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NEA vs DFGR

Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and DIMENSIONAL GLOBAL REAL ESTATE ETF (DFGR, ETF).

NEA vs DFGR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEA
$3.50B
Winner
DFGR
$3.60B
Expense Ratio
NEA
N/A
DFGR
0.22%
Max Drawdown
NEA
48.25%
Winner
DFGR
22.52%
Sharpe Ratio
Winner
NEA
1.00
DFGR
0.77
5Y Beta
Winner
NEA
0.23
DFGR
0.46
P/E Ratio
NEA
N/A
DFGR
39.01
Forward P/E
NEA
N/A
DFGR
37.27
5Y Dividends CAGR
NEA
3.48%
DFGR
N/A
5Y EPS CAGR
NEA
N/A
DFGR
6.09%
Debt to Equity
NEA
N/A
DFGR
45.88%
P/S Ratio
NEA
N/A
DFGR
7.54
P/B Ratio
NEA
N/A
DFGR
2.69

NEA vs DFGR - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEA
+2.63%
DFGR
+0.88%
3M
NEA
+4.04%
Winner
DFGR
+10.04%
6M
NEA
+3.40%
Winner
DFGR
+11.34%
1Y
Winner
NEA
+14.64%
DFGR
+11.71%
5Y(CAGR)
NEA
-0.04%
DFGR
N/A
10Y(CAGR)
NEA
+2.98%
DFGR
N/A
Max(CAGR)
NEA
+4.58%
Winner
DFGR
+8.09%

NEA vs DFGR - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNEADFGR
2026+2.60%+10.71%
2025+10.42%+8.30%
2024+9.00%+1.46%
2023-0.58%+9.39%
2022-23.00%-1.24%
2021+8.45%N/A
2020+10.47%N/A
2019+20.56%N/A
2018-5.87%N/A
2017+9.35%N/A
2016+1.99%N/A
2015+6.25%N/A
2014+21.40%N/A
2013-16.42%N/A
2012+6.78%N/A
2011+17.35%N/A
2010+1.80%N/A
2009+34.36%N/A
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 DFGR Drawdown Comparison

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

The maximum drawdown for DFGR was -21.27%, occurring on Oct 25, 2023. Recovery took 363 trading sessions.

The current NEA drawdown is -4.44%. The current DFGR drawdown is -0.97%.

RankNEADFGR
#1-43.81%
Feb 12, 2008 - Sep 21, 2009		-21.27%
Feb 2, 2023 - Jul 16, 2024
#2-36.56%
Sep 15, 2021 - Oct 23, 2023		-17.56%
Sep 16, 2024 - Feb 6, 2026
#3-25.03%
Mar 6, 2020 - Aug 10, 2020		-9.15%
Feb 17, 2026 - Apr 17, 2026
#4-23.18%
Nov 30, 2012 - Jan 7, 2015		-5.27%
Dec 13, 2022 - Jan 11, 2023
#5-18.08%
Sep 10, 2010 - Dec 2, 2011		-3.02%
May 6, 2026 - Jun 11, 2026
#6-16.44%
Mar 5, 2004 - Jun 29, 2005		-2.80%
Aug 2, 2024 - Aug 9, 2024
#7-12.37%
Jul 8, 2016 - Mar 7, 2019		-2.75%
Jun 12, 2026 - Jun 18, 2026
#8-12.29%
Feb 12, 2007 - Jan 15, 2008		-2.59%
Jul 17, 2024 - Jul 30, 2024
#9-10.90%
Jul 28, 2005 - Jul 12, 2006		-2.21%
Apr 20, 2026 - May 6, 2026
#10-10.61%
Jul 14, 2003 - Dec 31, 2003		-1.65%
Jan 12, 2023 - Jan 24, 2023
#11-9.23%
Feb 2, 2015 - Dec 24, 2015		-0.94%
Jan 27, 2023 - Jan 31, 2023
#12-9.15%
Oct 7, 2009 - Feb 2, 2010		-0.60%
Aug 9, 2024 - Aug 13, 2024
#13-6.54%
Mar 12, 2012 - May 16, 2012		-0.53%
Aug 27, 2024 - Aug 30, 2024
#14-4.92%
Jan 27, 2021 - Apr 13, 2021		-0.21%
Aug 30, 2024 - Sep 4, 2024
#15-4.73%
Nov 30, 2006 - Feb 12, 2007		-0.11%
Aug 14, 2024 - Aug 19, 2024

Correlation

Correlation between NEA and DFGR is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (2003 - 2026)

NEA vs DFGR dividend yield comparison.

YearNEADFGR
20263.54%0.81%
20257.36%4.05%
20246.63%3.73%
20233.95%2.77%
20225.49%0.59%
20214.50%0.00%
20204.45%0.00%
20194.46%0.00%
20185.40%0.00%
20175.33%0.00%
20165.70%0.00%
20155.71%0.00%
20145.95%0.00%
20136.24%0.00%
20125.65%0.00%
20115.64%0.00%
20106.09%0.00%
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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