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NVG vs SPUS

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF (SPUS, ETF).

5-Year PerformanceSPUS has outperformed NVG, delivering a return of +16.5% compared to -0.3%

NVG vs SPUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
SPUS
$2.70B
Expense Ratio
NVG
N/A
SPUS
0.45%
Max Drawdown
NVG
47.81%
Winner
SPUS
30.80%
Sharpe Ratio
NVG
1.02
Winner
SPUS
1.75
5Y Beta
Winner
NVG
0.22
SPUS
1.12
P/E Ratio
NVG
N/A
SPUS
33.52
Forward P/E
NVG
N/A
SPUS
23.78
PEG Ratio
NVG
N/A
SPUS
0.33
5Y Dividends CAGR
Winner
NVG
1.24%
SPUS
1.14%
5Y EPS CAGR
NVG
N/A
SPUS
32.08%
Debt to Equity
NVG
N/A
SPUS
44.76%
P/S Ratio
NVG
N/A
SPUS
5.49
P/B Ratio
NVG
N/A
SPUS
9.34

NVG vs SPUS - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NVG
+2.74%
SPUS
+0.96%
3M
NVG
+1.34%
Winner
SPUS
+15.29%
6M
NVG
+4.61%
Winner
SPUS
+13.28%
1Y
NVG
+15.75%
Winner
SPUS
+33.36%
5Y(CAGR)
NVG
-0.29%
Winner
SPUS
+16.53%
10Y(CAGR)
NVG
+3.57%
SPUS
N/A
Max(CAGR)
NVG
+5.33%
Winner
SPUS
+18.68%

NVG vs SPUS - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGSPUS
2026+3.45%+12.07%
2025+9.98%+19.94%
2024+9.69%+27.91%
2023+0.11%+35.56%
2022-27.85%-23.12%
2021+13.29%+37.94%
2020+6.38%+23.99%
2019+23.79%+0.81%
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 SPUS Drawdown Comparison

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

The maximum drawdown for SPUS was -30.80%, occurring on Mar 23, 2020. Recovery took 95 trading sessions.

The current NVG drawdown is -6.65%. The current SPUS drawdown is -3.78%.

RankNVGSPUS
#1-41.66%
May 11, 2007 - Aug 25, 2009
-30.80%
Feb 19, 2020 - Jul 6, 2020
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-28.06%
Dec 27, 2021 - Dec 12, 2023
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-22.82%
Jan 23, 2025 - Jul 2, 2025
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-11.46%
Jul 10, 2024 - Oct 14, 2024
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-10.66%
Jan 28, 2026 - Apr 15, 2026
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-9.94%
Sep 2, 2020 - Dec 8, 2020
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-8.19%
Feb 12, 2021 - Apr 5, 2021
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-6.91%
Jun 2, 2026 - Jun 10, 2026
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-6.71%
Sep 3, 2021 - Oct 26, 2021
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-6.56%
Mar 22, 2024 - May 15, 2024
#11-8.50%
Feb 3, 2005 - May 31, 2005
-5.74%
Oct 29, 2025 - Jan 27, 2026
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-4.76%
Apr 23, 2021 - Jun 10, 2021
#13-6.58%
Feb 8, 2012 - May 11, 2012
-4.50%
Dec 16, 2024 - Jan 23, 2025
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-3.69%
Jan 26, 2021 - Feb 4, 2021
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-3.59%
Nov 19, 2021 - Dec 8, 2021

Correlation

Correlation between NVG and SPUS is 0.28 which considered as a very weak or no correlation - the stocks move independently of each other.

0.28
-101

Dividend Comparison (2002 - 2026)

NVG vs SPUS dividend yield comparison.

YearNVGSPUS
20263.75%0.23%
20257.49%0.60%
20246.74%0.70%
20234.45%0.87%
20226.18%1.21%
20214.69%1.15%
20205.24%1.04%
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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