AGOX vs NUEM
Comparison between ADAPTIVE ALPHA OPPORTUNITIES ETF (AGOX, ETF) and NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF).
5-Year PerformanceAGOX has outperformed NUEM, delivering a return of +8.7% compared to +7.4%
AGOX vs NUEM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AGOX
$373M
NUEM
$373M
Expense Ratio
AGOX
1.33%
Winner
NUEM
0.36%
Max Drawdown
Winner
AGOX
30.21%
NUEM
40.93%
Sharpe Ratio
AGOX
0.81
Winner
NUEM
1.05
5Y Beta
AGOX
0.98
Winner
NUEM
0.82
5Y Dividends CAGR
AGOX
N/A
NUEM
13.82%
AGOX vs NUEM - Holdings Comparison
AGOX and NUEM have 1 common holdings. Overlap is -3.87%
AGOX's top 25 holdings weight is 90.80%. NUEM's top 25 holdings weight is 57.92%.
| Rank | AGOX | NUEM |
|---|---|---|
| #1 | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 11.03% | n/a (n/a) - 16.71% |
| #2 | INVESCO QQQ TRUST (QQQ) - 8.38% | SK HYNIX INC (n/a) - 7.23% |
| #3 | INTUIT INC (INTU) - 6.62% | TENCENT HOLDINGS LTD (n/a) - 3.34% |
| #4 | FIDELITY INV MM GOVERNMENT I (FIGXX) - 6.38% | DELTA ELECTRONICS INC (n/a) - 2.09% |
| #5 | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 5.79% | SK SQUARE (n/a) - 2.05% |
| #6 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 4.56% | UNITED MICROELECTRONICS CORP (n/a) - 2.04% |
| #7 | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 4.33% | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.96% |
| #8 | SPDR® GOLD SHARES (GLD) - 3.58% | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.85% |
| #9 | WDC 270115C0027000 (n/a) - 3.55% | LENOVO GROUP LTD (n/a) - 1.83% |
| #10 | SMH 260918C0053000 (n/a) - 3.20% | n/a (n/a) - 1.62% |
| #11 | SMH 260717C0039500 (n/a) - 2.97% | AXIS BANK LTD (n/a) - 1.56% |
| #12 | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.85% | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 1.54% |
| #13 | NVIDIA CORP (NVDA) - 2.76% | n/a (n/a) - 1.32% |
| #14 | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 2.50% | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.24% |
| #15 | SMH 260918C0057000 (n/a) - 2.47% | KING SLIDE WORKS CO LTD (n/a) - 1.20% |
| #16 | QQQ 260821C0064000 (n/a) - 2.47% | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.15% |
| #17 | HOWMET AEROSPACE INC (HWM) - 2.43% | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.12% |
| #18 | QQQ 260918P0074500 (n/a) - 2.16% | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.11% |
| #19 | SMH 260618C0038500 (n/a) - 2.12% | MAHINDRA & MAHINDRA LTD (n/a) - 1.10% |
| #20 | SMH 260717C0046500 (n/a) - 2.10% | SAUDI ARABIAN MINING CO (n/a) - 1.10% |
| #21 | ISHARES MSCI EAFE VALUE ETF (EFV) - 1.98% | SAMSUNG SDI CO LTD (n/a) - 1.04% |
| #22 | QQQ 261218C0070500 (n/a) - 1.85% | KB FINANCIAL GROUP INC (n/a) - 1.02% |
| #23 | INTU 260626P0040000 (n/a) - 1.68% | PHARMAESSENTIA CORP (n/a) - 0.98% |
| #24 | EWY 260618C0014500 (n/a) - 1.56% | HCL TECHNOLOGIES LTD (n/a) - 0.89% |
| #25 | VANGUARD FTSE EUROPE ETF (VGK) - 1.48% | NASPERS LTD CLASS N (n/a) - 0.83% |
| Total Holdings | 271 | 184 |
AGOX vs NUEM - Historical Returns
Returns include dividend reinvestment.
1M
AGOX
+1.67%
Winner
NUEM
+3.25%
3M
AGOX
+1.34%
Winner
NUEM
+3.65%
6M
Winner
AGOX
+15.32%
NUEM
+6.14%
1Y
AGOX
+19.57%
Winner
NUEM
+28.50%
5Y(CAGR)
Winner
AGOX
+8.66%
NUEM
+7.38%
10Y(CAGR)
AGOX
N/A
NUEM
+7.95%
Max(CAGR)
Winner
AGOX
+9.09%
NUEM
+7.95%
AGOX vs NUEM - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | AGOX | NUEM |
|---|---|---|
| 2026 | +17.76% | +15.73% |
| 2025 | +7.02% | +27.43% |
| 2024 | +16.55% | +11.06% |
| 2023 | +19.27% | +7.59% |
| 2022 | -19.09% | -20.03% |
| 2021 | +9.84% | -2.11% |
| 2020 | N/A | +22.57% |
| 2019 | N/A | +16.19% |
| 2018 | N/A | -18.67% |
| 2017 | N/A | +18.50% |
AGOX vs NUEM Drawdown Comparison
The maximum drawdown for AGOX was -26.92%, occurring on Oct 14, 2022. Recovery took 578 trading sessions.
The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The current AGOX drawdown is -4.11%. The current NUEM drawdown is -4.53%.
| Rank | AGOX | NUEM |
|---|---|---|
| #1 | -26.92% Nov 16, 2021 - Mar 7, 2024 | -39.48% Feb 17, 2021 - Sep 11, 2025 |
| #2 | -21.15% Jan 23, 2025 - Jun 30, 2025 | -38.45% Jan 25, 2018 - Nov 4, 2020 |
| #3 | -15.36% Oct 28, 2025 - Apr 15, 2026 | -12.91% Jun 22, 2026 - Jul 29, 2026 |
| #4 | -8.86% Aug 19, 2024 - Oct 14, 2024 | -11.56% Feb 25, 2026 - Apr 17, 2026 |
| #5 | -8.25% Mar 7, 2024 - May 24, 2024 | -6.98% Jun 2, 2026 - Jun 15, 2026 |
| #6 | -8.17% Jun 15, 2026 - Jul 27, 2026 | -6.57% May 8, 2026 - May 29, 2026 |
| #7 | -8.15% Jul 10, 2024 - Aug 15, 2024 | -6.33% Jan 25, 2021 - Feb 9, 2021 |
| #8 | -6.73% Dec 4, 2024 - Jan 22, 2025 | -4.81% Oct 29, 2025 - Jan 2, 2026 |
| #9 | -6.18% Oct 14, 2024 - Dec 2, 2024 | -4.23% Oct 8, 2025 - Oct 15, 2025 |
| #10 | -4.83% Jul 2, 2021 - Jul 29, 2021 | -4.17% Nov 21, 2017 - Dec 22, 2017 |
| #11 | -4.61% Sep 2, 2021 - Oct 19, 2021 | -3.77% Jan 28, 2026 - Feb 11, 2026 |
| #12 | -3.62% May 14, 2026 - Jun 1, 2026 | -2.82% Sep 18, 2017 - Oct 5, 2017 |
| #13 | -3.44% Aug 11, 2021 - Aug 25, 2021 | -2.61% Nov 27, 2020 - Dec 3, 2020 |
| #14 | -3.08% May 28, 2024 - Jun 12, 2024 | -2.50% Nov 9, 2020 - Nov 20, 2020 |
| #15 | -2.97% Jun 2, 2026 - Jun 15, 2026 | -1.99% Dec 17, 2020 - Dec 29, 2020 |
Correlation
Correlation between AGOX and NUEM is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2025)
AGOX vs NUEM dividend yield comparison.
| Year | AGOX | NUEM |
|---|---|---|
| 2025 | 3.23% | 3.58% |
| 2024 | 3.94% | 1.95% |
| 2023 | 0.27% | 2.37% |
| 2022 | 0.20% | 1.90% |
| 2021 | 6.36% | 2.45% |
| 2020 | 0.00% | 1.26% |
| 2019 | 0.00% | 1.98% |
| 2018 | 0.00% | 2.05% |
| 2017 | 0.00% | 0.62% |
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