NCLO vs XHS
Comparison between NUVEEN AA-BBB CLO ETF (NCLO, ETF) and STATE STREET(R) SPDR(R) S&P(R) HEALTH CARE SERVICES ETF (XHS, ETF).
NCLO vs XHS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NCLO
$140M
XHS
$140M
Expense Ratio
Winner
NCLO
0.26%
XHS
0.35%
Max Drawdown
Winner
NCLO
3.71%
XHS
39.36%
Sharpe Ratio
NCLO
0.51
Winner
XHS
1.93
5Y Beta
Winner
NCLO
0.05
XHS
0.59
P/E Ratio
NCLO
N/A
XHS
95.56
Forward P/E
NCLO
N/A
XHS
19.78
5Y Dividends CAGR
NCLO
N/A
XHS
4.54%
5Y EPS CAGR
NCLO
N/A
XHS
12.79%
Debt to Equity
NCLO
N/A
XHS
-124.87%
P/S Ratio
NCLO
N/A
XHS
0.67
P/B Ratio
NCLO
N/A
XHS
3.11
NCLO vs XHS - Historical Returns
Returns include dividend reinvestment.
1M
NCLO
+0.41%
Winner
XHS
+7.08%
3M
NCLO
+1.55%
Winner
XHS
+22.45%
6M
NCLO
+2.36%
Winner
XHS
+18.76%
1Y
NCLO
+5.71%
Winner
XHS
+41.61%
5Y(CAGR)
NCLO
N/A
XHS
+3.59%
10Y(CAGR)
NCLO
N/A
XHS
+8.72%
Max(CAGR)
NCLO
+5.71%
Winner
XHS
+12.83%
NCLO vs XHS - Annual Returns (2011 - 2026)
Returns include dividend reinvestment.
| Year | NCLO | XHS |
|---|---|---|
| 2026 | +2.73% | +23.04% |
| 2025 | +6.24% | +18.32% |
| 2024 | +0.35% | +0.55% |
| 2023 | N/A | +6.10% |
| 2022 | N/A | -20.48% |
| 2021 | N/A | +9.75% |
| 2020 | N/A | +34.25% |
| 2019 | N/A | +19.16% |
| 2018 | N/A | +0.70% |
| 2017 | N/A | +16.30% |
| 2016 | N/A | -7.08% |
| 2015 | N/A | +3.75% |
| 2014 | N/A | +25.76% |
| 2013 | N/A | +35.32% |
| 2012 | N/A | +22.06% |
| 2011 | N/A | +14.26% |
NCLO vs XHS Drawdown Comparison
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The maximum drawdown for XHS was -39.32%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.
The current NCLO drawdown is -0.70%. The current XHS drawdown is -4.20%.
| Rank | NCLO | XHS |
|---|---|---|
| #1 | -3.05% Feb 3, 2026 - Apr 6, 2026 | -39.32% Feb 19, 2020 - Sep 2, 2020 |
| #2 | -1.43% Mar 31, 2025 - Apr 24, 2025 | -32.62% Jun 28, 2021 - May 27, 2026 |
| #3 | -1.03% Jun 25, 2026 - Jun 26, 2026 | -27.38% Aug 5, 2015 - Jan 22, 2018 |
| #4 | -0.64% Apr 25, 2025 - May 2, 2025 | -22.07% Sep 28, 2018 - Jan 15, 2020 |
| #5 | -0.56% May 19, 2025 - Jun 6, 2025 | -12.83% Apr 3, 2012 - Jul 18, 2012 |
| #6 | -0.52% May 28, 2026 - Jun 25, 2026 | -10.97% Feb 9, 2021 - Apr 23, 2021 |
| #7 | -0.48% May 1, 2026 - May 6, 2026 | -10.30% Jan 29, 2018 - May 18, 2018 |
| #8 | -0.47% May 2, 2025 - May 8, 2025 | -10.25% Sep 2, 2020 - Oct 5, 2020 |
| #9 | -0.37% Apr 6, 2026 - Apr 22, 2026 | -9.26% Oct 28, 2011 - Jan 11, 2012 |
| #10 | -0.36% Jun 6, 2025 - Jun 24, 2025 | -7.34% Sep 30, 2011 - Oct 11, 2011 |
| #11 | -0.35% Mar 7, 2025 - Mar 31, 2025 | -6.25% Jan 22, 2020 - Feb 11, 2020 |
| #12 | -0.28% Oct 8, 2025 - Oct 13, 2025 | -6.22% Jul 18, 2012 - Aug 27, 2012 |
| #13 | -0.26% Oct 13, 2025 - Oct 20, 2025 | -6.02% Sep 11, 2014 - Oct 28, 2014 |
| #14 | -0.25% Oct 20, 2025 - Oct 30, 2025 | -6.00% Apr 24, 2015 - May 22, 2015 |
| #15 | -0.25% May 8, 2025 - May 12, 2025 | -5.71% Oct 23, 2020 - Nov 3, 2020 |
Correlation
Correlation between NCLO and XHS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2011 - 2026)
NCLO vs XHS dividend yield comparison.
| Year | NCLO | XHS |
|---|---|---|
| 2026 | 2.67% | 0.06% |
| 2025 | 6.09% | 0.27% |
| 2024 | 0.35% | 0.38% |
| 2023 | 0.00% | 0.23% |
| 2022 | 0.00% | 0.19% |
| 2021 | 0.00% | 0.20% |
| 2020 | 0.00% | 0.23% |
| 2019 | 0.00% | 2.37% |
| 2018 | 0.00% | 0.34% |
| 2017 | 0.00% | 0.22% |
| 2016 | 0.00% | 0.28% |
| 2015 | 0.00% | 0.93% |
| 2014 | 0.00% | 1.17% |
| 2013 | 0.00% | 0.46% |
| 2012 | 0.00% | 4.12% |
| 2011 | 0.00% | 0.02% |
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