NEA vs IBDR
Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR, ETF).
5-Year PerformanceIBDR has outperformed NEA, delivering a return of +1.5% compared to -0.7%
NEA vs IBDR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEA vs IBDR - Historical Returns
Returns include dividend reinvestment.
NEA vs IBDR - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | NEA | IBDR |
|---|---|---|
| 2026 | +1.23% | +1.94% |
| 2025 | +10.42% | +5.03% |
| 2024 | +9.00% | +5.25% |
| 2023 | -0.58% | +5.78% |
| 2022 | -23.00% | -7.96% |
| 2021 | +8.45% | -1.68% |
| 2020 | +10.47% | +9.14% |
| 2019 | +20.56% | +14.17% |
| 2018 | -5.87% | -2.45% |
| 2017 | +9.35% | +5.53% |
| 2016 | +1.99% | -3.34% |
| 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 IBDR Drawdown Comparison
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The maximum drawdown for IBDR was -16.06%, occurring on Mar 20, 2020. Recovery took 62 trading sessions.
The current NEA drawdown is -5.71%. The current IBDR drawdown is -0.04%.
| Rank | NEA | IBDR |
|---|---|---|
| #1 | -43.81% Feb 12, 2008 - Sep 21, 2009 | -16.06% Mar 4, 2020 - Jun 2, 2020 |
| #2 | -36.56% Sep 15, 2021 - Oct 23, 2023 | -13.13% Dec 31, 2020 - Dec 6, 2024 |
| #3 | -25.03% Mar 6, 2020 - Aug 10, 2020 | -6.23% Sep 26, 2016 - Aug 3, 2017 |
| #4 | -23.18% Nov 30, 2012 - Jan 7, 2015 | -5.01% Sep 7, 2017 - Jan 31, 2019 |
| #5 | -18.08% Sep 10, 2010 - Dec 2, 2011 | -2.03% Aug 28, 2019 - Oct 3, 2019 |
| #6 | -16.44% Mar 5, 2004 - Jun 29, 2005 | -1.19% Oct 31, 2019 - Nov 26, 2019 |
| #7 | -12.37% Jul 8, 2016 - Mar 7, 2019 | -1.19% Jul 3, 2019 - Aug 1, 2019 |
| #8 | -12.29% Feb 12, 2007 - Jan 15, 2008 | -0.95% Aug 6, 2020 - Nov 4, 2020 |
| #9 | -10.90% Jul 28, 2005 - Jul 12, 2006 | -0.86% Oct 3, 2019 - Oct 31, 2019 |
| #10 | -10.61% Jul 14, 2003 - Dec 31, 2003 | -0.70% Feb 26, 2019 - Mar 7, 2019 |
| #11 | -9.23% Feb 2, 2015 - Dec 24, 2015 | -0.67% Jun 16, 2020 - Jul 2, 2020 |
| #12 | -9.15% Oct 7, 2009 - Feb 2, 2010 | -0.64% Jun 10, 2020 - Jun 15, 2020 |
| #13 | -6.54% Mar 12, 2012 - May 16, 2012 | -0.62% Apr 10, 2019 - Apr 24, 2019 |
| #14 | -4.92% Jan 27, 2021 - Apr 13, 2021 | -0.61% Aug 3, 2017 - Aug 23, 2017 |
| #15 | -4.73% Nov 30, 2006 - Feb 12, 2007 | -0.57% Apr 26, 2019 - May 7, 2019 |
Correlation
Correlation between NEA and IBDR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
NEA vs IBDR dividend yield comparison.
| Year | NEA | IBDR |
|---|---|---|
| 2026 | 4.20% | 2.01% |
| 2025 | 7.36% | 4.20% |
| 2024 | 6.63% | 4.13% |
| 2023 | 3.95% | 3.41% |
| 2022 | 5.49% | 2.44% |
| 2021 | 4.50% | 2.11% |
| 2020 | 4.45% | 2.61% |
| 2019 | 4.46% | 3.25% |
| 2018 | 5.40% | 3.56% |
| 2017 | 5.33% | 3.22% |
| 2016 | 5.70% | 0.86% |
| 2015 | 5.71% | 0.00% |
| 2014 | 5.95% | 0.00% |
| 2013 | 6.24% | 0.00% |
| 2012 | 5.65% | 0.00% |
| 2011 | 5.64% | 0.00% |
| 2010 | 6.09% | 0.00% |
| 2009 | 5.37% | 0.00% |
| 2008 | 6.81% | 0.00% |
| 2007 | 4.93% | 0.00% |
| 2006 | 5.10% | 0.00% |
| 2005 | 5.93% | 0.00% |
| 2004 | 6.81% | 0.00% |
| 2003 | 6.11% | 0.00% |
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