LRGE vs NAN

Comparison between CLEARBRIDGE LARGE CAP GROWTH SELECT ETF (LRGE, ETF) and Nuveen New York Quality Municipal Income Fund (NAN, ETF).

5-Year PerformanceLRGE has outperformed NAN, delivering a return of +9.2% compared to -0.8%

LRGE vs NAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	LRGE(ETF)	NAN(ETF)
Net Assets	$365M	$366M
Expense Ratio	0.48%	N/A
Max Drawdown	37.78%	52.20%
Sharpe Ratio	0.43	0.67
5Y Beta	1.08	0.16
P/E Ratio	26.84	N/A
Forward P/E	24.12	N/A
PEG Ratio	0.37	N/A
5Y Dividends CAGR	11.03%	8.17%
5Y EPS CAGR	34.13%	N/A
P/S Ratio	5.15	N/A
P/B Ratio	7.93	N/A

Net Assets

LRGE

$365M

Winner

NAN

$366M

Expense Ratio

LRGE

0.48%

NAN

N/A

Max Drawdown

Winner

LRGE

37.78%

NAN

52.20%

Sharpe Ratio

LRGE

0.43

Winner

NAN

0.67

5Y Beta

LRGE

1.08

Winner

NAN

0.16

P/E Ratio

LRGE

26.84

NAN

N/A

Forward P/E

LRGE

24.12

NAN

N/A

PEG Ratio

LRGE

0.37

NAN

N/A

5Y Dividends CAGR

Winner

LRGE

11.03%

NAN

8.17%

5Y EPS CAGR

LRGE

34.13%

NAN

N/A

P/S Ratio

LRGE

5.15

NAN

N/A

P/B Ratio

LRGE

7.93

NAN

N/A

LRGE vs NAN - Historical Returns

Returns include dividend reinvestment.

Period	LRGE	NAN
1 month	+4.63%	-1.91%
3 months	+0.97%	-0.93%
6 months	+10.30%	-1.49%
1 year	+8.61%	+8.09%
5 years(CAGR)	+9.20%	-0.84%
10 years(CAGR)	+15.10%	+1.82%
Max(CAGR)	+15.10%	+4.84%

Winner

LRGE

+4.63%

NAN

-1.91%

Winner

LRGE

+0.97%

NAN

-0.93%

Winner

LRGE

+10.30%

NAN

-1.49%

Winner

LRGE

+8.61%

NAN

+8.09%

5Y(CAGR)

Winner

LRGE

+9.20%

NAN

-0.84%

10Y(CAGR)

Winner

LRGE

+15.10%

NAN

+1.82%

Max(CAGR)

Winner

LRGE

+15.10%

NAN

+4.84%

LRGE vs NAN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	LRGE	NAN
2026	+6.13%	+1.87%
2025	+9.49%	+5.91%
2024	+28.06%	+10.20%
2023	+45.97%	+7.05%
2022	-31.43%	-23.18%
2021	+24.40%	+8.93%
2020	+30.62%	+3.55%
2019	+33.80%	+19.54%
2018	-0.66%	-7.08%
2017	+16.00%	+8.29%
2016	N/A	+0.31%
2015	N/A	+11.41%
2014	N/A	+12.81%
2013	N/A	-13.50%
2012	N/A	+12.99%
2011	N/A	+16.03%
2010	N/A	+5.40%
2009	N/A	+36.13%
2008	N/A	-25.46%
2007	N/A	-9.86%
2006	N/A	+0.39%
2005	N/A	+14.67%
2004	N/A	+3.72%
2003	N/A	+15.05%
2002	N/A	+10.82%
2001	N/A	+6.42%
2000	N/A	+8.59%
1999	N/A	-9.22%

LRGE vs NAN Drawdown Comparison

The maximum drawdown for LRGE was -37.04%, occurring on Oct 14, 2022. Recovery took 542 trading sessions.

The maximum drawdown for NAN was -44.95%, occurring on Oct 10, 2008. Recovery took 767 trading sessions.

The current LRGE drawdown is -3.26%. The current NAN drawdown is -5.78%.

Rank	LRGE	NAN
#1	-37.04% Nov 19, 2021 - Jan 19, 2024	-44.95% Feb 7, 2007 - Feb 24, 2010
#2	-29.31% Feb 19, 2020 - Jul 1, 2020	-34.64% Aug 18, 2021 - Jun 22, 2026
#3	-20.26% Jan 23, 2025 - Jun 27, 2025	-24.81% Mar 5, 2020 - Dec 8, 2020
#4	-19.19% Oct 1, 2018 - Mar 21, 2019	-21.32% Dec 5, 2012 - Nov 20, 2015
#5	-16.32% Oct 28, 2025 - May 14, 2026	-17.70% Mar 1, 2004 - Jan 14, 2005
#6	-10.20% Sep 2, 2020 - Nov 16, 2020	-15.65% Jul 27, 2016 - Jun 14, 2019
#7	-9.43% Jul 16, 2024 - Aug 21, 2024	-14.48% Nov 2, 1999 - Dec 29, 2000
#8	-9.25% Apr 29, 2019 - Jul 3, 2019	-13.00% Nov 9, 2010 - Nov 7, 2011
#9	-9.09% Jan 26, 2018 - Jun 5, 2018	-9.86% Jun 30, 2003 - Dec 29, 2003
#10	-8.35% Jun 1, 2026 - Aug 12, 2026	-8.45% Oct 1, 2002 - Apr 28, 2003
#11	-7.72% Feb 12, 2021 - Apr 5, 2021	-8.11% Mar 1, 2006 - Jan 19, 2007
#12	-7.37% Jul 26, 2019 - Nov 8, 2019	-7.75% Sep 20, 2005 - Dec 23, 2005
#13	-7.03% Mar 21, 2024 - Jun 5, 2024	-7.00% Feb 27, 2002 - Jun 5, 2002
#14	-6.54% Sep 3, 2021 - Oct 21, 2021	-6.48% Nov 16, 2001 - Feb 22, 2002
#15	-5.57% Apr 29, 2021 - Jun 10, 2021	-6.03% Jan 25, 2005 - Apr 27, 2005

Correlation

Correlation between LRGE and NAN is 0.68 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.68

-101

Dividend Comparison (2000 - 2026)

LRGE vs NAN dividend yield comparison.

Year	LRGE	NAN
2026	0.00%	5.15%
2025	0.13%	7.67%
2024	0.17%	6.45%
2023	0.11%	4.12%
2022	2.02%	5.27%
2021	1.20%	4.15%
2020	0.37%	4.30%
2019	0.37%	4.06%
2018	2.10%	4.79%
2017	0.37%	5.13%
2016	0.00%	5.74%
2015	0.00%	5.54%
2014	0.00%	5.59%
2013	0.00%	5.96%
2012	0.00%	4.92%
2011	0.00%	5.10%
2010	0.00%	6.36%
2009	0.00%	5.62%
2008	0.00%	8.34%
2007	0.00%	6.03%
2006	0.00%	6.00%
2005	0.00%	6.99%
2004	0.00%	6.37%
2003	0.00%	6.05%
2002	0.00%	5.86%
2001	0.00%	5.69%
2000	0.00%	2.41%