NMZ vs DFSU

Comparison between Nuveen Municipal High Income Opportunity Fund (NMZ, ETF) and DIMENSIONAL US SUSTAINABILITY CORE 1 ETF (DFSU, ETF).

NMZ vs DFSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NMZ(ETF)	DFSU(ETF)
Net Assets	$2.20B	$2.20B
Expense Ratio	N/A	0.15%
Max Drawdown	63.45%	20.33%
Sharpe Ratio	0.60	1.30
5Y Beta	0.23	0.99
P/E Ratio	N/A	24.59
Forward P/E	N/A	18.70
5Y Dividends CAGR	0.86%	N/A
5Y EPS CAGR	N/A	25.32%
P/S Ratio	N/A	2.29
P/B Ratio	N/A	4.45

Net Assets

NMZ

$2.20B

DFSU

$2.20B

Expense Ratio

NMZ

N/A

DFSU

0.15%

Max Drawdown

NMZ

63.45%

Winner

DFSU

20.33%

Sharpe Ratio

NMZ

0.60

Winner

DFSU

1.30

5Y Beta

Winner

NMZ

0.23

DFSU

0.99

P/E Ratio

NMZ

N/A

DFSU

24.59

Forward P/E

NMZ

N/A

DFSU

18.70

5Y Dividends CAGR

NMZ

0.86%

DFSU

N/A

5Y EPS CAGR

NMZ

N/A

DFSU

25.32%

P/S Ratio

NMZ

N/A

DFSU

2.29

P/B Ratio

NMZ

N/A

DFSU

4.45

NMZ vs DFSU - Historical Returns

Returns include dividend reinvestment.

Period	NMZ	DFSU
1 month	+4.53%	-0.21%
3 months	+4.63%	+11.67%
6 months	+6.71%	+4.66%
1 year	+9.82%	+20.03%
5 years(CAGR)	-1.24%	N/A
10 years(CAGR)	+2.42%	N/A
Max(CAGR)	+5.05%	+19.59%

Winner

NMZ

+4.53%

DFSU

-0.21%

NMZ

+4.63%

Winner

DFSU

+11.67%

Winner

NMZ

+6.71%

DFSU

+4.66%

NMZ

+9.82%

Winner

DFSU

+20.03%

5Y(CAGR)

NMZ

-1.24%

DFSU

N/A

10Y(CAGR)

NMZ

+2.42%

DFSU

N/A

Max(CAGR)

NMZ

+5.05%

Winner

DFSU

+19.59%

NMZ vs DFSU - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NMZ	DFSU
2026	+6.39%	+5.89%
2025	+0.23%	+15.92%
2024	+15.82%	+23.88%
2023	-1.16%	+26.67%
2022	-27.24%	+0.65%
2021	+12.04%	N/A
2020	+7.47%	N/A
2019	+25.87%	N/A
2018	-9.94%	N/A
2017	+12.41%	N/A
2016	-1.39%	N/A
2015	+9.91%	N/A
2014	+19.39%	N/A
2013	-9.82%	N/A
2012	+23.60%	N/A
2011	+15.64%	N/A
2010	-0.99%	N/A
2009	+49.88%	N/A
2008	-35.08%	N/A
2007	-8.16%	N/A
2006	+16.86%	N/A
2005	+14.20%	N/A
2004	+9.13%	N/A
2003	+0.00%	N/A

NMZ vs DFSU Drawdown Comparison

The maximum drawdown for NMZ was -58.44%, occurring on Dec 16, 2008. Recovery took 1179 trading sessions.

The maximum drawdown for DFSU was -19.88%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.

The current NMZ drawdown is -9.57%. The current DFSU drawdown is -1.85%.

Rank	NMZ	DFSU
#1	-58.44% May 11, 2007 - Jan 13, 2012	-19.88% Dec 4, 2024 - Jul 1, 2025
#2	-40.01% Jul 13, 2021 - Oct 27, 2023	-11.40% Jul 31, 2023 - Dec 8, 2023
#3	-32.56% Feb 20, 2020 - Dec 30, 2020	-10.12% Jan 12, 2026 - Apr 17, 2026
#4	-22.40% Jan 24, 2013 - May 13, 2014	-9.51% Feb 2, 2023 - Jun 8, 2023
#5	-15.03% Jul 8, 2016 - Mar 8, 2019	-8.14% Jul 16, 2024 - Aug 23, 2024
#6	-12.78% Mar 17, 2004 - Oct 14, 2004	-7.36% Dec 1, 2022 - Jan 26, 2023
#7	-6.78% Feb 2, 2015 - Sep 22, 2015	-6.25% Mar 28, 2024 - May 15, 2024
#8	-5.68% Feb 2, 2012 - Mar 28, 2012	-5.18% Oct 28, 2025 - Dec 3, 2025
#9	-5.52% Feb 11, 2021 - Apr 13, 2021	-4.70% Aug 30, 2024 - Sep 19, 2024
#10	-5.15% Jun 2, 2006 - Aug 8, 2006	-3.48% Jun 4, 2026 - Jun 10, 2026
#11	-5.05% Aug 12, 2019 - Nov 11, 2019	-3.22% Oct 8, 2025 - Oct 24, 2025
#12	-4.75% Nov 1, 2012 - Dec 5, 2012	-3.19% Nov 2, 2022 - Nov 10, 2022
#13	-4.52% May 28, 2014 - Oct 20, 2014	-2.93% Jul 28, 2025 - Aug 12, 2025
#14	-4.47% Dec 13, 2012 - Jan 4, 2013	-2.87% Oct 18, 2024 - Nov 6, 2024
#15	-4.05% Jul 31, 2012 - Sep 18, 2012	-2.70% Nov 11, 2024 - Nov 25, 2024

Correlation

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

0.86

-101

Dividend Comparison (2004 - 2026)

NMZ vs DFSU dividend yield comparison.

Year	NMZ	DFSU
2026	3.76%	0.44%
2025	7.71%	0.85%
2024	6.35%	0.96%
2023	5.44%	1.03%
2022	7.04%	0.21%
2021	5.10%	0.00%
2020	5.09%	0.00%
2019	4.99%	0.00%
2018	6.15%	0.00%
2017	5.94%	0.00%
2016	6.94%	0.00%
2015	6.67%	0.00%
2014	6.88%	0.00%
2013	6.73%	0.00%
2012	5.72%	0.00%
2011	7.98%	0.00%
2010	8.75%	0.00%
2009	7.32%	0.00%
2008	11.33%	0.00%
2007	7.15%	0.00%
2006	5.82%	0.00%
2005	6.63%	0.00%
2004	7.44%	0.00%