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NZF vs PFXF

Comparison between Nuveen Municipal Credit Income Fund (NZF, ETF) and VANECK PREFERRED SECURITIES EX FINANCIALS ETF (PFXF, ETF).

5-Year PerformancePFXF has outperformed NZF, delivering a return of +3.7% compared to -0.1%

NZF vs PFXF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NZF
$2.40B
Winner
PFXF
$2.50B
Expense Ratio
NZF
N/A
PFXF
0.40%
Max Drawdown
NZF
53.68%
Winner
PFXF
37.25%
Sharpe Ratio
NZF
1.11
Winner
PFXF
1.17
5Y Beta
Winner
NZF
0.25
PFXF
0.40
5Y Dividends CAGR
Winner
NZF
4.07%
PFXF
2.89%

NZF vs PFXF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NZF
+3.08%
PFXF
-1.17%
3M
Winner
NZF
+5.08%
PFXF
+4.88%
6M
Winner
NZF
+4.93%
PFXF
+4.73%
1Y
Winner
NZF
+15.92%
PFXF
+15.08%
5Y(CAGR)
NZF
-0.06%
Winner
PFXF
+3.75%
10Y(CAGR)
NZF
+3.69%
Winner
PFXF
+5.03%
Max(CAGR)
NZF
+5.45%
Winner
PFXF
+5.48%

NZF vs PFXF - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearNZFPFXF
2026+3.76%+3.88%
2025+10.22%+8.88%
2024+9.27%+8.29%
2023+0.81%+10.52%
2022-25.42%-18.62%
2021+12.24%+12.47%
2020+4.20%+7.34%
2019+25.44%+19.71%
2018-6.42%-3.18%
2017+13.98%+7.69%
2016+4.29%+5.79%
2015+9.73%-2.03%
2014+17.83%+15.44%
2013-14.78%-2.29%
2012+9.39%+4.44%
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 PFXF Drawdown Comparison

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

The maximum drawdown for PFXF was -35.50%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current NZF drawdown is -2.96%. The current PFXF drawdown is -3.96%.

RankNZFPFXF
#1-48.48%
Dec 27, 2006 - Sep 8, 2009
-35.50%
Feb 5, 2020 - Nov 9, 2020
#2-37.40%
Nov 9, 2021 - Oct 25, 2023
-21.80%
Dec 31, 2021 - Sep 17, 2024
#3-29.81%
Feb 21, 2020 - Dec 31, 2020
-11.89%
Oct 16, 2024 - Jul 3, 2025
#4-24.09%
Nov 23, 2012 - Jan 30, 2015
-10.73%
Aug 29, 2018 - Feb 22, 2019
#5-15.42%
Sep 1, 2010 - Sep 12, 2011
-9.71%
May 21, 2013 - Feb 28, 2014
#6-15.12%
Mar 9, 2004 - Nov 3, 2004
-8.39%
Jul 29, 2016 - May 2, 2017
#7-13.69%
Jul 8, 2016 - Jul 28, 2017
-8.08%
May 18, 2015 - Mar 17, 2016
#8-10.58%
Sep 10, 2018 - Feb 27, 2019
-5.83%
Feb 25, 2026 - Apr 16, 2026
#9-10.37%
Oct 3, 2001 - Aug 29, 2002
-5.05%
Dec 11, 2017 - Jun 11, 2018
#10-8.44%
Oct 7, 2002 - Apr 21, 2003
-4.93%
Oct 27, 2025 - Dec 18, 2025
#11-8.36%
Jun 12, 2003 - Jan 7, 2004
-4.06%
Jun 2, 2026 - Jun 10, 2026
#12-8.23%
Sep 6, 2005 - Jan 5, 2006
-3.70%
Oct 18, 2012 - Dec 31, 2012
#13-8.01%
Dec 7, 2017 - Sep 5, 2018
-3.44%
May 11, 2026 - May 29, 2026
#14-7.98%
Oct 7, 2009 - Jan 29, 2010
-3.04%
Jan 20, 2021 - Mar 12, 2021
#15-7.16%
Feb 2, 2015 - Dec 8, 2015
-3.03%
Nov 5, 2021 - Dec 17, 2021

Correlation

Correlation between NZF and PFXF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (2001 - 2026)

NZF vs PFXF dividend yield comparison.

YearNZFPFXF
20263.78%2.10%
20257.58%6.72%
20246.84%7.82%
20234.51%7.88%
20225.80%6.74%
20214.63%4.66%
20204.74%5.19%
20194.82%5.35%
20186.05%6.56%
20175.86%5.93%
20166.26%5.81%
20155.50%5.99%
20145.32%5.91%
20135.88%6.51%
20125.73%2.56%
20116.39%0.00%
20107.37%0.00%
20096.33%0.00%
20087.81%0.00%
20076.05%0.00%
20065.66%0.00%
20056.38%0.00%
20046.81%0.00%
20036.58%0.00%
20026.65%0.00%
20011.11%0.00%

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