NUAG vs MFSM
Comparison between NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF) and MFS ACTIVE INTERMEDIATE MUNI BOND ETF (MFSM, ETF).
NUAG vs MFSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUAG
$93M
MFSM
$93M
Expense Ratio
Winner
NUAG
0.16%
MFSM
0.34%
Max Drawdown
NUAG
25.52%
Winner
MFSM
4.60%
Sharpe Ratio
NUAG
0.39
Winner
MFSM
1.30
5Y Beta
NUAG
0.07
Winner
MFSM
0.04
5Y Dividends CAGR
NUAG
5.79%
MFSM
N/A
NUAG vs MFSM - Historical Returns
Returns include dividend reinvestment.
1M
NUAG
-0.04%
Winner
MFSM
+0.73%
3M
NUAG
-0.72%
Winner
MFSM
+0.19%
6M
NUAG
+0.41%
Winner
MFSM
+2.25%
1Y
NUAG
+5.21%
Winner
MFSM
+7.20%
5Y(CAGR)
NUAG
+0.42%
MFSM
N/A
10Y(CAGR)
NUAG
+1.67%
MFSM
N/A
Max(CAGR)
NUAG
+1.67%
Winner
MFSM
+3.75%
NUAG vs MFSM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUAG | MFSM |
|---|---|---|
| 2026 | +0.34% | +1.73% |
| 2025 | +7.32% | +5.20% |
| 2024 | +2.57% | -1.30% |
| 2023 | +6.94% | N/A |
| 2022 | -13.34% | N/A |
| 2021 | -2.21% | N/A |
| 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 MFSM Drawdown Comparison
The maximum drawdown for NUAG was -19.79%, occurring on Oct 24, 2022. Recovery took 1388 trading sessions.
The maximum drawdown for MFSM was -3.86%, occurring on Apr 11, 2025. Recovery took 129 trading sessions.
The current NUAG drawdown is -1.49%. The current MFSM drawdown is -0.52%.
| Rank | NUAG | MFSM |
|---|---|---|
| #1 | -19.79% Aug 4, 2020 - Feb 12, 2026 | -3.86% Mar 3, 2025 - Sep 5, 2025 |
| #2 | -11.39% Mar 6, 2020 - Jun 10, 2020 | -2.65% Feb 26, 2026 - Mar 26, 2026 |
| #3 | -4.12% Sep 28, 2016 - Aug 3, 2017 | -2.10% Dec 9, 2024 - Feb 25, 2025 |
| #4 | -4.02% Sep 7, 2017 - Mar 8, 2019 | -0.40% Jan 15, 2026 - Jan 26, 2026 |
| #5 | -2.54% Feb 27, 2026 - Mar 27, 2026 | -0.32% Nov 11, 2025 - Nov 28, 2025 |
| #6 | -1.89% Sep 4, 2019 - Jan 3, 2020 | -0.26% Nov 28, 2025 - Dec 18, 2025 |
| #7 | -0.86% Jun 15, 2020 - Jul 2, 2020 | -0.24% Oct 27, 2025 - Nov 11, 2025 |
| #8 | -0.72% Jul 3, 2019 - Aug 1, 2019 | -0.22% Sep 15, 2025 - Oct 1, 2025 |
| #9 | -0.63% Jun 10, 2020 - Jun 15, 2020 | -0.18% Sep 8, 2025 - Sep 10, 2025 |
| #10 | -0.56% Feb 3, 2020 - Feb 18, 2020 | -0.17% Dec 18, 2025 - Dec 24, 2025 |
| #11 | -0.49% Mar 28, 2019 - Apr 26, 2019 | -0.12% Jan 7, 2026 - Jan 9, 2026 |
| #12 | -0.36% Aug 3, 2017 - Aug 17, 2017 | -0.08% Sep 11, 2025 - Sep 15, 2025 |
| #13 | -0.36% Jan 3, 2020 - Jan 15, 2020 | -0.05% Oct 1, 2025 - Oct 6, 2025 |
| #14 | -0.33% May 15, 2019 - May 24, 2019 | -0.04% Oct 16, 2025 - Oct 20, 2025 |
| #15 | -0.30% Aug 16, 2019 - Aug 26, 2019 | -0.04% Oct 22, 2025 - Oct 27, 2025 |
Correlation
Correlation between NUAG and MFSM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2016 - 2026)
NUAG vs MFSM dividend yield comparison.
| Year | NUAG | MFSM |
|---|---|---|
| 2026 | 1.81% | 1.43% |
| 2025 | 4.43% | 3.53% |
| 2024 | 4.44% | 0.23% |
| 2023 | 3.95% | 0.00% |
| 2022 | 3.60% | 0.00% |
| 2021 | 2.27% | 0.00% |
| 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% |
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