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NVG vs PRFZ

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and INVESCO FTSE RAFI US 1500 SMALL-MID ETF (PRFZ, ETF).

5-Year PerformancePRFZ has outperformed NVG, delivering a return of +8.2% compared to -0.7%

NVG vs PRFZ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
PRFZ
$2.70B
Expense Ratio
NVG
N/A
PRFZ
0.34%
Max Drawdown
Winner
NVG
47.81%
PRFZ
63.04%
Sharpe Ratio
NVG
1.02
Winner
PRFZ
1.42
5Y Beta
Winner
NVG
0.22
PRFZ
1.05
P/E Ratio
NVG
N/A
PRFZ
-22.59
Forward P/E
NVG
N/A
PRFZ
14.15
5Y Dividends CAGR
NVG
2.92%
Winner
PRFZ
6.33%
5Y EPS CAGR
NVG
N/A
PRFZ
11.08%
Debt to Equity
NVG
N/A
PRFZ
23.58%
P/S Ratio
NVG
N/A
PRFZ
1.14
P/B Ratio
NVG
N/A
PRFZ
2.04

NVG vs PRFZ - Historical Returns

Returns include dividend reinvestment.

1M
NVG
+0.16%
Winner
PRFZ
+4.60%
3M
NVG
+0.86%
Winner
PRFZ
+16.15%
6M
NVG
+3.29%
Winner
PRFZ
+12.58%
1Y
NVG
+14.52%
Winner
PRFZ
+33.03%
5Y(CAGR)
NVG
-0.71%
Winner
PRFZ
+8.16%
10Y(CAGR)
NVG
+3.60%
Winner
PRFZ
+11.92%
Max(CAGR)
NVG
+5.32%
Winner
PRFZ
+10.02%

NVG vs PRFZ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGPRFZ
2026+3.05%+14.84%
2025+9.98%+11.06%
2024+9.69%+13.71%
2023+0.11%+20.63%
2022-27.85%-16.92%
2021+13.29%+29.77%
2020+6.38%+11.69%
2019+23.79%+21.04%
2018-4.20%-12.17%
2017+12.94%+12.95%
2016+5.52%+27.40%
2015+8.10%-5.03%
2014+19.22%+5.29%
2013-15.57%+37.93%
2012+8.01%+16.23%
2011+17.91%-7.67%
2010+1.39%+26.22%
2009+30.55%+55.38%
2008-10.71%-38.15%
2007-6.77%-0.59%
2006+12.48%+8.00%
2005+6.29%N/A
2004-0.25%N/A
2003+8.76%N/A
2002+1.41%N/A

NVG vs PRFZ Drawdown Comparison

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

The maximum drawdown for PRFZ was -62.42%, occurring on Mar 9, 2009. Recovery took 693 trading sessions.

The current NVG drawdown is -7.01%.

RankNVGPRFZ
#1-41.66%
May 11, 2007 - Aug 25, 2009		-62.42%
Jul 13, 2007 - Apr 14, 2010
#2-40.57%
Dec 31, 2021 - Oct 25, 2023		-44.27%
Aug 31, 2018 - Nov 24, 2020
#3-26.56%
Mar 3, 2020 - Dec 3, 2020		-29.36%
Apr 29, 2011 - Sep 14, 2012
#4-23.03%
Nov 30, 2012 - Jan 13, 2015		-26.58%
Nov 8, 2021 - Mar 27, 2024
#5-16.64%
Mar 10, 2004 - Feb 3, 2005		-26.54%
Nov 25, 2024 - Sep 5, 2025
#6-15.58%
Aug 27, 2010 - Sep 9, 2011		-24.05%
Jun 23, 2015 - Sep 2, 2016
#7-13.96%
Aug 12, 2016 - Aug 1, 2017		-22.45%
Apr 23, 2010 - Dec 3, 2010
#8-11.44%
Jun 17, 2003 - Jan 12, 2004		-12.72%
Jul 3, 2014 - Dec 29, 2014
#9-10.73%
Jan 8, 2018 - Mar 4, 2019		-10.39%
Jan 22, 2026 - Apr 17, 2026
#10-8.56%
Oct 7, 2002 - Mar 11, 2003		-9.52%
Sep 14, 2012 - Dec 20, 2012
#11-8.50%
Feb 3, 2005 - May 31, 2005		-9.44%
Jun 8, 2021 - Oct 22, 2021
#12-7.72%
Sep 1, 2021 - Dec 31, 2021		-9.42%
Jul 31, 2024 - Sep 19, 2024
#13-6.58%
Feb 8, 2012 - May 11, 2012		-9.27%
Jan 23, 2018 - May 17, 2018
#14-6.50%
Feb 2, 2015 - Dec 11, 2015		-8.51%
Mar 15, 2021 - May 27, 2021
#15-6.41%
Apr 28, 2006 - Jul 31, 2006		-8.15%
Oct 27, 2025 - Dec 4, 2025

Correlation

Correlation between NVG and PRFZ is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (2002 - 2026)

NVG vs PRFZ dividend yield comparison.

YearNVGPRFZ
20263.12%0.19%
20257.49%0.82%
20246.74%1.45%
20234.45%1.42%
20226.18%1.33%
20214.69%0.93%
20205.24%0.91%
20194.94%1.29%
20186.07%1.37%
20175.67%0.97%
20166.17%1.31%
20155.46%1.39%
20145.84%1.14%
20135.71%0.93%
20126.13%1.73%
20115.99%0.98%
20106.20%0.70%
20095.24%0.71%
20086.11%1.51%
20075.44%0.77%
20065.59%0.26%
20056.18%0.00%
20047.45%0.00%
20036.59%0.00%
20022.26%0.00%

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