EVUS vs NAN

Comparison between ISHARES ESG AWARE MSCI USA VALUE ETF (EVUS, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

EVUS vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EVUS(ETF)	NAN(ETF)
Net Assets	$365M	$366M
Expense Ratio	0.18%	N/A
Max Drawdown	16.43%	52.20%
Sharpe Ratio	1.65	0.67
5Y Beta	0.70	0.16
P/E Ratio	22.59	N/A
Forward P/E	17.12	N/A
PEG Ratio	-1.58	N/A
5Y Dividends CAGR	N/A	8.17%
5Y EPS CAGR	13.02%	N/A
Debt to Equity	101.62%	N/A
P/S Ratio	2.38	N/A
P/B Ratio	3.71	N/A

Net Assets

EVUS

$365M

Winner

NAN

$366M

Expense Ratio

EVUS

0.18%

NAN

N/A

Max Drawdown

Winner

EVUS

16.43%

NAN

52.20%

Sharpe Ratio

Winner

EVUS

1.65

NAN

0.67

5Y Beta

EVUS

0.70

Winner

NAN

0.16

P/E Ratio

EVUS

22.59

NAN

N/A

Forward P/E

EVUS

17.12

NAN

N/A

PEG Ratio

EVUS

-1.58

NAN

N/A

5Y Dividends CAGR

EVUS

N/A

NAN

8.17%

5Y EPS CAGR

EVUS

13.02%

NAN

N/A

Debt to Equity

EVUS

101.62%

NAN

N/A

P/S Ratio

EVUS

2.38

NAN

N/A

P/B Ratio

EVUS

3.71

NAN

N/A

EVUS vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	EVUS	NAN
1 month	+4.38%	-1.91%
3 months	+6.79%	-0.93%
6 months	+11.41%	-1.49%
1 year	+21.99%	+8.09%
5 years(CAGR)	N/A	-0.84%
10 years(CAGR)	N/A	+1.82%
Max(CAGR)	+13.45%	+4.84%

Winner

EVUS

+4.38%

NAN

-1.91%

Winner

EVUS

+6.79%

NAN

-0.93%

Winner

EVUS

+11.41%

NAN

-1.49%

Winner

EVUS

+21.99%

NAN

+8.09%

5Y(CAGR)

EVUS

N/A

NAN

-0.84%

10Y(CAGR)

EVUS

N/A

NAN

+1.82%

Max(CAGR)

Winner

EVUS

+13.45%

NAN

+4.84%

EVUS vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EVUS	NAN
2026	+16.24%	+1.87%
2025	+13.46%	+5.91%
2024	+13.75%	+10.20%
2023	+3.47%	+7.05%
2022	N/A	-23.18%
2021	N/A	+8.93%
2020	N/A	+3.55%
2019	N/A	+19.54%
2018	N/A	-7.08%
2017	N/A	+8.29%
2016	N/A	+0.31%
2015	N/A	+11.41%
2014	N/A	+12.81%
2013	N/A	-13.50%
2012	N/A	+12.99%
2011	N/A	+16.03%
2010	N/A	+5.40%
2009	N/A	+36.13%
2008	N/A	-25.46%
2007	N/A	-9.86%
2006	N/A	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

EVUS vs NAN Drawdown Comparison

The maximum drawdown for EVUS was -15.65%, occurring on Apr 8, 2025. Recovery took 174 trading sessions.

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current EVUS drawdown is -0.51%. The current NAN drawdown is -5.78%.

Rank	EVUS	NAN
#1	-15.65% Nov 29, 2024 - Aug 13, 2025	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-11.17% Jul 31, 2023 - Dec 13, 2023	-34.64% Aug 18, 2021 - Jun 22, 2026
#3	-9.40% Feb 2, 2023 - Jul 21, 2023	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-7.72% Feb 9, 2026 - Apr 17, 2026	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-5.44% Mar 28, 2024 - Jul 11, 2024	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-4.89% Jul 31, 2024 - Aug 19, 2024	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-4.41% Oct 27, 2025 - Dec 4, 2025	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-3.51% Oct 16, 2024 - Nov 6, 2024	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-3.11% Aug 30, 2024 - Sep 16, 2024	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-2.56% Oct 3, 2025 - Oct 20, 2025	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	-2.30% Jun 4, 2026 - Jul 1, 2026	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	-2.05% Jul 17, 2024 - Jul 30, 2024	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	-1.96% Jan 8, 2024 - Jan 25, 2024	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	-1.75% Jan 15, 2026 - Jan 22, 2026	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	-1.72% Nov 11, 2024 - Nov 22, 2024	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

Correlation between EVUS and NAN is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95

-101

Dividend Comparison (2000 - 2026)

EVUS vs NAN dividend yield comparison.

Year	EVUS	NAN
2026	0.70%	5.15%
2025	1.62%	7.67%
2024	1.99%	6.45%
2023	2.31%	4.12%
2022	0.00%	5.27%
2021	0.00%	4.15%
2020	0.00%	4.30%
2019	0.00%	4.06%
2018	0.00%	4.79%
2017	0.00%	5.13%
2016	0.00%	5.74%
2015	0.00%	5.54%
2014	0.00%	5.59%
2013	0.00%	5.96%
2012	0.00%	4.92%
2011	0.00%	5.10%
2010	0.00%	6.36%
2009	0.00%	5.62%
2008	0.00%	8.34%
2007	0.00%	6.03%
2006	0.00%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%