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NUAG vs SPDV

Comparison between NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF) and AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV, ETF).

5-Year PerformanceSPDV has outperformed NUAG, delivering a return of +8.6% compared to +0.4%

NUAG vs SPDV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUAG
$94M
SPDV
$94M
Expense Ratio
Winner
NUAG
0.16%
SPDV
0.29%
Max Drawdown
Winner
NUAG
25.52%
SPDV
45.44%
Sharpe Ratio
NUAG
0.61
Winner
SPDV
1.67
5Y Beta
Winner
NUAG
0.07
SPDV
0.67
P/E Ratio
NUAG
N/A
SPDV
23.22
Forward P/E
NUAG
N/A
SPDV
11.46
PEG Ratio
NUAG
N/A
SPDV
0.36
5Y Dividends CAGR
NUAG
5.79%
Winner
SPDV
6.40%
5Y EPS CAGR
NUAG
N/A
SPDV
2.41%
Debt to Equity
NUAG
N/A
SPDV
-61.72%
P/S Ratio
NUAG
N/A
SPDV
1.17
P/B Ratio
NUAG
N/A
SPDV
1.92

NUAG vs SPDV - Historical Returns

Returns include dividend reinvestment.

1M
NUAG
+0.53%
Winner
SPDV
+4.43%
3M
NUAG
+0.85%
Winner
SPDV
+8.48%
6M
NUAG
+1.13%
Winner
SPDV
+14.95%
1Y
NUAG
+5.21%
Winner
SPDV
+27.56%
5Y(CAGR)
NUAG
+0.42%
Winner
SPDV
+8.60%
10Y(CAGR)
NUAG
+1.72%
Winner
SPDV
+9.40%
Max(CAGR)
NUAG
+1.72%
Winner
SPDV
+9.40%

NUAG vs SPDV - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

YearNUAGSPDV
2026+0.86%+14.72%
2025+7.32%+10.63%
2024+2.57%+12.97%
2023+6.94%+5.19%
2022-13.34%-3.20%
2021-2.21%+31.52%
2020+7.09%-5.75%
2019+9.99%+20.27%
2018-1.43%-7.08%
2017+4.06%+3.65%
2016-2.69%N/A

NUAG vs SPDV Drawdown Comparison

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

The maximum drawdown for SPDV was -43.82%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.

The current NUAG drawdown is -0.97%.

RankNUAGSPDV
#1-19.79%
Aug 4, 2020 - Feb 12, 2026
-43.82%
Jan 17, 2020 - Feb 8, 2021
#2-11.39%
Mar 6, 2020 - Jun 10, 2020
-21.32%
Apr 20, 2022 - Mar 11, 2024
#3-4.12%
Sep 28, 2016 - Aug 3, 2017
-18.62%
Nov 29, 2024 - Aug 22, 2025
#4-4.02%
Sep 7, 2017 - Mar 8, 2019
-18.50%
Sep 21, 2018 - Oct 29, 2019
#5-2.54%
Feb 27, 2026 - Mar 27, 2026
-9.85%
Jan 26, 2018 - Aug 17, 2018
#6-1.89%
Sep 4, 2019 - Jan 3, 2020
-9.60%
Jun 8, 2021 - Jan 4, 2022
#7-0.86%
Jun 15, 2020 - Jul 2, 2020
-6.37%
Mar 28, 2024 - Jul 16, 2024
#8-0.72%
Jul 3, 2019 - Aug 1, 2019
-5.99%
Jul 30, 2024 - Aug 23, 2024
#9-0.63%
Jun 10, 2020 - Jun 15, 2020
-5.80%
Feb 11, 2026 - May 22, 2026
#10-0.56%
Feb 3, 2020 - Feb 18, 2020
-5.24%
Oct 3, 2025 - Dec 10, 2025
#11-0.49%
Mar 28, 2019 - Apr 26, 2019
-5.14%
Jan 14, 2022 - Mar 29, 2022
#12-0.36%
Aug 3, 2017 - Aug 17, 2017
-4.90%
Mar 15, 2021 - Apr 21, 2021
#13-0.36%
Jan 3, 2020 - Jan 15, 2020
-3.56%
May 10, 2021 - May 17, 2021
#14-0.33%
May 15, 2019 - May 24, 2019
-3.45%
Oct 16, 2024 - Nov 7, 2024
#15-0.30%
Aug 16, 2019 - Aug 26, 2019
-3.42%
Aug 30, 2024 - Sep 19, 2024

Correlation

Correlation between NUAG and SPDV is 0.36 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.36
-101

Dividend Comparison (2016 - 2026)

NUAG vs SPDV dividend yield comparison.

YearNUAGSPDV
20261.80%1.29%
20254.43%3.85%
20244.44%3.54%
20233.95%3.95%
20223.60%3.73%
20212.27%3.08%
20202.93%3.90%
20193.54%3.54%
20183.79%3.63%
20173.38%0.28%
20160.48%0.00%

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