NEA vs IXJ
Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and ISHARES GLOBAL HEALTHCARE ETF (IXJ, ETF).
5-Year PerformanceIXJ has outperformed NEA, delivering a return of +4.8% compared to -0.1%
NEA vs IXJ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEA vs IXJ - Historical Returns
Returns include dividend reinvestment.
NEA vs IXJ - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | NEA | IXJ |
|---|---|---|
| 2026 | +1.65% | -2.15% |
| 2025 | +10.42% | +14.95% |
| 2024 | +9.00% | -0.69% |
| 2023 | -0.58% | +3.59% |
| 2022 | -23.00% | -3.93% |
| 2021 | +8.45% | +19.74% |
| 2020 | +10.47% | +12.39% |
| 2019 | +20.56% | +24.67% |
| 2018 | -5.87% | +1.74% |
| 2017 | +9.35% | +19.02% |
| 2016 | +1.99% | -4.37% |
| 2015 | +6.25% | +5.69% |
| 2014 | +21.40% | +18.07% |
| 2013 | -16.42% | +33.83% |
| 2012 | +6.78% | +15.83% |
| 2011 | +17.35% | +9.85% |
| 2010 | +1.80% | +0.65% |
| 2009 | +34.36% | +16.29% |
| 2008 | -24.81% | -19.96% |
| 2007 | +5.52% | +2.96% |
| 2006 | +11.55% | +8.49% |
| 2005 | +4.15% | +7.27% |
| 2004 | -4.83% | +3.72% |
| 2003 | +8.59% | +16.34% |
| 2002 | +0.07% | -17.01% |
| 2001 | N/A | -2.47% |
NEA vs IXJ Drawdown Comparison
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The maximum drawdown for IXJ was -40.60%, occurring on Mar 9, 2009. Recovery took 1001 trading sessions.
The current NEA drawdown is -5.33%. The current IXJ drawdown is -5.98%.
| Rank | NEA | IXJ |
|---|---|---|
| #1 | -43.81% Feb 12, 2008 - Sep 21, 2009 | -40.60% May 7, 2007 - Apr 26, 2011 |
| #2 | -36.56% Sep 15, 2021 - Oct 23, 2023 | -31.87% Nov 26, 2001 - Apr 13, 2005 |
| #3 | -25.03% Mar 6, 2020 - Aug 10, 2020 | -27.35% Feb 12, 2020 - Jul 14, 2020 |
| #4 | -23.18% Nov 30, 2012 - Jan 7, 2015 | -18.80% Aug 5, 2015 - Jun 19, 2017 |
| #5 | -18.08% Sep 10, 2010 - Dec 2, 2011 | -18.14% Aug 30, 2024 - Jan 6, 2026 |
| #6 | -16.44% Mar 5, 2004 - Jun 29, 2005 | -17.48% Apr 8, 2022 - Jan 8, 2024 |
| #7 | -12.37% Jul 8, 2016 - Mar 7, 2019 | -16.52% May 31, 2011 - Mar 13, 2012 |
| #8 | -12.29% Feb 12, 2007 - Jan 15, 2008 | -14.45% Oct 1, 2018 - Jul 2, 2019 |
| #9 | -10.90% Jul 28, 2005 - Jul 12, 2006 | -11.65% Jan 26, 2018 - Aug 21, 2018 |
| #10 | -10.61% Jul 14, 2003 - Dec 31, 2003 | -10.78% Feb 27, 2026 - Apr 29, 2026 |
| #11 | -9.23% Feb 2, 2015 - Dec 24, 2015 | -10.59% Dec 29, 2021 - Apr 7, 2022 |
| #12 | -9.15% Oct 7, 2009 - Feb 2, 2010 | -8.47% Sep 24, 2014 - Oct 30, 2014 |
| #13 | -6.54% Mar 12, 2012 - May 16, 2012 | -7.78% Sep 3, 2021 - Dec 23, 2021 |
| #14 | -4.92% Jan 27, 2021 - Apr 13, 2021 | -7.77% Jan 25, 2021 - Apr 16, 2021 |
| #15 | -4.73% Nov 30, 2006 - Feb 12, 2007 | -7.76% Sep 2, 2020 - Nov 5, 2020 |
Correlation
Correlation between NEA and IXJ is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2001 - 2026)
NEA vs IXJ dividend yield comparison.
| Year | NEA | IXJ |
|---|---|---|
| 2026 | 2.96% | 0.00% |
| 2025 | 7.36% | 1.40% |
| 2024 | 6.63% | 1.50% |
| 2023 | 3.95% | 1.38% |
| 2022 | 5.49% | 1.17% |
| 2021 | 4.50% | 1.12% |
| 2020 | 4.45% | 1.27% |
| 2019 | 4.46% | 1.42% |
| 2018 | 5.40% | 2.11% |
| 2017 | 5.33% | 1.46% |
| 2016 | 5.70% | 1.73% |
| 2015 | 5.71% | 2.85% |
| 2014 | 5.95% | 1.38% |
| 2013 | 6.24% | 1.51% |
| 2012 | 5.65% | 2.28% |
| 2011 | 5.64% | 2.17% |
| 2010 | 6.09% | 2.20% |
| 2009 | 5.37% | 1.97% |
| 2008 | 6.81% | 2.25% |
| 2007 | 4.93% | 1.72% |
| 2006 | 5.10% | 0.85% |
| 2005 | 5.93% | 0.70% |
| 2004 | 6.81% | 0.74% |
| 2003 | 6.11% | 0.63% |
| 2002 | 0.00% | 0.61% |
| 2001 | 0.00% | 0.03% |
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