NEA vs IMCG
Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG, ETF).
5-Year PerformanceIMCG has outperformed NEA, delivering a return of +7.9% compared to -0.1%
NEA vs IMCG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEA vs IMCG - Historical Returns
Returns include dividend reinvestment.
NEA vs IMCG - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | NEA | IMCG |
|---|---|---|
| 2026 | +1.65% | +14.75% |
| 2025 | +10.42% | +6.65% |
| 2024 | +9.00% | +19.72% |
| 2023 | -0.58% | +21.48% |
| 2022 | -23.00% | -25.08% |
| 2021 | +8.45% | +17.12% |
| 2020 | +10.47% | +44.03% |
| 2019 | +20.56% | +36.82% |
| 2018 | -5.87% | -4.35% |
| 2017 | +9.35% | +24.87% |
| 2016 | +1.99% | +8.75% |
| 2015 | +6.25% | +0.29% |
| 2014 | +21.40% | +11.58% |
| 2013 | -16.42% | +30.83% |
| 2012 | +6.78% | +14.19% |
| 2011 | +17.35% | -3.74% |
| 2010 | +1.80% | +25.95% |
| 2009 | +34.36% | +36.47% |
| 2008 | -24.81% | -45.99% |
| 2007 | +5.52% | +20.06% |
| 2006 | +11.55% | +7.72% |
| 2005 | +4.15% | +18.32% |
| 2004 | -4.83% | +14.09% |
| 2003 | +8.59% | N/A |
| 2002 | +0.07% | N/A |
NEA vs IMCG Drawdown Comparison
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The maximum drawdown for IMCG was -58.96%, occurring on Nov 20, 2008. Recovery took 827 trading sessions.
The current NEA drawdown is -5.33%. The current IMCG drawdown is -3.83%.
| Rank | NEA | IMCG |
|---|---|---|
| #1 | -43.81% Feb 12, 2008 - Sep 21, 2009 | -58.96% Oct 31, 2007 - Feb 11, 2011 |
| #2 | -36.56% Sep 15, 2021 - Oct 23, 2023 | -35.08% Nov 16, 2021 - Oct 14, 2024 |
| #3 | -25.03% Mar 6, 2020 - Aug 10, 2020 | -34.05% Feb 19, 2020 - Jun 1, 2020 |
| #4 | -23.18% Nov 30, 2012 - Jan 7, 2015 | -25.77% Jul 7, 2011 - Jan 4, 2013 |
| #5 | -18.08% Sep 10, 2010 - Dec 2, 2011 | -24.44% Apr 23, 2015 - Jan 25, 2017 |
| #6 | -16.44% Mar 5, 2004 - Jun 29, 2005 | -23.65% Sep 4, 2018 - Mar 21, 2019 |
| #7 | -12.37% Jul 8, 2016 - Mar 7, 2019 | -21.91% Dec 6, 2024 - Jul 3, 2025 |
| #8 | -12.29% Feb 12, 2007 - Jan 15, 2008 | -16.52% May 9, 2006 - Jan 31, 2007 |
| #9 | -10.90% Jul 28, 2005 - Jul 12, 2006 | -14.23% Feb 12, 2021 - Jul 9, 2021 |
| #10 | -10.61% Jul 14, 2003 - Dec 31, 2003 | -11.79% Jul 2, 2004 - Oct 1, 2004 |
| #11 | -9.23% Feb 2, 2015 - Dec 24, 2015 | -10.54% Jul 19, 2007 - Oct 1, 2007 |
| #12 | -9.15% Oct 7, 2009 - Feb 2, 2010 | -10.17% Feb 26, 2026 - Apr 13, 2026 |
| #13 | -6.54% Mar 12, 2012 - May 16, 2012 | -9.88% Sep 3, 2014 - Nov 3, 2014 |
| #14 | -4.92% Jan 27, 2021 - Apr 13, 2021 | -9.26% Jan 26, 2018 - Mar 9, 2018 |
| #15 | -4.73% Nov 30, 2006 - Feb 12, 2007 | -9.20% Sep 2, 2020 - Oct 8, 2020 |
Correlation
Correlation between NEA and IMCG is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
NEA vs IMCG dividend yield comparison.
| Year | NEA | IMCG |
|---|---|---|
| 2026 | 2.96% | 0.13% |
| 2025 | 7.36% | 0.78% |
| 2024 | 6.63% | 0.78% |
| 2023 | 3.95% | 0.85% |
| 2022 | 5.49% | 0.91% |
| 2021 | 4.50% | 0.41% |
| 2020 | 4.45% | 0.09% |
| 2019 | 4.46% | 0.30% |
| 2018 | 5.40% | 0.35% |
| 2017 | 5.33% | 0.45% |
| 2016 | 5.70% | 0.52% |
| 2015 | 5.71% | 0.38% |
| 2014 | 5.95% | 0.60% |
| 2013 | 6.24% | 0.37% |
| 2012 | 5.65% | 0.80% |
| 2011 | 5.64% | 0.25% |
| 2010 | 6.09% | 0.33% |
| 2009 | 5.37% | 0.28% |
| 2008 | 6.81% | 0.45% |
| 2007 | 4.93% | 0.24% |
| 2006 | 5.10% | 0.46% |
| 2005 | 5.93% | 0.12% |
| 2004 | 6.81% | 0.01% |
| 2003 | 6.11% | 0.00% |
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