NUAG vs CLSM

Comparison between NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF) and ETC CABANA TARGET LEADING SECTOR MODERATE ETF (CLSM, ETF).

5-Year PerformanceCLSM has outperformed NUAG, delivering a return of +3.4% compared to +0.4%

NUAG vs CLSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUAG(ETF)	CLSM(ETF)
Net Assets	$93M	$93M
Expense Ratio	0.16%	0.82%
Max Drawdown	25.52%	33.55%
Sharpe Ratio	0.39	1.70
5Y Beta	0.07	0.75
5Y Dividends CAGR	5.79%	N/A

Net Assets

NUAG

$93M

CLSM

$93M

Expense Ratio

Winner

NUAG

0.16%

CLSM

0.82%

Max Drawdown

Winner

NUAG

25.52%

CLSM

33.55%

Sharpe Ratio

NUAG

0.39

Winner

CLSM

1.70

5Y Beta

Winner

NUAG

0.07

CLSM

0.75

5Y Dividends CAGR

NUAG

5.79%

CLSM

N/A

NUAG vs CLSM - Historical Returns

Returns include dividend reinvestment.

Period	NUAG	CLSM
1 month	-0.04%	+3.25%
3 months	-0.72%	+13.32%
6 months	+0.41%	+14.89%
1 year	+5.21%	+29.52%
5 years(CAGR)	+0.42%	+3.41%
10 years(CAGR)	+1.67%	N/A
Max(CAGR)	+1.67%	+3.41%

NUAG

-0.04%

Winner

CLSM

+3.25%

NUAG

-0.72%

Winner

CLSM

+13.32%

NUAG

+0.41%

Winner

CLSM

+14.89%

NUAG

+5.21%

Winner

CLSM

+29.52%

5Y(CAGR)

NUAG

+0.42%

Winner

CLSM

+3.41%

10Y(CAGR)

NUAG

+1.67%

CLSM

N/A

Max(CAGR)

NUAG

+1.67%

Winner

CLSM

+3.41%

NUAG vs CLSM - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NUAG	CLSM
2026	+0.34%	+15.30%
2025	+7.32%	+15.26%
2024	+2.57%	+1.42%
2023	+6.94%	+3.95%
2022	-13.34%	-23.96%
2021	-2.21%	+9.10%
2020	+7.09%	N/A
2019	+9.99%	N/A
2018	-1.43%	N/A
2017	+4.06%	N/A
2016	-2.69%	N/A

NUAG vs CLSM Drawdown Comparison

The maximum drawdown for NUAG was -19.79%, occurring on Oct 24, 2022. Recovery took 1388 trading sessions.

The maximum drawdown for CLSM was -27.76%, occurring on Apr 8, 2025. Recovery took 1083 trading sessions.

The current NUAG drawdown is -1.49%. The current CLSM drawdown is -4.55%.

Rank	NUAG	CLSM
#1	-19.79% Aug 4, 2020 - Feb 12, 2026	-27.76% Dec 27, 2021 - Apr 22, 2026
#2	-11.39% Mar 6, 2020 - Jun 10, 2020	-5.24% Sep 2, 2021 - Oct 21, 2021
#3	-4.12% Sep 28, 2016 - Aug 3, 2017	-4.61% Nov 19, 2021 - Dec 27, 2021
#4	-4.02% Sep 7, 2017 - Mar 8, 2019	-4.55% Jun 2, 2026 - Jun 5, 2026
#5	-2.54% Feb 27, 2026 - Mar 27, 2026	-2.26% Jul 14, 2021 - Jul 22, 2021
#6	-1.89% Sep 4, 2019 - Jan 3, 2020	-2.16% Nov 5, 2021 - Nov 19, 2021
#7	-0.86% Jun 15, 2020 - Jul 2, 2020	-1.92% May 14, 2026 - May 26, 2026
#8	-0.72% Jul 3, 2019 - Aug 1, 2019	-1.91% Jul 26, 2021 - Aug 23, 2021
#9	-0.63% Jun 10, 2020 - Jun 15, 2020	-1.05% Apr 24, 2026 - Apr 30, 2026
#10	-0.56% Feb 3, 2020 - Feb 18, 2020	-0.62% Aug 25, 2021 - Aug 27, 2021
#11	-0.49% Mar 28, 2019 - Apr 26, 2019	-0.50% Oct 21, 2021 - Oct 25, 2021
#12	-0.36% Aug 3, 2017 - Aug 17, 2017	-0.46% May 1, 2026 - May 5, 2026
#13	-0.36% Jan 3, 2020 - Jan 15, 2020	-0.40% May 11, 2026 - May 13, 2026
#14	-0.33% May 15, 2019 - May 24, 2019	-0.19% Apr 22, 2026 - Apr 24, 2026
#15	-0.30% Aug 16, 2019 - Aug 26, 2019	-0.16% May 6, 2026 - May 8, 2026

Correlation

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

0.86

-101

Dividend Comparison (2016 - 2026)

NUAG vs CLSM dividend yield comparison.

Year	NUAG	CLSM
2026	1.81%	0.00%
2025	4.43%	0.90%
2024	4.44%	2.13%
2023	3.95%	2.58%
2022	3.60%	3.17%
2021	2.27%	0.59%
2020	2.93%	0.00%
2019	3.54%	0.00%
2018	3.79%	0.00%
2017	3.38%	0.00%
2016	0.48%	0.00%