NUAG vs QAT

Comparison between NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF) and ISHARES MSCI QATAR ETF (QAT, ETF).

5-Year PerformanceQAT has outperformed NUAG, delivering a return of +3.2% compared to +0.4%

NUAG vs QAT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUAG(ETF)	QAT(ETF)
Net Assets	$93M	$93M
Expense Ratio	0.16%	0.60%
Max Drawdown	25.52%	51.05%
Sharpe Ratio	0.39	-0.05
5Y Beta	0.07	0.34
5Y Dividends CAGR	5.79%	14.30%

Net Assets

NUAG

$93M

Winner

QAT

$93M

Expense Ratio

Winner

NUAG

0.16%

QAT

0.60%

Max Drawdown

Winner

NUAG

25.52%

QAT

51.05%

Sharpe Ratio

Winner

NUAG

0.39

QAT

-0.05

5Y Beta

Winner

NUAG

0.07

QAT

0.34

5Y Dividends CAGR

NUAG

5.79%

Winner

QAT

14.30%

NUAG vs QAT - Historical Returns

Returns include dividend reinvestment.

Period	NUAG	QAT
1 month	-0.04%	-1.27%
3 months	-0.72%	-1.27%
6 months	+0.41%	-0.45%
1 year	+5.21%	+2.76%
5 years(CAGR)	+0.42%	+3.24%
10 years(CAGR)	+1.67%	+4.25%
Max(CAGR)	+1.67%	+1.23%

Winner

NUAG

-0.04%

QAT

-1.27%

Winner

NUAG

-0.72%

QAT

-1.27%

Winner

NUAG

+0.41%

QAT

-0.45%

Winner

NUAG

+5.21%

QAT

+2.76%

5Y(CAGR)

NUAG

+0.42%

Winner

QAT

+3.24%

10Y(CAGR)

NUAG

+1.67%

Winner

QAT

+4.25%

Max(CAGR)

Winner

NUAG

+1.67%

QAT

+1.23%

NUAG vs QAT - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NUAG	QAT
2026	+0.34%	-1.09%
2025	+7.32%	+9.02%
2024	+2.57%	+4.05%
2023	+6.94%	+1.14%
2022	-13.34%	-5.35%
2021	-2.21%	+13.19%
2020	+7.09%	+5.61%
2019	+9.99%	+0.68%
2018	-1.43%	+19.11%
2017	+4.06%	-12.89%
2016	-2.69%	+7.91%
2015	N/A	-14.63%
2014	N/A	-3.19%

NUAG vs QAT Drawdown Comparison

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

The maximum drawdown for QAT was -45.16%, occurring on Nov 21, 2017. Recovery took 1876 trading sessions.

The current NUAG drawdown is -1.49%. The current QAT drawdown is -13.40%.

Rank	NUAG	QAT
#1	-19.79% Aug 4, 2020 - Feb 12, 2026	-45.16% May 30, 2014 - Nov 9, 2021
#2	-11.39% Mar 6, 2020 - Jun 10, 2020	-33.18% Apr 11, 2022 - Oct 27, 2023
#3	-4.12% Sep 28, 2016 - Aug 3, 2017	-5.29% Nov 15, 2021 - Jan 12, 2022
#4	-4.02% Sep 7, 2017 - Mar 8, 2019	-4.28% May 13, 2014 - May 27, 2014
#5	-2.54% Feb 27, 2026 - Mar 27, 2026	-3.88% Mar 8, 2022 - Mar 25, 2022
#6	-1.89% Sep 4, 2019 - Jan 3, 2020	-3.61% Feb 11, 2022 - Mar 1, 2022
#7	-0.86% Jun 15, 2020 - Jul 2, 2020	-1.42% Jan 19, 2022 - Jan 31, 2022
#8	-0.72% Jul 3, 2019 - Aug 1, 2019	-1.19% Mar 25, 2022 - Apr 4, 2022
#9	-0.63% Jun 10, 2020 - Jun 15, 2020	-1.11% May 5, 2014 - May 12, 2014
#10	-0.56% Feb 3, 2020 - Feb 18, 2020	-0.94% Apr 4, 2022 - Apr 7, 2022
#11	-0.49% Mar 28, 2019 - Apr 26, 2019	-0.86% Mar 2, 2022 - Mar 8, 2022
#12	-0.36% Aug 3, 2017 - Aug 17, 2017	-0.58% May 27, 2014 - May 29, 2014
#13	-0.36% Jan 3, 2020 - Jan 15, 2020	-0.51% Feb 3, 2022 - Feb 9, 2022
#14	-0.33% May 15, 2019 - May 24, 2019	-0.32% Nov 9, 2021 - Nov 11, 2021
#15	-0.30% Aug 16, 2019 - Aug 26, 2019	-0.14% Apr 7, 2022 - Apr 11, 2022

Correlation

Correlation between NUAG and QAT is 0.42 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.42

-101

Dividend Comparison (2015 - 2026)

NUAG vs QAT dividend yield comparison.

Year	NUAG	QAT
2026	1.81%	0.00%
2025	4.43%	3.51%
2024	4.44%	5.90%
2023	3.95%	3.92%
2022	3.60%	4.78%
2021	2.27%	2.33%
2020	2.93%	2.63%
2019	3.54%	3.57%
2018	3.79%	4.63%
2017	3.38%	4.10%
2016	0.48%	3.51%
2015	0.00%	4.49%