NMS vs WLTG

Comparison between Nuveen Minnesota Quality Municipal Income Fund (NMS, ETF) and WEALTHTRUST DBS LONG TERM GROWTH ETF (WLTG, ETF).

NMS vs WLTG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMS(ETF)	WLTG(ETF)
Net Assets	$76M	$76M
Expense Ratio	N/A	0.74%
Max Drawdown	47.88%	25.14%
Sharpe Ratio	1.47	1.46
5Y Beta	0.05	0.89
P/E Ratio	N/A	21.88
Forward P/E	N/A	16.64
PEG Ratio	N/A	0.49
5Y Dividends CAGR	7.77%	N/A
5Y EPS CAGR	N/A	25.10%
P/S Ratio	N/A	2.41
P/B Ratio	N/A	3.84

Net Assets

NMS

$76M

WLTG

$76M

Expense Ratio

NMS

N/A

WLTG

0.74%

Max Drawdown

NMS

47.88%

Winner

WLTG

25.14%

Sharpe Ratio

Winner

NMS

1.47

WLTG

1.46

5Y Beta

Winner

NMS

0.05

WLTG

0.89

P/E Ratio

NMS

N/A

WLTG

21.88

Forward P/E

NMS

N/A

WLTG

16.64

PEG Ratio

NMS

N/A

WLTG

0.49

5Y Dividends CAGR

NMS

7.77%

WLTG

N/A

5Y EPS CAGR

NMS

N/A

WLTG

25.10%

P/S Ratio

NMS

N/A

WLTG

2.41

P/B Ratio

NMS

N/A

WLTG

3.84

NMS vs WLTG - Historical Returns

Returns include dividend reinvestment.

Period	NMS	WLTG
1 month	+1.54%	-0.99%
3 months	+3.77%	+3.83%
6 months	+6.39%	+5.74%
1 year	+15.71%	+25.51%
5 years(CAGR)	-0.16%	+9.81%
10 years(CAGR)	+1.81%	N/A
Max(CAGR)	+3.32%	+9.81%

Winner

NMS

+1.54%

WLTG

-0.99%

NMS

+3.77%

Winner

WLTG

+3.83%

Winner

NMS

+6.39%

WLTG

+5.74%

NMS

+15.71%

Winner

WLTG

+25.51%

5Y(CAGR)

NMS

-0.16%

Winner

WLTG

+9.81%

10Y(CAGR)

NMS

+1.81%

WLTG

N/A

Max(CAGR)

NMS

+3.32%

Winner

WLTG

+9.81%

NMS vs WLTG - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NMS	WLTG
2026	+8.15%	+4.55%
2025	+2.31%	+23.82%
2024	+18.82%	+28.09%
2023	-0.21%	+17.59%
2022	-22.04%	-23.07%
2021	+6.60%	+1.00%
2020	+7.38%	N/A
2019	+23.39%	N/A
2018	-12.96%	N/A
2017	-4.05%	N/A
2016	+12.86%	N/A
2015	+6.24%	N/A
2014	-3.37%	N/A

NMS vs WLTG 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 WLTG was -25.14%, occurring on Oct 14, 2022. Recovery took 560 trading sessions.

The current NMS drawdown is -2.97%. The current WLTG drawdown is -2.74%.

Rank	NMS	WLTG
#1	-38.76% Sep 16, 2021 - Oct 25, 2023	-25.14% Dec 27, 2021 - Mar 20, 2024
#2	-25.42% Sep 30, 2016 - Aug 11, 2020	-17.12% Jan 23, 2025 - Jun 24, 2025
#3	-7.35% Aug 19, 2020 - Oct 27, 2020	-10.48% Jul 10, 2024 - Sep 19, 2024
#4	-7.31% Mar 18, 2015 - Jan 29, 2016	-9.56% Jan 29, 2026 - Apr 15, 2026
#5	-6.32% Nov 6, 2014 - Jan 27, 2015	-5.64% Apr 11, 2024 - May 15, 2024
#6	-5.93% Jun 23, 2021 - Sep 14, 2021	-5.09% Dec 6, 2024 - Jan 21, 2025
#7	-5.58% Oct 15, 2014 - Nov 6, 2014	-5.07% Oct 29, 2025 - Dec 3, 2025
#8	-5.15% May 4, 2021 - Jun 23, 2021	-3.01% Oct 8, 2025 - Oct 24, 2025
#9	-4.27% Aug 15, 2016 - Sep 30, 2016	-2.93% Dec 10, 2021 - Dec 27, 2021
#10	-4.04% Apr 13, 2016 - Jun 6, 2016	-2.78% Dec 11, 2025 - Dec 22, 2025
#11	-4.00% Jul 6, 2016 - Aug 5, 2016	-2.74% Jun 4, 2026 - Jun 5, 2026
#12	-3.76% Jun 17, 2016 - Jul 6, 2016	-2.70% Jan 6, 2026 - Jan 27, 2026
#13	-3.60% Oct 27, 2020 - Nov 17, 2020	-2.69% Nov 11, 2024 - Nov 26, 2024
#14	-3.53% Feb 11, 2021 - Apr 14, 2021	-2.47% May 14, 2026 - Jun 1, 2026
#15	-2.67% Feb 11, 2016 - Feb 25, 2016	-2.42% Oct 18, 2024 - Nov 6, 2024

Correlation

Correlation between NMS and WLTG is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (2014 - 2026)

NMS vs WLTG dividend yield comparison.

Year	NMS	WLTG
2026	2.70%	0.00%
2025	7.29%	4.43%
2024	6.05%	0.55%
2023	4.03%	0.71%
2022	5.24%	0.44%
2021	4.19%	0.02%
2020	3.93%	0.00%
2019	4.05%	0.00%
2018	5.52%	0.00%
2017	5.20%	0.00%
2016	4.68%	0.00%
2015	5.60%	0.00%
2014	0.96%	0.00%