NKX vs KIE
Comparison between Nuveen California AMT-Free Quality Municipal Income Fund (NKX, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).
5-Year PerformanceKIE has outperformed NKX, delivering a return of +11.9% compared to -0.4%
NKX vs KIE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NKX vs KIE - Historical Returns
Returns include dividend reinvestment.
NKX vs KIE - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NKX | KIE |
|---|---|---|
| 2026 | +2.14% | +8.25% |
| 2025 | +4.64% | +8.86% |
| 2024 | +16.57% | +26.14% |
| 2023 | -3.34% | +12.19% |
| 2022 | -18.48% | +3.60% |
| 2021 | +4.57% | +26.07% |
| 2020 | +7.61% | -3.57% |
| 2019 | +23.74% | +27.82% |
| 2018 | -13.29% | -4.78% |
| 2017 | +12.78% | +14.85% |
| 2016 | -1.75% | +27.78% |
| 2015 | +11.55% | +10.26% |
| 2014 | +28.02% | +13.72% |
| 2013 | -13.32% | +46.76% |
| 2012 | +6.03% | +24.39% |
| 2011 | +28.66% | -11.22% |
| 2010 | +2.31% | +27.57% |
| 2009 | +26.36% | +30.98% |
| 2008 | -24.06% | -43.31% |
| 2007 | +0.18% | -2.64% |
| 2006 | +14.75% | +13.38% |
| 2005 | +0.57% | +0.63% |
| 2004 | +9.14% | N/A |
| 2003 | +0.81% | N/A |
NKX vs KIE Drawdown Comparison
The maximum drawdown for NKX was -43.86%, occurring on Oct 10, 2008. Recovery took 422 trading sessions.
The maximum drawdown for KIE was -73.53%, occurring on Mar 9, 2009. Recovery took 1418 trading sessions.
The current NKX drawdown is -3.70%. The current KIE drawdown is -3.91%.
| Rank | NKX | KIE |
|---|---|---|
| #1 | -43.86% Jan 14, 2008 - Sep 16, 2009 | -73.53% May 16, 2007 - Jan 2, 2013 |
| #2 | -35.62% Nov 12, 2021 - Feb 11, 2026 | -44.30% Feb 14, 2020 - Mar 10, 2021 |
| #3 | -27.52% Feb 7, 2020 - Aug 10, 2020 | -17.87% Sep 21, 2018 - Apr 16, 2019 |
| #4 | -23.95% Nov 30, 2012 - Dec 10, 2014 | -15.69% Mar 29, 2022 - Nov 25, 2022 |
| #5 | -19.95% Sep 8, 2016 - Jul 19, 2019 | -15.10% Feb 13, 2023 - Sep 19, 2023 |
| #6 | -19.40% Aug 16, 2010 - Oct 27, 2011 | -14.20% Dec 1, 2015 - May 10, 2016 |
| #7 | -15.06% Jun 13, 2003 - Sep 20, 2004 | -12.66% Nov 27, 2024 - Dec 22, 2025 |
| #8 | -12.43% Apr 23, 2007 - Jan 14, 2008 | -11.81% Dec 24, 2025 - Jun 26, 2026 |
| #9 | -9.74% Feb 11, 2026 - Mar 30, 2026 | -9.40% Aug 18, 2015 - Oct 28, 2015 |
| #10 | -9.66% Oct 8, 2009 - Jun 18, 2010 | -9.37% Dec 31, 2013 - Apr 1, 2014 |
| #11 | -9.63% Jun 2, 2006 - Oct 4, 2006 | -9.05% Oct 25, 2021 - Jan 11, 2022 |
| #12 | -8.70% May 31, 2005 - Jan 23, 2006 | -8.86% Aug 4, 2017 - Oct 10, 2017 |
| #13 | -7.75% Feb 15, 2012 - May 1, 2012 | -8.74% Jan 11, 2022 - Mar 22, 2022 |
| #14 | -7.27% Jan 30, 2015 - Oct 8, 2015 | -8.43% Jan 26, 2018 - Aug 21, 2018 |
| #15 | -6.76% Mar 14, 2005 - May 31, 2005 | -8.35% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between NKX and KIE is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2003 - 2026)
NKX vs KIE dividend yield comparison.
| Year | NKX | KIE |
|---|---|---|
| 2026 | 4.91% | 0.77% |
| 2025 | 7.33% | 1.57% |
| 2024 | 6.14% | 1.48% |
| 2023 | 4.38% | 1.45% |
| 2022 | 5.17% | 1.90% |
| 2021 | 4.21% | 1.95% |
| 2020 | 4.05% | 1.85% |
| 2019 | 4.06% | 1.76% |
| 2018 | 5.25% | 1.83% |
| 2017 | 5.06% | 3.54% |
| 2016 | 6.18% | 4.64% |
| 2015 | 5.66% | 4.96% |
| 2014 | 5.24% | 5.42% |
| 2013 | 7.03% | 4.13% |
| 2012 | 5.64% | 5.91% |
| 2011 | 5.62% | 5.01% |
| 2010 | 6.56% | 4.79% |
| 2009 | 5.91% | 4.27% |
| 2008 | 7.35% | 8.36% |
| 2007 | 4.93% | 5.50% |
| 2006 | 4.85% | 4.10% |
| 2005 | 5.87% | 0.64% |
| 2004 | 6.27% | 0.00% |
| 2003 | 5.83% | 0.00% |
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