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NHYM vs. FOVL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NHYM vs. FOVL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen High Yield Municipal Income ETF (NHYM) and iShares Focused Value Factor ETF (FOVL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


NHYM

1D
-0.10%
1M
1.47%
YTD
2.69%
6M
2.75%
1Y
7.77%
3Y*
5Y*
10Y*

FOVL

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NHYM vs. FOVL - Yearly Performance Comparison


Correlation

The correlation between NHYM and FOVL is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.16

Correlation (All Time)
Calculated using the full available price history since Jan 23, 2025

-0.03

The correlation between NHYM and FOVL shifts across timeframes, from -0.16 (1 year) to -0.03 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

NHYM vs. FOVL — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NHYM
NHYM Risk / Return Rank: 6363
Overall Rank
NHYM Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
NHYM Sortino Ratio Rank: 6969
Sortino Ratio Rank
NHYM Omega Ratio Rank: 7171
Omega Ratio Rank
NHYM Calmar Ratio Rank: 6262
Calmar Ratio Rank
NHYM Martin Ratio Rank: 5252
Martin Ratio Rank

FOVL

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NHYM vs. FOVL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen High Yield Municipal Income ETF (NHYM) and iShares Focused Value Factor ETF (FOVL). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


NHYMFOVLDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.38

Calmar ratioReturn relative to maximum drawdown

2.82

Martin ratioReturn relative to average drawdown

8.26

NHYM vs. FOVL - Sharpe Ratio Comparison


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Drawdowns

NHYM vs. FOVL - Drawdown Comparison


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Drawdown Indicators


NHYMFOVLDifference

Max Drawdown

Largest peak-to-trough decline

-6.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.77%

Current Drawdown

Current decline from peak

-0.32%

Average Drawdown

Average peak-to-trough decline

-1.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.94%

Volatility

NHYM vs. FOVL - Volatility Comparison


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Volatility by Period


NHYMFOVLDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.99%

Volatility (6M)

Calculated over the trailing 6-month period

2.65%

Volatility (1Y)

Calculated over the trailing 1-year period

4.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.83%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.83%

NHYM vs. FOVL - Expense Ratio Comparison

NHYM has a 0.35% expense ratio, which is higher than FOVL's 0.25% expense ratio.


Dividends

NHYM vs. FOVL - Dividend Comparison

NHYM's dividend yield for the trailing twelve months is around 4.53%, while FOVL has not paid dividends to shareholders.


PositionTTM2025202420232022202120202019
FOVL
iShares Focused Value Factor ETF
0.00%1.36%2.08%2.59%3.38%2.80%2.88%2.09%
NHYM
Nuveen High Yield Municipal Income ETF
4.53%4.06%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


NHYM and FOVL have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, FOVL is cheaper at 0.25% per year. The better choice depends on whether you care most about return, fees, risk, or income.

FOVL is cheaper with a 0.25% expense ratio, compared with 0.35% for NHYM.

NHYM has the higher dividend yield at 4.53%, compared with 0.00% for FOVL.

NHYM is categorized as High Yield Muni, while FOVL is Mid Cap Value Equities. They also come from different issuers: Nuveen and iShares. Their fees differ too: 0.35% for NHYM and 0.25% for FOVL.

Portfolio Optimizer

Find the right allocation for NHYM and FOVL

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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