NUGO vs IGLB

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and ISHARES 10+ YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGLB, ETF).

5-Year PerformanceNUGO has outperformed IGLB, delivering a return of +13.2% compared to -1.6%

NUGO vs IGLB - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NUGO(ETF)	IGLB(ETF)
Net Assets	$2.50B	$2.60B
Expense Ratio	0.56%	0.04%
Max Drawdown	38.01%	39.97%
Sharpe Ratio	1.55	0.52
5Y Beta	1.27	0.21
P/E Ratio	38.05	N/A
Forward P/E	29.90	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	N/A	4.46%
5Y EPS CAGR	38.50%	N/A
Debt to Equity	28.90%	N/A
P/S Ratio	9.98	N/A
P/B Ratio	13.66	N/A

Net Assets

NUGO

$2.50B

Winner

IGLB

$2.60B

Expense Ratio

NUGO

0.56%

Winner

IGLB

0.04%

Max Drawdown

Winner

NUGO

38.01%

IGLB

39.97%

Sharpe Ratio

Winner

NUGO

1.55

IGLB

0.52

5Y Beta

NUGO

1.27

Winner

IGLB

0.21

P/E Ratio

NUGO

38.05

IGLB

N/A

Forward P/E

NUGO

29.90

IGLB

N/A

PEG Ratio

NUGO

0.56

IGLB

N/A

5Y Dividends CAGR

NUGO

N/A

IGLB

4.46%

5Y EPS CAGR

NUGO

38.50%

IGLB

N/A

Debt to Equity

NUGO

28.90%

IGLB

N/A

P/S Ratio

NUGO

9.98

IGLB

N/A

P/B Ratio

NUGO

13.66

IGLB

N/A

NUGO vs IGLB - Historical Returns

Returns include dividend reinvestment.

Period	NUGO	IGLB
1 month	+12.95%	+0.32%
3 months	+10.78%	-0.12%
6 months	+7.53%	+0.51%
1 year	+34.42%	+8.51%
5 years(CAGR)	+13.20%	-1.55%
10 years(CAGR)	N/A	+2.41%
Max(CAGR)	+13.20%	+4.33%

Winner

NUGO

+12.95%

IGLB

+0.32%

Winner

NUGO

+10.78%

IGLB

-0.12%

Winner

NUGO

+7.53%

IGLB

+0.51%

Winner

NUGO

+34.42%

IGLB

+8.51%

5Y(CAGR)

Winner

NUGO

+13.20%

IGLB

-1.55%

10Y(CAGR)

NUGO

N/A

IGLB

+2.41%

Max(CAGR)

Winner

NUGO

+13.20%

IGLB

+4.33%

NUGO vs IGLB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	NUGO	IGLB
2026	+7.41%	+0.88%
2025	+14.52%	+7.47%
2024	+37.96%	-0.58%
2023	+46.20%	+9.75%
2022	-33.54%	-24.20%
2021	+7.78%	-0.96%
2020	N/A	+12.71%
2019	N/A	+22.84%
2018	N/A	-6.19%
2017	N/A	+11.45%
2016	N/A	+9.78%
2015	N/A	-6.13%
2014	N/A	+15.38%
2013	N/A	-7.90%
2012	N/A	+12.74%
2011	N/A	+16.81%
2010	N/A	+10.32%
2009	N/A	-0.47%

NUGO vs IGLB Drawdown Comparison

The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.

The maximum drawdown for IGLB was -34.13%, occurring on Oct 24, 2022. This drawdown has not yet recovered.

The current IGLB drawdown is -13.79%.

Rank	NUGO	IGLB
#1	-38.01% Nov 19, 2021 - Jan 24, 2024	-34.13% Sep 22, 2021 - Oct 24, 2022
#2	-25.12% Dec 16, 2024 - Jul 3, 2025	-27.72% Mar 6, 2020 - Jul 9, 2020
#3	-17.54% Oct 29, 2025 - May 6, 2026	-14.42% May 2, 2013 - May 15, 2014
#4	-14.99% Jul 10, 2024 - Oct 21, 2024	-11.20% Jan 30, 2015 - Jun 8, 2016
#5	-7.37% Mar 22, 2024 - May 15, 2024	-10.23% Aug 6, 2020 - Aug 4, 2021
#6	-3.73% Oct 22, 2024 - Nov 6, 2024	-9.70% Dec 15, 2017 - Mar 28, 2019
#7	-3.59% Feb 9, 2024 - Feb 22, 2024	-9.22% Jul 8, 2016 - Jun 20, 2017
#8	-3.39% Oct 9, 2025 - Oct 24, 2025	-7.48% Aug 26, 2010 - May 17, 2011
#9	-3.23% Aug 12, 2025 - Sep 8, 2025	-5.13% Nov 13, 2012 - May 1, 2013
#10	-3.08% Nov 12, 2024 - Dec 2, 2024	-4.94% Aug 28, 2019 - Dec 13, 2019
#11	-2.95% May 28, 2024 - Jun 5, 2024	-4.40% Nov 1, 2011 - Feb 27, 2012
#12	-2.73% Jan 29, 2024 - Feb 2, 2024	-4.33% Aug 28, 2014 - Oct 14, 2014
#13	-2.66% Jun 18, 2024 - Jul 3, 2024	-4.20% Aug 10, 2011 - Sep 21, 2011
#14	-2.46% Mar 7, 2024 - Mar 20, 2024	-3.89% Feb 28, 2012 - May 3, 2012
#15	-2.45% Oct 1, 2021 - Oct 7, 2021	-3.85% Sep 22, 2011 - Oct 25, 2011

Correlation

Correlation between NUGO and IGLB is 0.43 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.43

-101

Dividend Comparison (2009 - 2026)

NUGO vs IGLB dividend yield comparison.

Year	NUGO	IGLB
2026	0.00%	1.78%
2025	0.00%	5.14%
2024	0.00%	5.10%
2023	0.19%	4.59%
2022	0.26%	4.56%
2021	0.00%	3.16%
2020	0.00%	3.22%
2019	0.00%	3.73%
2018	0.00%	4.56%
2017	0.00%	3.94%
2016	0.00%	4.21%
2015	0.00%	4.57%
2014	0.00%	3.76%
2013	0.00%	4.66%
2012	0.00%	4.37%
2011	0.00%	4.45%
2010	0.00%	5.29%
2009	0.00%	0.31%