NPFI vs ESUM
Comparison between NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF) and Eventide US Market ETF (ESUM, ETF).
NPFI vs ESUM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NPFI
$154M
Winner
ESUM
$154M
Expense Ratio
NPFI
0.56%
Winner
ESUM
0.39%
Max Drawdown
Winner
NPFI
4.74%
ESUM
8.28%
Sharpe Ratio
Winner
NPFI
1.26
ESUM
0.77
5Y Beta
Winner
NPFI
0.11
ESUM
0.97
P/E Ratio
NPFI
N/A
ESUM
30.90
Forward P/E
NPFI
N/A
ESUM
21.87
5Y EPS CAGR
NPFI
N/A
ESUM
25.42%
P/S Ratio
NPFI
N/A
ESUM
3.59
P/B Ratio
NPFI
N/A
ESUM
5.37
NPFI vs ESUM - Historical Returns
Returns include dividend reinvestment.
1M
NPFI
+0.20%
Winner
ESUM
+3.30%
3M
NPFI
+0.68%
Winner
ESUM
+7.63%
6M
NPFI
+1.84%
Winner
ESUM
+8.23%
1Y
NPFI
+7.52%
ESUM
N/A
Max(CAGR)
NPFI
+7.66%
Winner
ESUM
+14.33%
NPFI vs ESUM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NPFI | ESUM |
|---|---|---|
| 2026 | +1.32% | +8.82% |
| 2025 | +9.13% | +1.23% |
| 2024 | +6.56% | N/A |
NPFI vs ESUM Drawdown Comparison
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The maximum drawdown for ESUM was -8.13%, occurring on Mar 30, 2026. Recovery took 55 trading sessions.
The current NPFI drawdown is -0.29%. The current ESUM drawdown is -3.07%.
| Rank | NPFI | ESUM |
|---|---|---|
| #1 | -3.18% Feb 20, 2026 - May 28, 2026 | -8.13% Jan 28, 2026 - Apr 17, 2026 |
| #2 | -2.94% Feb 27, 2025 - May 12, 2025 | -6.03% Oct 27, 2025 - Jan 12, 2026 |
| #3 | -1.73% Mar 28, 2024 - May 7, 2024 | -3.07% Jun 2, 2026 - Jun 5, 2026 |
| #4 | -0.92% Dec 11, 2024 - Jan 21, 2025 | -2.90% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -0.88% Oct 17, 2024 - Dec 4, 2024 | -2.01% Jan 12, 2026 - Jan 26, 2026 |
| #6 | -0.76% Oct 28, 2025 - Nov 28, 2025 | -1.92% Sep 11, 2025 - Oct 2, 2025 |
| #7 | -0.61% Jul 22, 2024 - Aug 14, 2024 | -1.75% May 14, 2026 - May 22, 2026 |
| #8 | -0.61% Oct 6, 2025 - Oct 16, 2025 | -1.41% Apr 27, 2026 - May 5, 2026 |
| #9 | -0.54% Sep 23, 2024 - Oct 17, 2024 | -1.00% Aug 29, 2025 - Sep 4, 2025 |
| #10 | -0.48% Jul 3, 2025 - Jul 25, 2025 | -0.66% May 11, 2026 - May 14, 2026 |
| #11 | -0.46% Jan 16, 2026 - Jan 23, 2026 | -0.59% May 26, 2026 - May 29, 2026 |
| #12 | -0.37% May 20, 2024 - Jun 5, 2024 | -0.53% Oct 6, 2025 - Oct 8, 2025 |
| #13 | -0.31% Sep 5, 2024 - Sep 9, 2024 | -0.52% May 6, 2026 - May 11, 2026 |
| #14 | -0.29% May 16, 2025 - May 27, 2025 | -0.35% Apr 20, 2026 - Apr 22, 2026 |
| #15 | -0.29% Jun 2, 2026 - Jun 5, 2026 | -0.21% Apr 22, 2026 - Apr 24, 2026 |
Correlation
Correlation between NPFI and ESUM is 0.78 which considered as a strong positive correlation - the stocks tend to move together.
0.78
-101
Dividend Comparison (2024 - 2026)
NPFI vs ESUM dividend yield comparison.
| Year | NPFI | ESUM |
|---|---|---|
| 2026 | 2.42% | 0.15% |
| 2025 | 6.33% | 0.48% |
| 2024 | 5.10% | 0.00% |
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