NMS vs PUI
Comparison between Nuveen Minnesota Quality Municipal Income Fund (NMS, ETF) and INVESCO DORSEY WRIGHT UTILITIES MOMENTUM ETF (PUI, ETF).
5-Year PerformancePUI has outperformed NMS, delivering a return of +8.4% compared to -0.2%
NMS vs PUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NMS vs PUI - Historical Returns
Returns include dividend reinvestment.
NMS vs PUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | NMS | PUI |
|---|---|---|
| 2026 | +8.15% | +5.69% |
| 2025 | +2.31% | +14.52% |
| 2024 | +18.82% | +22.33% |
| 2023 | -0.21% | -3.99% |
| 2022 | -22.04% | -1.46% |
| 2021 | +6.60% | +17.50% |
| 2020 | +7.38% | -3.62% |
| 2019 | +23.39% | +23.78% |
| 2018 | -12.96% | +7.65% |
| 2017 | -4.05% | +11.98% |
| 2016 | +12.86% | +20.58% |
| 2015 | +6.24% | -2.75% |
| 2014 | -3.37% | +19.27% |
| 2013 | N/A | +19.67% |
| 2012 | N/A | +9.61% |
| 2011 | N/A | +6.01% |
| 2010 | N/A | +6.47% |
| 2009 | N/A | +1.83% |
| 2008 | N/A | -19.56% |
| 2007 | N/A | +6.73% |
| 2006 | N/A | +21.61% |
| 2005 | N/A | +2.23% |
NMS vs PUI Drawdown Comparison
The maximum drawdown for NMS was -38.76%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The maximum drawdown for PUI was -43.22%, occurring on Mar 9, 2009. Recovery took 1347 trading sessions.
The current NMS drawdown is -2.97%. The current PUI drawdown is -4.57%.
| Rank | NMS | PUI |
|---|---|---|
| #1 | -38.76% Sep 16, 2021 - Oct 25, 2023 | -43.22% May 21, 2007 - Sep 21, 2012 |
| #2 | -25.42% Sep 30, 2016 - Aug 11, 2020 | -35.59% Feb 18, 2020 - Mar 25, 2022 |
| #3 | -7.35% Aug 19, 2020 - Oct 27, 2020 | -23.47% Aug 18, 2022 - Jul 31, 2024 |
| #4 | -7.31% Mar 18, 2015 - Jan 29, 2016 | -16.85% Nov 30, 2017 - Aug 17, 2018 |
| #5 | -6.32% Nov 6, 2014 - Jan 27, 2015 | -16.14% Apr 20, 2022 - Aug 15, 2022 |
| #6 | -5.93% Jun 23, 2021 - Sep 14, 2021 | -15.64% Jan 29, 2015 - Feb 3, 2016 |
| #7 | -5.58% Oct 15, 2014 - Nov 6, 2014 | -12.58% Jul 6, 2016 - Mar 22, 2017 |
| #8 | -5.15% May 4, 2021 - Jun 23, 2021 | -11.07% Oct 15, 2025 - Apr 9, 2026 |
| #9 | -4.27% Aug 15, 2016 - Sep 30, 2016 | -10.24% Nov 26, 2024 - May 19, 2025 |
| #10 | -4.04% Apr 13, 2016 - Jun 6, 2016 | -10.04% Dec 13, 2018 - Feb 21, 2019 |
| #11 | -4.00% Jul 6, 2016 - Aug 5, 2016 | -8.91% Oct 18, 2012 - Jan 22, 2013 |
| #12 | -3.76% Jun 17, 2016 - Jul 6, 2016 | -8.29% Jun 30, 2014 - Oct 30, 2014 |
| #13 | -3.60% Oct 27, 2020 - Nov 17, 2020 | -7.16% May 15, 2013 - Jul 12, 2013 |
| #14 | -3.53% Feb 11, 2021 - Apr 14, 2021 | -6.66% Sep 26, 2019 - Jan 15, 2020 |
| #15 | -2.67% Feb 11, 2016 - Feb 25, 2016 | -6.56% Apr 30, 2026 - Jun 1, 2026 |
Correlation
Correlation between NMS and PUI is 0.64 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2005 - 2026)
NMS vs PUI dividend yield comparison.
| Year | NMS | PUI |
|---|---|---|
| 2026 | 2.70% | 0.56% |
| 2025 | 7.29% | 2.22% |
| 2024 | 6.05% | 2.06% |
| 2023 | 4.03% | 2.36% |
| 2022 | 5.24% | 2.16% |
| 2021 | 4.19% | 2.03% |
| 2020 | 3.93% | 2.42% |
| 2019 | 4.05% | 2.02% |
| 2018 | 5.52% | 1.87% |
| 2017 | 5.20% | 2.98% |
| 2016 | 4.68% | 3.35% |
| 2015 | 5.60% | 2.82% |
| 2014 | 0.96% | 2.12% |
| 2013 | 0.00% | 2.53% |
| 2012 | 0.00% | 2.67% |
| 2011 | 0.00% | 2.81% |
| 2010 | 0.00% | 3.18% |
| 2009 | 0.00% | 4.86% |
| 2008 | 0.00% | 2.95% |
| 2007 | 0.00% | 2.55% |
| 2006 | 0.00% | 1.97% |
| 2005 | 0.00% | 0.75% |
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