NEA vs USMC
Comparison between Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF) and PRINCIPAL U.S. MEGA-CAP ETF (USMC, ETF).
5-Year PerformanceUSMC has outperformed NEA, delivering a return of +14.7% compared to -0.0%
NEA vs USMC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NEA vs USMC - Historical Returns
Returns include dividend reinvestment.
NEA vs USMC - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | NEA | USMC |
|---|---|---|
| 2026 | +2.09% | +6.97% |
| 2025 | +10.42% | +15.84% |
| 2024 | +9.00% | +30.19% |
| 2023 | -0.58% | +31.46% |
| 2022 | -23.00% | -17.74% |
| 2021 | +8.45% | +27.40% |
| 2020 | +10.47% | +14.89% |
| 2019 | +20.56% | +28.26% |
| 2018 | -5.87% | -2.42% |
| 2017 | +9.35% | +5.48% |
| 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 USMC Drawdown Comparison
The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.
The maximum drawdown for USMC was -29.97%, occurring on Mar 23, 2020. Recovery took 126 trading sessions.
The current NEA drawdown is -4.92%. The current USMC drawdown is -2.50%.
| Rank | NEA | USMC |
|---|---|---|
| #1 | -43.81% Feb 12, 2008 - Sep 21, 2009 | -29.97% Feb 19, 2020 - Aug 18, 2020 |
| #2 | -36.56% Sep 15, 2021 - Oct 23, 2023 | -24.11% Dec 29, 2021 - Jul 3, 2023 |
| #3 | -25.03% Mar 6, 2020 - Aug 10, 2020 | -19.12% Feb 13, 2025 - Jul 3, 2025 |
| #4 | -23.18% Nov 30, 2012 - Jan 7, 2015 | -16.19% Oct 2, 2018 - Mar 21, 2019 |
| #5 | -18.08% Sep 10, 2010 - Dec 2, 2011 | -11.01% Jan 29, 2018 - Aug 27, 2018 |
| #6 | -16.44% Mar 5, 2004 - Jun 29, 2005 | -10.30% Oct 29, 2025 - Apr 17, 2026 |
| #7 | -12.37% Jul 8, 2016 - Mar 7, 2019 | -9.27% Sep 2, 2020 - Dec 1, 2020 |
| #8 | -12.29% Feb 12, 2007 - Jan 15, 2008 | -9.13% Jul 31, 2023 - Nov 20, 2023 |
| #9 | -10.90% Jul 28, 2005 - Jul 12, 2006 | -8.38% Jul 10, 2024 - Aug 30, 2024 |
| #10 | -10.61% Jul 14, 2003 - Dec 31, 2003 | -5.90% Apr 29, 2019 - Jun 18, 2019 |
| #11 | -9.23% Feb 2, 2015 - Dec 24, 2015 | -5.58% Jul 26, 2019 - Oct 28, 2019 |
| #12 | -9.15% Oct 7, 2009 - Feb 2, 2010 | -5.44% Mar 20, 2024 - May 15, 2024 |
| #13 | -6.54% Mar 12, 2012 - May 16, 2012 | -5.22% Feb 17, 2021 - Mar 29, 2021 |
| #14 | -4.92% Jan 27, 2021 - Apr 13, 2021 | -4.45% Dec 17, 2024 - Jan 23, 2025 |
| #15 | -4.73% Nov 30, 2006 - Feb 12, 2007 | -4.32% Sep 3, 2021 - Oct 20, 2021 |
Correlation
Correlation between NEA and USMC is 0.53 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2003 - 2026)
NEA vs USMC dividend yield comparison.
| Year | NEA | USMC |
|---|---|---|
| 2026 | 2.94% | 0.20% |
| 2025 | 7.36% | 0.79% |
| 2024 | 6.63% | 1.04% |
| 2023 | 3.95% | 1.35% |
| 2022 | 5.49% | 1.78% |
| 2021 | 4.50% | 1.53% |
| 2020 | 4.45% | 1.55% |
| 2019 | 4.46% | 2.01% |
| 2018 | 5.40% | 2.28% |
| 2017 | 5.33% | 0.24% |
| 2016 | 5.70% | 0.00% |
| 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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