NSBRX vs. DVY
Compare and contrast key facts about Nuveen Dividend Growth Fund (NSBRX) and iShares Select Dividend ETF (DVY).
NSBRX is managed by Nuveen. It was launched on Mar 28, 2006. DVY is a passively managed fund by iShares that tracks the performance of the Dow Jones U.S. Select Dividend Index. It was launched on Nov 3, 2003.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NSBRX or DVY.
Correlation
The correlation between NSBRX and DVY is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NSBRX vs. DVY - Performance Comparison
Key characteristics
NSBRX:
1.88
DVY:
1.75
NSBRX:
2.53
DVY:
2.42
NSBRX:
1.34
DVY:
1.31
NSBRX:
4.06
DVY:
2.31
NSBRX:
11.47
DVY:
6.90
NSBRX:
1.67%
DVY:
3.17%
NSBRX:
10.12%
DVY:
12.34%
NSBRX:
-45.14%
DVY:
-62.59%
NSBRX:
-0.11%
DVY:
-4.43%
Returns By Period
In the year-to-date period, NSBRX achieves a 3.85% return, which is significantly higher than DVY's 3.39% return. Over the past 10 years, NSBRX has outperformed DVY with an annualized return of 11.11%, while DVY has yielded a comparatively lower 9.29% annualized return.
NSBRX
3.85%
4.40%
7.03%
20.22%
11.33%
11.11%
DVY
3.39%
3.52%
7.84%
23.69%
9.08%
9.29%
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NSBRX vs. DVY - Expense Ratio Comparison
NSBRX has a 0.67% expense ratio, which is higher than DVY's 0.39% expense ratio.
Risk-Adjusted Performance
NSBRX vs. DVY — Risk-Adjusted Performance Rank
NSBRX
DVY
NSBRX vs. DVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth Fund (NSBRX) and iShares Select Dividend ETF (DVY). 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.
Dividends
NSBRX vs. DVY - Dividend Comparison
NSBRX's dividend yield for the trailing twelve months is around 6.57%, more than DVY's 3.53% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NSBRX Nuveen Dividend Growth Fund | 6.57% | 6.82% | 3.01% | 3.58% | 3.67% | 4.68% | 8.72% | 7.32% | 4.57% | 1.75% | 6.24% | 4.65% |
DVY iShares Select Dividend ETF | 3.53% | 3.65% | 3.82% | 3.43% | 3.12% | 3.66% | 3.41% | 3.58% | 3.00% | 3.04% | 3.45% | 3.03% |
Drawdowns
NSBRX vs. DVY - Drawdown Comparison
The maximum NSBRX drawdown since its inception was -45.14%, smaller than the maximum DVY drawdown of -62.59%. Use the drawdown chart below to compare losses from any high point for NSBRX and DVY. For additional features, visit the drawdowns tool.
Volatility
NSBRX vs. DVY - Volatility Comparison
The current volatility for Nuveen Dividend Growth Fund (NSBRX) is 2.68%, while iShares Select Dividend ETF (DVY) has a volatility of 3.37%. This indicates that NSBRX experiences smaller price fluctuations and is considered to be less risky than DVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.