NUAG vs RSSY

Comparison between NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF) and RETURN STACKED(R) U.S. STOCKS & FUTURES YIELD ETF (RSSY, ETF).

NUAG vs RSSY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUAG(ETF)	RSSY(ETF)
Net Assets	$96M	$96M
Expense Ratio	0.16%	0.99%
Max Drawdown	25.52%	29.57%
Sharpe Ratio	0.11	2.12
5Y Beta	0.07	0.85
5Y Dividends CAGR	5.34%	N/A

Net Assets

NUAG

$96M

Winner

RSSY

$96M

Expense Ratio

Winner

NUAG

0.16%

RSSY

0.99%

Max Drawdown

Winner

NUAG

25.52%

RSSY

29.57%

Sharpe Ratio

NUAG

0.11

Winner

RSSY

2.12

5Y Beta

Winner

NUAG

0.07

RSSY

0.85

5Y Dividends CAGR

NUAG

5.34%

RSSY

N/A

NUAG vs RSSY - Historical Returns

Returns include dividend reinvestment.

Period	NUAG	RSSY
1 month	-0.60%	+1.40%
3 months	-0.66%	+5.78%
6 months	-0.05%	+31.94%
1 year	+3.85%	+36.61%
5 years(CAGR)	+0.10%	N/A
10 years(CAGR)	+1.62%	N/A
Max(CAGR)	+1.62%	+12.66%

NUAG

-0.60%

Winner

RSSY

+1.40%

NUAG

-0.66%

Winner

RSSY

+5.78%

NUAG

-0.05%

Winner

RSSY

+31.94%

NUAG

+3.85%

Winner

RSSY

+36.61%

5Y(CAGR)

NUAG

+0.10%

RSSY

N/A

10Y(CAGR)

NUAG

+1.62%

RSSY

N/A

Max(CAGR)

NUAG

+1.62%

Winner

RSSY

+12.66%

NUAG vs RSSY - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	NUAG	RSSY
2026	+0.14%	+31.78%
2025	+7.32%	-3.22%
2024	+2.57%	+1.10%
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 RSSY Drawdown Comparison

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

The maximum drawdown for RSSY was -29.57%, occurring on Apr 8, 2025. Recovery took 417 trading sessions.

The current NUAG drawdown is -1.68%. The current RSSY drawdown is -1.13%.

Rank	NUAG	RSSY
#1	-19.79% Aug 4, 2020 - Feb 12, 2026	-29.57% Jul 1, 2024 - Mar 2, 2026
#2	-11.39% Mar 6, 2020 - Jun 10, 2020	-4.08% Jun 4, 2026 - Jul 15, 2026
#3	-4.12% Sep 28, 2016 - Aug 3, 2017	-3.46% Mar 19, 2026 - Apr 8, 2026
#4	-4.02% Sep 7, 2017 - Mar 8, 2019	-2.05% May 8, 2026 - Jun 1, 2026
#5	-2.54% Feb 27, 2026 - Mar 27, 2026	-1.59% Jul 15, 2026 - Jul 20, 2026
#6	-1.89% Sep 4, 2019 - Jan 3, 2020	-1.25% May 29, 2024 - Jun 7, 2024
#7	-0.86% Jun 15, 2020 - Jul 2, 2020	-0.98% Jun 21, 2024 - Jun 26, 2024
#8	-0.72% Jul 3, 2019 - Aug 1, 2019	-0.94% Apr 9, 2026 - Apr 13, 2026
#9	-0.63% Jun 10, 2020 - Jun 15, 2020	-0.58% Mar 11, 2026 - Mar 16, 2026
#10	-0.56% Feb 3, 2020 - Feb 18, 2020	-0.42% Mar 2, 2026 - Mar 4, 2026
#11	-0.49% Mar 28, 2019 - Apr 26, 2019	-0.36% Jun 26, 2024 - Jul 1, 2024
#12	-0.36% Aug 3, 2017 - Aug 17, 2017	-0.30% Mar 6, 2026 - Mar 11, 2026
#13	-0.36% Jan 3, 2020 - Jan 15, 2020	-0.21% Apr 22, 2026 - Apr 24, 2026
#14	-0.33% May 15, 2019 - May 24, 2019	-0.18% Mar 17, 2026 - Mar 19, 2026
#15	-0.30% Aug 16, 2019 - Aug 26, 2019	-0.16% Jun 2, 2026 - Jun 4, 2026

Correlation

Correlation between NUAG and RSSY is 0.49 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.49

-101

Dividend Comparison (2016 - 2026)

NUAG vs RSSY dividend yield comparison.

Year	NUAG	RSSY
2026	2.20%	0.00%
2025	4.43%	2.04%
2024	4.44%	0.00%
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%