NKX vs ISCV
Comparison between Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF) and ISHARES MORNINGSTAR SMALL-CAP VALUE ETF (ISCV, ETF).
5-Year PerformanceISCV has outperformed NKX, delivering a return of +6.5% compared to +0.8%
NKX vs ISCV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NKX vs ISCV - Historical Returns
Returns include dividend reinvestment.
NKX vs ISCV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NKX | ISCV |
|---|---|---|
| 2026 | +3.70% | +8.88% |
| 2025 | +4.64% | +10.92% |
| 2024 | +16.57% | +9.68% |
| 2023 | -3.34% | +16.86% |
| 2022 | -18.48% | -11.52% |
| 2021 | +4.57% | +31.66% |
| 2020 | +7.61% | +1.05% |
| 2019 | +23.74% | +18.86% |
| 2018 | -13.29% | -17.59% |
| 2017 | +12.78% | +7.48% |
| 2016 | -1.75% | +29.41% |
| 2015 | +11.55% | -8.38% |
| 2014 | +28.02% | +11.06% |
| 2013 | -13.32% | +31.87% |
| 2012 | +6.03% | +16.54% |
| 2011 | +28.66% | -3.89% |
| 2010 | +2.31% | +23.12% |
| 2009 | +26.36% | +36.70% |
| 2008 | -24.06% | -30.60% |
| 2007 | +0.18% | -8.58% |
| 2006 | +14.75% | +17.67% |
| 2005 | +0.57% | +6.37% |
| 2004 | +9.14% | +17.35% |
| 2003 | +0.81% | N/A |
NKX vs ISCV Drawdown Comparison
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The maximum drawdown for ISCV was -63.12%, occurring on Mar 9, 2009. Recovery took 895 trading sessions.
The current NKX drawdown is -2.23%. The current ISCV drawdown is -1.35%.
| Rank | NKX | ISCV |
|---|---|---|
| #1 | -43.86% Jan 14, 2008 - Sep 16, 2009 | -63.12% Jun 4, 2007 - Dec 20, 2010 |
| #2 | -35.62% Nov 12, 2021 - Feb 11, 2026 | -51.55% Aug 21, 2018 - Jan 7, 2021 |
| #3 | -27.52% Feb 7, 2020 - Aug 10, 2020 | -26.79% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -23.95% Nov 30, 2012 - Dec 10, 2014 | -25.34% Nov 25, 2024 - Nov 26, 2025 |
| #5 | -19.95% Sep 8, 2016 - Jul 19, 2019 | -23.40% Apr 15, 2015 - Aug 8, 2016 |
| #6 | -19.40% Aug 16, 2010 - Oct 27, 2011 | -22.03% Nov 5, 2021 - Dec 19, 2023 |
| #7 | -15.06% Jun 13, 2003 - Sep 20, 2004 | -12.07% Jun 8, 2021 - Nov 3, 2021 |
| #8 | -12.43% Apr 23, 2007 - Jan 14, 2008 | -11.53% Mar 19, 2012 - Sep 6, 2012 |
| #9 | -9.74% Feb 11, 2026 - Mar 30, 2026 | -11.32% Jan 23, 2018 - Jul 9, 2018 |
| #10 | -9.66% Oct 8, 2009 - Jun 18, 2010 | -10.73% Jul 1, 2014 - Nov 24, 2014 |
| #11 | -9.63% Jun 2, 2006 - Oct 4, 2006 | -10.37% May 9, 2006 - Oct 12, 2006 |
| #12 | -8.70% May 31, 2005 - Jan 23, 2006 | -10.33% Aug 2, 2005 - Jan 6, 2006 |
| #13 | -7.75% Feb 15, 2012 - May 1, 2012 | -9.91% Dec 29, 2004 - Jun 14, 2005 |
| #14 | -7.27% Jan 30, 2015 - Oct 8, 2015 | -9.26% Feb 10, 2026 - Apr 17, 2026 |
| #15 | -6.76% Mar 14, 2005 - May 31, 2005 | -8.89% Sep 14, 2012 - Dec 18, 2012 |
Correlation
Correlation between NKX and ISCV is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
NKX vs ISCV dividend yield comparison.
| Year | NKX | ISCV |
|---|---|---|
| 2026 | 3.03% | 0.36% |
| 2025 | 7.33% | 2.04% |
| 2024 | 6.14% | 2.01% |
| 2023 | 4.38% | 2.21% |
| 2022 | 5.17% | 2.12% |
| 2021 | 4.21% | 1.95% |
| 2020 | 4.05% | 2.01% |
| 2019 | 4.06% | 2.36% |
| 2018 | 5.25% | 2.48% |
| 2017 | 5.06% | 1.74% |
| 2016 | 6.18% | 2.49% |
| 2015 | 5.66% | 2.60% |
| 2014 | 5.24% | 2.40% |
| 2013 | 7.03% | 1.81% |
| 2012 | 5.64% | 2.65% |
| 2011 | 5.62% | 2.49% |
| 2010 | 6.56% | 1.80% |
| 2009 | 5.91% | 1.95% |
| 2008 | 7.35% | 3.30% |
| 2007 | 4.93% | 2.58% |
| 2006 | 4.85% | 2.00% |
| 2005 | 5.87% | 2.12% |
| 2004 | 6.27% | 1.09% |
| 2003 | 5.83% | 0.00% |
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