NCB vs SPY
NCB vs SPY
Nuveen California Municipal Value Fund 2 vs State Street SPDR S&P 500 ETF Trust
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Quick Verdict
SPY offers more diversification with 503 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY
Side-by-Side Comparison
| Metric | NCB | SPY | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 0 | 505 | |
| YTD Return | - | +13.79% | |
| 1Y Return | - | +23.66% | |
| 3Y Return (annualized) | - | +21.40% | |
| 5Y Return (annualized) | - | +13.37% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.5% | |
| Fund Family | Nuveen California Municipal Value Fund 2 | State Street Investment Management | |
| Category | - | Equity | |
| Inception | - | Jan 22, 1993 |
NCB vs SPY Performance
Nuveen California Municipal Value Fund 2 (NCB) is a ETF from Nuveen California Municipal Value Fund 2 and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.
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