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NMZ vs QDF

Comparison between Nuveen Municipal High Income Opportunity Fund (NMZ, ETF) and FLEXSHARES QUALITY DIVIDEND INDEX FUND (QDF, ETF).

5-Year PerformanceQDF has outperformed NMZ, delivering a return of +12.0% compared to -1.2%

NMZ vs QDF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NMZ
$2.20B
Winner
QDF
$2.30B
Expense Ratio
NMZ
N/A
QDF
0.39%
Max Drawdown
NMZ
63.45%
Winner
QDF
37.16%
Sharpe Ratio
NMZ
0.60
Winner
QDF
1.74
5Y Beta
Winner
NMZ
0.23
QDF
0.88
P/E Ratio
NMZ
N/A
QDF
22.48
Forward P/E
NMZ
N/A
QDF
18.20
PEG Ratio
NMZ
N/A
QDF
0.26
5Y Dividends CAGR
NMZ
0.86%
Winner
QDF
3.70%
5Y EPS CAGR
NMZ
N/A
QDF
23.23%
Debt to Equity
NMZ
N/A
QDF
-7.44%
P/S Ratio
NMZ
N/A
QDF
3.62
P/B Ratio
NMZ
N/A
QDF
5.09

NMZ vs QDF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NMZ
+4.53%
QDF
-0.21%
3M
NMZ
+4.63%
Winner
QDF
+11.84%
6M
NMZ
+6.71%
Winner
QDF
+8.50%
1Y
NMZ
+9.82%
Winner
QDF
+24.71%
5Y(CAGR)
NMZ
-1.24%
Winner
QDF
+11.96%
10Y(CAGR)
NMZ
+2.42%
Winner
QDF
+12.37%
Max(CAGR)
NMZ
+5.05%
Winner
QDF
+12.56%

NMZ vs QDF - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

YearNMZQDF
2026+6.39%+9.22%
2025+0.23%+16.90%
2024+15.82%+17.35%
2023-1.16%+20.23%
2022-27.24%-12.32%
2021+12.04%+28.22%
2020+7.47%+4.57%
2019+25.87%+25.67%
2018-9.94%-8.42%
2017+12.41%+16.35%
2016-1.39%+18.28%
2015+9.91%-0.87%
2014+19.39%+12.97%
2013-9.82%+33.51%
2012+23.60%-1.59%
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 QDF Drawdown Comparison

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

The maximum drawdown for QDF was -36.64%, occurring on Mar 23, 2020. Recovery took 203 trading sessions.

The current NMZ drawdown is -9.57%. The current QDF drawdown is -1.47%.

RankNMZQDF
#1-58.44%
May 11, 2007 - Jan 13, 2012
-36.64%
Feb 12, 2020 - Dec 1, 2020
#2-40.01%
Jul 13, 2021 - Oct 27, 2023
-22.06%
Jan 4, 2022 - Jul 19, 2023
#3-32.56%
Feb 20, 2020 - Dec 30, 2020
-19.87%
Sep 21, 2018 - Oct 21, 2019
#4-22.40%
Jan 24, 2013 - May 13, 2014
-18.01%
Dec 2, 2024 - Jun 27, 2025
#5-15.03%
Jul 8, 2016 - Mar 8, 2019
-13.20%
May 21, 2015 - Apr 13, 2016
#6-12.78%
Mar 17, 2004 - Oct 14, 2004
-10.62%
Jan 26, 2018 - Aug 21, 2018
#7-6.78%
Feb 2, 2015 - Sep 22, 2015
-10.52%
Jul 31, 2023 - Dec 11, 2023
#8-5.68%
Feb 2, 2012 - Mar 28, 2012
-7.89%
Feb 25, 2026 - Apr 17, 2026
#9-5.52%
Feb 11, 2021 - Apr 13, 2021
-6.90%
Sep 18, 2014 - Oct 31, 2014
#10-5.15%
Jun 2, 2006 - Aug 8, 2006
-6.04%
Dec 31, 2013 - Feb 28, 2014
#11-5.05%
Aug 12, 2019 - Nov 11, 2019
-5.75%
Jul 16, 2024 - Aug 19, 2024
#12-4.75%
Nov 1, 2012 - Dec 5, 2012
-5.75%
Mar 28, 2024 - May 15, 2024
#13-4.52%
May 28, 2014 - Oct 20, 2014
-5.22%
Aug 2, 2013 - Oct 17, 2013
#14-4.47%
Dec 13, 2012 - Jan 4, 2013
-5.18%
Jun 23, 2016 - Jul 8, 2016
#15-4.05%
Jul 31, 2012 - Sep 18, 2012
-5.05%
May 21, 2013 - Jul 9, 2013

Correlation

Correlation between NMZ and QDF is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (2004 - 2026)

NMZ vs QDF dividend yield comparison.

YearNMZQDF
20263.76%0.63%
20257.71%1.65%
20246.35%1.93%
20235.44%2.19%
20227.04%2.45%
20215.10%1.90%
20205.09%2.38%
20194.99%3.05%
20186.15%4.29%
20175.94%2.70%
20166.94%3.07%
20156.67%3.04%
20146.88%2.70%
20136.73%2.08%
20125.72%0.49%
20117.98%0.00%
20108.75%0.00%
20097.32%0.00%
200811.33%0.00%
20077.15%0.00%
20065.82%0.00%
20056.63%0.00%
20047.44%0.00%

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