NEA vs AOR
Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES CORE 60/40 BALANCED ALLOCATION ETF (AOR, ETF).
5-Year PerformanceAOR has outperformed NEA, delivering a return of +6.8% compared to -0.0%
NEA vs AOR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEA vs AOR - Historical Returns
Returns include dividend reinvestment.
NEA vs AOR - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | NEA | AOR |
|---|---|---|
| 2026 | +2.09% | +6.37% |
| 2025 | +10.42% | +16.68% |
| 2024 | +9.00% | +11.47% |
| 2023 | -0.58% | +14.90% |
| 2022 | -23.00% | -15.79% |
| 2021 | +8.45% | +11.46% |
| 2020 | +10.47% | +10.74% |
| 2019 | +20.56% | +18.94% |
| 2018 | -5.87% | -6.24% |
| 2017 | +9.35% | +15.49% |
| 2016 | +1.99% | +7.82% |
| 2015 | +6.25% | -1.02% |
| 2014 | +21.40% | +7.24% |
| 2013 | -16.42% | +14.07% |
| 2012 | +6.78% | +10.41% |
| 2011 | +17.35% | +0.52% |
| 2010 | +1.80% | +9.79% |
| 2009 | +34.36% | +17.43% |
| 2008 | -24.81% | +4.43% |
| 2007 | +5.52% | N/A |
| 2006 | +11.55% | N/A |
| 2005 | +4.15% | N/A |
| 2004 | -4.83% | N/A |
| 2003 | +8.59% | N/A |
| 2002 | +0.07% | N/A |
NEA vs AOR Drawdown Comparison
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The maximum drawdown for AOR was -24.44%, occurring on Mar 9, 2009. Recovery took 177 trading sessions.
The current NEA drawdown is -4.92%. The current AOR drawdown is -1.05%.
| Rank | NEA | AOR |
|---|---|---|
| #1 | -43.81% Feb 12, 2008 - Sep 21, 2009 | -24.44% Nov 28, 2008 - Aug 13, 2009 |
| #2 | -36.56% Sep 15, 2021 - Oct 23, 2023 | -22.95% Feb 12, 2020 - Aug 5, 2020 |
| #3 | -25.03% Mar 6, 2020 - Aug 10, 2020 | -21.73% Nov 8, 2021 - Mar 1, 2024 |
| #4 | -23.18% Nov 30, 2012 - Jan 7, 2015 | -13.45% Nov 13, 2008 - Nov 28, 2008 |
| #5 | -18.08% Sep 10, 2010 - Dec 2, 2011 | -12.62% Apr 29, 2011 - Feb 3, 2012 |
| #6 | -16.44% Mar 5, 2004 - Jun 29, 2005 | -12.28% Jan 26, 2018 - Apr 30, 2019 |
| #7 | -12.37% Jul 8, 2016 - Mar 7, 2019 | -11.29% May 21, 2015 - Jul 27, 2016 |
| #8 | -12.29% Feb 12, 2007 - Jan 15, 2008 | -9.77% Feb 18, 2025 - May 15, 2025 |
| #9 | -10.90% Jul 28, 2005 - Jul 12, 2006 | -8.82% Apr 23, 2010 - Oct 5, 2010 |
| #10 | -10.61% Jul 14, 2003 - Dec 31, 2003 | -6.64% Feb 25, 2026 - Apr 17, 2026 |
| #11 | -9.23% Feb 2, 2015 - Dec 24, 2015 | -6.24% Apr 2, 2012 - Aug 16, 2012 |
| #12 | -9.15% Oct 7, 2009 - Feb 2, 2010 | -6.06% Jan 14, 2010 - Mar 16, 2010 |
| #13 | -6.54% Mar 12, 2012 - May 16, 2012 | -5.97% May 21, 2013 - Aug 2, 2013 |
| #14 | -4.92% Jan 27, 2021 - Apr 13, 2021 | -5.32% Sep 5, 2014 - Nov 21, 2014 |
| #15 | -4.73% Nov 30, 2006 - Feb 12, 2007 | -5.11% Sep 2, 2020 - Nov 9, 2020 |
Correlation
Correlation between NEA and AOR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2003 - 2026)
NEA vs AOR dividend yield comparison.
| Year | NEA | AOR |
|---|---|---|
| 2026 | 2.94% | 0.45% |
| 2025 | 7.36% | 2.54% |
| 2024 | 6.63% | 2.66% |
| 2023 | 3.95% | 2.50% |
| 2022 | 5.49% | 2.12% |
| 2021 | 4.50% | 1.64% |
| 2020 | 4.45% | 1.89% |
| 2019 | 4.46% | 2.56% |
| 2018 | 5.40% | 2.49% |
| 2017 | 5.33% | 4.51% |
| 2016 | 5.70% | 2.16% |
| 2015 | 5.71% | 2.12% |
| 2014 | 5.95% | 2.11% |
| 2013 | 6.24% | 1.92% |
| 2012 | 5.65% | 2.08% |
| 2011 | 5.64% | 2.42% |
| 2010 | 6.09% | 1.84% |
| 2009 | 5.37% | 2.07% |
| 2008 | 6.81% | 0.68% |
| 2007 | 4.93% | 0.00% |
| 2006 | 5.10% | 0.00% |
| 2005 | 5.93% | 0.00% |
| 2004 | 6.81% | 0.00% |
| 2003 | 6.11% | 0.00% |
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