NUHY vs MVFD
Comparison between NUVEEN ESG HIGH YIELD CORPORATE BOND ETF (NUHY, ETF) and MONARCH VOLUME FACTOR DIVIDEND TREE INDEX ETF (MVFD, ETF).
NUHY vs MVFD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUHY
$108M
MVFD
$108M
Expense Ratio
Winner
NUHY
0.30%
MVFD
1.19%
Max Drawdown
NUHY
23.18%
Winner
MVFD
19.59%
Sharpe Ratio
NUHY
0.61
Winner
MVFD
1.10
5Y Beta
Winner
NUHY
0.24
MVFD
0.80
5Y Dividends CAGR
NUHY
3.48%
MVFD
N/A
NUHY vs MVFD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUHY
+0.33%
MVFD
-2.24%
3M
Winner
NUHY
+1.02%
MVFD
+0.52%
6M
NUHY
+1.35%
Winner
MVFD
+4.85%
1Y
NUHY
+6.37%
Winner
MVFD
+21.20%
5Y(CAGR)
NUHY
+3.34%
MVFD
N/A
Max(CAGR)
NUHY
+3.58%
Winner
MVFD
+10.07%
NUHY vs MVFD - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | NUHY | MVFD |
|---|---|---|
| 2026 | +1.05% | +4.83% |
| 2025 | +8.91% | +10.12% |
| 2024 | +7.67% | +5.21% |
| 2023 | +11.01% | N/A |
| 2022 | -11.74% | N/A |
| 2021 | +2.55% | N/A |
| 2020 | +3.99% | N/A |
| 2019 | +2.21% | N/A |
NUHY vs MVFD Drawdown Comparison
The maximum drawdown for NUHY was -20.14%, occurring on Mar 23, 2020. Recovery took 136 trading sessions.
The maximum drawdown for MVFD was -19.07%, occurring on Apr 8, 2025. Recovery took 228 trading sessions.
The current NUHY drawdown is -0.53%. The current MVFD drawdown is -4.02%.
| Rank | NUHY | MVFD |
|---|---|---|
| #1 | -20.14% Feb 20, 2020 - Sep 2, 2020 | -19.07% Nov 25, 2024 - Oct 24, 2025 |
| #2 | -16.92% Sep 16, 2021 - May 15, 2024 | -9.08% Feb 6, 2026 - Mar 20, 2026 |
| #3 | -4.68% Feb 28, 2025 - May 12, 2025 | -6.45% Mar 28, 2024 - Jul 31, 2024 |
| #4 | -2.87% Feb 20, 2026 - Apr 14, 2026 | -6.34% Jul 31, 2024 - Aug 26, 2024 |
| #5 | -2.29% Feb 8, 2021 - May 6, 2021 | -5.62% Nov 12, 2025 - Nov 26, 2025 |
| #6 | -2.18% Sep 2, 2020 - Oct 8, 2020 | -4.64% Dec 11, 2025 - Jan 6, 2026 |
| #7 | -1.78% Dec 6, 2024 - Jan 23, 2025 | -3.78% Aug 30, 2024 - Sep 23, 2024 |
| #8 | -1.61% Oct 12, 2020 - Nov 5, 2020 | -2.88% Nov 11, 2024 - Nov 25, 2024 |
| #9 | -1.52% May 15, 2024 - Jun 12, 2024 | -2.71% Oct 16, 2024 - Nov 6, 2024 |
| #10 | -1.47% Apr 17, 2026 - May 29, 2026 | -2.42% Oct 4, 2024 - Oct 16, 2024 |
| #11 | -1.31% Feb 5, 2025 - Feb 24, 2025 | -1.75% Jan 21, 2026 - Feb 4, 2026 |
| #12 | -1.25% Sep 22, 2025 - Oct 24, 2025 | -1.61% Oct 27, 2025 - Nov 10, 2025 |
| #13 | -1.22% Jan 15, 2020 - Feb 10, 2020 | -1.51% Jan 15, 2026 - Jan 21, 2026 |
| #14 | -1.22% Sep 30, 2024 - Nov 8, 2024 | -1.24% Mar 21, 2024 - Mar 27, 2024 |
| #15 | -1.11% Oct 27, 2025 - Nov 26, 2025 | -0.88% Mar 13, 2024 - Mar 19, 2024 |
Correlation
Correlation between NUHY and MVFD is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2019 - 2026)
NUHY vs MVFD dividend yield comparison.
| Year | NUHY | MVFD |
|---|---|---|
| 2026 | 2.76% | 0.44% |
| 2025 | 6.51% | 1.34% |
| 2024 | 6.59% | 1.38% |
| 2023 | 6.64% | 0.00% |
| 2022 | 6.36% | 0.00% |
| 2021 | 4.88% | 0.00% |
| 2020 | 5.10% | 0.00% |
| 2019 | 1.37% | 0.00% |
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