NUDV vs XFLX

Comparison between NUVEEN ESG DIVIDEND ETF (NUDV, ETF) and FUNDX FLEXIBLE ETF (XFLX, ETF).

NUDV vs XFLX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUDV(ETF)	XFLX(ETF)
Net Assets	$50M	$50M
Expense Ratio	0.26%	0.97%
Max Drawdown	21.51%	13.65%
Sharpe Ratio	1.54	-0.12
5Y Beta	0.61	0.23
P/E Ratio	20.74	N/A
Forward P/E	17.45	N/A
PEG Ratio	0.49	N/A
5Y EPS CAGR	7.12%	N/A
Debt to Equity	66.17%	N/A
P/S Ratio	2.04	N/A
P/B Ratio	3.29	N/A

Net Assets

NUDV

$50M

Winner

XFLX

$50M

Expense Ratio

Winner

NUDV

0.26%

XFLX

0.97%

Max Drawdown

NUDV

21.51%

Winner

XFLX

13.65%

Sharpe Ratio

Winner

NUDV

1.54

XFLX

-0.12

5Y Beta

NUDV

0.61

Winner

XFLX

0.23

P/E Ratio

NUDV

20.74

XFLX

N/A

Forward P/E

NUDV

17.45

XFLX

N/A

PEG Ratio

NUDV

0.49

XFLX

N/A

5Y EPS CAGR

NUDV

7.12%

XFLX

N/A

Debt to Equity

NUDV

66.17%

XFLX

N/A

P/S Ratio

NUDV

2.04

XFLX

N/A

P/B Ratio

NUDV

3.29

XFLX

N/A

NUDV vs XFLX - Historical Returns

Returns include dividend reinvestment.

Period	NUDV	XFLX
1 month	+1.69%	+0.92%
3 months	+5.71%	+0.75%
6 months	+6.22%	+0.42%
1 year	+20.49%	+3.21%
5 years(CAGR)	+10.35%	N/A
Max(CAGR)	+10.35%	+4.31%

Winner

NUDV

+1.69%

XFLX

+0.92%

Winner

NUDV

+5.71%

XFLX

+0.75%

Winner

NUDV

+6.22%

XFLX

+0.42%

Winner

NUDV

+20.49%

XFLX

+3.21%

5Y(CAGR)

NUDV

+10.35%

XFLX

N/A

Max(CAGR)

Winner

NUDV

+10.35%

XFLX

+4.31%

NUDV vs XFLX - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	NUDV	XFLX
2026	+15.47%	+1.74%
2025	+11.13%	+2.37%
2024	+13.65%	+4.42%
2023	+9.70%	+3.89%
2022	-7.65%	N/A
2021	+8.92%	N/A

NUDV vs XFLX Drawdown Comparison

The maximum drawdown for NUDV was -20.11%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.

The maximum drawdown for XFLX was -6.54%, occurring on Apr 8, 2025. Recovery took 236 trading sessions.

The current NUDV drawdown is -0.73%. The current XFLX drawdown is -0.02%.

Rank	NUDV	XFLX
#1	-20.11% Jan 4, 2022 - Dec 14, 2023	-6.54% Oct 1, 2024 - Sep 11, 2025
#2	-16.38% Nov 29, 2024 - Oct 21, 2025	-3.11% Feb 26, 2026 - Aug 4, 2026
#3	-6.60% Feb 26, 2026 - May 22, 2026	-2.13% Mar 28, 2024 - May 15, 2024
#4	-5.99% Mar 28, 2024 - May 15, 2024	-1.40% Jul 16, 2024 - Aug 13, 2024
#5	-5.37% Jul 31, 2024 - Aug 23, 2024	-1.34% Oct 27, 2025 - Dec 24, 2025
#6	-4.49% Nov 16, 2021 - Dec 15, 2021	-1.32% Oct 11, 2023 - Nov 3, 2023
#7	-4.03% May 15, 2024 - Jul 11, 2024	-1.26% Feb 1, 2024 - Mar 7, 2024
#8	-3.50% Oct 16, 2024 - Nov 8, 2024	-0.96% May 15, 2024 - Jun 5, 2024
#9	-3.20% Nov 12, 2025 - Nov 25, 2025	-0.86% Dec 28, 2023 - Jan 12, 2024
#10	-2.66% Aug 30, 2024 - Sep 16, 2024	-0.80% Jan 12, 2024 - Feb 1, 2024
#11	-2.65% Jul 17, 2024 - Jul 30, 2024	-0.64% Jan 14, 2026 - Jan 27, 2026
#12	-2.48% Jan 8, 2024 - Feb 22, 2024	-0.60% Aug 23, 2024 - Sep 5, 2024
#13	-2.41% Oct 27, 2025 - Nov 12, 2025	-0.55% Jun 18, 2024 - Jul 3, 2024
#14	-2.13% Dec 16, 2021 - Dec 23, 2021	-0.54% Oct 2, 2025 - Oct 20, 2025
#15	-1.90% Jun 16, 2026 - Jul 2, 2026	-0.41% Sep 16, 2025 - Oct 1, 2025