NKX vs SMDV
Comparison between Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF) and PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF (SMDV, ETF).
5-Year PerformanceSMDV has outperformed NKX, delivering a return of +5.1% compared to +0.5%
NKX vs SMDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NKX vs SMDV - Historical Returns
Returns include dividend reinvestment.
NKX vs SMDV - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NKX | SMDV |
|---|---|---|
| 2026 | +2.89% | +12.10% |
| 2025 | +4.64% | +1.71% |
| 2024 | +16.57% | +7.13% |
| 2023 | -3.34% | +8.64% |
| 2022 | -18.48% | -6.23% |
| 2021 | +4.57% | +20.72% |
| 2020 | +7.61% | -4.26% |
| 2019 | +23.74% | +18.00% |
| 2018 | -13.29% | -0.91% |
| 2017 | +12.78% | +5.11% |
| 2016 | -1.75% | +38.82% |
| 2015 | +11.55% | +2.43% |
| 2014 | +28.02% | N/A |
| 2013 | -13.32% | N/A |
| 2012 | +6.03% | N/A |
| 2011 | +28.66% | N/A |
| 2010 | +2.31% | N/A |
| 2009 | +26.36% | N/A |
| 2008 | -24.06% | N/A |
| 2007 | +0.18% | N/A |
| 2006 | +14.75% | N/A |
| 2005 | +0.57% | N/A |
| 2004 | +9.14% | N/A |
| 2003 | +0.81% | N/A |
NKX vs SMDV Drawdown Comparison
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The maximum drawdown for SMDV was -34.12%, occurring on Mar 23, 2020. Recovery took 251 trading sessions.
The current NKX drawdown is -2.99%. The current SMDV drawdown is -1.70%.
| Rank | NKX | SMDV |
|---|---|---|
| #1 | -43.86% Jan 14, 2008 - Sep 16, 2009 | -34.12% Jan 16, 2020 - Jan 14, 2021 |
| #2 | -35.62% Nov 12, 2021 - Feb 11, 2026 | -21.23% Nov 25, 2024 - Feb 6, 2026 |
| #3 | -27.52% Feb 7, 2020 - Aug 10, 2020 | -18.49% Feb 3, 2023 - Dec 19, 2023 |
| #4 | -23.95% Nov 30, 2012 - Dec 10, 2014 | -16.64% Jan 4, 2022 - Feb 2, 2023 |
| #5 | -19.95% Sep 8, 2016 - Jul 19, 2019 | -13.52% Sep 21, 2018 - Feb 19, 2019 |
| #6 | -19.40% Aug 16, 2010 - Oct 27, 2011 | -11.18% Mar 12, 2021 - Nov 5, 2021 |
| #7 | -15.06% Jun 13, 2003 - Sep 20, 2004 | -10.59% Nov 29, 2017 - Jun 15, 2018 |
| #8 | -12.43% Apr 23, 2007 - Jan 14, 2008 | -9.96% Dec 26, 2023 - Jul 15, 2024 |
| #9 | -9.74% Feb 11, 2026 - Mar 30, 2026 | -9.79% Feb 13, 2026 - Jun 9, 2026 |
| #10 | -9.66% Oct 8, 2009 - Jun 18, 2010 | -8.76% Nov 27, 2015 - Mar 3, 2016 |
| #11 | -9.63% Jun 2, 2006 - Oct 4, 2006 | -8.60% Jun 23, 2015 - Oct 28, 2015 |
| #12 | -8.70% May 31, 2005 - Jan 23, 2006 | -8.59% Jul 26, 2024 - Nov 6, 2024 |
| #13 | -7.75% Feb 15, 2012 - May 1, 2012 | -7.65% Nov 11, 2021 - Jan 4, 2022 |
| #14 | -7.27% Jan 30, 2015 - Oct 8, 2015 | -6.58% Jul 30, 2019 - Sep 11, 2019 |
| #15 | -6.76% Mar 14, 2005 - May 31, 2005 | -5.84% Apr 26, 2017 - Jun 13, 2017 |
Correlation
Correlation between NKX and SMDV is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
NKX vs SMDV dividend yield comparison.
| Year | NKX | SMDV |
|---|---|---|
| 2026 | 3.65% | 0.49% |
| 2025 | 7.33% | 2.67% |
| 2024 | 6.14% | 2.68% |
| 2023 | 4.38% | 2.69% |
| 2022 | 5.17% | 2.51% |
| 2021 | 4.21% | 2.02% |
| 2020 | 4.05% | 2.13% |
| 2019 | 4.06% | 2.03% |
| 2018 | 5.25% | 1.97% |
| 2017 | 5.06% | 1.84% |
| 2016 | 6.18% | 1.35% |
| 2015 | 5.66% | 1.81% |
| 2014 | 5.24% | 0.00% |
| 2013 | 7.03% | 0.00% |
| 2012 | 5.64% | 0.00% |
| 2011 | 5.62% | 0.00% |
| 2010 | 6.56% | 0.00% |
| 2009 | 5.91% | 0.00% |
| 2008 | 7.35% | 0.00% |
| 2007 | 4.93% | 0.00% |
| 2006 | 4.85% | 0.00% |
| 2005 | 5.87% | 0.00% |
| 2004 | 6.27% | 0.00% |
| 2003 | 5.83% | 0.00% |
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