CLSM vs NUAG

Comparison between ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF) and NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF).

5-Year PerformanceCLSM has outperformed NUAG, delivering a return of +3.4% compared to +0.4%

CLSM vs NUAG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLSM(ETF)	NUAG(ETF)
Net Assets	$93M	$93M
Expense Ratio	0.82%	0.16%
Max Drawdown	33.55%	25.52%
Sharpe Ratio	1.70	0.39
5Y Beta	0.75	0.07
5Y Dividends CAGR	N/A	5.79%

Net Assets

CLSM

$93M

NUAG

$93M

Expense Ratio

CLSM

0.82%

Winner

NUAG

0.16%

Max Drawdown

CLSM

33.55%

Winner

NUAG

25.52%

Sharpe Ratio

Winner

CLSM

1.70

NUAG

0.39

5Y Beta

CLSM

0.75

Winner

NUAG

0.07

5Y Dividends CAGR

CLSM

N/A

NUAG

5.79%

CLSM vs NUAG - Historical Returns

Returns include dividend reinvestment.

Period	CLSM	NUAG
1 month	+3.25%	-0.04%
3 months	+13.32%	-0.72%
6 months	+14.89%	+0.41%
1 year	+29.52%	+5.21%
5 years(CAGR)	+3.41%	+0.42%
10 years(CAGR)	N/A	+1.67%
Max(CAGR)	+3.41%	+1.67%

Winner

CLSM

+3.25%

NUAG

-0.04%

Winner

CLSM

+13.32%

NUAG

-0.72%

Winner

CLSM

+14.89%

NUAG

+0.41%

Winner

CLSM

+29.52%

NUAG

+5.21%

5Y(CAGR)

Winner

CLSM

+3.41%

NUAG

+0.42%

10Y(CAGR)

CLSM

N/A

NUAG

+1.67%

Max(CAGR)

Winner

CLSM

+3.41%

NUAG

+1.67%

CLSM vs NUAG - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	CLSM	NUAG
2026	+15.30%	+0.34%
2025	+15.26%	+7.32%
2024	+1.42%	+2.57%
2023	+3.95%	+6.94%
2022	-23.96%	-13.34%
2021	+9.10%	-2.21%
2020	N/A	+7.09%
2019	N/A	+9.99%
2018	N/A	-1.43%
2017	N/A	+4.06%
2016	N/A	-2.69%

CLSM vs NUAG Drawdown Comparison

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The maximum drawdown for NUAG was -19.79%, occurring on Oct 24, 2022. Recovery took 1388 trading sessions.

The current CLSM drawdown is -4.55%. The current NUAG drawdown is -1.49%.

Rank	CLSM	NUAG
#1	-27.76% Dec 27, 2021 - Apr 22, 2026	-19.79% Aug 4, 2020 - Feb 12, 2026
#2	-5.24% Sep 2, 2021 - Oct 21, 2021	-11.39% Mar 6, 2020 - Jun 10, 2020
#3	-4.61% Nov 19, 2021 - Dec 27, 2021	-4.12% Sep 28, 2016 - Aug 3, 2017
#4	-4.55% Jun 2, 2026 - Jun 5, 2026	-4.02% Sep 7, 2017 - Mar 8, 2019
#5	-2.26% Jul 14, 2021 - Jul 22, 2021	-2.54% Feb 27, 2026 - Mar 27, 2026
#6	-2.16% Nov 5, 2021 - Nov 19, 2021	-1.89% Sep 4, 2019 - Jan 3, 2020
#7	-1.92% May 14, 2026 - May 26, 2026	-0.86% Jun 15, 2020 - Jul 2, 2020
#8	-1.91% Jul 26, 2021 - Aug 23, 2021	-0.72% Jul 3, 2019 - Aug 1, 2019
#9	-1.05% Apr 24, 2026 - Apr 30, 2026	-0.63% Jun 10, 2020 - Jun 15, 2020
#10	-0.62% Aug 25, 2021 - Aug 27, 2021	-0.56% Feb 3, 2020 - Feb 18, 2020
#11	-0.50% Oct 21, 2021 - Oct 25, 2021	-0.49% Mar 28, 2019 - Apr 26, 2019
#12	-0.46% May 1, 2026 - May 5, 2026	-0.36% Aug 3, 2017 - Aug 17, 2017
#13	-0.40% May 11, 2026 - May 13, 2026	-0.36% Jan 3, 2020 - Jan 15, 2020
#14	-0.19% Apr 22, 2026 - Apr 24, 2026	-0.33% May 15, 2019 - May 24, 2019
#15	-0.16% May 6, 2026 - May 8, 2026	-0.30% Aug 16, 2019 - Aug 26, 2019

Correlation

Correlation between CLSM and NUAG is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2016 - 2026)

CLSM vs NUAG dividend yield comparison.

Year	CLSM	NUAG
2026	0.00%	1.81%
2025	0.90%	4.43%
2024	2.13%	4.44%
2023	2.58%	3.95%
2022	3.17%	3.60%
2021	0.59%	2.27%
2020	0.00%	2.93%
2019	0.00%	3.54%
2018	0.00%	3.79%
2017	0.00%	3.38%
2016	0.00%	0.48%