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NVG vs NULV

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and NUVEEN ESG LARGE-CAP VALUE ETF (NULV, ETF).

5-Year PerformanceNULV has outperformed NVG, delivering a return of +8.5% compared to -0.7%

NVG vs NULV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
NULV
$2.70B
Expense Ratio
NVG
N/A
NULV
0.26%
Max Drawdown
NVG
47.81%
Winner
NULV
36.99%
Sharpe Ratio
NVG
1.02
Winner
NULV
1.81
5Y Beta
Winner
NVG
0.22
NULV
0.66
P/E Ratio
NVG
N/A
NULV
22.72
Forward P/E
NVG
N/A
NULV
17.75
PEG Ratio
NVG
N/A
NULV
0.58
5Y Dividends CAGR
NVG
2.92%
Winner
NULV
10.45%
5Y EPS CAGR
NVG
N/A
NULV
12.66%
Debt to Equity
NVG
N/A
NULV
61.12%
P/S Ratio
NVG
N/A
NULV
1.95
P/B Ratio
NVG
N/A
NULV
3.52

NVG vs NULV - Historical Returns

Returns include dividend reinvestment.

1M
NVG
+0.16%
Winner
NULV
+1.48%
3M
NVG
+0.86%
Winner
NULV
+11.05%
6M
NVG
+3.29%
Winner
NULV
+12.01%
1Y
NVG
+14.52%
Winner
NULV
+25.10%
5Y(CAGR)
NVG
-0.71%
Winner
NULV
+8.55%
10Y(CAGR)
NVG
+3.60%
Winner
NULV
+10.09%
Max(CAGR)
NVG
+5.32%
Winner
NULV
+10.09%

NVG vs NULV - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGNULV
2026+3.05%+11.88%
2025+9.98%+16.57%
2024+9.69%+11.51%
2023+0.11%+7.64%
2022-27.85%-10.14%
2021+13.29%+25.18%
2020+6.38%+1.58%
2019+23.79%+27.01%
2018-4.20%-5.26%
2017+12.94%+15.67%
2016+5.52%+0.04%
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 NULV Drawdown Comparison

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

The maximum drawdown for NULV was -36.99%, occurring on Mar 23, 2020. Recovery took 206 trading sessions.

The current NVG drawdown is -7.01%. The current NULV drawdown is -1.23%.

RankNVGNULV
#1-41.66%
May 11, 2007 - Aug 25, 2009
-36.99%
Feb 12, 2020 - Dec 4, 2020
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-21.47%
Jan 4, 2022 - Mar 6, 2024
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-16.55%
Sep 21, 2018 - Apr 5, 2019
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-15.02%
Nov 29, 2024 - Jul 3, 2025
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-11.27%
Jan 29, 2018 - Sep 20, 2018
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-7.28%
Feb 26, 2026 - Apr 17, 2026
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-6.01%
Jul 29, 2019 - Sep 10, 2019
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-5.94%
May 3, 2019 - Jun 20, 2019
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-5.79%
Mar 28, 2024 - Jul 15, 2024
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-5.44%
Jul 31, 2024 - Aug 23, 2024
#11-8.50%
Feb 3, 2005 - May 31, 2005
-5.22%
Nov 16, 2021 - Dec 16, 2021
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-4.93%
Jan 12, 2021 - Feb 17, 2021
#13-6.58%
Feb 8, 2012 - May 11, 2012
-4.67%
May 10, 2021 - Aug 3, 2021
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-4.34%
Sep 2, 2021 - Oct 19, 2021
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-3.98%
Sep 13, 2019 - Oct 23, 2019

Correlation

Correlation between NVG and NULV is 0.62 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.62
-101

Dividend Comparison (2002 - 2026)

NVG vs NULV dividend yield comparison.

YearNVGNULV
20263.12%0.00%
20257.49%1.64%
20246.74%2.09%
20234.45%2.55%
20226.18%2.12%
20214.69%4.52%
20205.24%1.42%
20194.94%1.47%
20186.07%3.73%
20175.67%1.22%
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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