HDEF vs NUGO

Comparison between XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF (HDEF, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).

5-Year PerformanceNUGO has outperformed HDEF, delivering a return of +12.6% compared to +12.2%

HDEF vs NUGO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HDEF(ETF)	NUGO(ETF)
Net Assets	$2.30B	$2.40B
Expense Ratio	0.09%	0.50%
Max Drawdown	38.17%	38.01%
Sharpe Ratio	1.17	0.69
5Y Beta	0.39	1.27
P/E Ratio	N/A	34.36
Forward P/E	N/A	26.30
PEG Ratio	N/A	0.27
5Y Dividends CAGR	12.60%	N/A
5Y EPS CAGR	N/A	40.06%
Debt to Equity	N/A	41.05%
P/S Ratio	N/A	9.95
P/B Ratio	N/A	13.35

Net Assets

HDEF

$2.30B

Winner

NUGO

$2.40B

Expense Ratio

Winner

HDEF

0.09%

NUGO

0.50%

Max Drawdown

HDEF

38.17%

Winner

NUGO

38.01%

Sharpe Ratio

Winner

HDEF

1.17

NUGO

0.69

5Y Beta

Winner

HDEF

0.39

NUGO

1.27

P/E Ratio

HDEF

N/A

NUGO

34.36

Forward P/E

HDEF

N/A

NUGO

26.30

PEG Ratio

HDEF

N/A

NUGO

0.27

5Y Dividends CAGR

HDEF

12.60%

NUGO

N/A

5Y EPS CAGR

HDEF

N/A

NUGO

40.06%

Debt to Equity

HDEF

N/A

NUGO

41.05%

P/S Ratio

HDEF

N/A

NUGO

9.95

P/B Ratio

HDEF

N/A

NUGO

13.35

HDEF vs NUGO - Historical Returns

Returns include dividend reinvestment.

Period	HDEF	NUGO
1 month	+3.65%	+0.77%
3 months	+5.36%	+0.52%
6 months	+4.60%	+13.08%
1 year	+18.49%	+16.57%
5 years(CAGR)	+12.21%	+12.64%
10 years(CAGR)	+9.03%	N/A
Max(CAGR)	+8.18%	+12.64%

Winner

HDEF

+3.65%

NUGO

+0.77%

Winner

HDEF

+5.36%

NUGO

+0.52%

HDEF

+4.60%

Winner

NUGO

+13.08%

Winner

HDEF

+18.49%

NUGO

+16.57%

5Y(CAGR)

HDEF

+12.21%

Winner

NUGO

+12.64%

10Y(CAGR)

HDEF

+9.03%

NUGO

N/A

Max(CAGR)

HDEF

+8.18%

Winner

NUGO

+12.64%

HDEF vs NUGO - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	HDEF	NUGO
2026	+13.08%	+8.60%
2025	+33.36%	+14.52%
2024	+3.36%	+37.96%
2023	+17.51%	+46.20%
2022	-3.03%	-33.54%
2021	+6.01%	+7.78%
2020	-2.76%	N/A
2019	+25.44%	N/A
2018	-13.77%	N/A
2017	+9.90%	N/A
2016	+13.43%	N/A
2015	-4.66%	N/A

HDEF vs NUGO Drawdown Comparison

The maximum drawdown for HDEF was -36.42%, occurring on Mar 23, 2020. Recovery took 255 trading sessions.

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

The current NUGO drawdown is -3.22%.

Rank	HDEF	NUGO
#1	-36.42% Jan 2, 2020 - Jan 6, 2021	-38.01% Nov 19, 2021 - Jan 24, 2024
#2	-23.69% Feb 9, 2022 - Apr 6, 2023	-25.12% Dec 16, 2024 - Jul 3, 2025
#3	-17.55% Jan 22, 2018 - Oct 24, 2019	-17.54% Oct 29, 2025 - May 6, 2026
#4	-14.95% Aug 18, 2015 - Aug 10, 2016	-14.99% Jul 10, 2024 - Oct 21, 2024
#5	-11.15% Sep 26, 2024 - Mar 5, 2025	-9.87% Jun 2, 2026 - Aug 13, 2026
#6	-10.60% Mar 18, 2025 - Apr 22, 2025	-7.37% Mar 22, 2024 - May 15, 2024
#7	-9.31% Jun 15, 2021 - Jan 12, 2022	-3.73% Oct 22, 2024 - Nov 6, 2024
#8	-8.79% Jul 26, 2023 - Dec 13, 2023	-3.63% Aug 13, 2026 - Aug 20, 2026
#9	-8.02% Feb 27, 2026 - Jul 17, 2026	-3.59% Feb 9, 2024 - Feb 22, 2024
#10	-6.39% May 8, 2023 - Jun 15, 2023	-3.39% Oct 9, 2025 - Oct 24, 2025
#11	-5.63% Dec 9, 2016 - Jan 10, 2017	-3.23% Aug 12, 2025 - Sep 8, 2025
#12	-5.46% Dec 27, 2023 - Mar 20, 2024	-3.08% Nov 12, 2024 - Dec 2, 2024
#13	-4.72% Jan 8, 2021 - Mar 16, 2021	-3.07% May 14, 2026 - May 28, 2026
#14	-4.35% Nov 2, 2017 - Jan 9, 2018	-2.95% May 28, 2024 - Jun 5, 2024
#15	-4.24% May 17, 2024 - Jul 12, 2024	-2.73% Jan 29, 2024 - Feb 2, 2024

Correlation

Correlation between HDEF and NUGO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2015 - 2026)

HDEF vs NUGO dividend yield comparison.

Year	HDEF	NUGO
2026	2.51%	0.00%
2025	3.88%	0.00%
2024	4.53%	0.00%
2023	4.38%	0.19%
2022	5.41%	0.26%
2021	4.76%	0.00%
2020	3.93%	0.00%
2019	4.20%	0.00%
2018	3.55%	0.00%
2017	3.38%	0.00%
2016	9.52%	0.00%
2015	1.87%	0.00%