NAC vs IYJ

Comparison between Nuveen California Quality Municipal Income Fund (NAC, ETF) and ISHARES U.S. INDUSTRIALS ETF (IYJ, ETF).

5-Year PerformanceIYJ has outperformed NAC, delivering a return of +9.3% compared to -0.2%

NAC vs IYJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAC(ETF)	IYJ(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	N/A	0.38%
Max Drawdown	53.70%	62.80%
Sharpe Ratio	1.20	0.90
5Y Beta	0.14	0.92
P/E Ratio	N/A	32.29
Forward P/E	N/A	24.52
PEG Ratio	N/A	0.52
5Y Dividends CAGR	7.86%	5.34%
5Y EPS CAGR	N/A	13.36%
Debt to Equity	N/A	140.36%
P/S Ratio	N/A	3.33
P/B Ratio	N/A	6.25

Net Assets

NAC

$1.90B

IYJ

$1.90B

Expense Ratio

NAC

N/A

IYJ

0.38%

Max Drawdown

Winner

NAC

53.70%

IYJ

62.80%

Sharpe Ratio

Winner

NAC

1.20

IYJ

0.90

5Y Beta

Winner

NAC

0.14

IYJ

0.92

P/E Ratio

NAC

N/A

IYJ

32.29

Forward P/E

NAC

N/A

IYJ

24.52

PEG Ratio

NAC

N/A

IYJ

0.52

5Y Dividends CAGR

Winner

NAC

7.86%

IYJ

5.34%

5Y EPS CAGR

NAC

N/A

IYJ

13.36%

Debt to Equity

NAC

N/A

IYJ

140.36%

P/S Ratio

NAC

N/A

IYJ

3.33

P/B Ratio

NAC

N/A

IYJ

6.25

NAC vs IYJ - Historical Returns

Returns include dividend reinvestment.

Period	NAC	IYJ
1 month	-1.58%	+2.43%
3 months	+0.52%	+6.91%
6 months	+3.71%	+5.43%
1 year	+13.24%	+19.04%
5 years(CAGR)	-0.22%	+9.35%
10 years(CAGR)	+1.82%	+12.70%
Max(CAGR)	+5.67%	+8.13%

NAC

-1.58%

Winner

IYJ

+2.43%

NAC

+0.52%

Winner

IYJ

+6.91%

NAC

+3.71%

Winner

IYJ

+5.43%

NAC

+13.24%

Winner

IYJ

+19.04%

5Y(CAGR)

NAC

-0.22%

Winner

IYJ

+9.35%

10Y(CAGR)

NAC

+1.82%

Winner

IYJ

+12.70%

Max(CAGR)

NAC

+5.67%

Winner

IYJ

+8.13%

NAC vs IYJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAC	IYJ
2026	+4.35%	+12.52%
2025	+11.67%	+12.53%
2024	+8.68%	+18.77%
2023	+3.70%	+19.58%
2022	-25.50%	-13.50%
2021	+7.55%	+19.46%
2020	+6.05%	+15.88%
2019	+20.38%	+31.97%
2018	-6.49%	-12.24%
2017	+6.56%	+23.04%
2016	-3.29%	+20.78%
2015	+9.41%	-1.81%
2014	+24.72%	+8.23%
2013	-16.01%	+36.67%
2012	+20.46%	+15.31%
2011	+25.12%	-2.11%
2010	+5.90%	+23.31%
2009	+30.62%	+21.43%
2008	-22.57%	-38.70%
2007	-11.93%	+12.74%
2006	+3.46%	+12.27%
2005	+15.65%	+5.23%
2004	+4.51%	+16.58%
2003	+11.16%	+28.35%
2002	+9.23%	-24.94%
2001	+9.47%	-4.82%
2000	+22.89%	-6.56%
1999	-13.99%	N/A

NAC vs IYJ Drawdown Comparison

The maximum drawdown for NAC was -46.34%, occurring on Dec 12, 2008. Recovery took 607 trading sessions.

The maximum drawdown for IYJ was -61.97%, occurring on Mar 9, 2009. Recovery took 1117 trading sessions.

The current NAC drawdown is -2.23%. The current IYJ drawdown is -0.87%.

Rank	NAC	IYJ
#1	-46.34% May 8, 2007 - Oct 2, 2009	-61.97% Oct 9, 2007 - Mar 15, 2012
#2	-36.30% Sep 14, 2021 - Jul 1, 2026	-49.53% Sep 1, 2000 - Feb 27, 2006
#3	-28.72% Feb 21, 2020 - Dec 7, 2020	-40.20% Feb 12, 2020 - Sep 2, 2020
#4	-24.55% Jan 4, 2013 - Oct 30, 2014	-26.24% Sep 2, 2021 - Dec 14, 2023
#5	-18.84% Jul 8, 2016 - Jul 18, 2019	-24.00% Sep 21, 2018 - Apr 18, 2019
#6	-17.75% Sep 9, 2010 - Sep 1, 2011	-19.67% Nov 29, 2024 - Jul 1, 2025
#7	-15.95% Nov 2, 1999 - Jul 7, 2000	-15.27% Mar 2, 2015 - Apr 19, 2016
#8	-15.23% Mar 11, 2004 - Oct 15, 2004	-13.21% May 9, 2006 - Dec 27, 2006
#9	-10.99% Jun 13, 2003 - Jan 14, 2004	-11.97% Mar 19, 2012 - Sep 13, 2012
#10	-10.27% Oct 8, 2009 - May 5, 2010	-11.39% Mar 2, 2026 - Jun 16, 2026
#11	-8.73% Nov 15, 2001 - Jul 9, 2002	-11.05% Jan 26, 2018 - Sep 14, 2018
#12	-8.50% Sep 7, 2000 - Dec 22, 2000	-10.45% Jun 9, 2014 - Nov 6, 2014
#13	-8.45% Feb 29, 2012 - May 3, 2012	-10.40% Jul 19, 2007 - Oct 9, 2007
#14	-7.68% Sep 3, 2019 - Jan 30, 2020	-8.24% Jul 20, 2000 - Aug 21, 2000
#15	-7.64% Jan 31, 2001 - Jul 18, 2001	-7.39% Oct 16, 2020 - Nov 6, 2020

Correlation

Correlation between NAC and IYJ is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (1999 - 2026)

NAC vs IYJ dividend yield comparison.

Year	NAC	IYJ
2026	4.28%	0.29%
2025	7.47%	0.83%
2024	6.63%	0.88%
2023	4.03%	1.05%
2022	5.47%	1.05%
2021	4.18%	0.76%
2020	4.17%	1.01%
2019	4.38%	1.32%
2018	5.34%	1.43%
2017	5.54%	1.29%
2016	6.25%	1.38%
2015	6.05%	1.53%
2014	5.61%	1.46%
2013	6.92%	1.14%
2012	5.72%	1.66%
2011	6.38%	1.55%
2010	7.16%	1.55%
2009	6.40%	1.72%
2008	10.52%	2.31%
2007	6.01%	1.20%
2006	5.77%	1.07%
2005	6.22%	1.10%
2004	6.92%	0.82%
2003	6.26%	0.80%
2002	6.47%	0.96%
2001	6.21%	0.59%
2000	6.07%	0.50%
1999	1.19%	0.00%