NUGO vs SLQD

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF (SLQD, ETF).

5-Year PerformanceNUGO has outperformed SLQD, delivering a return of +13.3% compared to +2.6%

NUGO vs SLQD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUGO(ETF)	SLQD(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	0.50%	0.06%
Max Drawdown	38.01%	12.69%
Sharpe Ratio	0.71	-0.26
5Y Beta	1.27	0.03
P/E Ratio	34.92	N/A
Forward P/E	26.69	N/A
PEG Ratio	0.10	N/A
5Y Dividends CAGR	N/A	15.88%
5Y EPS CAGR	39.98%	N/A
Debt to Equity	39.24%	N/A
P/S Ratio	10.08	N/A
P/B Ratio	13.28	N/A

Net Assets

NUGO

$2.40B

SLQD

$2.40B

Expense Ratio

NUGO

0.50%

Winner

SLQD

0.06%

Max Drawdown

NUGO

38.01%

Winner

SLQD

12.69%

Sharpe Ratio

Winner

NUGO

0.71

SLQD

-0.26

5Y Beta

NUGO

1.27

Winner

SLQD

0.03

P/E Ratio

NUGO

34.92

SLQD

N/A

Forward P/E

NUGO

26.69

SLQD

N/A

PEG Ratio

NUGO

0.10

SLQD

N/A

5Y Dividends CAGR

NUGO

N/A

SLQD

15.88%

5Y EPS CAGR

NUGO

39.98%

SLQD

N/A

Debt to Equity

NUGO

39.24%

SLQD

N/A

P/S Ratio

NUGO

10.08

SLQD

N/A

P/B Ratio

NUGO

13.28

SLQD

N/A

NUGO vs SLQD - Historical Returns

Returns include dividend reinvestment.

Period	NUGO	SLQD
1 month	+4.07%	+0.25%
3 months	+4.75%	+0.65%
6 months	+15.99%	+0.89%
1 year	+17.81%	+3.49%
5 years(CAGR)	+13.32%	+2.62%
10 years(CAGR)	N/A	+2.65%
Max(CAGR)	+13.32%	+2.52%

Winner

NUGO

+4.07%

SLQD

+0.25%

Winner

NUGO

+4.75%

SLQD

+0.65%

Winner

NUGO

+15.99%

SLQD

+0.89%

Winner

NUGO

+17.81%

SLQD

+3.49%

5Y(CAGR)

Winner

NUGO

+13.32%

SLQD

+2.62%

10Y(CAGR)

NUGO

N/A

SLQD

+2.65%

Max(CAGR)

Winner

NUGO

+13.32%

SLQD

+2.52%

NUGO vs SLQD - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NUGO	SLQD
2026	+11.36%	+1.36%
2025	+14.52%	+6.23%
2024	+37.96%	+5.15%
2023	+46.20%	+5.87%
2022	-33.54%	-4.27%
2021	+7.78%	-0.53%
2020	N/A	+4.70%
2019	N/A	+6.05%
2018	N/A	+1.15%
2017	N/A	+2.17%
2016	N/A	+1.81%
2015	N/A	+1.23%
2014	N/A	+1.65%
2013	N/A	+0.49%

NUGO vs SLQD Drawdown Comparison

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

The maximum drawdown for SLQD was -12.69%, occurring on Mar 19, 2020. Recovery took 53 trading sessions.

The current NUGO drawdown is -0.27%.

Rank	NUGO	SLQD
#1	-38.01% Nov 19, 2021 - Jan 24, 2024	-12.69% Mar 4, 2020 - May 19, 2020
#2	-25.12% Dec 16, 2024 - Jul 3, 2025	-7.63% Aug 2, 2021 - Dec 20, 2023
#3	-17.54% Oct 29, 2025 - May 6, 2026	-1.52% Aug 24, 2016 - Apr 11, 2017
#4	-14.99% Jul 10, 2024 - Oct 21, 2024	-1.16% Sep 8, 2017 - Aug 13, 2018
#5	-9.87% Jun 2, 2026 - Jul 29, 2026	-1.06% Feb 27, 2026 - May 28, 2026
#6	-7.37% Mar 22, 2024 - May 15, 2024	-1.05% Oct 27, 2015 - Mar 16, 2016
#7	-3.73% Oct 22, 2024 - Nov 6, 2024	-0.96% Apr 15, 2015 - Oct 14, 2015
#8	-3.59% Feb 9, 2024 - Feb 22, 2024	-0.92% Apr 3, 2025 - Apr 25, 2025
#9	-3.39% Oct 9, 2025 - Oct 24, 2025	-0.87% Dec 31, 2020 - May 25, 2021
#10	-3.23% Aug 12, 2025 - Sep 8, 2025	-0.82% Sep 27, 2024 - Dec 6, 2024
#11	-3.08% Nov 12, 2024 - Dec 2, 2024	-0.77% Jan 30, 2015 - Mar 18, 2015
#12	-3.07% May 14, 2026 - May 28, 2026	-0.77% Oct 15, 2014 - Jan 9, 2015
#13	-2.95% May 28, 2024 - Jun 5, 2024	-0.76% Mar 27, 2024 - May 3, 2024
#14	-2.73% Jan 29, 2024 - Feb 2, 2024	-0.74% Sep 4, 2019 - Oct 1, 2019
#15	-2.66% Jun 18, 2024 - Jul 3, 2024	-0.67% Aug 19, 2014 - Oct 8, 2014

Correlation

Correlation between NUGO and SLQD is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2013 - 2026)

NUGO vs SLQD dividend yield comparison.

Year	NUGO	SLQD
2026	0.00%	2.56%
2025	0.00%	4.15%
2024	0.00%	3.71%
2023	0.19%	2.99%
2022	0.26%	2.00%
2021	0.00%	1.67%
2020	0.00%	2.34%
2019	0.00%	2.89%
2018	0.00%	2.55%
2017	0.00%	1.98%
2016	0.00%	1.81%
2015	0.00%	1.43%
2014	0.00%	1.23%
2013	0.00%	0.23%