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NIM vs ZSEP

Comparison between Nuveen Select Maturities Municipal Fund (NIM, ETF) and Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP, ETF).

NIM vs ZSEP - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NIM
$124M
ZSEP
$123M
Expense Ratio
NIM
N/A
ZSEP
0.79%
Max Drawdown
NIM
28.57%
Winner
ZSEP
3.97%
Sharpe Ratio
NIM
0.42
Winner
ZSEP
1.01
5Y Beta
Winner
NIM
0.13
ZSEP
0.17
5Y Dividends CAGR
NIM
1.03%
ZSEP
N/A

NIM vs ZSEP - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NIM
+1.50%
ZSEP
+0.56%
3M
NIM
+0.62%
Winner
ZSEP
+1.73%
6M
NIM
+1.96%
Winner
ZSEP
+3.07%
1Y
Winner
NIM
+7.48%
ZSEP
+6.26%
5Y(CAGR)
NIM
+0.46%
ZSEP
N/A
10Y(CAGR)
NIM
+1.87%
ZSEP
N/A
Max(CAGR)
NIM
+3.55%
Winner
ZSEP
+6.52%

NIM vs ZSEP - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNIMZSEP
2026+3.27%+3.13%
2025+10.61%+6.82%
2024+2.15%+2.12%
2023+0.18%N/A
2022-12.38%N/A
2021+3.96%N/A
2020+4.94%N/A
2019+12.36%N/A
2018-0.58%N/A
2017+4.57%N/A
2016-1.60%N/A
2015-0.11%N/A
2014+14.08%N/A
2013-6.81%N/A
2012+0.95%N/A
2011+12.38%N/A
2010-0.53%N/A
2009+13.76%N/A
2008+6.10%N/A
2007-1.79%N/A
2006+8.94%N/A
2005+7.36%N/A
2004+3.05%N/A
2003+2.41%N/A
2002-1.91%N/A
2001+4.88%N/A
2000+10.49%N/A
1999-8.48%N/A

NIM vs ZSEP Drawdown Comparison

The maximum drawdown for NIM was -19.96%, occurring on Oct 3, 2023. Recovery took 1054 trading sessions.

The maximum drawdown for ZSEP was -3.97%, occurring on Apr 8, 2025. Recovery took 60 trading sessions.

The current NIM drawdown is -3.73%. The current ZSEP drawdown is -0.07%.

RankNIMZSEP
#1-19.96%
Nov 18, 2021 - Feb 3, 2026
-3.97%
Feb 19, 2025 - May 15, 2025
#2-16.23%
Feb 5, 2020 - Aug 13, 2020
-1.45%
Feb 26, 2026 - Apr 9, 2026
#3-16.21%
Dec 3, 2012 - Sep 18, 2014
-0.81%
Nov 12, 2025 - Nov 26, 2025
#4-15.01%
Jun 4, 2008 - Jan 9, 2009
-0.71%
May 19, 2025 - Jun 2, 2025
#5-14.42%
Nov 3, 2010 - Nov 7, 2011
-0.64%
Oct 8, 2025 - Oct 22, 2025
#6-14.17%
Nov 9, 2001 - Feb 22, 2005
-0.62%
Oct 18, 2024 - Nov 6, 2024
#7-12.13%
Aug 1, 2016 - Apr 10, 2019
-0.56%
Dec 16, 2024 - Jan 15, 2025
#8-9.68%
Nov 1, 1999 - Mar 30, 2000
-0.52%
Feb 2, 2026 - Feb 26, 2026
#9-8.81%
Mar 2, 2012 - Sep 12, 2012
-0.45%
Jan 12, 2026 - Jan 26, 2026
#10-8.60%
Jan 29, 2015 - Apr 1, 2016
-0.42%
Nov 7, 2024 - Nov 26, 2024
#11-7.95%
Oct 3, 2005 - Jun 1, 2006
-0.38%
Sep 19, 2025 - Oct 1, 2025
#12-7.22%
Feb 28, 2007 - Jan 14, 2008
-0.38%
Jul 28, 2025 - Aug 6, 2025
#13-6.67%
Mar 16, 2026 - May 19, 2026
-0.37%
Jun 1, 2026 - Jun 15, 2026
#14-6.42%
Jun 2, 2000 - Dec 19, 2000
-0.36%
Sep 27, 2024 - Oct 11, 2024
#15-6.42%
Aug 13, 2001 - Oct 31, 2001
-0.35%
Jan 24, 2025 - Feb 6, 2025

Correlation

Correlation between NIM and ZSEP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86
-101

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