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NUGO vs NAD

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).

5-Year PerformanceNUGO has outperformed NAD, delivering a return of +12.4% compared to +0.3%

NUGO vs NAD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUGO
$2.80B
NAD
$2.80B
Expense Ratio
NUGO
0.50%
NAD
N/A
Max Drawdown
Winner
NUGO
38.01%
NAD
51.92%
Sharpe Ratio
NUGO
1.00
Winner
NAD
1.02
5Y Beta
NUGO
1.27
Winner
NAD
0.22
P/E Ratio
NUGO
38.01
NAD
N/A
Forward P/E
NUGO
29.41
NAD
N/A
PEG Ratio
NUGO
0.14
NAD
N/A
5Y Dividends CAGR
NUGO
N/A
NAD
3.91%
5Y EPS CAGR
NUGO
38.58%
NAD
N/A
Debt to Equity
NUGO
32.82%
NAD
N/A
P/S Ratio
NUGO
9.32
NAD
N/A
P/B Ratio
NUGO
13.34
NAD
N/A

NUGO vs NAD - Historical Returns

Returns include dividend reinvestment.

1M
NUGO
-2.28%
Winner
NAD
+3.62%
3M
Winner
NUGO
+14.74%
NAD
+3.62%
6M
Winner
NUGO
+4.55%
NAD
+3.34%
1Y
Winner
NUGO
+21.40%
NAD
+15.18%
5Y(CAGR)
Winner
NUGO
+12.42%
NAD
+0.27%
10Y(CAGR)
NUGO
N/A
NAD
+2.97%
Max(CAGR)
Winner
NUGO
+12.42%
NAD
+5.44%

NUGO vs NAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUGONAD
2026+5.57%+3.16%
2025+14.52%+9.76%
2024+37.96%+8.94%
2023+46.20%-0.28%
2022-33.54%-22.45%
2021+7.78%+10.21%
2020N/A+10.73%
2019N/A+20.11%
2018N/A-5.76%
2017N/A+5.98%
2016N/A+2.05%
2015N/A+7.80%
2014N/A+19.78%
2013N/A-15.11%
2012N/A+12.07%
2011N/A+21.18%
2010N/A+1.99%
2009N/A+38.25%
2008N/A-21.38%
2007N/A-10.97%
2006N/A+13.53%
2005N/A+4.63%
2004N/A+2.48%
2003N/A+11.63%
2002N/A+9.42%
2001N/A+7.43%
2000N/A+15.65%
1999N/A-11.78%

NUGO vs NAD Drawdown Comparison

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

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The current NUGO drawdown is -5.45%. The current NAD drawdown is -2.92%.

RankNUGONAD
#1-38.01%
Nov 19, 2021 - Jan 24, 2024
-44.61%
Jan 22, 2007 - Sep 8, 2009
#2-25.12%
Dec 16, 2024 - Jul 3, 2025
-35.57%
Sep 15, 2021 - Oct 25, 2023
#3-17.54%
Oct 29, 2025 - May 6, 2026
-25.39%
Mar 6, 2020 - Nov 16, 2020
#4-14.99%
Jul 10, 2024 - Oct 21, 2024
-21.47%
Nov 30, 2012 - Dec 4, 2014
#5-7.50%
Jun 2, 2026 - Jun 10, 2026
-18.90%
Sep 1, 2010 - Nov 22, 2011
#6-7.37%
Mar 22, 2024 - May 15, 2024
-17.47%
Mar 9, 2004 - Jun 7, 2005
#7-3.73%
Oct 22, 2024 - Nov 6, 2024
-15.78%
Nov 2, 1999 - Dec 8, 2000
#8-3.59%
Feb 9, 2024 - Feb 22, 2024
-15.38%
Aug 12, 2016 - May 13, 2019
#9-3.39%
Oct 9, 2025 - Oct 24, 2025
-10.12%
Jun 17, 2003 - Jan 7, 2004
#10-3.23%
Aug 12, 2025 - Sep 8, 2025
-9.48%
Nov 6, 2001 - Jun 7, 2002
#11-3.08%
Nov 12, 2024 - Dec 2, 2024
-9.39%
Oct 4, 2002 - May 1, 2003
#12-3.07%
May 14, 2026 - May 28, 2026
-8.80%
Sep 9, 2005 - Aug 17, 2006
#13-2.95%
May 28, 2024 - Jun 5, 2024
-8.02%
Oct 8, 2009 - Feb 1, 2010
#14-2.73%
Jan 29, 2024 - Feb 2, 2024
-6.14%
Jan 30, 2015 - Nov 3, 2015
#15-2.66%
Jun 18, 2024 - Jul 3, 2024
-5.87%
Mar 1, 2012 - May 3, 2012

Correlation

Correlation between NUGO and NAD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2000 - 2026)

NUGO vs NAD dividend yield comparison.

YearNUGONAD
20260.00%3.53%
20250.00%7.37%
20240.00%6.63%
20230.19%4.13%
20220.26%5.58%
20210.00%4.43%
20200.00%4.41%
20190.00%4.40%
20180.00%5.37%
20170.00%5.42%
20160.00%6.05%
20150.00%5.96%
20140.00%6.20%
20130.00%7.10%
20120.00%5.43%
20110.00%6.07%
20100.00%7.07%
20090.00%6.27%
20080.00%7.76%
20070.00%5.99%
20060.00%5.41%
20050.00%6.70%
20040.00%6.90%
20030.00%6.47%
20020.00%6.35%
20010.00%6.14%
20000.00%2.50%

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