IDGT vs NUBD
Comparison between ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
5-Year PerformanceIDGT has outperformed NUBD, delivering a return of +12.1% compared to +0.1%
IDGT vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
IDGT vs NUBD - Historical Returns
Returns include dividend reinvestment.
IDGT vs NUBD - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | IDGT | NUBD |
|---|---|---|
| 2026 | +45.27% | +0.66% |
| 2025 | +7.04% | +6.82% |
| 2024 | +26.98% | +1.76% |
| 2023 | -6.44% | +5.01% |
| 2022 | -17.90% | -12.33% |
| 2021 | +44.01% | -2.19% |
| 2020 | +7.70% | +6.94% |
| 2019 | +17.03% | +8.00% |
| 2018 | -2.45% | +0.57% |
| 2017 | +11.55% | +0.26% |
| 2016 | +20.87% | N/A |
| 2015 | +0.90% | N/A |
| 2014 | +17.10% | N/A |
| 2013 | +10.91% | N/A |
| 2012 | +3.56% | N/A |
| 2011 | -19.79% | N/A |
| 2010 | +22.26% | N/A |
| 2009 | +55.41% | N/A |
| 2008 | -49.23% | N/A |
| 2007 | +5.29% | N/A |
| 2006 | +1.80% | N/A |
| 2005 | +3.09% | N/A |
| 2004 | +7.72% | N/A |
| 2003 | +89.11% | N/A |
| 2002 | -57.26% | N/A |
| 2001 | -22.65% | N/A |
IDGT vs NUBD Drawdown Comparison
The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IDGT drawdown is -6.51%. The current NUBD drawdown is -3.50%.
| Rank | IDGT | NUBD |
|---|---|---|
| #1 | -77.95% Jul 13, 2001 - Feb 19, 2015 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -36.88% Apr 24, 2019 - Dec 28, 2020 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -35.83% Dec 29, 2021 - Dec 4, 2024 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -24.88% Jun 18, 2015 - Sep 21, 2016 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -22.76% Jan 23, 2025 - Jul 23, 2025 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -21.49% Aug 31, 2018 - Feb 20, 2019 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -10.13% Feb 12, 2021 - Jun 2, 2021 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -9.02% Jun 2, 2026 - Jun 10, 2026 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -8.45% Oct 31, 2025 - Feb 9, 2026 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -8.31% Feb 21, 2017 - Jul 25, 2017 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -8.00% Mar 12, 2018 - Jul 12, 2018 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -7.46% Dec 6, 2024 - Jan 23, 2025 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -7.31% Jul 25, 2017 - Nov 21, 2017 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -6.97% Jun 11, 2021 - Nov 2, 2021 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -6.80% Nov 3, 2021 - Dec 10, 2021 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between IDGT and NUBD is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
Dividend Comparison (2007 - 2026)
IDGT vs NUBD dividend yield comparison.
| Year | IDGT | NUBD |
|---|---|---|
| 2026 | 0.25% | 1.66% |
| 2025 | 1.17% | 3.90% |
| 2024 | 1.64% | 3.51% |
| 2023 | 0.37% | 2.99% |
| 2022 | 0.30% | 2.83% |
| 2021 | 0.28% | 2.05% |
| 2020 | 0.60% | 2.21% |
| 2019 | 0.42% | 2.66% |
| 2018 | 0.65% | 3.08% |
| 2017 | 0.57% | 0.58% |
| 2016 | 0.75% | 0.00% |
| 2015 | 0.72% | 0.00% |
| 2014 | 0.50% | 0.00% |
| 2013 | 0.38% | 0.00% |
| 2012 | 2.46% | 0.00% |
| 2011 | 0.30% | 0.00% |
| 2010 | 0.08% | 0.00% |
| 2009 | 0.33% | 0.00% |
| 2008 | 0.26% | 0.00% |
| 2007 | 0.00% | 0.00% |
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