NZF vs DFGP

Comparison between Nuveen Municipal Credit Income Fund (NZF, ETF) and DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF (DFGP, ETF).

NZF vs DFGP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NZF(ETF)	DFGP(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	N/A	0.22%
Max Drawdown	53.68%	5.75%
Sharpe Ratio	1.01	0.23
5Y Beta	0.25	0.06
5Y Dividends CAGR	5.84%	N/A

Net Assets

NZF

$2.40B

DFGP

$2.40B

Expense Ratio

NZF

N/A

DFGP

0.22%

Max Drawdown

NZF

53.68%

Winner

DFGP

5.75%

Sharpe Ratio

Winner

NZF

1.01

DFGP

0.23

5Y Beta

NZF

0.25

Winner

DFGP

0.06

5Y Dividends CAGR

NZF

5.84%

DFGP

N/A

NZF vs DFGP - Historical Returns

Returns include dividend reinvestment.

Period	NZF	DFGP
1 month	+0.80%	+0.46%
3 months	+0.72%	-0.05%
6 months	+2.54%	+1.02%
1 year	+14.54%	+4.87%
5 years(CAGR)	+0.01%	N/A
10 years(CAGR)	+3.66%	N/A
Max(CAGR)	+5.42%	+6.57%

Winner

NZF

+0.80%

DFGP

+0.46%

Winner

NZF

+0.72%

DFGP

-0.05%

Winner

NZF

+2.54%

DFGP

+1.02%

Winner

NZF

+14.54%

DFGP

+4.87%

5Y(CAGR)

NZF

+0.01%

DFGP

N/A

10Y(CAGR)

NZF

+3.66%

DFGP

N/A

Max(CAGR)

NZF

+5.42%

Winner

DFGP

+6.57%

NZF vs DFGP - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	NZF	DFGP
2026	+2.70%	+1.03%
2025	+10.22%	+5.82%
2024	+9.27%	+4.20%
2023	+0.81%	+6.24%
2022	-25.42%	N/A
2021	+12.24%	N/A
2020	+4.20%	N/A
2019	+25.44%	N/A
2018	-6.42%	N/A
2017	+13.98%	N/A
2016	+4.29%	N/A
2015	+9.73%	N/A
2014	+17.83%	N/A
2013	-14.78%	N/A
2012	+9.39%	N/A
2011	+18.65%	N/A
2010	+5.85%	N/A
2009	+35.91%	N/A
2008	-22.21%	N/A
2007	-10.97%	N/A
2006	+14.46%	N/A
2005	+11.74%	N/A
2004	+6.26%	N/A
2003	+12.36%	N/A
2002	+5.43%	N/A
2001	-9.18%	N/A

NZF vs DFGP Drawdown Comparison

The maximum drawdown for NZF was -48.48%, occurring on Oct 10, 2008. Recovery took 678 trading sessions.

The maximum drawdown for DFGP was -3.24%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The current NZF drawdown is -3.95%. The current DFGP drawdown is -1.09%.

Rank	NZF	DFGP
#1	-48.48% Dec 27, 2006 - Sep 8, 2009	-3.24% Feb 27, 2026 - Mar 27, 2026
#2	-37.40% Nov 9, 2021 - Oct 25, 2023	-3.04% Sep 16, 2024 - Feb 26, 2025
#3	-29.81% Feb 21, 2020 - Dec 31, 2020	-2.71% Mar 3, 2025 - Jun 4, 2025
#4	-24.09% Nov 23, 2012 - Jan 30, 2015	-2.27% Mar 28, 2024 - Jun 4, 2024
#5	-15.42% Sep 1, 2010 - Sep 12, 2011	-1.92% Feb 1, 2024 - Mar 27, 2024
#6	-15.12% Mar 9, 2004 - Nov 3, 2004	-1.36% Dec 27, 2023 - Feb 1, 2024
#7	-13.69% Jul 8, 2016 - Jul 28, 2017	-1.31% Jun 25, 2024 - Jul 10, 2024
#8	-10.58% Sep 10, 2018 - Feb 27, 2019	-1.14% Oct 27, 2025 - Jan 29, 2026
#9	-10.37% Oct 3, 2001 - Aug 29, 2002	-0.94% Jul 1, 2025 - Jul 29, 2025
#10	-8.44% Oct 7, 2002 - Apr 21, 2003	-0.89% Aug 2, 2024 - Aug 14, 2024
#11	-8.36% Jun 12, 2003 - Jan 7, 2004	-0.88% Jun 6, 2024 - Jun 13, 2024
#12	-8.23% Sep 6, 2005 - Jan 5, 2006	-0.62% Jul 16, 2024 - Jul 29, 2024
#13	-8.01% Dec 7, 2017 - Sep 5, 2018	-0.61% Nov 8, 2023 - Nov 14, 2023
#14	-7.98% Oct 7, 2009 - Jan 29, 2010	-0.59% Jun 4, 2025 - Jun 11, 2025
#15	-7.16% Feb 2, 2015 - Dec 8, 2015	-0.56% Aug 23, 2024 - Sep 4, 2024

Correlation

Correlation between NZF and DFGP is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2001 - 2026)

NZF vs DFGP dividend yield comparison.

Year	NZF	DFGP
2026	3.16%	0.38%
2025	7.58%	3.45%
2024	6.84%	4.51%
2023	4.51%	0.62%
2022	5.80%	0.00%
2021	4.63%	0.00%
2020	4.74%	0.00%
2019	4.82%	0.00%
2018	6.05%	0.00%
2017	5.86%	0.00%
2016	6.26%	0.00%
2015	5.50%	0.00%
2014	5.32%	0.00%
2013	5.88%	0.00%
2012	5.73%	0.00%
2011	6.39%	0.00%
2010	7.37%	0.00%
2009	6.33%	0.00%
2008	7.81%	0.00%
2007	6.05%	0.00%
2006	5.66%	0.00%
2005	6.38%	0.00%
2004	6.81%	0.00%
2003	6.58%	0.00%
2002	6.65%	0.00%
2001	1.11%	0.00%