NPFI vs IMOM
Comparison between NUVEEN PREFERRED AND INCOME ETF (NPFI, ETF) and ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ETF (IMOM, ETF).
NPFI vs IMOM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NPFI
$154M
IMOM
$153M
Expense Ratio
NPFI
0.56%
Winner
IMOM
0.38%
Max Drawdown
Winner
NPFI
4.74%
IMOM
47.07%
Sharpe Ratio
NPFI
1.26
Winner
IMOM
1.43
5Y Beta
Winner
NPFI
0.11
IMOM
0.85
5Y Dividends CAGR
NPFI
N/A
IMOM
53.23%
NPFI vs IMOM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NPFI
+0.20%
IMOM
-4.02%
3M
NPFI
+0.68%
Winner
IMOM
+2.06%
6M
NPFI
+1.84%
Winner
IMOM
+17.13%
1Y
NPFI
+7.52%
Winner
IMOM
+34.79%
5Y(CAGR)
NPFI
N/A
IMOM
+7.45%
10Y(CAGR)
NPFI
N/A
IMOM
+7.44%
Max(CAGR)
Winner
NPFI
+7.66%
IMOM
+7.52%
NPFI vs IMOM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NPFI | IMOM |
|---|---|---|
| 2026 | +1.32% | +11.17% |
| 2025 | +9.13% | +46.80% |
| 2024 | +6.56% | +6.38% |
| 2023 | N/A | +9.92% |
| 2022 | N/A | -22.11% |
| 2021 | N/A | -2.16% |
| 2020 | N/A | +26.49% |
| 2019 | N/A | +18.49% |
| 2018 | N/A | -23.45% |
| 2017 | N/A | +33.06% |
| 2016 | N/A | -8.55% |
NPFI vs IMOM Drawdown Comparison
The maximum drawdown for NPFI was -3.18%, occurring on Mar 30, 2026. Recovery took 67 trading sessions.
The maximum drawdown for IMOM was -45.70%, occurring on Mar 18, 2020. Recovery took 716 trading sessions.
The current NPFI drawdown is -0.29%. The current IMOM drawdown is -6.76%.
| Rank | NPFI | IMOM |
|---|---|---|
| #1 | -3.18% Feb 20, 2026 - May 28, 2026 | -45.70% Jan 29, 2018 - Dec 1, 2020 |
| #2 | -2.94% Feb 27, 2025 - May 12, 2025 | -39.27% Sep 15, 2021 - Jun 24, 2025 |
| #3 | -1.73% Mar 28, 2024 - May 7, 2024 | -16.48% Jul 29, 2016 - Jun 2, 2017 |
| #4 | -0.92% Dec 11, 2024 - Jan 21, 2025 | -16.22% Feb 16, 2021 - Sep 7, 2021 |
| #5 | -0.88% Oct 17, 2024 - Dec 4, 2024 | -15.61% Feb 25, 2026 - May 6, 2026 |
| #6 | -0.76% Oct 28, 2025 - Nov 28, 2025 | -14.05% Jan 4, 2016 - Apr 4, 2016 |
| #7 | -0.61% Jul 22, 2024 - Aug 14, 2024 | -6.76% May 26, 2026 - Jun 5, 2026 |
| #8 | -0.61% Oct 6, 2025 - Oct 16, 2025 | -5.71% Jun 20, 2016 - Jul 1, 2016 |
| #9 | -0.54% Sep 23, 2024 - Oct 17, 2024 | -5.57% Jan 25, 2021 - Feb 9, 2021 |
| #10 | -0.48% Jul 3, 2025 - Jul 25, 2025 | -4.92% Jan 27, 2026 - Feb 9, 2026 |
| #11 | -0.46% Jan 16, 2026 - Jan 23, 2026 | -4.74% Nov 24, 2017 - Jan 3, 2018 |
| #12 | -0.37% May 20, 2024 - Jun 5, 2024 | -4.30% May 13, 2026 - May 26, 2026 |
| #13 | -0.31% Sep 5, 2024 - Sep 9, 2024 | -4.17% Nov 13, 2025 - Dec 10, 2025 |
| #14 | -0.29% May 16, 2025 - May 27, 2025 | -4.15% Jun 8, 2017 - Jul 19, 2017 |
| #15 | -0.29% Jun 2, 2026 - Jun 5, 2026 | -3.92% Oct 6, 2025 - Nov 10, 2025 |
Correlation
Correlation between NPFI and IMOM is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
NPFI vs IMOM dividend yield comparison.
| Year | NPFI | IMOM |
|---|---|---|
| 2026 | 2.42% | 0.00% |
| 2025 | 6.33% | 2.53% |
| 2024 | 5.10% | 4.52% |
| 2023 | 0.00% | 2.95% |
| 2022 | 0.00% | 6.06% |
| 2021 | 0.00% | 1.27% |
| 2020 | 0.00% | 0.59% |
| 2019 | 0.00% | 1.17% |
| 2018 | 0.00% | 0.78% |
| 2017 | 0.00% | 1.11% |
| 2016 | 0.00% | 0.54% |
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