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NVG vs MDYG

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP GROWTH ETF (MDYG, ETF).

5-Year PerformanceMDYG has outperformed NVG, delivering a return of +8.0% compared to -0.6%

NVG vs MDYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
MDYG
$2.70B
Expense Ratio
NVG
N/A
MDYG
0.15%
Max Drawdown
Winner
NVG
47.81%
MDYG
59.31%
Sharpe Ratio
NVG
1.02
Winner
MDYG
1.24
5Y Beta
Winner
NVG
0.23
MDYG
1.07
P/E Ratio
NVG
N/A
MDYG
31.14
Forward P/E
NVG
N/A
MDYG
20.41
5Y Dividends CAGR
NVG
2.92%
Winner
MDYG
7.13%
5Y EPS CAGR
NVG
N/A
MDYG
17.46%
Debt to Equity
NVG
N/A
MDYG
53.16%
P/S Ratio
NVG
N/A
MDYG
3.05
P/B Ratio
NVG
N/A
MDYG
4.44

NVG vs MDYG - Historical Returns

Returns include dividend reinvestment.

1M
NVG
+0.64%
Winner
MDYG
+1.66%
3M
NVG
-0.63%
Winner
MDYG
+8.17%
6M
NVG
+2.72%
Winner
MDYG
+15.27%
1Y
NVG
+14.47%
Winner
MDYG
+26.78%
5Y(CAGR)
NVG
-0.63%
Winner
MDYG
+8.04%
10Y(CAGR)
NVG
+3.58%
Winner
MDYG
+11.27%
Max(CAGR)
NVG
+5.29%
Winner
MDYG
+10.36%

NVG vs MDYG - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGMDYG
2026+2.32%+14.32%
2025+9.98%+7.11%
2024+9.69%+16.57%
2023+0.11%+18.29%
2022-27.85%-18.97%
2021+13.29%+20.18%
2020+6.38%+22.17%
2019+23.79%+27.24%
2018-4.20%-11.43%
2017+12.94%+19.20%
2016+5.52%+16.95%
2015+8.10%+2.05%
2014+19.22%+9.06%
2013-15.57%+29.24%
2012+8.01%+16.21%
2011+17.91%-2.11%
2010+1.39%+25.08%
2009+30.55%+50.34%
2008-10.71%-40.78%
2007-6.77%+10.72%
2006+12.48%+11.26%
2005+6.29%+2.98%
2004-0.25%N/A
2003+8.76%N/A
2002+1.41%N/A

NVG vs MDYG Drawdown Comparison

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

The maximum drawdown for MDYG was -58.46%, occurring on Nov 20, 2008. Recovery took 772 trading sessions.

The current NVG drawdown is -7.67%. The current MDYG drawdown is -2.78%.

RankNVGMDYG
#1-41.66%
May 11, 2007 - Aug 25, 2009
-58.46%
Oct 12, 2007 - Nov 4, 2010
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-39.27%
Feb 20, 2020 - Aug 12, 2020
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-29.25%
Nov 16, 2021 - Feb 29, 2024
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-26.20%
Jul 7, 2011 - Sep 7, 2012
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-25.46%
Nov 25, 2024 - Dec 10, 2025
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-24.00%
Sep 14, 2018 - Nov 27, 2019
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-18.21%
Aug 17, 2015 - Jul 11, 2016
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-13.93%
May 9, 2006 - Dec 5, 2006
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-12.02%
Jul 13, 2007 - Oct 5, 2007
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-10.62%
Jul 1, 2014 - Nov 11, 2014
#11-8.50%
Feb 3, 2005 - May 31, 2005
-9.92%
Mar 2, 2026 - Apr 17, 2026
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-9.67%
Jan 26, 2018 - Jun 6, 2018
#13-6.58%
Feb 8, 2012 - May 11, 2012
-9.06%
Jul 16, 2024 - Oct 14, 2024
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-8.13%
Apr 29, 2011 - Jul 7, 2011
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-8.07%
Sep 2, 2020 - Oct 7, 2020

Correlation

Correlation between NVG and MDYG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2002 - 2026)

NVG vs MDYG dividend yield comparison.

YearNVGMDYG
20263.14%0.12%
20257.49%0.75%
20246.74%0.87%
20234.45%1.20%
20226.18%1.16%
20214.69%0.69%
20205.24%0.71%
20194.94%1.21%
20186.07%1.36%
20175.67%2.23%
20166.17%1.25%
20155.46%2.51%
20145.84%1.60%
20135.71%0.82%
20126.13%0.97%
20115.99%0.66%
20106.20%0.29%
20095.24%0.59%
20086.11%0.94%
20075.44%2.12%
20065.59%3.01%
20056.18%0.05%
20047.45%0.00%
20036.59%0.00%
20022.26%0.00%

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