IMOM vs NPFI
Comparison between ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF) and NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF).
IMOM vs NPFI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IMOM
$153M
Winner
NPFI
$154M
Expense Ratio
Winner
IMOM
0.38%
NPFI
0.56%
Max Drawdown
IMOM
47.07%
Winner
NPFI
4.74%
Sharpe Ratio
Winner
IMOM
1.43
NPFI
1.26
5Y Beta
IMOM
0.85
Winner
NPFI
0.11
5Y Dividends CAGR
IMOM
53.23%
NPFI
N/A
IMOM vs NPFI - Historical Returns
Returns include dividend reinvestment.
1M
IMOM
-4.02%
Winner
NPFI
+0.20%
3M
Winner
IMOM
+2.06%
NPFI
+0.68%
6M
Winner
IMOM
+17.13%
NPFI
+1.84%
1Y
Winner
IMOM
+34.79%
NPFI
+7.52%
5Y(CAGR)
IMOM
+7.45%
NPFI
N/A
10Y(CAGR)
IMOM
+7.44%
NPFI
N/A
Max(CAGR)
IMOM
+7.52%
Winner
NPFI
+7.66%
IMOM vs NPFI - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | IMOM | NPFI |
|---|---|---|
| 2026 | +11.17% | +1.32% |
| 2025 | +46.80% | +9.13% |
| 2024 | +6.38% | +6.56% |
| 2023 | +9.92% | N/A |
| 2022 | -22.11% | N/A |
| 2021 | -2.16% | N/A |
| 2020 | +26.49% | N/A |
| 2019 | +18.49% | N/A |
| 2018 | -23.45% | N/A |
| 2017 | +33.06% | N/A |
| 2016 | -8.55% | N/A |
IMOM vs NPFI Drawdown Comparison
The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The current IMOM drawdown is -6.76%. The current NPFI drawdown is -0.29%.
| Rank | IMOM | NPFI |
|---|---|---|
| #1 | -45.70% Jan 29, 2018 - Dec 1, 2020 | -3.18% Feb 20, 2026 - May 28, 2026 |
| #2 | -39.27% Sep 15, 2021 - Jun 24, 2025 | -2.94% Feb 27, 2025 - May 12, 2025 |
| #3 | -16.48% Jul 29, 2016 - Jun 2, 2017 | -1.73% Mar 28, 2024 - May 7, 2024 |
| #4 | -16.22% Feb 16, 2021 - Sep 7, 2021 | -0.92% Dec 11, 2024 - Jan 21, 2025 |
| #5 | -15.61% Feb 25, 2026 - May 6, 2026 | -0.88% Oct 17, 2024 - Dec 4, 2024 |
| #6 | -14.05% Jan 4, 2016 - Apr 4, 2016 | -0.76% Oct 28, 2025 - Nov 28, 2025 |
| #7 | -6.76% May 26, 2026 - Jun 5, 2026 | -0.61% Jul 22, 2024 - Aug 14, 2024 |
| #8 | -5.71% Jun 20, 2016 - Jul 1, 2016 | -0.61% Oct 6, 2025 - Oct 16, 2025 |
| #9 | -5.57% Jan 25, 2021 - Feb 9, 2021 | -0.54% Sep 23, 2024 - Oct 17, 2024 |
| #10 | -4.92% Jan 27, 2026 - Feb 9, 2026 | -0.48% Jul 3, 2025 - Jul 25, 2025 |
| #11 | -4.74% Nov 24, 2017 - Jan 3, 2018 | -0.46% Jan 16, 2026 - Jan 23, 2026 |
| #12 | -4.30% May 13, 2026 - May 26, 2026 | -0.37% May 20, 2024 - Jun 5, 2024 |
| #13 | -4.17% Nov 13, 2025 - Dec 10, 2025 | -0.31% Sep 5, 2024 - Sep 9, 2024 |
| #14 | -4.15% Jun 8, 2017 - Jul 19, 2017 | -0.29% May 16, 2025 - May 27, 2025 |
| #15 | -3.92% Oct 6, 2025 - Nov 10, 2025 | -0.29% Jun 2, 2026 - Jun 5, 2026 |
Correlation
Correlation between IMOM and NPFI is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
IMOM vs NPFI dividend yield comparison.
| Year | IMOM | NPFI |
|---|---|---|
| 2026 | 0.00% | 2.42% |
| 2025 | 2.53% | 6.33% |
| 2024 | 4.52% | 5.10% |
| 2023 | 2.95% | 0.00% |
| 2022 | 6.06% | 0.00% |
| 2021 | 1.27% | 0.00% |
| 2020 | 0.59% | 0.00% |
| 2019 | 1.17% | 0.00% |
| 2018 | 0.78% | 0.00% |
| 2017 | 1.11% | 0.00% |
| 2016 | 0.54% | 0.00% |
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