NNY vs DIM

Comparison between Nuveen New York Municipal Value Fund (NNY, ETF) and WISDOMTREE INTERNATIONAL MIDCAP DIVIDEND FUND (DIM, ETF).

5-Year PerformanceDIM has outperformed NNY, delivering a return of +8.3% compared to +0.9%

NNY vs DIM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NNY(ETF)	DIM(ETF)
Net Assets	$167M	$168M
Expense Ratio	N/A	0.58%
Max Drawdown	32.90%	64.74%
Sharpe Ratio	0.64	1.24
5Y Beta	0.09	0.63
5Y Dividends CAGR	3.95%	11.55%

Net Assets

NNY

$167M

Winner

DIM

$168M

Expense Ratio

NNY

N/A

DIM

0.58%

Max Drawdown

Winner

NNY

32.90%

DIM

64.74%

Sharpe Ratio

NNY

0.64

Winner

DIM

1.24

5Y Beta

Winner

NNY

0.09

DIM

0.63

5Y Dividends CAGR

NNY

3.95%

Winner

DIM

11.55%

NNY vs DIM - Historical Returns

Returns include dividend reinvestment.

Period	NNY	DIM
1 month	+1.65%	-0.37%
3 months	+0.52%	+6.01%
6 months	+4.03%	+10.64%
1 year	+9.92%	+20.38%
5 years(CAGR)	+0.86%	+8.31%
10 years(CAGR)	+1.94%	+8.52%
Max(CAGR)	+4.30%	+6.30%

Winner

NNY

+1.65%

DIM

-0.37%

NNY

+0.52%

Winner

DIM

+6.01%

NNY

+4.03%

Winner

DIM

+10.64%

NNY

+9.92%

Winner

DIM

+20.38%

5Y(CAGR)

NNY

+0.86%

Winner

DIM

+8.31%

10Y(CAGR)

NNY

+1.94%

Winner

DIM

+8.52%

Max(CAGR)

NNY

+4.30%

Winner

DIM

+6.30%

NNY vs DIM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NNY	DIM
2026	+2.69%	+8.09%
2025	+10.10%	+37.95%
2024	+0.22%	+4.74%
2023	+3.65%	+14.80%
2022	-12.78%	-14.45%
2021	+1.44%	+9.38%
2020	-1.74%	-1.25%
2019	+12.31%	+20.25%
2018	+4.51%	-15.85%
2017	+3.46%	+27.34%
2016	-1.97%	+4.88%
2015	+6.74%	+2.70%
2014	+14.95%	-0.75%
2013	-13.29%	+19.61%
2012	+7.70%	+17.68%
2011	+15.13%	-14.32%
2010	+0.47%	+8.60%
2009	+11.03%	+32.54%
2008	-0.07%	-41.12%
2007	-1.24%	+7.23%
2006	+9.43%	+27.13%
2005	+7.57%	N/A
2004	+1.88%	N/A
2003	+8.08%	N/A
2002	+3.14%	N/A
2001	+11.81%	N/A
2000	+10.57%	N/A
1999	-8.08%	N/A

NNY vs DIM Drawdown Comparison

The maximum drawdown for NNY was -29.72%, occurring on Oct 9, 2008. Recovery took 154 trading sessions.

The maximum drawdown for DIM was -61.43%, occurring on Mar 9, 2009. Recovery took 1502 trading sessions.

The current NNY drawdown is -1.08%. The current DIM drawdown is -1.93%.

Rank	NNY	DIM
#1	-29.72% Sep 8, 2008 - Apr 20, 2009	-61.43% Oct 31, 2007 - Oct 18, 2013
#2	-20.02% Sep 1, 2020 - Feb 20, 2026	-40.87% Jan 26, 2018 - Mar 12, 2021
#3	-19.95% Feb 21, 2020 - Sep 1, 2020	-30.73% Sep 3, 2021 - May 15, 2024
#4	-17.53% Nov 29, 2012 - Jan 7, 2015	-20.59% May 15, 2015 - Mar 16, 2017
#5	-11.92% Aug 17, 2010 - Sep 14, 2011	-14.20% Jul 12, 2007 - Oct 29, 2007
#6	-11.40% Oct 12, 2017 - Mar 21, 2019	-13.93% Jul 3, 2014 - Apr 23, 2015
#7	-10.92% Aug 8, 2016 - Jun 2, 2017	-12.13% Mar 19, 2025 - Apr 24, 2025
#8	-10.32% Jun 16, 2003 - Oct 13, 2004	-10.56% Feb 25, 2026 - Mar 20, 2026
#9	-10.22% Nov 4, 1999 - Jun 9, 2000	-9.98% Sep 26, 2024 - Mar 5, 2025
#10	-8.35% Mar 26, 2007 - May 8, 2008	-8.46% Feb 26, 2007 - Mar 21, 2007
#11	-7.86% Sep 17, 2001 - Sep 19, 2002	-6.28% Jul 16, 2024 - Aug 19, 2024
#12	-7.49% Aug 30, 2005 - Mar 17, 2006	-6.21% Jan 16, 2014 - Feb 18, 2014
#13	-6.97% Mar 2, 2026 - Mar 27, 2026	-5.35% Jul 3, 2006 - Jul 28, 2006
#14	-6.73% Aug 24, 2000 - Jan 4, 2001	-5.23% Jun 14, 2021 - Aug 13, 2021
#15	-6.38% Mar 28, 2006 - Sep 29, 2006	-4.94% Oct 22, 2013 - Dec 31, 2013

Correlation

Correlation between NNY and DIM is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

NNY vs DIM dividend yield comparison.

Year	NNY	DIM
2026	1.71%	0.07%
2025	4.13%	3.21%
2024	4.25%	3.58%
2023	3.99%	4.62%
2022	3.50%	3.96%
2021	2.96%	3.65%
2020	3.29%	2.53%
2019	3.42%	3.26%
2018	3.77%	3.28%
2017	4.00%	2.57%
2016	4.10%	2.94%
2015	3.91%	2.81%
2014	3.98%	3.46%
2013	4.37%	3.10%
2012	3.86%	2.95%
2011	4.29%	4.49%
2010	4.76%	2.82%
2009	4.37%	2.60%
2008	6.09%	5.92%
2007	4.79%	2.90%
2006	4.42%	0.59%
2005	4.63%	0.00%
2004	4.76%	0.00%
2003	4.92%	0.00%
2002	5.22%	0.00%
2001	5.51%	0.00%
2000	2.50%	0.00%