IHAK vs NRK

Comparison between ISHARES CYBERSECURITY AND TECH ETF (IHAK, ETF) and Nuveen New York AMT-Free Quality Municipal Income Fund (NRK, ETF).

5-Year PerformanceIHAK has outperformed NRK, delivering a return of +7.2% compared to +0.0%

IHAK vs NRK - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IHAK(ETF)	NRK(ETF)
Net Assets	$956M	$957M
Expense Ratio	0.47%	N/A
Max Drawdown	34.85%	46.37%
Sharpe Ratio	0.64	1.79
5Y Beta	0.91	0.16
P/E Ratio	321.37	N/A
Forward P/E	24.41	N/A
PEG Ratio	0.95	N/A
5Y Dividends CAGR	-22.53%	9.09%
5Y EPS CAGR	8.71%	N/A
Debt to Equity	38.69%	N/A
P/S Ratio	3.19	N/A
P/B Ratio	5.90	N/A

Net Assets

IHAK

$956M

Winner

NRK

$957M

Expense Ratio

IHAK

0.47%

NRK

N/A

Max Drawdown

Winner

IHAK

34.85%

NRK

46.37%

Sharpe Ratio

IHAK

0.64

Winner

NRK

1.79

5Y Beta

IHAK

0.91

Winner

NRK

0.16

P/E Ratio

IHAK

321.37

NRK

N/A

Forward P/E

IHAK

24.41

NRK

N/A

PEG Ratio

IHAK

0.95

NRK

N/A

5Y Dividends CAGR

IHAK

-22.53%

Winner

NRK

9.09%

5Y EPS CAGR

IHAK

8.71%

NRK

N/A

Debt to Equity

IHAK

38.69%

NRK

N/A

P/S Ratio

IHAK

3.19

NRK

N/A

P/B Ratio

IHAK

5.90

NRK

N/A

IHAK vs NRK - Historical Returns

Returns include dividend reinvestment.

Period	IHAK	NRK
1 month	+13.85%	-0.53%
3 months	+28.06%	+2.29%
6 months	+29.21%	+7.13%
1 year	+17.47%	+20.54%
5 years(CAGR)	+7.18%	+0.02%
10 years(CAGR)	N/A	+2.10%
Max(CAGR)	+13.70%	+4.08%

Winner

IHAK

+13.85%

NRK

-0.53%

Winner

IHAK

+28.06%

NRK

+2.29%

Winner

IHAK

+29.21%

NRK

+7.13%

IHAK

+17.47%

Winner

NRK

+20.54%

5Y(CAGR)

Winner

IHAK

+7.18%

NRK

+0.02%

10Y(CAGR)

IHAK

N/A

NRK

+2.10%

Max(CAGR)

Winner

IHAK

+13.70%

NRK

+4.08%

IHAK vs NRK - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	IHAK	NRK
2026	+30.01%	+8.71%
2025	-1.17%	+4.13%
2024	+10.32%	+5.74%
2023	+37.61%	+6.59%
2022	-25.49%	-21.42%
2021	+13.09%	+6.56%
2020	+48.97%	+3.94%
2019	+6.66%	+19.69%
2018	N/A	-6.11%
2017	N/A	+6.33%
2016	N/A	+3.57%
2015	N/A	+6.96%
2014	N/A	+11.31%
2013	N/A	-15.66%
2012	N/A	+11.87%
2011	N/A	+11.65%
2010	N/A	+3.48%
2009	N/A	+36.66%
2008	N/A	-20.43%
2007	N/A	-0.73%
2006	N/A	+11.71%
2005	N/A	+7.22%
2004	N/A	-5.53%
2003	N/A	+10.32%

IHAK vs NRK Drawdown Comparison

The maximum drawdown for IHAK was -34.42%, occurring on Oct 14, 2022. Recovery took 565 trading sessions.

The maximum drawdown for NRK was -40.13%, occurring on Oct 10, 2008. Recovery took 397 trading sessions.

The current IHAK drawdown is -5.71%. The current NRK drawdown is -2.10%.

Rank	IHAK	NRK
#1	-34.42% Nov 9, 2021 - Feb 9, 2024	-40.13% Jan 14, 2008 - Aug 11, 2009
#2	-28.67% Feb 19, 2020 - May 7, 2020	-31.05% Aug 10, 2021 - Jul 1, 2026
#3	-23.48% Jul 9, 2025 - May 20, 2026	-24.00% Nov 23, 2012 - Feb 11, 2016
#4	-18.92% Feb 18, 2025 - Jun 30, 2025	-23.09% Feb 24, 2020 - Dec 30, 2020
#5	-14.83% Sep 2, 2020 - Dec 7, 2020	-21.71% Mar 10, 2004 - Jul 18, 2005
#6	-13.81% Jan 27, 2021 - Jun 22, 2021	-15.65% Sep 14, 2010 - Jan 18, 2012
#7	-12.66% Feb 9, 2024 - Oct 10, 2024	-13.07% Aug 12, 2016 - May 1, 2019
#8	-11.39% Jun 1, 2026 - Jul 1, 2026	-12.56% Jul 14, 2003 - Dec 31, 2003
#9	-10.92% Jul 26, 2019 - Nov 25, 2019	-11.79% Jul 25, 2005 - Sep 27, 2006
#10	-8.65% Sep 3, 2021 - Oct 29, 2021	-11.55% Mar 30, 2007 - Jan 14, 2008
#11	-6.63% Dec 4, 2024 - Feb 10, 2025	-7.62% Mar 13, 2012 - Jul 2, 2012
#12	-6.18% Jun 1, 2020 - Jul 2, 2020	-7.50% Oct 7, 2009 - Mar 3, 2010
#13	-5.83% Nov 11, 2024 - Dec 4, 2024	-4.24% Feb 4, 2003 - Feb 27, 2003
#14	-5.71% Jul 14, 2026 - Jul 21, 2026	-4.21% Sep 3, 2019 - Dec 23, 2019
#15	-5.31% Aug 5, 2020 - Aug 26, 2020	-3.80% Dec 12, 2006 - Feb 6, 2007

Correlation

Correlation between IHAK and NRK is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.39

-101

Dividend Comparison (2003 - 2026)

IHAK vs NRK dividend yield comparison.

Year	IHAK	NRK
2026	0.01%	4.54%
2025	0.08%	8.21%
2024	0.20%	6.74%
2023	0.13%	4.06%
2022	0.25%	5.41%
2021	0.50%	4.18%
2020	0.40%	4.15%
2019	0.50%	3.98%
2018	0.00%	4.68%
2017	0.00%	4.85%
2016	0.00%	5.37%
2015	0.00%	5.44%
2014	0.00%	6.27%
2013	0.00%	5.86%
2012	0.00%	4.40%
2011	0.00%	4.80%
2010	0.00%	5.60%
2009	0.00%	4.98%
2008	0.00%	6.39%
2007	0.00%	4.84%
2006	0.00%	4.77%
2005	0.00%	5.73%
2004	0.00%	6.52%
2003	0.00%	5.34%