NUV vs JMOM
Comparison between Nuveen Municipal Value Fund Inc (NUV, ETF) and JPMORGAN U.S. MOMENTUM FACTOR ETF (JMOM, ETF).
5-Year PerformanceJMOM has outperformed NUV, delivering a return of +15.1% compared to -0.4%
NUV vs JMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NUV vs JMOM - Historical Returns
Returns include dividend reinvestment.
NUV vs JMOM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NUV | JMOM |
|---|---|---|
| 2026 | +2.88% | +15.25% |
| 2025 | +9.25% | +17.75% |
| 2024 | +3.56% | +29.74% |
| 2023 | +2.79% | +23.74% |
| 2022 | -13.94% | -20.41% |
| 2021 | -3.67% | +26.82% |
| 2020 | +7.81% | +28.12% |
| 2019 | +17.97% | +28.88% |
| 2018 | -4.83% | -5.24% |
| 2017 | +10.10% | +3.32% |
| 2016 | -2.44% | N/A |
| 2015 | +9.91% | N/A |
| 2014 | +11.31% | N/A |
| 2013 | -8.62% | N/A |
| 2012 | +8.82% | N/A |
| 2011 | +13.18% | N/A |
| 2010 | -0.41% | N/A |
| 2009 | +11.52% | N/A |
| 2008 | -2.97% | N/A |
| 2007 | -4.18% | N/A |
| 2006 | +12.63% | N/A |
| 2005 | +11.40% | N/A |
| 2004 | +4.76% | N/A |
| 2003 | +6.25% | N/A |
| 2002 | +6.99% | N/A |
| 2001 | +9.72% | N/A |
| 2000 | +14.20% | N/A |
| 1999 | -8.03% | N/A |
NUV vs JMOM Drawdown Comparison
The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.
The maximum drawdown for JMOM was -34.31%, occurring on Mar 23, 2020. Recovery took 105 trading sessions.
The current NUV drawdown is -6.46%.
| Rank | NUV | JMOM |
|---|---|---|
| #1 | -28.29% Aug 11, 2021 - Oct 26, 2023 | -34.31% Feb 19, 2020 - Jul 20, 2020 |
| #2 | -23.00% Feb 25, 2020 - Oct 20, 2020 | -28.27% Nov 16, 2021 - Jan 30, 2024 |
| #3 | -20.55% May 19, 2008 - Sep 9, 2009 | -21.59% Oct 3, 2018 - Jun 10, 2019 |
| #4 | -14.71% Dec 6, 2012 - Jan 5, 2015 | -19.51% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -12.54% Jul 7, 2016 - Sep 14, 2017 | -10.94% Feb 12, 2021 - Apr 15, 2021 |
| #6 | -11.19% Sep 28, 2010 - Sep 21, 2011 | -9.09% Jan 26, 2018 - Jun 5, 2018 |
| #7 | -9.77% Mar 17, 2004 - Oct 29, 2004 | -8.49% Jul 16, 2024 - Aug 23, 2024 |
| #8 | -9.49% Nov 1, 1999 - Jul 7, 2000 | -8.34% Oct 13, 2020 - Nov 24, 2020 |
| #9 | -9.15% Mar 13, 2007 - Apr 1, 2008 | -8.27% Sep 2, 2020 - Oct 9, 2020 |
| #10 | -8.45% Sep 14, 2017 - Mar 21, 2019 | -7.87% Mar 2, 2026 - Apr 8, 2026 |
| #11 | -7.42% Feb 2, 2015 - Oct 23, 2015 | -6.88% Apr 26, 2021 - Jun 14, 2021 |
| #12 | -6.81% Feb 9, 2021 - Jul 2, 2021 | -6.63% Sep 3, 2021 - Oct 21, 2021 |
| #13 | -6.78% Aug 30, 2001 - Nov 8, 2001 | -6.24% Mar 21, 2024 - May 15, 2024 |
| #14 | -6.27% Oct 1, 2002 - Mar 6, 2003 | -6.18% Dec 4, 2024 - Jan 23, 2025 |
| #15 | -6.19% Mar 7, 2012 - Apr 30, 2012 | -6.07% Oct 27, 2025 - Dec 10, 2025 |
Correlation
Correlation between NUV and JMOM is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2000 - 2026)
NUV vs JMOM dividend yield comparison.
| Year | NUV | JMOM |
|---|---|---|
| 2026 | 1.41% | 0.16% |
| 2025 | 4.30% | 0.86% |
| 2024 | 4.16% | 0.75% |
| 2023 | 3.94% | 1.21% |
| 2022 | 3.91% | 1.39% |
| 2021 | 3.41% | 0.64% |
| 2020 | 3.35% | 0.85% |
| 2019 | 3.48% | 1.11% |
| 2018 | 4.01% | 1.38% |
| 2017 | 3.99% | 0.29% |
| 2016 | 4.10% | 0.00% |
| 2015 | 3.95% | 0.00% |
| 2014 | 4.44% | 0.00% |
| 2013 | 4.97% | 0.00% |
| 2012 | 4.16% | 0.00% |
| 2011 | 5.04% | 0.00% |
| 2010 | 5.33% | 0.00% |
| 2009 | 4.50% | 0.00% |
| 2008 | 5.46% | 0.00% |
| 2007 | 5.34% | 0.00% |
| 2006 | 4.75% | 0.00% |
| 2005 | 5.06% | 0.00% |
| 2004 | 5.82% | 0.00% |
| 2003 | 5.60% | 0.00% |
| 2002 | 5.73% | 0.00% |
| 2001 | 5.62% | 0.00% |
| 2000 | 2.70% | 0.00% |
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