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NEA vs EWU

Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES MSCI UNITED KINGDOM ETF (EWU, ETF).

5-Year PerformanceEWU has outperformed NEA, delivering a return of +10.6% compared to -0.1%

NEA vs EWU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEA
$3.50B
EWU
$3.50B
Expense Ratio
NEA
N/A
EWU
0.50%
Max Drawdown
Winner
NEA
48.25%
EWU
66.94%
Sharpe Ratio
NEA
0.98
Winner
EWU
1.09
5Y Beta
Winner
NEA
0.23
EWU
0.58
5Y Dividends CAGR
NEA
5.43%
Winner
EWU
12.29%

NEA vs EWU - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NEA
+1.04%
EWU
-0.15%
3M
Winner
NEA
+0.31%
EWU
+0.30%
6M
NEA
+2.07%
Winner
EWU
+9.39%
1Y
NEA
+14.02%
Winner
EWU
+19.96%
5Y(CAGR)
NEA
-0.06%
Winner
EWU
+10.64%
10Y(CAGR)
NEA
+3.01%
Winner
EWU
+7.76%
Max(CAGR)
Winner
NEA
+4.55%
EWU
+4.17%

NEA vs EWU - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNEAEWU
2026+1.65%+4.32%
2025+10.42%+35.28%
2024+9.00%+7.79%
2023-0.58%+12.02%
2022-23.00%-5.49%
2021+8.45%+16.67%
2020+10.47%-11.93%
2019+20.56%+21.33%
2018-5.87%-15.06%
2017+9.35%+21.11%
2016+1.99%+0.39%
2015+6.25%-6.15%
2014+21.40%-6.45%
2013-16.42%+17.73%
2012+6.78%+12.01%
2011+17.35%-3.68%
2010+1.80%+8.10%
2009+34.36%+35.62%
2008-24.81%-46.01%
2007+5.52%+5.79%
2006+11.55%+26.45%
2005+4.15%+6.53%
2004-4.83%+18.42%
2003+8.59%+30.76%
2002+0.07%-15.16%
2001N/A-14.85%
2000N/A-15.37%
1999N/A+5.56%

NEA vs EWU Drawdown Comparison

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

The maximum drawdown for EWU was -64.00%, occurring on Mar 9, 2009. Recovery took 1634 trading sessions.

The current NEA drawdown is -5.33%. The current EWU drawdown is -4.72%.

RankNEAEWU
#1-43.81%
Feb 12, 2008 - Sep 21, 2009
-64.00%
Oct 31, 2007 - Apr 30, 2014
#2-36.56%
Sep 15, 2021 - Oct 23, 2023
-46.84%
Jan 3, 2000 - Mar 4, 2005
#3-25.03%
Mar 6, 2020 - Aug 10, 2020
-43.33%
Jan 26, 2018 - May 7, 2021
#4-23.18%
Nov 30, 2012 - Jan 7, 2015
-29.36%
Jul 3, 2014 - Jan 17, 2018
#5-18.08%
Sep 10, 2010 - Dec 2, 2011
-24.88%
Feb 9, 2022 - Apr 13, 2023
#6-16.44%
Mar 5, 2004 - Jun 29, 2005
-13.36%
Jul 12, 2007 - Oct 11, 2007
#7-12.37%
Jul 8, 2016 - Mar 7, 2019
-12.67%
May 9, 2006 - Sep 1, 2006
#8-12.29%
Feb 12, 2007 - Jan 15, 2008
-12.63%
Mar 19, 2025 - Apr 28, 2025
#9-10.90%
Jul 28, 2005 - Jul 12, 2006
-10.04%
Jul 26, 2023 - Dec 22, 2023
#10-10.61%
Jul 14, 2003 - Dec 31, 2003
-9.92%
Feb 27, 2026 - Mar 20, 2026
#11-9.23%
Feb 2, 2015 - Dec 24, 2015
-9.56%
Sep 27, 2024 - Feb 28, 2025
#12-9.15%
Oct 7, 2009 - Feb 2, 2010
-8.43%
Sep 6, 2005 - Jan 3, 2006
#13-6.54%
Mar 12, 2012 - May 16, 2012
-8.09%
Feb 26, 2007 - Mar 21, 2007
#14-4.92%
Jan 27, 2021 - Apr 13, 2021
-7.06%
Jun 15, 2021 - Oct 20, 2021
#15-4.73%
Nov 30, 2006 - Feb 12, 2007
-6.41%
Mar 4, 2005 - Aug 11, 2005

Correlation

Correlation between NEA and EWU is 0.78 which considered as a strong positive correlation - the stocks tend to move together.

0.78
-101

Dividend Comparison (1999 - 2026)

NEA vs EWU dividend yield comparison.

YearNEAEWU
20262.96%0.00%
20257.36%3.73%
20246.63%4.16%
20233.95%4.14%
20225.49%3.43%
20214.50%4.35%
20204.45%2.48%
20194.46%4.13%
20185.40%4.98%
20175.33%3.91%
20165.70%3.97%
20155.71%4.11%
20145.95%7.59%
20136.24%2.39%
20125.65%3.57%
20115.64%3.30%
20106.09%2.43%
20095.37%2.59%
20086.81%6.61%
20074.93%3.50%
20065.10%3.47%
20055.93%3.11%
20046.81%1.91%
20036.11%3.05%
20020.00%2.33%
20010.00%3.25%
20000.00%5.35%
19990.00%1.85%

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