NUEM vs AGOX
Comparison between NUVEEN ESG EMERGING MARKETS EQUITY ETF (NUEM, ETF) and ADAPTIVE ALPHA OPPORTUNITIES ETF (AGOX, ETF).
5-Year PerformanceAGOX has outperformed NUEM, delivering a return of +8.7% compared to +7.4%
NUEM vs AGOX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUEM
$373M
Winner
AGOX
$373M
Expense Ratio
Winner
NUEM
0.36%
AGOX
1.33%
Max Drawdown
NUEM
40.93%
Winner
AGOX
30.21%
Sharpe Ratio
Winner
NUEM
1.05
AGOX
0.81
5Y Beta
Winner
NUEM
0.82
AGOX
0.98
5Y Dividends CAGR
NUEM
13.82%
AGOX
N/A
NUEM vs AGOX - Holdings Comparison
NUEM and AGOX have 1 common holdings. Overlap is -3.87%
NUEM's top 25 holdings weight is 57.92%. AGOX's top 25 holdings weight is 90.80%.
| Rank | NUEM | AGOX |
|---|---|---|
| #1 | n/a (n/a) - 16.71% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 11.03% |
| #2 | SK HYNIX INC (n/a) - 7.23% | INVESCO QQQ TRUST (QQQ) - 8.38% |
| #3 | TENCENT HOLDINGS LTD (n/a) - 3.34% | INTUIT INC (INTU) - 6.62% |
| #4 | DELTA ELECTRONICS INC (n/a) - 2.09% | FIDELITY INV MM GOVERNMENT I (FIGXX) - 6.38% |
| #5 | SK SQUARE (n/a) - 2.05% | STATE STREET®HLTHCRSELSECTSPDR®ETF (XLV) - 5.79% |
| #6 | UNITED MICROELECTRONICS CORP (n/a) - 2.04% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 4.56% |
| #7 | SAMSUNG ELECTRO-MECHANICS CO LTD (n/a) - 1.96% | STATE STREET® COMMSERVSELSECTSPDR®ETF (XLC) - 4.33% |
| #8 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 1.85% | SPDR® GOLD SHARES (GLD) - 3.58% |
| #9 | LENOVO GROUP LTD (n/a) - 1.83% | WDC 270115C0027000 (n/a) - 3.55% |
| #10 | n/a (n/a) - 1.62% | SMH 260918C0053000 (n/a) - 3.20% |
| #11 | AXIS BANK LTD (n/a) - 1.56% | SMH 260717C0039500 (n/a) - 2.97% |
| #12 | CATHAY FINANCIAL HOLDING CO LTD (n/a) - 1.54% | ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) - 2.85% |
| #13 | n/a (n/a) - 1.32% | NVIDIA CORP (NVDA) - 2.76% |
| #14 | ASIA VITAL COMPONENTS CO LTD (n/a) - 1.24% | ISHARES MSCI USA MOMENTUM FACTOR ETF (MTUM) - 2.50% |
| #15 | KING SLIDE WORKS CO LTD (n/a) - 1.20% | SMH 260918C0057000 (n/a) - 2.47% |
| #16 | CHINA MERCHANTS BANK CO LTD CLASS H (n/a) - 1.15% | QQQ 260821C0064000 (n/a) - 2.47% |
| #17 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 1.12% | HOWMET AEROSPACE INC (HWM) - 2.43% |
| #18 | B3 SA BRASIL BOLSA BALCAO (n/a) - 1.11% | QQQ 260918P0074500 (n/a) - 2.16% |
| #19 | MAHINDRA & MAHINDRA LTD (n/a) - 1.10% | SMH 260618C0038500 (n/a) - 2.12% |
| #20 | SAUDI ARABIAN MINING CO (n/a) - 1.10% | SMH 260717C0046500 (n/a) - 2.10% |
| #21 | SAMSUNG SDI CO LTD (n/a) - 1.04% | ISHARES MSCI EAFE VALUE ETF (EFV) - 1.98% |
| #22 | KB FINANCIAL GROUP INC (n/a) - 1.02% | QQQ 261218C0070500 (n/a) - 1.85% |
| #23 | PHARMAESSENTIA CORP (n/a) - 0.98% | INTU 260626P0040000 (n/a) - 1.68% |
| #24 | HCL TECHNOLOGIES LTD (n/a) - 0.89% | EWY 260618C0014500 (n/a) - 1.56% |
| #25 | NASPERS LTD CLASS N (n/a) - 0.83% | VANGUARD FTSE EUROPE ETF (VGK) - 1.48% |
| Total Holdings | 184 | 271 |
NUEM vs AGOX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUEM
+3.25%
AGOX
+1.67%
3M
Winner
NUEM
+3.65%
AGOX
+1.34%
6M
NUEM
+6.14%
Winner
AGOX
+15.32%
1Y
Winner
NUEM
+28.50%
AGOX
+19.57%
5Y(CAGR)
NUEM
+7.38%
Winner
AGOX
+8.66%
10Y(CAGR)
NUEM
+7.95%
AGOX
N/A
Max(CAGR)
NUEM
+7.95%
Winner
AGOX
+9.09%
NUEM vs AGOX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUEM | AGOX |
|---|---|---|
| 2026 | +15.73% | +17.76% |
| 2025 | +27.43% | +7.02% |
| 2024 | +11.06% | +16.55% |
| 2023 | +7.59% | +19.27% |
| 2022 | -20.03% | -19.09% |
| 2021 | -2.11% | +9.84% |
| 2020 | +22.57% | N/A |
| 2019 | +16.19% | N/A |
| 2018 | -18.67% | N/A |
| 2017 | +18.50% | N/A |
NUEM vs AGOX Drawdown Comparison
The maximum drawdown for NUEM was -39.48%, occurring on Oct 24, 2022. Recovery took 1147 trading sessions.
The maximum drawdown for AGOX was -26.92%, occurring on Oct 14, 2022. Recovery took 578 trading sessions.
The current NUEM drawdown is -4.53%. The current AGOX drawdown is -4.11%.
| Rank | NUEM | AGOX |
|---|---|---|
| #1 | -39.48% Feb 17, 2021 - Sep 11, 2025 | -26.92% Nov 16, 2021 - Mar 7, 2024 |
| #2 | -38.45% Jan 25, 2018 - Nov 4, 2020 | -21.15% Jan 23, 2025 - Jun 30, 2025 |
| #3 | -12.91% Jun 22, 2026 - Jul 29, 2026 | -15.36% Oct 28, 2025 - Apr 15, 2026 |
| #4 | -11.56% Feb 25, 2026 - Apr 17, 2026 | -8.86% Aug 19, 2024 - Oct 14, 2024 |
| #5 | -6.98% Jun 2, 2026 - Jun 15, 2026 | -8.25% Mar 7, 2024 - May 24, 2024 |
| #6 | -6.57% May 8, 2026 - May 29, 2026 | -8.17% Jun 15, 2026 - Jul 27, 2026 |
| #7 | -6.33% Jan 25, 2021 - Feb 9, 2021 | -8.15% Jul 10, 2024 - Aug 15, 2024 |
| #8 | -4.81% Oct 29, 2025 - Jan 2, 2026 | -6.73% Dec 4, 2024 - Jan 22, 2025 |
| #9 | -4.23% Oct 8, 2025 - Oct 15, 2025 | -6.18% Oct 14, 2024 - Dec 2, 2024 |
| #10 | -4.17% Nov 21, 2017 - Dec 22, 2017 | -4.83% Jul 2, 2021 - Jul 29, 2021 |
| #11 | -3.77% Jan 28, 2026 - Feb 11, 2026 | -4.61% Sep 2, 2021 - Oct 19, 2021 |
| #12 | -2.82% Sep 18, 2017 - Oct 5, 2017 | -3.62% May 14, 2026 - Jun 1, 2026 |
| #13 | -2.61% Nov 27, 2020 - Dec 3, 2020 | -3.44% Aug 11, 2021 - Aug 25, 2021 |
| #14 | -2.50% Nov 9, 2020 - Nov 20, 2020 | -3.08% May 28, 2024 - Jun 12, 2024 |
| #15 | -1.99% Dec 17, 2020 - Dec 29, 2020 | -2.97% Jun 2, 2026 - Jun 15, 2026 |
Correlation
Correlation between NUEM and AGOX is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2017 - 2025)
NUEM vs AGOX dividend yield comparison.
| Year | NUEM | AGOX |
|---|---|---|
| 2025 | 3.58% | 3.23% |
| 2024 | 1.95% | 3.94% |
| 2023 | 2.37% | 0.27% |
| 2022 | 1.90% | 0.20% |
| 2021 | 2.45% | 6.36% |
| 2020 | 1.26% | 0.00% |
| 2019 | 1.98% | 0.00% |
| 2018 | 2.05% | 0.00% |
| 2017 | 0.62% | 0.00% |
Select Stocks to Compare
Popular: NUEM vs SPYAGOX vs SPY
More Comparisons
Compare with similar stocks