IYT vs NUGO
Comparison between ISHARES U.S. TRANSPORTATION ETF (IYT, ETF) and NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF).
5-Year PerformanceNUGO has outperformed IYT, delivering a return of +13.3% compared to +7.9%
IYT vs NUGO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IYT
$2.30B
Winner
NUGO
$2.40B
Expense Ratio
Winner
IYT
0.38%
NUGO
0.50%
Max Drawdown
IYT
60.74%
Winner
NUGO
38.01%
Sharpe Ratio
Winner
IYT
1.13
NUGO
0.71
5Y Beta
Winner
IYT
1.00
NUGO
1.27
P/E Ratio
Winner
IYT
25.26
NUGO
34.92
Forward P/E
Winner
IYT
21.11
NUGO
26.69
PEG Ratio
IYT
0.52
Winner
NUGO
0.10
5Y Dividends CAGR
IYT
10.92%
NUGO
N/A
5Y EPS CAGR
IYT
1.77%
Winner
NUGO
39.98%
Debt to Equity
Winner
IYT
17.16%
NUGO
39.24%
P/S Ratio
Winner
IYT
1.47
NUGO
10.08
P/B Ratio
Winner
IYT
4.50
NUGO
13.28
IYT vs NUGO - Holdings Comparison
IYT and NUGO have 0 common holdings. Overlap is 0.00%
IYT's top 25 holdings weight is 94.90%. NUGO's top 25 holdings weight is 85.34%.
| Rank | IYT | NUGO |
|---|---|---|
| #1 | UNION PACIFIC CORP (UNP) - 16.72% | NVIDIA CORP (NVDA) - 14.12% |
| #2 | UBER TECHNOLOGIES INC (UBER) - 14.00% | ALPHABET INC CLASS A (GOOGL) - 11.58% |
| #3 | CSX CORP (CSX) - 8.91% | APPLE INC (AAPL) - 9.12% |
| #4 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 6.03% | BROADCOM INC (AVGO) - 6.78% |
| #5 | UNITED AIRLINES HOLDINGS INC (UAL) - 4.68% | MICROSOFT CORP (MSFT) - 4.87% |
| #6 | DELTA AIR LINES INC (DAL) - 4.68% | ELI LILLY AND CO (LLY) - 3.85% |
| #7 | NORFOLK SOUTHERN CORP (NSC) - 4.54% | MASTERCARD INC CLASS A (MA) - 3.24% |
| #8 | OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 4.21% | APPLIED MATERIALS INC (AMAT) - 3.21% |
| #9 | FEDEX CORP (FDX) - 4.18% | TESLA INC (TSLA) - 3.07% |
| #10 | XPO INC (XPO) - 3.09% | AMAZON.COM INC (AMZN) - 3.02% |
| #11 | C.H. ROBINSON WORLDWIDE INC (CHRW) - 3.02% | WESTERN DIGITAL CORP (WDC) - 2.37% |
| #12 | SOUTHWEST AIRLINES CO (LUV) - 2.91% | GE AEROSPACE (GE) - 1.91% |
| #13 | EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.86% | PALO ALTO NETWORKS INC (PANW) - 1.85% |
| #14 | JB HUNT TRANSPORT SERVICES INC (JBHT) - 2.68% | ARISTA NETWORKS INC (ANET) - 1.82% |
| #15 | FEDEX FREIGHT HOLDING CO INC (FDXF) - 2.00% | GE VERNOVA INC (GEV) - 1.66% |
| #16 | KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC CLASS A (KNX) - 1.53% | HOWMET AEROSPACE INC (HWM) - 1.50% |
| #17 | SAIA INC (SAIA) - 1.42% | ADVANCED MICRO DEVICES INC (AMD) - 1.45% |
| #18 | RYDER SYSTEM INC (R) - 1.30% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.43% |
| #19 | AMERICAN AIRLINES GROUP INC (AAL) - 1.24% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.42% |
| #20 | KIRBY CORP (KEX) - 0.97% | AMPHENOL CORP CLASS A (APH) - 1.37% |
| #21 | LANDSTAR SYSTEM INC (LSTR) - 0.89% | META PLATFORMS INC CLASS A (META) - 1.18% |
| #22 | MATSON INC (MATX) - 0.81% | SNOWFLAKE INC ORDINARY SHARES (SNOW) - 1.15% |
| #23 | U-HAUL HOLDING CO ORDINARY SHARES SERIES N (UHAL-B) - 0.76% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 1.13% |
| #24 | GXO LOGISTICS INC (GXO) - 0.76% | REGENERON PHARMACEUTICALS INC (REGN) - 1.13% |
| #25 | LYFT INC CLASS A (LYFT) - 0.71% | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.11% |
| Total Holdings | 46 | 48 |
IYT vs NUGO - Historical Returns
Returns include dividend reinvestment.
1M
IYT
+0.07%
Winner
NUGO
+4.07%
3M
Winner
IYT
+8.19%
NUGO
+4.75%
6M
IYT
+6.58%
Winner
NUGO
+15.99%
1Y
Winner
IYT
+28.18%
NUGO
+17.81%
5Y(CAGR)
IYT
+7.95%
Winner
NUGO
+13.32%
10Y(CAGR)
IYT
+10.74%
NUGO
N/A
Max(CAGR)
IYT
+10.04%
Winner
NUGO
+13.32%
IYT vs NUGO - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | IYT | NUGO |
|---|---|---|
| 2026 | +16.43% | +11.36% |
| 2025 | +11.31% | +14.52% |
| 2024 | +5.73% | +37.96% |
| 2023 | +24.39% | +46.20% |
| 2022 | -21.53% | -33.54% |
| 2021 | +29.04% | +7.78% |
| 2020 | +13.28% | N/A |
| 2019 | +19.79% | N/A |
| 2018 | -14.39% | N/A |
| 2017 | +19.19% | N/A |
| 2016 | +24.73% | N/A |
| 2015 | -16.53% | N/A |
| 2014 | +27.11% | N/A |
| 2013 | +37.81% | N/A |
| 2012 | +5.62% | N/A |
| 2011 | -2.74% | N/A |
| 2010 | +25.96% | N/A |
| 2009 | +15.30% | N/A |
| 2008 | -19.47% | N/A |
| 2007 | -1.63% | N/A |
| 2006 | +8.95% | N/A |
| 2005 | +12.25% | N/A |
| 2004 | +26.77% | N/A |
| 2003 | +6.74% | N/A |
IYT vs NUGO Drawdown Comparison
The maximum drawdown for IYT was -60.39%, occurring on Mar 9, 2009. Recovery took 658 trading sessions.
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The current IYT drawdown is -3.09%. The current NUGO drawdown is -0.27%.
| Rank | IYT | NUGO |
|---|---|---|
| #1 | -60.39% Jun 5, 2008 - Jan 13, 2011 | -38.01% Nov 19, 2021 - Jan 24, 2024 |
| #2 | -41.27% Sep 14, 2018 - Sep 2, 2020 | -25.12% Dec 16, 2024 - Jul 3, 2025 |
| #3 | -29.15% Jan 4, 2022 - Feb 8, 2024 | -17.54% Oct 29, 2025 - May 6, 2026 |
| #4 | -28.16% Jul 7, 2011 - Jan 10, 2013 | -14.99% Jul 10, 2024 - Oct 21, 2024 |
| #5 | -27.26% Dec 29, 2014 - Nov 23, 2016 | -9.87% Jun 2, 2026 - Jul 29, 2026 |
| #6 | -26.35% Nov 25, 2024 - Dec 3, 2025 | -7.37% Mar 22, 2024 - May 15, 2024 |
| #7 | -23.74% Jul 19, 2007 - May 30, 2008 | -3.73% Oct 22, 2024 - Nov 6, 2024 |
| #8 | -17.06% May 9, 2006 - Feb 1, 2007 | -3.59% Feb 9, 2024 - Feb 22, 2024 |
| #9 | -12.87% Mar 21, 2024 - Oct 11, 2024 | -3.39% Oct 9, 2025 - Oct 24, 2025 |
| #10 | -12.43% Mar 7, 2005 - Nov 2, 2005 | -3.23% Aug 12, 2025 - Sep 8, 2025 |
| #11 | -12.42% May 7, 2021 - Nov 5, 2021 | -3.08% Nov 12, 2024 - Dec 2, 2024 |
| #12 | -12.09% Feb 20, 2026 - Apr 20, 2026 | -3.07% May 14, 2026 - May 28, 2026 |
| #13 | -11.10% Sep 18, 2014 - Oct 28, 2014 | -2.95% May 28, 2024 - Jun 5, 2024 |
| #14 | -11.08% Jan 12, 2018 - Aug 20, 2018 | -2.73% Jan 29, 2024 - Feb 2, 2024 |
| #15 | -10.49% Jan 22, 2004 - Jun 8, 2004 | -2.66% Jun 18, 2024 - Jul 3, 2024 |
Correlation
Correlation between IYT and NUGO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2003 - 2026)
IYT vs NUGO dividend yield comparison.
| Year | IYT | NUGO |
|---|---|---|
| 2026 | 0.48% | 0.00% |
| 2025 | 1.00% | 0.00% |
| 2024 | 1.08% | 0.00% |
| 2023 | 1.26% | 0.19% |
| 2022 | 1.40% | 0.26% |
| 2021 | 0.77% | 0.00% |
| 2020 | 0.93% | 0.00% |
| 2019 | 1.29% | 0.00% |
| 2018 | 1.35% | 0.00% |
| 2017 | 0.92% | 0.00% |
| 2016 | 0.96% | 0.00% |
| 2015 | 1.28% | 0.00% |
| 2014 | 0.70% | 0.00% |
| 2013 | 0.86% | 0.00% |
| 2012 | 1.11% | 0.00% |
| 2011 | 1.52% | 0.00% |
| 2010 | 1.16% | 0.00% |
| 2009 | 1.53% | 0.00% |
| 2008 | 1.32% | 0.00% |
| 2007 | 1.12% | 0.00% |
| 2006 | 0.50% | 0.00% |
| 2005 | 0.58% | 0.00% |
| 2004 | 0.42% | 0.00% |
| 2003 | 0.70% | 0.00% |
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