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EQWL vs NAD

Comparison between INVESCO S&P 100 EQUAL WEIGHT ETF (EQWL, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).

5-Year PerformanceEQWL has outperformed NAD, delivering a return of +12.4% compared to -0.5%

EQWL vs NAD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
EQWL
$2.70B
NAD
$2.70B
Expense Ratio
EQWL
0.25%
NAD
N/A
Max Drawdown
Winner
EQWL
50.05%
NAD
51.92%
Sharpe Ratio
Winner
EQWL
1.70
NAD
0.84
5Y Beta
EQWL
0.76
Winner
NAD
0.23
P/E Ratio
EQWL
23.15
NAD
N/A
Forward P/E
EQWL
18.20
NAD
N/A
PEG Ratio
EQWL
0.46
NAD
N/A
5Y Dividends CAGR
Winner
EQWL
8.26%
NAD
5.50%
5Y EPS CAGR
EQWL
13.97%
NAD
N/A
Debt to Equity
EQWL
54.75%
NAD
N/A
P/S Ratio
EQWL
2.77
NAD
N/A
P/B Ratio
EQWL
4.28
NAD
N/A

EQWL vs NAD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
EQWL
+2.49%
NAD
-0.41%
3M
Winner
EQWL
+8.42%
NAD
+1.80%
6M
Winner
EQWL
+10.06%
NAD
+1.14%
1Y
Winner
EQWL
+24.25%
NAD
+12.92%
5Y(CAGR)
Winner
EQWL
+12.38%
NAD
-0.45%
10Y(CAGR)
Winner
EQWL
+14.65%
NAD
+2.60%
Max(CAGR)
Winner
EQWL
+10.92%
NAD
+5.41%

EQWL vs NAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearEQWLNAD
2026+14.06%+2.99%
2025+17.96%+9.76%
2024+18.86%+8.94%
2023+19.22%-0.28%
2022-11.98%-22.45%
2021+29.98%+10.21%
2020+13.02%+10.73%
2019+29.24%+20.11%
2018-6.49%-5.76%
2017+23.46%+5.98%
2016+15.52%+2.05%
2015-1.56%+7.80%
2014+16.02%+19.78%
2013+32.97%-15.11%
2012+10.13%+12.07%
2011+2.17%+21.18%
2010+12.49%+1.99%
2009+16.54%+38.25%
2008-32.23%-21.38%
2007+10.04%-10.97%
2006+2.55%+13.53%
2005N/A+4.63%
2004N/A+2.48%
2003N/A+11.63%
2002N/A+9.42%
2001N/A+7.43%
2000N/A+15.65%
1999N/A-11.78%

EQWL vs NAD Drawdown Comparison

The maximum drawdown for EQWL was -49.37%, occurring on Mar 9, 2009. Recovery took 1114 trading sessions.

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The current NAD drawdown is -3.08%.

RankEQWLNAD
#1-49.37%
Oct 12, 2007 - Mar 15, 2012
-44.61%
Jan 22, 2007 - Sep 8, 2009
#2-34.29%
Feb 12, 2020 - Sep 2, 2020
-35.57%
Sep 15, 2021 - Oct 25, 2023
#3-23.00%
Jan 4, 2022 - Dec 11, 2023
-25.39%
Mar 6, 2020 - Nov 16, 2020
#4-18.06%
Sep 21, 2018 - Apr 8, 2019
-21.47%
Nov 30, 2012 - Dec 4, 2014
#5-16.08%
May 20, 2015 - Jun 6, 2016
-18.90%
Sep 1, 2010 - Nov 22, 2011
#6-14.96%
Feb 19, 2025 - Jun 10, 2025
-17.47%
Mar 9, 2004 - Jun 7, 2005
#7-10.33%
Jul 19, 2007 - Oct 1, 2007
-15.78%
Nov 2, 1999 - Dec 8, 2000
#8-10.13%
Jan 26, 2018 - Aug 27, 2018
-15.38%
Aug 12, 2016 - May 13, 2019
#9-8.62%
Sep 19, 2014 - Nov 5, 2014
-10.12%
Jun 17, 2003 - Jan 7, 2004
#10-7.86%
Sep 2, 2020 - Nov 9, 2020
-9.48%
Nov 6, 2001 - Jun 7, 2002
#11-7.77%
Feb 6, 2026 - Apr 30, 2026
-9.39%
Oct 4, 2002 - May 1, 2003
#12-7.58%
May 1, 2012 - Jul 19, 2012
-8.80%
Sep 9, 2005 - Aug 17, 2006
#13-7.41%
Oct 18, 2012 - Jan 3, 2013
-8.02%
Oct 8, 2009 - Feb 1, 2010
#14-6.82%
Apr 30, 2019 - Jun 20, 2019
-6.14%
Jan 30, 2015 - Nov 3, 2015
#15-6.52%
Jan 15, 2014 - Mar 4, 2014
-5.87%
Mar 1, 2012 - May 3, 2012

Correlation

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

0.86
-101

Dividend Comparison (2000 - 2026)

EQWL vs NAD dividend yield comparison.

YearEQWLNAD
20260.78%4.15%
20251.67%7.37%
20241.86%6.63%
20231.97%4.13%
20222.12%5.58%
20211.65%4.43%
20202.01%4.41%
20192.04%4.40%
20182.23%5.37%
20171.27%5.42%
20162.01%6.05%
20152.03%5.96%
20141.74%6.20%
20131.61%7.10%
20122.52%5.43%
20112.18%6.07%
20101.52%7.07%
20091.42%6.27%
20081.48%7.76%
20070.92%5.99%
20060.08%5.41%
20050.00%6.70%
20040.00%6.90%
20030.00%6.47%
20020.00%6.35%
20010.00%6.14%
20000.00%2.50%

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