NMI vs TYLG

NMI vs TYLG
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Quick Verdict

TYLG has a lower expense ratio. TYLG delivered stronger 1-year returns. NMI offers more diversification with 220 holdings.

Lower Fees: TYLGHigher Returns: TYLGMore Diversified: NMI

Side-by-Side Comparison

MetricNMITYLGWinner
Expense Ratio0.73%0.60%
AUM-$15M
Dividend Yield4.65%8.89%
Holdings22078
YTD Return+7.43%+21.18%
1Y Return+11.77%+35.64%
3Y Return (annualized)+8.45%+23.66%
5Y Return (annualized)+1.49%-
Volatility (annualized)11.0%15.8%
Max Drawdown-34.4%-24.5%
Fund FamilyNuveenGlobal X by mirae Asset
CategoryTax PreferredAlternative
InceptionApr 20, 1988Nov 21, 2022

NMI vs TYLG Performance

Nuveen Municipal Income Fund Inc. (NMI) is a ETF from Nuveen and Global X Information Technology Covered Call & Growth ETF (TYLG) is a ETF from Global X by mirae Asset. Over the past year NMI returned +11.77% while TYLG returned +35.64%. Year to date, NMI is up 7.43% versus a gain of 21.18% for TYLG.

Over three years, NMI compounded at +8.45% per year against +23.66% for TYLG. Across the full 4-year window we track, TYLG has the edge at +25.12% annualized vs +0.27%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

TYLG has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 11.0% for NMI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -34.4% for NMI and -24.5% for TYLG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.29. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NMI charges 0.73% per year while TYLG charges 0.60%. On a $10,000 position that is $73 vs $60 annually, a gap of $13 per year that compounds over a long holding period. On income, NMI currently yields 4.65% against 8.89% for TYLG.

Holdings Overlap

0.0%overlap

NMI and TYLG share 0 holdings out of 169 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, NMI or TYLG?

NMI has an expense ratio of 0.73% while TYLG charges 0.60%. TYLG is the cheaper option. On a $10,000 investment, that is $13 per year of difference.

Which performed better, NMI or TYLG?

Over the past year NMI returned +11.77% vs +35.64% for TYLG, so TYLG leads on 1-year performance. Over the longest common window we track (4 years), NMI annualized +0.27% vs +25.12% for TYLG. Past performance does not guarantee future results.

Which is riskier, NMI or TYLG?

TYLG has been the more volatile fund at 15.8% annualized versus 11.0% for NMI. Worst drawdown: NMI -34.4% vs TYLG -24.5%.

Should I hold both NMI and TYLG?

NMI and TYLG have a monthly-return correlation of 0.29, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NMI and TYLG?

NMI and TYLG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 169 unique securities.

Which pays a higher dividend, NMI or TYLG?

NMI yields 4.65% while TYLG yields 8.89%, so TYLG currently pays the higher dividend yield.

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