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NAD vs CGNG

Comparison between Nuveen Quality Municipal Income Fund (NAD, ETF) and CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF SHARE CLASS (CGNG, ETF).

NAD vs CGNG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NAD
$2.70B
CGNG
$2.70B
Expense Ratio
NAD
N/A
CGNG
0.64%
Max Drawdown
NAD
51.92%
Winner
CGNG
16.13%
Sharpe Ratio
NAD
0.84
Winner
CGNG
1.06
5Y Beta
Winner
NAD
0.23
CGNG
0.93
5Y Dividends CAGR
NAD
5.50%
CGNG
N/A

NAD vs CGNG - Historical Returns

Returns include dividend reinvestment.

1M
NAD
-0.41%
Winner
CGNG
+0.97%
3M
Winner
NAD
+1.80%
CGNG
+1.72%
6M
NAD
+1.14%
Winner
CGNG
+7.55%
1Y
NAD
+12.92%
Winner
CGNG
+26.80%
5Y(CAGR)
NAD
-0.45%
CGNG
N/A
10Y(CAGR)
NAD
+2.60%
CGNG
N/A
Max(CAGR)
NAD
+5.41%
Winner
CGNG
+20.15%

NAD vs CGNG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNADCGNG
2026+2.99%+12.34%
2025+9.76%+29.31%
2024+8.94%-0.97%
2023-0.28%N/A
2022-22.45%N/A
2021+10.21%N/A
2020+10.73%N/A
2019+20.11%N/A
2018-5.76%N/A
2017+5.98%N/A
2016+2.05%N/A
2015+7.80%N/A
2014+19.78%N/A
2013-15.11%N/A
2012+12.07%N/A
2011+21.18%N/A
2010+1.99%N/A
2009+38.25%N/A
2008-21.38%N/A
2007-10.97%N/A
2006+13.53%N/A
2005+4.63%N/A
2004+2.48%N/A
2003+11.63%N/A
2002+9.42%N/A
2001+7.43%N/A
2000+15.65%N/A
1999-11.78%N/A

NAD vs CGNG Drawdown Comparison

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The maximum drawdown for CGNG was -15.90%, occurring on Apr 8, 2025. Recovery took 148 trading sessions.

The current NAD drawdown is -3.08%. The current CGNG drawdown is -3.96%.

RankNADCGNG
#1-44.61%
Jan 22, 2007 - Sep 8, 2009
-15.90%
Oct 7, 2024 - May 12, 2025
#2-35.57%
Sep 15, 2021 - Oct 25, 2023
-13.75%
Feb 25, 2026 - May 5, 2026
#3-25.39%
Mar 6, 2020 - Nov 16, 2020
-9.92%
Jun 22, 2026 - Jul 29, 2026
#4-21.47%
Nov 30, 2012 - Dec 4, 2014
-8.64%
Jul 12, 2024 - Sep 19, 2024
#5-18.90%
Sep 1, 2010 - Nov 22, 2011
-7.27%
Jun 2, 2026 - Jun 18, 2026
#6-17.47%
Mar 9, 2004 - Jun 7, 2005
-5.06%
Oct 29, 2025 - Dec 24, 2025
#7-15.78%
Nov 2, 1999 - Dec 8, 2000
-4.50%
May 6, 2026 - May 26, 2026
#8-15.38%
Aug 12, 2016 - May 13, 2019
-3.69%
Oct 8, 2025 - Oct 20, 2025
#9-10.12%
Jun 17, 2003 - Jan 7, 2004
-3.32%
Jan 28, 2026 - Feb 9, 2026
#10-9.48%
Nov 6, 2001 - Jun 7, 2002
-3.01%
Jul 23, 2025 - Aug 12, 2025
#11-9.39%
Oct 4, 2002 - May 1, 2003
-2.41%
Jun 11, 2025 - Jun 24, 2025
#12-8.80%
Sep 9, 2005 - Aug 17, 2006
-2.06%
Jan 12, 2026 - Jan 23, 2026
#13-8.02%
Oct 8, 2009 - Feb 1, 2010
-1.53%
Feb 11, 2026 - Feb 20, 2026
#14-6.14%
Jan 30, 2015 - Nov 3, 2015
-1.52%
Aug 28, 2025 - Sep 5, 2025
#15-5.87%
Mar 1, 2012 - May 3, 2012
-1.39%
Aug 13, 2025 - Aug 22, 2025

Correlation

Correlation between NAD and CGNG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (2000 - 2026)

NAD vs CGNG dividend yield comparison.

YearNADCGNG
20264.15%0.00%
20257.37%0.68%
20246.63%0.27%
20234.13%0.00%
20225.58%0.00%
20214.43%0.00%
20204.41%0.00%
20194.40%0.00%
20185.37%0.00%
20175.42%0.00%
20166.05%0.00%
20155.96%0.00%
20146.20%0.00%
20137.10%0.00%
20125.43%0.00%
20116.07%0.00%
20107.07%0.00%
20096.27%0.00%
20087.76%0.00%
20075.99%0.00%
20065.41%0.00%
20056.70%0.00%
20046.90%0.00%
20036.47%0.00%
20026.35%0.00%
20016.14%0.00%
20002.50%0.00%

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