NAZ vs KNRG

Comparison between Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF) and Simplify Kayne Anderson Energy and Infrastructure Credit ETF (KNRG, ETF).

NAZ vs KNRG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAZ(ETF)	KNRG(ETF)
Net Assets	$150M	$151M
Expense Ratio	N/A	0.76%
Max Drawdown	48.77%	3.94%
Sharpe Ratio	0.80	1.39
5Y Beta	0.12	0.16
5Y Dividends CAGR	7.61%	N/A

Net Assets

NAZ

$150M

Winner

KNRG

$151M

Expense Ratio

NAZ

N/A

KNRG

0.76%

Max Drawdown

NAZ

48.77%

Winner

KNRG

3.94%

Sharpe Ratio

NAZ

0.80

Winner

KNRG

1.39

5Y Beta

Winner

NAZ

0.12

KNRG

0.16

5Y Dividends CAGR

NAZ

7.61%

KNRG

N/A

NAZ vs KNRG - Historical Returns

Returns include dividend reinvestment.

Period	NAZ	KNRG
1 month	+0.65%	+0.51%
3 months	+2.47%	+1.49%
6 months	+8.37%	+2.51%
1 year	+14.38%	+8.06%
5 years(CAGR)	+0.61%	N/A
10 years(CAGR)	+1.69%	N/A
Max(CAGR)	+4.32%	+9.26%

Winner

NAZ

+0.65%

KNRG

+0.51%

Winner

NAZ

+2.47%

KNRG

+1.49%

Winner

NAZ

+8.37%

KNRG

+2.51%

Winner

NAZ

+14.38%

KNRG

+8.06%

5Y(CAGR)

NAZ

+0.61%

KNRG

N/A

10Y(CAGR)

NAZ

+1.69%

KNRG

N/A

Max(CAGR)

NAZ

+4.32%

Winner

KNRG

+9.26%

NAZ vs KNRG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAZ	KNRG
2026	+9.33%	+3.05%
2025	+11.54%	+7.34%
2024	+12.88%	N/A
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 KNRG Drawdown Comparison

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

The maximum drawdown for KNRG was -2.71%, occurring on Mar 27, 2026. Recovery took 41 trading sessions.

The current NAZ drawdown is -4.93%. The current KNRG drawdown is -0.04%.

Rank	NAZ	KNRG
#1	-38.28% Nov 9, 2021 - Apr 14, 2026	-2.71% Feb 25, 2026 - Apr 24, 2026
#2	-34.81% Apr 1, 2004 - Sep 22, 2009	-1.13% Jun 12, 2025 - Jun 30, 2025
#3	-28.08% Jul 6, 2016 - Sep 1, 2020	-1.10% Oct 27, 2025 - Dec 3, 2025
#4	-27.21% Jan 28, 2013 - Jan 28, 2015	-0.88% Sep 19, 2025 - Oct 24, 2025
#5	-20.06% Oct 29, 2010 - Dec 30, 2011	-0.71% Apr 24, 2026 - May 26, 2026
#6	-13.78% Jul 11, 2002 - Jun 12, 2003	-0.70% Jul 3, 2025 - Jul 23, 2025
#7	-13.30% Jul 15, 2003 - Feb 2, 2004	-0.34% Jan 30, 2026 - Feb 11, 2026
#8	-11.33% Nov 4, 1999 - Dec 11, 2000	-0.33% Sep 11, 2025 - Sep 16, 2025
#9	-6.87% Jan 14, 2010 - Aug 12, 2010	-0.31% Dec 3, 2025 - Dec 24, 2025
#10	-6.81% Dec 4, 2020 - May 28, 2021	-0.30% Jun 4, 2026 - Jun 11, 2026
#11	-6.52% Jun 5, 2026 - Jun 29, 2026	-0.27% Aug 13, 2025 - Aug 22, 2025
#12	-5.89% Oct 6, 2009 - Jan 6, 2010	-0.27% Jan 6, 2026 - Jan 13, 2026
#13	-4.81% Mar 5, 2002 - Apr 23, 2002	-0.24% Jan 14, 2026 - Jan 22, 2026
#14	-4.69% Oct 3, 2012 - Jan 9, 2013	-0.23% Aug 28, 2025 - Sep 4, 2025
#15	-4.65% Feb 2, 2015 - Apr 17, 2015	-0.21% Jul 29, 2025 - Jul 31, 2025

Correlation

Correlation between NAZ and KNRG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2000 - 2026)

NAZ vs KNRG dividend yield comparison.

Year	NAZ	KNRG
2026	3.60%	3.26%
2025	7.09%	4.22%
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%