NAZ vs EFFI

Comparison between Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF) and HARBOR OSMOSIS INTERNATIONAL RESOURCE EFFICIENT ETF (EFFI, ETF).

NAZ vs EFFI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAZ(ETF)	EFFI(ETF)
Net Assets	$149M	$149M
Expense Ratio	N/A	0.55%
Max Drawdown	48.77%	13.64%
Sharpe Ratio	1.24	0.95
5Y Beta	0.11	0.72
5Y Dividends CAGR	8.31%	N/A

Net Assets

Winner

NAZ

$149M

EFFI

$149M

Expense Ratio

NAZ

N/A

EFFI

0.55%

Max Drawdown

NAZ

48.77%

Winner

EFFI

13.64%

Sharpe Ratio

Winner

NAZ

1.24

EFFI

0.95

5Y Beta

Winner

NAZ

0.11

EFFI

0.72

5Y Dividends CAGR

NAZ

8.31%

EFFI

N/A

NAZ vs EFFI - Historical Returns

Returns include dividend reinvestment.

Period	NAZ	EFFI
1 month	+2.48%	+1.85%
3 months	+6.72%	+6.70%
6 months	+12.39%	+6.61%
1 year	+18.99%	+17.59%
5 years(CAGR)	+0.77%	N/A
10 years(CAGR)	+2.54%	N/A
Max(CAGR)	+4.43%	+22.60%

Winner

NAZ

+2.48%

EFFI

+1.85%

Winner

NAZ

+6.72%

EFFI

+6.70%

Winner

NAZ

+12.39%

EFFI

+6.61%

Winner

NAZ

+18.99%

EFFI

+17.59%

5Y(CAGR)

NAZ

+0.77%

EFFI

N/A

10Y(CAGR)

NAZ

+2.54%

EFFI

N/A

Max(CAGR)

NAZ

+4.43%

Winner

EFFI

+22.60%

NAZ vs EFFI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAZ	EFFI
2026	+12.15%	+4.55%
2025	+11.54%	+33.64%
2024	+12.88%	-3.24%
2023	-1.90%	N/A
2022	-27.11%	N/A
2021	+5.02%	N/A
2020	+22.04%	N/A
2019	+16.46%	N/A
2018	-12.82%	N/A
2017	+5.58%	N/A
2016	-3.17%	N/A
2015	+11.35%	N/A
2014	+25.72%	N/A
2013	-16.80%	N/A
2012	+14.38%	N/A
2011	+17.63%	N/A
2010	+3.58%	N/A
2009	+40.86%	N/A
2008	-22.86%	N/A
2007	-4.82%	N/A
2006	-0.29%	N/A
2005	-0.39%	N/A
2004	+0.02%	N/A
2003	+11.61%	N/A
2002	+0.75%	N/A
2001	+6.83%	N/A
2000	+15.21%	N/A
1999	-9.75%	N/A

NAZ vs EFFI Drawdown Comparison

The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.

The maximum drawdown for EFFI was -13.64%, occurring on Apr 8, 2025. Recovery took 36 trading sessions.

The current NAZ drawdown is -2.48%. The current EFFI drawdown is -1.05%.

Rank	NAZ	EFFI
#1	-38.28% Nov 9, 2021 - Apr 14, 2026	-13.64% Mar 5, 2025 - Apr 25, 2025
#2	-34.81% Apr 1, 2004 - Sep 22, 2009	-10.55% Feb 25, 2026 - May 27, 2026
#3	-28.08% Jul 6, 2016 - Sep 1, 2020	-5.66% Nov 12, 2025 - Dec 11, 2025
#4	-27.21% Jan 28, 2013 - Jan 28, 2015	-4.40% Jul 23, 2025 - Aug 13, 2025
#5	-20.06% Oct 29, 2010 - Dec 30, 2011	-3.96% Dec 12, 2024 - Jan 21, 2025
#6	-13.78% Jul 11, 2002 - Jun 12, 2003	-3.91% Oct 6, 2025 - Oct 28, 2025
#7	-13.30% Jul 15, 2003 - Feb 2, 2004	-3.84% Jan 27, 2026 - Feb 25, 2026
#8	-11.33% Nov 4, 1999 - Dec 11, 2000	-3.25% May 29, 2026 - Jun 10, 2026
#9	-6.87% Jan 14, 2010 - Aug 12, 2010	-2.66% Sep 8, 2025 - Oct 3, 2025
#10	-6.81% Dec 4, 2020 - May 28, 2021	-2.66% Jan 30, 2025 - Feb 11, 2025
#11	-5.89% Oct 6, 2009 - Jan 6, 2010	-2.32% Jun 12, 2025 - Jun 26, 2025
#12	-4.81% Mar 5, 2002 - Apr 23, 2002	-2.18% Jul 10, 2025 - Jul 23, 2025
#13	-4.69% Oct 3, 2012 - Jan 9, 2013	-1.78% Aug 22, 2025 - Sep 8, 2025
#14	-4.65% Feb 2, 2015 - Apr 17, 2015	-1.72% Jan 15, 2026 - Jan 22, 2026
#15	-4.64% Mar 13, 2012 - Mar 21, 2012	-1.30% Oct 29, 2025 - Nov 7, 2025

Correlation

Correlation between NAZ and EFFI is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78

-101

Dividend Comparison (2000 - 2026)

NAZ vs EFFI dividend yield comparison.

Year	NAZ	EFFI
2026	2.52%	0.00%
2025	7.09%	4.33%
2024	6.20%	0.00%
2023	3.63%	0.00%
2022	5.01%	0.00%
2021	3.75%	0.00%
2020	3.52%	0.00%
2019	3.82%	0.00%
2018	4.52%	0.00%
2017	4.65%	0.00%
2016	5.53%	0.00%
2015	5.25%	0.00%
2014	5.53%	0.00%
2013	6.35%	0.00%
2012	5.01%	0.00%
2011	5.35%	0.00%
2010	5.76%	0.00%
2009	5.11%	0.00%
2008	6.72%	0.00%
2007	4.90%	0.00%
2006	4.62%	0.00%
2005	5.41%	0.00%
2004	5.95%	0.00%
2003	5.68%	0.00%
2002	5.93%	0.00%
2001	5.35%	0.00%
2000	2.21%	0.00%