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NEA vs CQQQ

Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and INVESCO CHINA TECHNOLOGY ETF (CQQQ, ETF).

5-Year PerformanceNEA has outperformed CQQQ, delivering a return of -0.8% compared to -4.9%

NEA vs CQQQ - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEA
$3.40B
CQQQ
$3.40B
Expense Ratio
NEA
N/A
CQQQ
0.65%
Max Drawdown
Winner
NEA
48.25%
CQQQ
74.15%
Sharpe Ratio
Winner
NEA
0.78
CQQQ
0.43
5Y Beta
Winner
NEA
0.23
CQQQ
0.94
5Y Dividends CAGR
NEA
5.07%
Winner
CQQQ
25.89%

NEA vs CQQQ - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEA
-1.14%
CQQQ
-1.59%
3M
Winner
NEA
+0.38%
CQQQ
-0.24%
6M
Winner
NEA
+0.76%
CQQQ
-1.34%
1Y
NEA
+11.90%
Winner
CQQQ
+13.72%
5Y(CAGR)
Winner
NEA
-0.78%
CQQQ
-4.95%
10Y(CAGR)
NEA
+2.68%
Winner
CQQQ
+4.62%
Max(CAGR)
NEA
+4.54%
Winner
CQQQ
+5.62%

NEA vs CQQQ - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNEACQQQ
2026+2.22%-2.30%
2025+10.42%+38.47%
2024+9.00%+13.15%
2023-0.58%-20.50%
2022-23.00%-29.95%
2021+8.45%-25.23%
2020+10.47%+49.54%
2019+20.56%+33.47%
2018-5.87%-37.28%
2017+9.35%+72.46%
2016+1.99%+3.44%
2015+6.25%+6.25%
2014+21.40%-1.04%
2013-16.42%+54.39%
2012+6.78%+8.40%
2011+17.35%-25.11%
2010+1.80%+3.59%
2009+34.36%+3.24%
2008-24.81%N/A
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 CQQQ Drawdown Comparison

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The maximum drawdown for CQQQ was -73.98%, occurring on Feb 2, 2024. This drawdown has not yet recovered.

The current NEA drawdown is -4.79%. The current CQQQ drawdown is -49.38%.

RankNEACQQQ
#1-43.81%
Feb 12, 2008 - Sep 21, 2009
-73.98%
Feb 16, 2021 - Feb 2, 2024
#2-36.56%
Sep 15, 2021 - Oct 23, 2023
-43.04%
Jan 26, 2018 - Jul 6, 2020
#3-25.03%
Mar 6, 2020 - Aug 10, 2020
-41.76%
Apr 20, 2011 - Sep 10, 2013
#4-23.18%
Nov 30, 2012 - Jan 7, 2015
-38.76%
May 19, 2015 - Apr 28, 2017
#5-18.08%
Sep 10, 2010 - Dec 2, 2011
-21.93%
Mar 6, 2014 - Apr 2, 2015
#6-16.44%
Mar 5, 2004 - Jun 29, 2005
-18.66%
Apr 9, 2010 - Oct 18, 2010
#7-12.37%
Jul 8, 2016 - Mar 7, 2019
-14.19%
Jan 14, 2010 - Mar 17, 2010
#8-12.29%
Feb 12, 2007 - Jan 15, 2008
-13.59%
Nov 22, 2017 - Jan 26, 2018
#9-10.90%
Jul 28, 2005 - Jul 12, 2006
-10.09%
Jan 22, 2014 - Mar 4, 2014
#10-10.61%
Jul 14, 2003 - Dec 31, 2003
-9.29%
Jul 9, 2020 - Oct 12, 2020
#11-9.23%
Feb 2, 2015 - Dec 24, 2015
-8.94%
Oct 21, 2013 - Dec 31, 2013
#12-9.15%
Oct 7, 2009 - Feb 2, 2010
-8.07%
Feb 17, 2011 - Apr 4, 2011
#13-6.54%
Mar 12, 2012 - May 16, 2012
-7.04%
Nov 8, 2010 - Jan 13, 2011
#14-4.92%
Jan 27, 2021 - Apr 13, 2021
-6.56%
Jan 25, 2021 - Feb 8, 2021
#15-4.73%
Nov 30, 2006 - Feb 12, 2007
-5.62%
Sep 18, 2017 - Oct 3, 2017

Correlation

Correlation between NEA and CQQQ is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2003 - 2026)

NEA vs CQQQ dividend yield comparison.

YearNEACQQQ
20264.16%0.00%
20257.36%2.17%
20246.63%0.28%
20233.95%0.55%
20225.49%0.08%
20214.50%0.00%
20204.45%0.47%
20194.46%0.01%
20185.40%0.43%
20175.33%1.41%
20165.70%1.69%
20155.71%1.77%
20145.95%1.00%
20136.24%0.79%
20125.65%1.91%
20115.64%2.77%
20106.09%0.48%
20095.37%0.00%
20086.81%0.00%
20074.93%0.00%
20065.10%0.00%
20055.93%0.00%
20046.81%0.00%
20036.11%0.00%

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