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NVG vs SPYX

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF).

5-Year PerformanceSPYX has outperformed NVG, delivering a return of +13.7% compared to -0.4%

NVG vs SPYX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
Winner
SPYX
$2.80B
Expense Ratio
NVG
N/A
SPYX
0.20%
Max Drawdown
NVG
47.81%
Winner
SPYX
33.23%
Sharpe Ratio
NVG
1.14
Winner
SPYX
1.47
5Y Beta
Winner
NVG
0.22
SPYX
0.99
P/E Ratio
NVG
N/A
SPYX
27.81
Forward P/E
NVG
N/A
SPYX
21.32
5Y Dividends CAGR
NVG
1.24%
Winner
SPYX
5.35%
5Y EPS CAGR
NVG
N/A
SPYX
28.24%
Debt to Equity
NVG
N/A
SPYX
38.93%
P/S Ratio
NVG
N/A
SPYX
3.48
P/B Ratio
NVG
N/A
SPYX
5.42

NVG vs SPYX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NVG
+3.49%
SPYX
-1.24%
3M
NVG
+4.21%
Winner
SPYX
+12.54%
6M
NVG
+5.28%
Winner
SPYX
+6.47%
1Y
NVG
+15.93%
Winner
SPYX
+23.07%
5Y(CAGR)
NVG
-0.44%
Winner
SPYX
+13.67%
10Y(CAGR)
NVG
+3.60%
Winner
SPYX
+17.65%
Max(CAGR)
NVG
+5.34%
Winner
SPYX
+17.02%

NVG vs SPYX - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGSPYX
2026+3.70%+7.36%
2025+9.98%+18.23%
2024+9.69%+26.04%
2023+0.11%+27.44%
2022-27.85%-17.76%
2021+13.29%+33.16%
2020+6.38%+22.88%
2019+23.79%+36.10%
2018-4.20%-1.38%
2017+12.94%+27.06%
2016+5.52%+17.15%
2015+8.10%-1.69%
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 SPYX Drawdown Comparison

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

The maximum drawdown for SPYX was -32.03%, occurring on Mar 23, 2020. Recovery took 107 trading sessions.

The current NVG drawdown is -6.42%. The current SPYX drawdown is -3.08%.

RankNVGSPYX
#1-41.66%
May 11, 2007 - Aug 25, 2009
-32.03%
Feb 19, 2020 - Jul 22, 2020
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-24.68%
Dec 29, 2021 - Dec 1, 2023
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-18.74%
Feb 19, 2025 - Jun 26, 2025
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-18.03%
Oct 3, 2018 - Mar 21, 2019
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-12.18%
Dec 1, 2015 - Mar 30, 2016
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-9.84%
Jan 12, 2026 - Apr 15, 2026
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-9.67%
Jan 26, 2018 - Jul 16, 2018
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-8.97%
Sep 2, 2020 - Nov 9, 2020
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-8.45%
Jul 16, 2024 - Sep 19, 2024
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-7.14%
May 3, 2019 - Jun 20, 2019
#11-8.50%
Feb 3, 2005 - May 31, 2005
-6.19%
Jul 26, 2019 - Sep 23, 2019
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-5.50%
Jun 23, 2016 - Jul 8, 2016
#13-6.58%
Feb 8, 2012 - May 11, 2012
-5.44%
Mar 28, 2024 - May 15, 2024
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-5.17%
Oct 28, 2025 - Dec 11, 2025
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-5.10%
Sep 3, 2021 - Oct 20, 2021

Correlation

Correlation between NVG and SPYX is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (2002 - 2026)

NVG vs SPYX dividend yield comparison.

YearNVGSPYX
20263.74%0.44%
20257.49%0.91%
20246.74%1.05%
20234.45%1.21%
20226.18%4.23%
20214.69%3.11%
20205.24%3.99%
20194.94%4.68%
20186.07%5.77%
20175.67%5.05%
20166.17%5.74%
20155.46%0.49%
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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