HYMB vs NAD

Comparison between SPDR(R) NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF (HYMB, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).

5-Year PerformanceNAD has outperformed HYMB, delivering a return of +0.6% compared to +0.6%

HYMB vs NAD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HYMB(ETF)	NAD(ETF)
Net Assets	$2.80B	$2.80B
Expense Ratio	0.35%	N/A
Max Drawdown	29.76%	51.92%
Sharpe Ratio	0.73	0.86
5Y Beta	0.04	0.22
5Y Dividends CAGR	3.72%	6.06%

Net Assets

HYMB

$2.80B

NAD

$2.80B

Expense Ratio

HYMB

0.35%

NAD

N/A

Max Drawdown

Winner

HYMB

29.76%

NAD

51.92%

Sharpe Ratio

HYMB

0.73

Winner

NAD

0.86

5Y Beta

Winner

HYMB

0.04

NAD

0.22

5Y Dividends CAGR

HYMB

3.72%

Winner

NAD

6.06%

HYMB vs NAD - Historical Returns

Returns include dividend reinvestment.

Period	HYMB	NAD
1 month	+0.83%	+1.45%
3 months	+1.23%	-0.23%
6 months	+2.44%	+4.80%
1 year	+7.05%	+12.84%
5 years(CAGR)	+0.56%	+0.58%
10 years(CAGR)	+2.48%	+2.72%
Max(CAGR)	+4.40%	+5.41%

HYMB

+0.83%

Winner

NAD

+1.45%

Winner

HYMB

+1.23%

NAD

-0.23%

HYMB

+2.44%

Winner

NAD

+4.80%

HYMB

+7.05%

Winner

NAD

+12.84%

5Y(CAGR)

HYMB

+0.56%

Winner

NAD

+0.58%

10Y(CAGR)

HYMB

+2.48%

Winner

NAD

+2.72%

Max(CAGR)

HYMB

+4.40%

Winner

NAD

+5.41%

HYMB vs NAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HYMB	NAD
2026	+2.27%	+1.69%
2025	+1.88%	+9.76%
2024	+6.23%	+8.94%
2023	+7.95%	-0.28%
2022	-15.54%	-22.45%
2021	+5.37%	+10.21%
2020	+3.67%	+10.73%
2019	+9.49%	+20.11%
2018	+4.78%	-5.76%
2017	+3.02%	+5.98%
2016	+1.92%	+2.05%
2015	+3.59%	+7.80%
2014	+17.12%	+19.78%
2013	-8.31%	-15.11%
2012	+15.62%	+12.07%
2011	+10.19%	+21.18%
2010	N/A	+1.99%
2009	N/A	+38.25%
2008	N/A	-21.38%
2007	N/A	-10.97%
2006	N/A	+13.53%
2005	N/A	+4.63%
2004	N/A	+2.48%
2003	N/A	+11.63%
2002	N/A	+9.42%
2001	N/A	+7.43%
2000	N/A	+15.65%
1999	N/A	-11.78%

HYMB vs NAD Drawdown Comparison

The maximum drawdown for HYMB was -29.57%, occurring on Mar 23, 2020. Recovery took 212 trading sessions.

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

The current HYMB drawdown is -0.08%. The current NAD drawdown is -4.31%.

Rank	HYMB	NAD
#1	-29.57% Mar 5, 2020 - Jan 6, 2021	-44.61% Jan 22, 2007 - Sep 8, 2009
#2	-20.16% Jul 27, 2021 - Feb 26, 2026	-35.57% Sep 15, 2021 - Oct 25, 2023
#3	-16.59% May 20, 2013 - May 20, 2014	-25.39% Mar 6, 2020 - Nov 16, 2020
#4	-7.98% Aug 29, 2016 - Aug 29, 2017	-21.47% Nov 30, 2012 - Dec 4, 2014
#5	-4.28% Dec 6, 2012 - Jan 22, 2013	-18.90% Sep 1, 2010 - Nov 22, 2011
#6	-4.19% Jan 30, 2015 - Oct 22, 2015	-17.47% Mar 9, 2004 - Jun 7, 2005
#7	-3.65% Sep 5, 2017 - May 25, 2018	-15.78% Nov 2, 1999 - Dec 8, 2000
#8	-3.11% Feb 27, 2026 - Mar 26, 2026	-15.38% Aug 12, 2016 - May 13, 2019
#9	-2.49% Feb 11, 2021 - Apr 22, 2021	-10.12% Jun 17, 2003 - Jan 7, 2004
#10	-1.93% May 30, 2014 - Aug 11, 2014	-9.48% Nov 6, 2001 - Jun 7, 2002
#11	-1.89% Sep 6, 2018 - Dec 28, 2018	-9.39% Oct 4, 2002 - May 1, 2003
#12	-1.51% Oct 4, 2011 - Nov 2, 2011	-8.80% Sep 9, 2005 - Aug 17, 2006
#13	-1.41% Mar 13, 2012 - Apr 12, 2012	-8.02% Oct 8, 2009 - Feb 1, 2010
#14	-1.33% Nov 2, 2015 - Dec 23, 2015	-6.14% Jan 30, 2015 - Nov 3, 2015
#15	-1.32% Jul 6, 2011 - Jul 12, 2011	-5.87% Mar 1, 2012 - May 3, 2012

Correlation

Correlation between HYMB and NAD is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2000 - 2026)

HYMB vs NAD dividend yield comparison.

Year	HYMB	NAD
2026	1.52%	2.36%
2025	4.55%	7.37%
2024	4.29%	6.63%
2023	4.07%	4.13%
2022	3.77%	5.58%
2021	3.19%	4.43%
2020	3.55%	4.41%
2019	3.95%	4.40%
2018	4.03%	5.37%
2017	3.78%	5.42%
2016	4.08%	6.05%
2015	4.54%	5.96%
2014	4.49%	6.20%
2013	5.17%	7.10%
2012	4.99%	5.43%
2011	4.30%	6.07%
2010	0.00%	7.07%
2009	0.00%	6.27%
2008	0.00%	7.76%
2007	0.00%	5.99%
2006	0.00%	5.41%
2005	0.00%	6.70%
2004	0.00%	6.90%
2003	0.00%	6.47%
2002	0.00%	6.35%
2001	0.00%	6.14%
2000	0.00%	2.50%