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NVG vs JMEE

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF (JMEE, ETF).

NVG vs JMEE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
JMEE
$2.70B
Expense Ratio
NVG
N/A
JMEE
0.24%
Max Drawdown
NVG
47.81%
Winner
JMEE
26.10%
Sharpe Ratio
NVG
1.14
Winner
JMEE
1.63
5Y Beta
Winner
NVG
0.22
JMEE
0.98
P/E Ratio
NVG
N/A
JMEE
30.20
Forward P/E
NVG
N/A
JMEE
15.65
5Y Dividends CAGR
NVG
1.24%
JMEE
N/A
5Y EPS CAGR
NVG
N/A
JMEE
13.41%
Debt to Equity
NVG
N/A
JMEE
56.66%
P/S Ratio
NVG
N/A
JMEE
1.43
P/B Ratio
NVG
N/A
JMEE
2.45

NVG vs JMEE - Historical Returns

Returns include dividend reinvestment.

1M
NVG
+3.49%
Winner
JMEE
+3.51%
3M
NVG
+4.21%
Winner
JMEE
+14.60%
6M
NVG
+5.28%
Winner
JMEE
+15.84%
1Y
NVG
+15.93%
Winner
JMEE
+31.93%
5Y(CAGR)
NVG
-0.44%
Winner
JMEE
+14.25%
10Y(CAGR)
NVG
+3.60%
JMEE
N/A
Max(CAGR)
NVG
+5.34%
Winner
JMEE
+14.25%

NVG vs JMEE - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGJMEE
2026+3.70%+16.57%
2025+9.98%+7.89%
2024+9.69%+14.18%
2023+0.11%+18.51%
2022-27.85%+1.48%
2021+13.29%N/A
2020+6.38%N/A
2019+23.79%N/A
2018-4.20%N/A
2017+12.94%N/A
2016+5.52%N/A
2015+8.10%N/A
2014+19.22%N/A
2013-15.57%N/A
2012+8.01%N/A
2011+17.91%N/A
2010+1.39%N/A
2009+30.55%N/A
2008-10.71%N/A
2007-6.77%N/A
2006+12.48%N/A
2005+6.29%N/A
2004-0.25%N/A
2003+8.76%N/A
2002+1.41%N/A

NVG vs JMEE Drawdown Comparison

The maximum drawdown for NVG was -41.66%, occurring on Oct 10, 2008. Recovery took 577 trading sessions.

The maximum drawdown for JMEE was -25.40%, occurring on Apr 8, 2025. Recovery took 260 trading sessions.

The current NVG drawdown is -6.42%. The current JMEE drawdown is -0.87%.

RankNVGJMEE
#1-41.66%
May 11, 2007 - Aug 25, 2009
-25.40%
Nov 25, 2024 - Dec 10, 2025
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-16.61%
Aug 16, 2022 - Jan 31, 2023
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-14.57%
Jun 7, 2022 - Aug 12, 2022
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-13.74%
Jul 31, 2023 - Dec 13, 2023
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-12.35%
Feb 2, 2023 - Jul 18, 2023
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-8.24%
Feb 20, 2026 - Apr 16, 2026
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-7.89%
Jul 16, 2024 - Sep 19, 2024
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-7.21%
Mar 28, 2024 - Jul 15, 2024
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-4.44%
Dec 27, 2023 - Feb 9, 2024
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-4.37%
May 17, 2022 - May 27, 2022
#11-8.50%
Feb 3, 2005 - May 31, 2005
-4.28%
May 6, 2026 - May 26, 2026
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-3.58%
Nov 11, 2024 - Nov 22, 2024
#13-6.58%
Feb 8, 2012 - May 11, 2012
-3.57%
Oct 17, 2024 - Nov 6, 2024
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-2.91%
Dec 11, 2025 - Jan 6, 2026
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-2.62%
Feb 12, 2024 - Feb 15, 2024

Correlation

Correlation between NVG and JMEE is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

Dividend Comparison (2002 - 2026)

NVG vs JMEE dividend yield comparison.

YearNVGJMEE
20263.74%0.00%
20257.49%1.13%
20246.74%0.95%
20234.45%1.25%
20226.18%6.63%
20214.69%0.00%
20205.24%0.00%
20194.94%0.00%
20186.07%0.00%
20175.67%0.00%
20166.17%0.00%
20155.46%0.00%
20145.84%0.00%
20135.71%0.00%
20126.13%0.00%
20115.99%0.00%
20106.20%0.00%
20095.24%0.00%
20086.11%0.00%
20075.44%0.00%
20065.59%0.00%
20056.18%0.00%
20047.45%0.00%
20036.59%0.00%
20022.26%0.00%

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