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NEA vs EUFN

Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES MSCI EUROPE FINANCIALS ETF (EUFN, ETF).

5-Year PerformanceEUFN has outperformed NEA, delivering a return of +18.5% compared to -0.0%

NEA vs EUFN - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEA
$3.50B
Winner
EUFN
$3.60B
Expense Ratio
NEA
N/A
EUFN
0.49%
Max Drawdown
Winner
NEA
48.25%
EUFN
59.14%
Sharpe Ratio
NEA
0.92
Winner
EUFN
1.11
5Y Beta
Winner
NEA
0.22
EUFN
0.82
5Y Dividends CAGR
NEA
5.43%
Winner
EUFN
33.53%

NEA vs EUFN - Historical Returns

Returns include dividend reinvestment.

1M
NEA
+0.25%
Winner
EUFN
+3.46%
3M
NEA
+1.18%
Winner
EUFN
+13.60%
6M
NEA
+3.22%
Winner
EUFN
+9.09%
1Y
NEA
+13.27%
Winner
EUFN
+26.23%
5Y(CAGR)
NEA
-0.04%
Winner
EUFN
+18.46%
10Y(CAGR)
NEA
+2.96%
Winner
EUFN
+13.28%
Max(CAGR)
NEA
+4.56%
Winner
EUFN
+7.19%

NEA vs EUFN - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNEAEUFN
2026+2.09%+3.52%
2025+10.42%+67.60%
2024+9.00%+18.14%
2023-0.58%+24.26%
2022-23.00%-9.61%
2021+8.45%+19.77%
2020+10.47%-9.99%
2019+20.56%+21.29%
2018-5.87%-23.77%
2017+9.35%+24.49%
2016+1.99%-0.66%
2015+6.25%-4.80%
2014+21.40%-7.21%
2013-16.42%+26.80%
2012+6.78%+31.10%
2011+17.35%-27.56%
2010+1.80%-3.91%
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 EUFN Drawdown Comparison

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

The maximum drawdown for EUFN was -53.26%, occurring on Mar 18, 2020. Recovery took 1472 trading sessions.

The current NEA drawdown is -4.92%. The current EUFN drawdown is -0.10%.

RankNEAEUFN
#1-43.81%
Feb 12, 2008 - Sep 21, 2009
-53.26%
Jan 26, 2018 - Dec 1, 2023
#2-36.56%
Sep 15, 2021 - Oct 23, 2023
-43.38%
Apr 29, 2011 - Sep 18, 2013
#3-25.03%
Mar 6, 2020 - Aug 10, 2020
-39.47%
Jun 6, 2014 - Aug 1, 2017
#4-23.18%
Nov 30, 2012 - Jan 7, 2015
-27.21%
Apr 13, 2010 - Nov 4, 2010
#5-18.08%
Sep 10, 2010 - Dec 2, 2011
-17.18%
Nov 4, 2010 - Feb 1, 2011
#6-16.44%
Mar 5, 2004 - Jun 29, 2005
-15.95%
Mar 18, 2025 - Apr 24, 2025
#7-12.37%
Jul 8, 2016 - Mar 7, 2019
-14.77%
Feb 2, 2026 - Apr 17, 2026
#8-12.29%
Feb 12, 2007 - Jan 15, 2008
-11.87%
Feb 17, 2011 - Apr 27, 2011
#9-10.90%
Jul 28, 2005 - Jul 12, 2006
-9.82%
Jan 15, 2014 - Jun 5, 2014
#10-10.61%
Jul 14, 2003 - Dec 31, 2003
-9.16%
Feb 3, 2010 - Mar 19, 2010
#11-9.23%
Feb 2, 2015 - Dec 24, 2015
-8.12%
Jun 3, 2024 - Aug 19, 2024
#12-9.15%
Oct 7, 2009 - Feb 2, 2010
-6.88%
Sep 26, 2024 - Jan 21, 2025
#13-6.54%
Mar 12, 2012 - May 16, 2012
-6.81%
Nov 12, 2025 - Dec 10, 2025
#14-4.92%
Jan 27, 2021 - Apr 13, 2021
-6.20%
Oct 22, 2013 - Dec 26, 2013
#15-4.73%
Nov 30, 2006 - Feb 12, 2007
-5.94%
Aug 7, 2017 - Jan 2, 2018

Correlation

Correlation between NEA and EUFN is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2003 - 2026)

NEA vs EUFN dividend yield comparison.

YearNEAEUFN
20262.94%0.00%
20257.36%3.57%
20246.63%5.36%
20233.95%5.00%
20225.49%4.24%
20214.50%4.15%
20204.45%1.38%
20194.46%4.55%
20185.40%6.48%
20175.33%3.04%
20165.70%4.03%
20155.71%3.65%
20145.95%3.35%
20136.24%1.59%
20125.65%2.91%
20115.64%3.88%
20106.09%1.80%
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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