NAN vs IEZ

Comparison between Nuveen New York Quality Municipal Income Fund (NAN, ETF) and ISHARES U.S. OIL EQUIPMENT & SERVICES ETF (IEZ, ETF).

5-Year PerformanceIEZ has outperformed NAN, delivering a return of +16.4% compared to +0.6%

NAN vs IEZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAN(ETF)	IEZ(ETF)
Net Assets	$375M	$377M
Expense Ratio	N/A	0.38%
Max Drawdown	52.20%	93.51%
Sharpe Ratio	0.96	1.69
5Y Beta	0.15	1.12
P/E Ratio	N/A	4.00
Forward P/E	N/A	17.38
5Y Dividends CAGR	8.26%	15.85%
Debt to Equity	N/A	44.00%
P/S Ratio	N/A	1.72
P/B Ratio	N/A	2.29

Net Assets

NAN

$375M

Winner

IEZ

$377M

Expense Ratio

NAN

N/A

IEZ

0.38%

Max Drawdown

Winner

NAN

52.20%

IEZ

93.51%

Sharpe Ratio

NAN

0.96

Winner

IEZ

1.69

5Y Beta

Winner

NAN

0.15

IEZ

1.12

P/E Ratio

NAN

N/A

IEZ

4.00

Forward P/E

NAN

N/A

IEZ

17.38

5Y Dividends CAGR

NAN

8.26%

Winner

IEZ

15.85%

Debt to Equity

NAN

N/A

IEZ

44.00%

P/S Ratio

NAN

N/A

IEZ

1.72

P/B Ratio

NAN

N/A

IEZ

2.29

NAN vs IEZ - Historical Returns

Returns include dividend reinvestment.

Period	NAN	IEZ
1 month	-0.37%	-1.61%
3 months	+3.16%	-5.73%
6 months	+5.40%	+11.14%
1 year	+10.94%	+62.47%
5 years(CAGR)	+0.61%	+16.45%
10 years(CAGR)	+2.11%	-1.51%
Max(CAGR)	+5.02%	-1.95%

Winner

NAN

-0.37%

IEZ

-1.61%

Winner

NAN

+3.16%

IEZ

-5.73%

NAN

+5.40%

Winner

IEZ

+11.14%

NAN

+10.94%

Winner

IEZ

+62.47%

5Y(CAGR)

NAN

+0.61%

Winner

IEZ

+16.45%

10Y(CAGR)

Winner

NAN

+2.11%

IEZ

-1.51%

Max(CAGR)

Winner

NAN

+5.02%

IEZ

-1.95%

NAN vs IEZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAN	IEZ
2026	+6.25%	+27.18%
2025	+5.91%	+5.78%
2024	+10.20%	-7.41%
2023	+7.05%	+9.62%
2022	-23.18%	+55.82%
2021	+8.93%	+14.56%
2020	+3.55%	-43.00%
2019	+19.54%	-0.66%
2018	-7.08%	-43.44%
2017	+8.29%	-19.81%
2016	+0.31%	+26.99%
2015	+11.41%	-27.28%
2014	+12.81%	-20.72%
2013	-13.50%	+24.45%
2012	+12.99%	-4.05%
2011	+16.03%	-7.60%
2010	+5.40%	+27.08%
2009	+36.13%	+52.92%
2008	-25.46%	-59.48%
2007	-9.86%	+49.24%
2006	+0.39%	-14.02%
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 IEZ Drawdown Comparison

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

The maximum drawdown for IEZ was -92.52%, occurring on Mar 18, 2020. This drawdown has not yet recovered.

The current NAN drawdown is -1.73%. The current IEZ drawdown is -56.33%.

Rank	NAN	IEZ
#1	-44.95% Feb 7, 2007 - Feb 24, 2010	-92.52% Jun 30, 2014 - Mar 18, 2020
#2	-34.64% Aug 18, 2021 - Jun 22, 2026	-72.24% Jun 23, 2008 - Jun 30, 2014
#3	-24.81% Mar 5, 2020 - Dec 8, 2020	-26.92% May 10, 2006 - May 16, 2007
#4	-21.32% Dec 5, 2012 - Nov 20, 2015	-19.42% Oct 15, 2007 - Apr 16, 2008
#5	-17.70% Mar 1, 2004 - Jan 14, 2005	-13.60% Jul 23, 2007 - Sep 18, 2007
#6	-15.65% Jul 27, 2016 - Jun 14, 2019	-7.12% Apr 21, 2008 - May 8, 2008
#7	-14.48% Nov 2, 1999 - Dec 29, 2000	-4.85% May 20, 2008 - Jun 9, 2008
#8	-13.00% Nov 9, 2010 - Nov 7, 2011	-3.86% Jun 9, 2008 - Jun 17, 2008
#9	-9.86% Jun 30, 2003 - Dec 29, 2003	-3.55% Jun 4, 2007 - Jun 14, 2007
#10	-8.45% Oct 1, 2002 - Apr 28, 2003	-3.26% Jun 22, 2007 - Jul 6, 2007
#11	-8.11% Mar 1, 2006 - Jan 19, 2007	-3.16% May 21, 2007 - Jun 4, 2007
#12	-7.75% Sep 20, 2005 - Dec 23, 2005	-2.31% Sep 21, 2007 - Oct 10, 2007
#13	-7.00% Feb 27, 2002 - Jun 5, 2002	-1.75% Jul 12, 2007 - Jul 19, 2007
#14	-6.48% Nov 16, 2001 - Feb 22, 2002	-1.70% May 13, 2008 - May 15, 2008
#15	-6.03% Jan 25, 2005 - Apr 27, 2005	-1.53% Jun 19, 2007 - Jun 22, 2007

Correlation

Correlation between NAN and IEZ is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2000 - 2026)

NAN vs IEZ dividend yield comparison.

Year	NAN	IEZ
2026	4.31%	0.54%
2025	7.67%	1.87%
2024	6.45%	1.76%
2023	4.12%	0.97%
2022	5.27%	0.65%
2021	4.15%	1.20%
2020	4.30%	2.07%
2019	4.06%	2.28%
2018	4.79%	1.81%
2017	5.13%	3.42%
2016	5.74%	0.91%
2015	5.54%	2.40%
2014	5.59%	1.68%
2013	5.96%	0.75%
2012	4.92%	0.64%
2011	5.10%	0.32%
2010	6.36%	0.50%
2009	5.62%	0.72%
2008	8.34%	0.30%
2007	6.03%	0.14%
2006	6.00%	0.07%
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%