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NVG vs SMTH

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and ALPS | SMITH CORE PLUS BOND ETF (SMTH, ETF).

NVG vs SMTH - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
SMTH
$2.70B
Expense Ratio
NVG
N/A
SMTH
0.59%
Max Drawdown
NVG
47.81%
Winner
SMTH
5.62%
Sharpe Ratio
Winner
NVG
1.02
SMTH
0.32
5Y Beta
NVG
0.22
Winner
SMTH
0.05
5Y Dividends CAGR
NVG
1.24%
SMTH
N/A

NVG vs SMTH - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NVG
+2.74%
SMTH
+1.32%
3M
Winner
NVG
+1.34%
SMTH
+0.73%
6M
Winner
NVG
+4.61%
SMTH
+0.83%
1Y
Winner
NVG
+15.75%
SMTH
+5.31%
5Y(CAGR)
NVG
-0.29%
SMTH
N/A
10Y(CAGR)
NVG
+3.57%
SMTH
N/A
Max(CAGR)
NVG
+5.33%
Winner
SMTH
+5.51%

NVG vs SMTH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGSMTH
2026+3.45%+0.83%
2025+9.98%+7.02%
2024+9.69%+2.99%
2023+0.11%+3.49%
2022-27.85%N/A
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 SMTH Drawdown Comparison

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

The maximum drawdown for SMTH was -4.11%, occurring on Jan 13, 2025. Recovery took 137 trading sessions.

The current NVG drawdown is -6.65%. The current SMTH drawdown is -0.99%.

RankNVGSMTH
#1-41.66%
May 11, 2007 - Aug 25, 2009
-4.11%
Sep 16, 2024 - Apr 3, 2025
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-2.98%
Dec 27, 2023 - Jun 5, 2024
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-2.74%
Feb 27, 2026 - Mar 27, 2026
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-2.53%
Apr 3, 2025 - Jun 24, 2025
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-1.43%
Jul 1, 2025 - Jul 29, 2025
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-1.39%
Jun 13, 2024 - Jul 11, 2024
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-1.16%
Aug 2, 2024 - Aug 20, 2024
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-0.99%
Oct 28, 2025 - Nov 26, 2025
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-0.97%
Jun 5, 2024 - Jun 13, 2024
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-0.87%
Nov 26, 2025 - Feb 9, 2026
#11-8.50%
Feb 3, 2005 - May 31, 2005
-0.65%
Sep 16, 2025 - Oct 13, 2025
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-0.64%
Jul 17, 2024 - Jul 30, 2024
#13-6.58%
Feb 8, 2012 - May 11, 2012
-0.53%
Aug 23, 2024 - Sep 4, 2024
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-0.47%
Aug 5, 2025 - Aug 22, 2025
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-0.39%
Aug 28, 2025 - Sep 4, 2025

Correlation

Correlation between NVG and SMTH 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 SMTH dividend yield comparison.

YearNVGSMTH
20263.75%1.77%
20257.49%4.46%
20246.74%4.58%
20234.45%0.24%
20226.18%0.00%
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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