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NUBD vs IDGT

Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF (IDGT, ETF).

5-Year PerformanceIDGT has outperformed NUBD, delivering a return of +12.1% compared to +0.1%

NUBD vs IDGT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUBD
$451M
IDGT
$451M
Expense Ratio
Winner
NUBD
0.12%
IDGT
0.39%
Max Drawdown
Winner
NUBD
24.85%
IDGT
77.95%
Sharpe Ratio
NUBD
0.22
Winner
IDGT
2.04
5Y Beta
Winner
NUBD
0.02
IDGT
0.95
P/E Ratio
NUBD
N/A
IDGT
23.51
Forward P/E
NUBD
N/A
IDGT
27.35
PEG Ratio
NUBD
N/A
IDGT
0.12
5Y Dividends CAGR
NUBD
9.39%
Winner
IDGT
25.06%
5Y EPS CAGR
NUBD
N/A
IDGT
16.68%
Debt to Equity
NUBD
N/A
IDGT
219.77%
P/S Ratio
NUBD
N/A
IDGT
3.76
P/B Ratio
NUBD
N/A
IDGT
7.38

NUBD vs IDGT - Historical Returns

Returns include dividend reinvestment.

1M
NUBD
+1.24%
Winner
IDGT
+6.04%
3M
NUBD
+0.31%
Winner
IDGT
+24.57%
6M
NUBD
+0.73%
Winner
IDGT
+45.78%
1Y
NUBD
+4.92%
Winner
IDGT
+54.99%
5Y(CAGR)
NUBD
+0.12%
Winner
IDGT
+12.10%
10Y(CAGR)
NUBD
+1.52%
Winner
IDGT
+13.93%
Max(CAGR)
NUBD
+1.52%
Winner
IDGT
+5.20%

NUBD vs IDGT - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

YearNUBDIDGT
2026+0.66%+45.27%
2025+6.82%+7.04%
2024+1.76%+26.98%
2023+5.01%-6.44%
2022-12.33%-17.90%
2021-2.19%+44.01%
2020+6.94%+7.70%
2019+8.00%+17.03%
2018+0.57%-2.45%
2017+0.26%+11.55%
2016N/A+20.87%
2015N/A+0.90%
2014N/A+17.10%
2013N/A+10.91%
2012N/A+3.56%
2011N/A-19.79%
2010N/A+22.26%
2009N/A+55.41%
2008N/A-49.23%
2007N/A+5.29%
2006N/A+1.80%
2005N/A+3.09%
2004N/A+7.72%
2003N/A+89.11%
2002N/A-57.26%
2001N/A-22.65%

NUBD vs IDGT Drawdown Comparison

The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3420 trading sessions.

The current NUBD drawdown is -3.50%. The current IDGT drawdown is -6.51%.

RankNUBDIDGT
#1-19.46%
Aug 4, 2020 - Oct 20, 2022
-77.95%
Jul 13, 2001 - Feb 19, 2015
#2-7.28%
Mar 9, 2020 - Apr 15, 2020
-36.88%
Apr 24, 2019 - Dec 28, 2020
#3-2.73%
Dec 15, 2017 - Dec 28, 2018
-35.83%
Dec 29, 2021 - Dec 4, 2024
#4-1.98%
Sep 4, 2019 - Oct 4, 2019
-24.88%
Jun 18, 2015 - Sep 21, 2016
#5-1.50%
Oct 4, 2019 - Jan 21, 2020
-22.76%
Jan 23, 2025 - Jul 23, 2025
#6-0.97%
Apr 16, 2020 - May 29, 2020
-21.49%
Aug 31, 2018 - Feb 20, 2019
#7-0.69%
Jun 1, 2020 - Jun 10, 2020
-10.13%
Feb 12, 2021 - Jun 2, 2021
#8-0.67%
Jul 3, 2019 - Aug 1, 2019
-9.02%
Jun 2, 2026 - Jun 10, 2026
#9-0.63%
Mar 27, 2019 - May 7, 2019
-8.45%
Oct 31, 2025 - Feb 9, 2026
#10-0.61%
Oct 16, 2017 - Dec 15, 2017
-8.31%
Feb 21, 2017 - Jul 25, 2017
#11-0.54%
Feb 3, 2020 - Feb 18, 2020
-8.00%
Mar 12, 2018 - Jul 12, 2018
#12-0.49%
Jan 3, 2019 - Jan 30, 2019
-7.46%
Dec 6, 2024 - Jan 23, 2025
#13-0.34%
Oct 3, 2017 - Oct 16, 2017
-7.31%
Jul 25, 2017 - Nov 21, 2017
#14-0.33%
Feb 26, 2019 - Mar 7, 2019
-6.97%
Jun 11, 2021 - Nov 2, 2021
#15-0.31%
Jun 15, 2020 - Jun 26, 2020
-6.80%
Nov 3, 2021 - Dec 10, 2021

Correlation

Correlation between NUBD and IDGT is 0.33 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.33
-101

Dividend Comparison (2007 - 2026)

NUBD vs IDGT dividend yield comparison.

YearNUBDIDGT
20261.66%0.25%
20253.90%1.17%
20243.51%1.64%
20232.99%0.37%
20222.83%0.30%
20212.05%0.28%
20202.21%0.60%
20192.66%0.42%
20183.08%0.65%
20170.58%0.57%
20160.00%0.75%
20150.00%0.72%
20140.00%0.50%
20130.00%0.38%
20120.00%2.46%
20110.00%0.30%
20100.00%0.08%
20090.00%0.33%
20080.00%0.26%
20070.00%0.00%

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