NAN vs DFJ

Comparison between Nuveen New York Quality Municipal Income Fund (NAN, ETF) and WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND (DFJ, ETF).

5-Year PerformanceDFJ has outperformed NAN, delivering a return of +10.2% compared to +0.6%

NAN vs DFJ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAN(ETF)	DFJ(ETF)
Net Assets	$375M	$374M
Expense Ratio	N/A	0.58%
Max Drawdown	52.20%	46.70%
Sharpe Ratio	0.96	1.35
5Y Beta	0.15	0.48
5Y Dividends CAGR	8.26%	18.84%

Net Assets

Winner

NAN

$375M

DFJ

$374M

Expense Ratio

NAN

N/A

DFJ

0.58%

Max Drawdown

NAN

52.20%

Winner

DFJ

46.70%

Sharpe Ratio

NAN

0.96

Winner

DFJ

1.35

5Y Beta

Winner

NAN

0.15

DFJ

0.48

5Y Dividends CAGR

NAN

8.26%

Winner

DFJ

18.84%

NAN vs DFJ - Historical Returns

Returns include dividend reinvestment.

Period	NAN	DFJ
1 month	-0.37%	-0.73%
3 months	+3.16%	+4.70%
6 months	+5.40%	+7.11%
1 year	+10.94%	+27.77%
5 years(CAGR)	+0.61%	+10.21%
10 years(CAGR)	+2.11%	+8.91%
Max(CAGR)	+5.02%	+5.94%

Winner

NAN

-0.37%

DFJ

-0.73%

NAN

+3.16%

Winner

DFJ

+4.70%

NAN

+5.40%

Winner

DFJ

+7.11%

NAN

+10.94%

Winner

DFJ

+27.77%

5Y(CAGR)

NAN

+0.61%

Winner

DFJ

+10.21%

10Y(CAGR)

NAN

+2.11%

Winner

DFJ

+8.91%

Max(CAGR)

NAN

+5.02%

Winner

DFJ

+5.94%

NAN vs DFJ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAN	DFJ
2026	+6.25%	+11.19%
2025	+5.91%	+32.00%
2024	+10.20%	+3.57%
2023	+7.05%	+21.71%
2022	-23.18%	-8.90%
2021	+8.93%	+1.91%
2020	+3.55%	+0.11%
2019	+19.54%	+16.27%
2018	-7.08%	-18.93%
2017	+8.29%	+31.33%
2016	+0.31%	+13.37%
2015	+11.41%	+18.01%
2014	+12.81%	-2.00%
2013	-13.50%	+16.59%
2012	+12.99%	+5.09%
2011	+16.03%	-4.39%
2010	+5.40%	+15.08%
2009	+36.13%	-0.91%
2008	-25.46%	-12.90%
2007	-9.86%	-10.73%
2006	+0.39%	+1.74%
2005	+14.67%	N/A
2004	+3.72%	N/A
2003	+15.05%	N/A
2002	+10.82%	N/A
2001	+6.42%	N/A
2000	+8.59%	N/A
1999	-9.22%	N/A

NAN vs DFJ Drawdown Comparison

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

The maximum drawdown for DFJ was -45.97%, occurring on Oct 10, 2008. Recovery took 1531 trading sessions.

The current NAN drawdown is -1.73%. The current DFJ drawdown is -4.57%.

Rank	NAN	DFJ
#1	-44.95% Feb 7, 2007 - Feb 24, 2010	-45.97% Feb 26, 2007 - Mar 26, 2013
#2	-34.64% Aug 18, 2021 - Jun 22, 2026	-40.00% Jan 26, 2018 - Mar 19, 2021
#3	-24.81% Mar 5, 2020 - Dec 8, 2020	-29.72% Sep 16, 2021 - Mar 6, 2024
#4	-21.32% Dec 5, 2012 - Nov 20, 2015	-15.24% May 8, 2013 - Jan 17, 2014
#5	-17.70% Mar 1, 2004 - Jan 14, 2005	-13.83% Aug 10, 2015 - Jun 6, 2016
#6	-15.65% Jul 27, 2016 - Jun 14, 2019	-13.03% Feb 27, 2026 - Mar 20, 2026
#7	-14.48% Nov 2, 1999 - Dec 29, 2000	-12.59% Mar 19, 2025 - Apr 21, 2025
#8	-13.00% Nov 9, 2010 - Nov 7, 2011	-12.12% Jul 28, 2014 - Mar 16, 2015
#9	-9.86% Jun 30, 2003 - Dec 29, 2003	-10.77% Jul 31, 2024 - Aug 27, 2024
#10	-8.45% Oct 1, 2002 - Apr 28, 2003	-10.61% Aug 18, 2006 - Jan 24, 2007
#11	-8.11% Mar 1, 2006 - Jan 19, 2007	-9.84% Jun 30, 2006 - Aug 18, 2006
#12	-7.75% Sep 20, 2005 - Dec 23, 2005	-9.62% Sep 26, 2024 - Mar 17, 2025
#13	-7.00% Feb 27, 2002 - Jun 5, 2002	-8.89% Jan 21, 2014 - Jun 18, 2014
#14	-6.48% Nov 16, 2001 - Feb 22, 2002	-8.53% Mar 22, 2021 - Sep 7, 2021
#15	-6.03% Jan 25, 2005 - Apr 27, 2005	-6.78% Sep 16, 2025 - Dec 15, 2025

Correlation

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

0.87

-101

Dividend Comparison (2000 - 2026)

NAN vs DFJ dividend yield comparison.

Year	NAN	DFJ
2026	4.31%	1.25%
2025	7.67%	2.68%
2024	6.45%	2.46%
2023	4.12%	2.43%
2022	5.27%	2.62%
2021	4.15%	2.07%
2020	4.30%	2.59%
2019	4.06%	2.24%
2018	4.79%	1.89%
2017	5.13%	1.60%
2016	5.74%	1.76%
2015	5.54%	1.23%
2014	5.59%	1.63%
2013	5.96%	2.20%
2012	4.92%	2.23%
2011	5.10%	2.15%
2010	6.36%	1.70%
2009	5.62%	1.88%
2008	8.34%	1.18%
2007	6.03%	1.37%
2006	6.00%	0.10%
2005	6.99%	0.00%
2004	6.37%	0.00%
2003	6.05%	0.00%
2002	5.86%	0.00%
2001	5.69%	0.00%
2000	2.41%	0.00%