EUFN vs NEA

Comparison between ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceEUFN has outperformed NEA, delivering a return of +18.3% compared to +0.4%

EUFN vs NEA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUFN(ETF)	NEA(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.49%	N/A
Max Drawdown	59.14%	48.25%
Sharpe Ratio	1.27	0.91
5Y Beta	0.81	0.23
5Y Dividends CAGR	33.53%	5.60%

Net Assets

EUFN

$3.40B

NEA

$3.40B

Expense Ratio

EUFN

0.49%

NEA

N/A

Max Drawdown

EUFN

59.14%

Winner

NEA

48.25%

Sharpe Ratio

Winner

EUFN

1.27

NEA

0.91

5Y Beta

EUFN

0.81

Winner

NEA

0.23

5Y Dividends CAGR

Winner

EUFN

33.53%

NEA

5.60%

EUFN vs NEA - Historical Returns

Returns include dividend reinvestment.

Period	EUFN	NEA
1 month	+2.37%	+1.64%
3 months	-1.81%	+0.73%
6 months	+13.08%	+5.01%
1 year	+29.87%	+13.91%
5 years(CAGR)	+18.33%	+0.39%
10 years(CAGR)	+12.57%	+3.04%
Max(CAGR)	+7.10%	+4.59%

Winner

EUFN

+2.37%

NEA

+1.64%

EUFN

-1.81%

Winner

NEA

+0.73%

Winner

EUFN

+13.08%

NEA

+5.01%

Winner

EUFN

+29.87%

NEA

+13.91%

5Y(CAGR)

Winner

EUFN

+18.33%

NEA

+0.39%

10Y(CAGR)

Winner

EUFN

+12.57%

NEA

+3.04%

Max(CAGR)

Winner

EUFN

+7.10%

NEA

+4.59%

EUFN vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	EUFN	NEA
2026	+1.39%	+2.27%
2025	+67.60%	+10.42%
2024	+18.14%	+9.00%
2023	+24.26%	-0.58%
2022	-9.61%	-23.00%
2021	+19.77%	+8.45%
2020	-9.99%	+10.47%
2019	+21.29%	+20.56%
2018	-23.77%	-5.87%
2017	+24.49%	+9.35%
2016	-0.66%	+1.99%
2015	-4.80%	+6.25%
2014	-7.21%	+21.40%
2013	+26.80%	-16.42%
2012	+31.10%	+6.78%
2011	-27.56%	+17.35%
2010	-3.91%	+1.80%
2009	N/A	+34.36%
2008	N/A	-24.81%
2007	N/A	+5.52%
2006	N/A	+11.55%
2005	N/A	+4.15%
2004	N/A	-4.83%
2003	N/A	+8.59%
2002	N/A	+0.07%

EUFN vs NEA Drawdown Comparison

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current EUFN drawdown is -2.11%. The current NEA drawdown is -4.75%.

Rank	EUFN	NEA
#1	-53.26% Jan 26, 2018 - Dec 1, 2023	-43.81% Feb 12, 2008 - Sep 21, 2009
#2	-43.38% Apr 29, 2011 - Sep 18, 2013	-36.56% Sep 15, 2021 - Oct 23, 2023
#3	-39.47% Jun 6, 2014 - Aug 1, 2017	-25.03% Mar 6, 2020 - Aug 10, 2020
#4	-27.21% Apr 13, 2010 - Nov 4, 2010	-23.18% Nov 30, 2012 - Jan 7, 2015
#5	-17.18% Nov 4, 2010 - Feb 1, 2011	-18.08% Sep 10, 2010 - Dec 2, 2011
#6	-15.95% Mar 18, 2025 - Apr 24, 2025	-16.44% Mar 5, 2004 - Jun 29, 2005
#7	-14.77% Feb 2, 2026 - Apr 17, 2026	-12.37% Jul 8, 2016 - Mar 7, 2019
#8	-11.87% Feb 17, 2011 - Apr 27, 2011	-12.29% Feb 12, 2007 - Jan 15, 2008
#9	-9.82% Jan 15, 2014 - Jun 5, 2014	-10.90% Jul 28, 2005 - Jul 12, 2006
#10	-9.16% Feb 3, 2010 - Mar 19, 2010	-10.61% Jul 14, 2003 - Dec 31, 2003
#11	-8.12% Jun 3, 2024 - Aug 19, 2024	-9.23% Feb 2, 2015 - Dec 24, 2015
#12	-6.88% Sep 26, 2024 - Jan 21, 2025	-9.15% Oct 7, 2009 - Feb 2, 2010
#13	-6.81% Nov 12, 2025 - Dec 10, 2025	-6.54% Mar 12, 2012 - May 16, 2012
#14	-6.20% Oct 22, 2013 - Dec 26, 2013	-4.92% Jan 27, 2021 - Apr 13, 2021
#15	-5.94% Aug 7, 2017 - Jan 2, 2018	-4.73% Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between EUFN and NEA is 0.55 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.55

-101

Dividend Comparison (2003 - 2026)

EUFN vs NEA dividend yield comparison.

Year	EUFN	NEA
2026	0.00%	2.34%
2025	3.57%	7.36%
2024	5.36%	6.63%
2023	5.00%	3.95%
2022	4.24%	5.49%
2021	4.15%	4.50%
2020	1.38%	4.45%
2019	4.55%	4.46%
2018	6.48%	5.40%
2017	3.04%	5.33%
2016	4.03%	5.70%
2015	3.65%	5.71%
2014	3.35%	5.95%
2013	1.59%	6.24%
2012	2.91%	5.65%
2011	3.88%	5.64%
2010	1.80%	6.09%
2009	0.00%	5.37%
2008	0.00%	6.81%
2007	0.00%	4.93%
2006	0.00%	5.10%
2005	0.00%	5.93%
2004	0.00%	6.81%
2003	0.00%	6.11%