NJV vs SPY
NJV vs SPY
Nuveen New Jersey Municipal Value Fund vs State Street SPDR S&P 500 ETF Trust
Quick Verdict
SPY offers more diversification with 505 holdings.
Lower Fees: TiedHigher Returns: TiedMore Diversified: SPY
Side-by-Side Comparison
| Metric | NJV | SPY | Winner |
|---|---|---|---|
| Expense Ratio | - | 0.09% | |
| AUM | - | $789.1B | |
| Dividend Yield | - | 1.01% | |
| Holdings | 0 | 505 | |
| YTD Return | - | +14.47% | |
| 1Y Return | - | +21.96% | |
| 3Y Return (annualized) | - | +21.70% | |
| 5Y Return (annualized) | - | +13.30% | |
| Volatility (annualized) | - | 15.3% | |
| Max Drawdown | - | -56.5% | |
| Fund Family | Nuveen New Jersey Municipal Value Fund | State Street Investment Management | |
| Category | - | Equity | |
| Inception | - | Jan 22, 1993 |
NJV vs SPY Performance
Nuveen New Jersey Municipal Value Fund (NJV) is a ETF from Nuveen New Jersey Municipal Value Fund and State Street SPDR S&P 500 ETF Trust (SPY) is a ETF from State Street Investment Management.
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