StockComparison Logo
vs

NAC vs SPY

Comparison between Nuveen California Quality Municipal Income Fund (NAC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed NAC, delivering a return of +13.0% compared to +0.4%

NAC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NAC
$1.90B
Winner
SPY
$784B
Expense Ratio
NAC
N/A
SPY
0.09%
Max Drawdown
Winner
NAC
53.70%
SPY
56.47%
Sharpe Ratio
Winner
NAC
1.61
SPY
1.54
5Y Beta
Winner
NAC
0.15
SPY
1.00
P/E Ratio
NAC
N/A
SPY
27.62
Forward P/E
NAC
N/A
SPY
21.11
5Y Dividends CAGR
Winner
NAC
6.31%
SPY
6.00%
5Y EPS CAGR
NAC
N/A
SPY
25.30%
Debt to Equity
NAC
N/A
SPY
31.11%
P/S Ratio
NAC
N/A
SPY
3.49
P/B Ratio
NAC
N/A
SPY
5.30

NAC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NAC
+2.64%
SPY
-1.41%
3M
NAC
+5.54%
Winner
SPY
+12.54%
6M
NAC
+5.60%
Winner
SPY
+6.77%
1Y
NAC
+16.84%
Winner
SPY
+22.18%
5Y(CAGR)
NAC
+0.43%
Winner
SPY
+13.04%
10Y(CAGR)
NAC
+2.00%
Winner
SPY
+15.54%
Max(CAGR)
NAC
+5.72%
Winner
SPY
+8.44%

NAC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNACSPY
2026+5.06%+7.90%
2025+11.67%+18.00%
2024+8.68%+25.59%
2023+3.70%+26.72%
2022-25.50%-18.64%
2021+7.55%+30.52%
2020+6.05%+17.28%
2019+20.38%+31.09%
2018-6.49%-5.24%
2017+6.56%+20.78%
2016-3.29%+13.59%
2015+9.41%+1.31%
2014+24.72%+14.56%
2013-16.01%+29.00%
2012+20.46%+14.17%
2011+25.12%+0.85%
2010+5.90%+13.14%
2009+30.62%+22.67%
2008-22.57%-36.25%
2007-11.93%+5.32%
2006+3.46%+13.85%
2005+15.65%+5.32%
2004+4.51%+10.75%
2003+11.16%+24.18%
2002+9.23%-22.42%
2001+9.47%-10.13%
2000+22.89%-8.84%
1999-13.99%+8.61%

NAC vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current NAC drawdown is -1.20%. The current SPY drawdown is -3.22%.

RankNACSPY
#1-46.34%
May 8, 2007 - Oct 2, 2009		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.30%
Sep 14, 2021 - Oct 25, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-28.72%
Feb 21, 2020 - Dec 7, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.55%
Jan 4, 2013 - Oct 30, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.84%
Jul 8, 2016 - Jul 18, 2019		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.75%
Sep 9, 2010 - Sep 1, 2011		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.95%
Nov 2, 1999 - Jul 7, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.23%
Mar 11, 2004 - Oct 15, 2004		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.99%
Jun 13, 2003 - Jan 14, 2004		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-10.27%
Oct 8, 2009 - May 5, 2010		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-8.73%
Nov 15, 2001 - Jul 9, 2002		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.50%
Sep 7, 2000 - Dec 22, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.45%
Feb 29, 2012 - May 3, 2012		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-7.68%
Sep 3, 2019 - Jan 30, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-7.64%
Jan 31, 2001 - Jul 18, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between NAC and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82
-101

Dividend Comparison (1999 - 2026)

NAC vs SPY dividend yield comparison.

YearNACSPY
20263.64%0.50%
20257.47%1.07%
20246.63%1.21%
20234.03%1.40%
20225.47%1.65%
20214.18%1.20%
20204.17%1.52%
20194.38%1.75%
20185.34%2.04%
20175.54%1.80%
20166.25%2.03%
20156.05%2.06%
20145.61%1.87%
20136.92%1.81%
20125.72%2.18%
20116.38%2.05%
20107.16%1.80%
20096.40%1.95%
200810.52%3.02%
20076.01%1.85%
20065.77%1.73%
20056.22%1.73%
20046.92%1.82%
20036.26%1.47%
20026.47%1.70%
20016.21%1.25%
20006.07%1.15%
19991.19%0.24%

Select Stocks to Compare

Popular: NAC vs SPY