 2020 |
| #3 | -19.28% Mar 3, 2020 - Sep 14, 2020 | -34.41% Nov 16, 2021 - Sep 26, 2024 |
| #4 | -14.95% Jan 24, 2013 - Apr 25, 2014 | -22.48% Jul 7, 2011 - Feb 3, 2012 |
| #5 | -14.28% Sep 2, 2010 - Nov 9, 2011 | -21.02% Dec 11, 2024 - Jul 10, 2025 |
| #6 | -13.49% Sep 22, 2016 - Jul 9, 2019 | -20.90% Sep 20, 2018 - Apr 4, 2019 |
| #7 | -13.48% Nov 2, 1999 - Mar 30, 2000 | -18.77% Jul 16, 2015 - Nov 22, 2016 |
| #8 | -12.31% Jun 26, 2003 - Feb 12, 2004 | -13.80% Feb 10, 2026 - May 19, 2026 |
| #9 | -12.29% Feb 17, 2004 - Nov 16, 2004 | -11.68% May 2, 2012 - Sep 11, 2012 |
| #10 | -10.28% Sep 30, 2002 - Jun 12, 2003 | -11.64% Apr 24, 2019 - Nov 5, 2019 |
| #11 | -9.19% Jan 20, 2021 - Jul 29, 2021 | -11.32% Jan 24, 2018 - Sep 19, 2018 |
| #12 | -8.33% Mar 30, 2000 - Jun 9, 2000 | -10.96% Sep 11, 2025 - Jan 8, 2026 |
| #13 | -7.94% Mar 7, 2001 - Jul 23, 2001 | -9.80% Sep 5, 2014 - Nov 12, 2014 |
| #14 | -7.88% Mar 1, 2012 - May 4, 2012 | -8.84% Dec 30, 2013 - Feb 26, 2014 |
| #15 | -7.72% Aug 10, 2000 - Jan 4, 2001 | -8.09% May 12, 2011 - Jul 1, 2011 |
Correlation
Correlation between NCA and RSPD is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2000 - 2026)
NCA vs RSPD dividend yield comparison.
| Year | NCA | RSPD |
|---|---|---|
| 2026 | 2.25% | 0.48% |
| 2025 | 3.89% | 1.08% |
| 2024 | 4.12% | 0.84% |
| 2023 | 3.88% | 1.09% |
| 2022 | 3.66% | 0.99% |
| 2021 | 3.02% | 0.53% |
| 2020 | 2.98% | 0.81% |
| 2019 | 3.21% | 1.59% |
| 2018 | 3.79% | 1.67% |
| 2017 | 5.33% | 1.45% |
| 2016 | 4.36% | 1.27% |
| 2015 | 4.34% | 1.37% |
| 2014 | 4.45% | 1.05% |
| 2013 | 5.11% | 0.87% |
| 2012 | 4.69% | 1.54% |
| 2011 | 4.81% | 1.12% |
| 2010 | 5.32% | 0.96% |
| 2009 | 5.03% | 0.92% |
| 2008 | 6.90% | 2.36% |
| 2007 | 5.13% | 1.12% |
| 2006 | 4.78% | 0.19% |
| 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% |
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