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NEA vs FRDM

Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and FREEDOM 100 EMERGING MARKETS ETF (FRDM, ETF).

5-Year PerformanceFRDM has outperformed NEA, delivering a return of +19.0% compared to -0.0%

NEA vs FRDM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NEA
$3.50B
FRDM
$3.50B
Expense Ratio
NEA
N/A
FRDM
0.49%
Max Drawdown
NEA
48.25%
Winner
FRDM
40.49%
Sharpe Ratio
NEA
1.00
Winner
FRDM
2.29
5Y Beta
Winner
NEA
0.23
FRDM
1.03
5Y Dividends CAGR
NEA
3.48%
Winner
FRDM
25.82%

NEA vs FRDM - Historical Returns

Returns include dividend reinvestment.

1M
NEA
+2.63%
Winner
FRDM
+5.76%
3M
NEA
+4.04%
Winner
FRDM
+28.41%
6M
NEA
+3.40%
Winner
FRDM
+43.32%
1Y
NEA
+14.64%
Winner
FRDM
+88.48%
5Y(CAGR)
NEA
-0.04%
Winner
FRDM
+18.98%
10Y(CAGR)
NEA
+2.98%
FRDM
N/A
Max(CAGR)
NEA
+4.58%
Winner
FRDM
+18.65%

NEA vs FRDM - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNEAFRDM
2026+2.60%+36.32%
2025+10.42%+60.85%
2024+9.00%+3.76%
2023-0.58%+24.18%
2022-23.00%-15.18%
2021+8.45%+4.26%
2020+10.47%+15.00%
2019+20.56%+12.33%
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 FRDM Drawdown Comparison

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

The maximum drawdown for FRDM was -40.49%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The current NEA drawdown is -4.44%. The current FRDM drawdown is -6.27%.

RankNEAFRDM
#1-43.81%
Feb 12, 2008 - Sep 21, 2009
-40.49%
Jan 13, 2020 - Nov 11, 2020
#2-36.56%
Sep 15, 2021 - Oct 23, 2023
-29.25%
Jan 12, 2022 - Dec 27, 2023
#3-25.03%
Mar 6, 2020 - Aug 10, 2020
-16.86%
Feb 25, 2026 - Apr 17, 2026
#4-23.18%
Nov 30, 2012 - Jan 7, 2015
-15.43%
Sep 26, 2024 - May 2, 2025
#5-18.08%
Sep 10, 2010 - Dec 2, 2011
-13.73%
Jul 12, 2024 - Sep 26, 2024
#6-16.44%
Mar 5, 2004 - Jun 29, 2005
-10.78%
Jun 2, 2026 - Jun 18, 2026
#7-12.37%
Jul 8, 2016 - Mar 7, 2019
-10.39%
Jul 1, 2019 - Nov 4, 2019
#8-12.29%
Feb 12, 2007 - Jan 15, 2008
-9.14%
Dec 27, 2023 - Mar 7, 2024
#9-10.90%
Jul 28, 2005 - Jul 12, 2006
-8.54%
Sep 3, 2021 - Jan 12, 2022
#10-10.61%
Jul 14, 2003 - Dec 31, 2003
-7.16%
Apr 9, 2024 - May 9, 2024
#11-9.23%
Feb 2, 2015 - Dec 24, 2015
-6.75%
Feb 16, 2021 - Jun 2, 2021
#12-9.15%
Oct 7, 2009 - Feb 2, 2010
-6.39%
Nov 7, 2019 - Dec 16, 2019
#13-6.54%
Mar 12, 2012 - May 16, 2012
-6.27%
Jun 22, 2026 - Jun 23, 2026
#14-4.92%
Jan 27, 2021 - Apr 13, 2021
-6.26%
Nov 3, 2025 - Dec 9, 2025
#15-4.73%
Nov 30, 2006 - Feb 12, 2007
-6.14%
May 11, 2026 - May 26, 2026

Correlation

Correlation between NEA and FRDM is 0.48 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.48
-101

Dividend Comparison (2003 - 2026)

NEA vs FRDM dividend yield comparison.

YearNEAFRDM
20263.54%0.32%
20257.36%2.26%
20246.63%2.53%
20233.95%2.66%
20225.49%2.72%
20214.50%2.17%
20204.45%1.11%
20194.46%1.07%
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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