ENZL vs NULC

Comparison between ISHARES MSCI NEW ZEALAND ETF (ENZL, ETF) and NUVEEN ESG LARGE-CAP ETF (NULC, ETF).

5-Year PerformanceNULC has outperformed ENZL, delivering a return of +10.5% compared to -3.2%

ENZL vs NULC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ENZL(ETF)	NULC(ETF)
Net Assets	$65M	$65M
Expense Ratio	0.50%	0.21%
Max Drawdown	45.06%	34.86%
Sharpe Ratio	0.11	1.15
5Y Beta	0.49	0.95
P/E Ratio	N/A	30.54
Forward P/E	N/A	21.88
PEG Ratio	N/A	0.55
5Y Dividends CAGR	-3.11%	28.20%
5Y EPS CAGR	N/A	24.74%
Debt to Equity	N/A	37.17%
P/S Ratio	N/A	3.47
P/B Ratio	N/A	5.73

Net Assets

ENZL

$65M

NULC

$65M

Expense Ratio

ENZL

0.50%

Winner

NULC

0.21%

Max Drawdown

ENZL

45.06%

Winner

NULC

34.86%

Sharpe Ratio

ENZL

0.11

Winner

NULC

1.15

5Y Beta

Winner

ENZL

0.49

NULC

0.95

P/E Ratio

ENZL

N/A

NULC

30.54

Forward P/E

ENZL

N/A

NULC

21.88

PEG Ratio

ENZL

N/A

NULC

0.55

5Y Dividends CAGR

ENZL

-3.11%

Winner

NULC

28.20%

5Y EPS CAGR

ENZL

N/A

NULC

24.74%

Debt to Equity

ENZL

N/A

NULC

37.17%

P/S Ratio

ENZL

N/A

NULC

3.47

P/B Ratio

ENZL

N/A

NULC

5.73

ENZL vs NULC - Historical Returns

Returns include dividend reinvestment.

Period	ENZL	NULC
1 month	+4.16%	+0.08%
3 months	+7.05%	+6.91%
6 months	+2.05%	+10.48%
1 year	+2.77%	+20.04%
5 years(CAGR)	-3.23%	+10.55%
10 years(CAGR)	+3.46%	N/A
Max(CAGR)	+7.49%	+15.21%

Winner

ENZL

+4.16%

NULC

+0.08%

Winner

ENZL

+7.05%

NULC

+6.91%

ENZL

+2.05%

Winner

NULC

+10.48%

ENZL

+2.77%

Winner

NULC

+20.04%

5Y(CAGR)

ENZL

-3.23%

Winner

NULC

+10.55%

10Y(CAGR)

ENZL

+3.46%

NULC

N/A

Max(CAGR)

ENZL

+7.49%

Winner

NULC

+15.21%

ENZL vs NULC - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	ENZL	NULC
2026	+3.48%	+12.67%
2025	+1.94%	+16.03%
2024	-3.40%	+19.28%
2023	+4.47%	+22.98%
2022	-14.94%	-20.16%
2021	-11.19%	+27.44%
2020	+20.56%	+21.57%
2019	+30.81%	+16.89%
2018	-0.55%	N/A
2017	+23.62%	N/A
2016	+11.90%	N/A
2015	-1.12%	N/A
2014	+13.03%	N/A
2013	+11.01%	N/A
2012	+28.69%	N/A
2011	-0.16%	N/A
2010	+15.08%	N/A

ENZL vs NULC Drawdown Comparison

The maximum drawdown for ENZL was -42.43%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The maximum drawdown for NULC was -34.86%, occurring on Mar 23, 2020. Recovery took 122 trading sessions.

The current ENZL drawdown is -26.42%. The current NULC drawdown is -1.75%.

Rank	ENZL	NULC
#1	-42.43% Jan 7, 2021 - Oct 14, 2022	-34.86% Feb 19, 2020 - Aug 12, 2020
#2	-36.85% Jan 23, 2020 - Jul 21, 2020	-27.85% Nov 8, 2021 - Feb 2, 2024
#3	-23.20% May 2, 2014 - Mar 29, 2016	-18.49% Dec 4, 2024 - Jun 26, 2025
#4	-20.93% Jul 22, 2011 - Sep 7, 2012	-8.91% Jan 29, 2026 - Apr 15, 2026
#5	-17.54% Sep 7, 2016 - Jul 18, 2017	-8.86% Sep 2, 2020 - Nov 9, 2020
#6	-15.35% Apr 30, 2013 - Oct 1, 2013	-8.75% Jul 16, 2024 - Sep 16, 2024
#7	-12.14% Aug 29, 2018 - Feb 13, 2019	-6.24% Mar 28, 2024 - May 21, 2024
#8	-11.11% Nov 4, 2010 - Apr 6, 2011	-5.65% Oct 28, 2025 - Dec 10, 2025
#9	-9.29% Jul 22, 2019 - Nov 29, 2019	-5.57% Jul 24, 2019 - Sep 12, 2019
#10	-8.09% Nov 6, 2013 - Mar 3, 2014	-5.34% Sep 3, 2021 - Oct 21, 2021
#11	-7.85% Aug 28, 2020 - Oct 9, 2020	-5.32% Feb 16, 2021 - Mar 15, 2021
#12	-7.12% Apr 10, 2018 - Jun 8, 2018	-4.92% Jun 2, 2026 - Jul 10, 2026
#13	-6.66% Jun 13, 2018 - Aug 29, 2018	-4.20% Apr 26, 2021 - Jun 4, 2021
#14	-6.31% Feb 1, 2018 - Mar 12, 2018	-3.95% Jan 20, 2021 - Feb 4, 2021
#15	-6.13% Jul 26, 2017 - Dec 18, 2017	-3.72% Sep 12, 2019 - Oct 21, 2019

Correlation

Correlation between ENZL and NULC is -0.16 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.16

-101

Dividend Comparison (2010 - 2026)

ENZL vs NULC dividend yield comparison.

Year	ENZL	NULC
2026	0.94%	0.00%
2025	2.23%	10.17%
2024	2.13%	1.86%
2023	3.00%	1.32%
2022	1.62%	2.37%
2021	2.46%	6.14%
2020	1.66%	4.07%
2019	3.35%	0.77%
2018	3.60%	0.00%
2017	3.69%	0.00%
2016	4.79%	0.00%
2015	4.29%	0.00%
2014	5.15%	0.00%
2013	3.95%	0.00%
2012	4.53%	0.00%
2011	6.59%	0.00%
2010	2.17%	0.00%