NDVG vs. FXAIX

In the year-to-date period, NDVG achieves a 0.97% return, which is significantly higher than FXAIX's -0.22% return.

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NDVG has a 0.64% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current NDVG Sharpe Ratio is 0.79, which is comparable to the FXAIX Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of NDVG and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NDVG has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.27%.

The maximum NDVG drawdown since its inception was -19.71%, smaller than the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for NDVG and FXAIX. For additional features, visit the drawdowns tool.

The current volatility for Nuveen Dividend Growth ETF (NDVG) is 5.21%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 6.30%. This indicates that NDVG experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.