NNY vs SPY
Comparison between Nuveen New York Municipal Value Fund (NNY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed NNY, delivering a return of +13.3% compared to +0.9%
NNY vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NNY
$167M
Winner
SPY
$735B
Expense Ratio
NNY
N/A
SPY
0.09%
Max Drawdown
Winner
NNY
32.90%
SPY
56.47%
Sharpe Ratio
NNY
0.68
Winner
SPY
1.62
5Y Beta
Winner
NNY
0.09
SPY
1.00
P/E Ratio
NNY
N/A
SPY
28.99
Forward P/E
NNY
N/A
SPY
22.37
5Y Dividends CAGR
NNY
3.95%
Winner
SPY
5.43%
5Y EPS CAGR
NNY
N/A
SPY
26.05%
Debt to Equity
NNY
N/A
SPY
32.40%
P/S Ratio
NNY
N/A
SPY
3.74
P/B Ratio
NNY
N/A
SPY
5.61
NNY vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
NNY
+1.65%
Winner
SPY
+1.90%
3M
NNY
+1.28%
Winner
SPY
+8.55%
6M
NNY
+3.42%
Winner
SPY
+8.18%
1Y
NNY
+10.75%
Winner
SPY
+25.79%
5Y(CAGR)
NNY
+0.89%
Winner
SPY
+13.32%
10Y(CAGR)
NNY
+2.10%
Winner
SPY
+15.19%
Max(CAGR)
NNY
+4.29%
Winner
SPY
+8.47%
NNY vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NNY | SPY |
|---|---|---|
| 2026 | +2.33% | +8.26% |
| 2025 | +10.10% | +18.00% |
| 2024 | +0.22% | +25.59% |
| 2023 | +3.65% | +26.72% |
| 2022 | -12.78% | -18.64% |
| 2021 | +1.44% | +30.52% |
| 2020 | -1.74% | +17.28% |
| 2019 | +12.31% | +31.09% |
| 2018 | +4.51% | -5.24% |
| 2017 | +3.46% | +20.78% |
| 2016 | -1.97% | +13.59% |
| 2015 | +6.74% | +1.31% |
| 2014 | +14.95% | +14.56% |
| 2013 | -13.29% | +29.00% |
| 2012 | +7.70% | +14.17% |
| 2011 | +15.13% | +0.85% |
| 2010 | +0.47% | +13.14% |
| 2009 | +11.03% | +22.67% |
| 2008 | -0.07% | -36.25% |
| 2007 | -1.24% | +5.32% |
| 2006 | +9.43% | +13.85% |
| 2005 | +7.57% | +5.32% |
| 2004 | +1.88% | +10.75% |
| 2003 | +8.08% | +24.18% |
| 2002 | +3.14% | -22.42% |
| 2001 | +11.81% | -10.13% |
| 2000 | +10.57% | -8.84% |
| 1999 | -8.08% | +8.61% |
NNY vs SPY Drawdown Comparison
The maximum drawdown for NNY was -29.72%, occurring on Oct 9, 2008. Recovery took 154 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current NNY drawdown is -1.42%. The current SPY drawdown is -2.90%.
| Rank | NNY | SPY |
|---|---|---|
| #1 | -29.72% Sep 8, 2008 - Apr 20, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -20.02% Sep 1, 2020 - Feb 20, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -19.95% Feb 21, 2020 - Sep 1, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -17.53% Nov 29, 2012 - Jan 7, 2015 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -11.92% Aug 17, 2010 - Sep 14, 2011 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -11.40% Oct 12, 2017 - Mar 21, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -10.92% Aug 8, 2016 - Jun 2, 2017 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -10.32% Jun 16, 2003 - Oct 13, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -10.22% Nov 4, 1999 - Jun 9, 2000 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.35% Mar 26, 2007 - May 8, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.86% Sep 17, 2001 - Sep 19, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.49% Aug 30, 2005 - Mar 17, 2006 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -6.97% Mar 2, 2026 - Mar 27, 2026 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.73% Aug 24, 2000 - Jan 4, 2001 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.38% Mar 28, 2006 - Sep 29, 2006 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between NNY and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (1999 - 2026)
NNY vs SPY dividend yield comparison.
| Year | NNY | SPY |
|---|---|---|
| 2026 | 1.72% | 0.24% |
| 2025 | 4.13% | 1.07% |
| 2024 | 4.25% | 1.21% |
| 2023 | 3.99% | 1.40% |
| 2022 | 3.50% | 1.65% |
| 2021 | 2.96% | 1.20% |
| 2020 | 3.29% | 1.52% |
| 2019 | 3.42% | 1.75% |
| 2018 | 3.77% | 2.04% |
| 2017 | 4.00% | 1.80% |
| 2016 | 4.10% | 2.03% |
| 2015 | 3.91% | 2.06% |
| 2014 | 3.98% | 1.87% |
| 2013 | 4.37% | 1.81% |
| 2012 | 3.86% | 2.18% |
| 2011 | 4.29% | 2.05% |
| 2010 | 4.76% | 1.80% |
| 2009 | 4.37% | 1.95% |
| 2008 | 6.09% | 3.02% |
| 2007 | 4.79% | 1.85% |
| 2006 | 4.42% | 1.73% |
| 2005 | 4.63% | 1.73% |
| 2004 | 4.76% | 1.82% |
| 2003 | 4.92% | 1.47% |
| 2002 | 5.22% | 1.70% |
| 2001 | 5.51% | 1.25% |
| 2000 | 2.50% | 1.15% |
| 1999 | 0.00% | 0.24% |
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