NUGO vs VRP

Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and INVESCO VARIABLE RATE PREFERRED ETF (VRP, ETF).

5-Year PerformanceNUGO has outperformed VRP, delivering a return of +12.4% compared to +4.3%

NUGO vs VRP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUGO(ETF)	VRP(ETF)
Net Assets	$2.80B	$2.90B
Expense Ratio	0.50%	0.50%
Max Drawdown	38.01%	46.22%
Sharpe Ratio	1.00	0.83
5Y Beta	1.27	0.15
P/E Ratio	38.01	N/A
Forward P/E	29.41	N/A
PEG Ratio	0.14	N/A
5Y Dividends CAGR	N/A	6.34%
5Y EPS CAGR	38.58%	N/A
Debt to Equity	32.82%	N/A
P/S Ratio	9.32	N/A
P/B Ratio	13.34	N/A

Net Assets

NUGO

$2.80B

Winner

VRP

$2.90B

Expense Ratio

NUGO

0.50%

VRP

0.50%

Max Drawdown

Winner

NUGO

38.01%

VRP

46.22%

Sharpe Ratio

Winner

NUGO

1.00

VRP

0.83

5Y Beta

NUGO

1.27

Winner

VRP

0.15

P/E Ratio

NUGO

38.01

VRP

N/A

Forward P/E

NUGO

29.41

VRP

N/A

PEG Ratio

NUGO

0.14

VRP

N/A

5Y Dividends CAGR

NUGO

N/A

VRP

6.34%

5Y EPS CAGR

NUGO

38.58%

VRP

N/A

Debt to Equity

NUGO

32.82%

VRP

N/A

P/S Ratio

NUGO

9.32

VRP

N/A

P/B Ratio

NUGO

13.34

VRP

N/A

NUGO vs VRP - Historical Returns

Returns include dividend reinvestment.

Period	NUGO	VRP
1 month	-2.28%	+0.49%
3 months	+14.74%	+2.26%
6 months	+4.55%	+2.36%
1 year	+21.40%	+6.26%
5 years(CAGR)	+12.42%	+4.31%
10 years(CAGR)	N/A	+5.17%
Max(CAGR)	+12.42%	+5.09%

NUGO

-2.28%

Winner

VRP

+0.49%

Winner

NUGO

+14.74%

VRP

+2.26%

Winner

NUGO

+4.55%

VRP

+2.36%

Winner

NUGO

+21.40%

VRP

+6.26%

5Y(CAGR)

Winner

NUGO

+12.42%

VRP

+4.31%

10Y(CAGR)

NUGO

N/A

VRP

+5.17%

Max(CAGR)

Winner

NUGO

+12.42%

VRP

+5.09%

NUGO vs VRP - Annual Returns (2014 - 2026)

Returns include dividend reinvestment.

Year	NUGO	VRP
2026	+5.57%	+2.02%
2025	+14.52%	+7.07%
2024	+37.96%	+11.29%
2023	+46.20%	+10.49%
2022	-33.54%	-9.00%
2021	+7.78%	+4.93%
2020	N/A	+4.79%
2019	N/A	+18.32%
2018	N/A	-6.37%
2017	N/A	+8.94%
2016	N/A	+6.93%
2015	N/A	+2.65%
2014	N/A	+1.81%

NUGO vs VRP Drawdown Comparison

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

The maximum drawdown for VRP was -46.04%, occurring on Mar 18, 2020. Recovery took 193 trading sessions.

The current NUGO drawdown is -5.45%. The current VRP drawdown is -0.16%.

Rank	NUGO	VRP
#1	-38.01% Nov 19, 2021 - Jan 24, 2024	-46.04% Feb 12, 2020 - Nov 16, 2020
#2	-25.12% Dec 16, 2024 - Jul 3, 2025	-13.76% Sep 22, 2021 - Jan 10, 2024
#3	-17.54% Oct 29, 2025 - May 6, 2026	-9.04% Aug 31, 2018 - Mar 1, 2019
#4	-14.99% Jul 10, 2024 - Oct 21, 2024	-7.54% Apr 24, 2015 - Apr 22, 2016
#5	-7.50% Jun 2, 2026 - Jun 10, 2026	-5.38% Sep 6, 2016 - Feb 7, 2017
#6	-7.37% Mar 22, 2024 - May 15, 2024	-4.26% Feb 28, 2025 - May 16, 2025
#7	-3.73% Oct 22, 2024 - Nov 6, 2024	-2.89% Feb 24, 2026 - Apr 20, 2026
#8	-3.59% Feb 9, 2024 - Feb 22, 2024	-2.43% Oct 23, 2017 - Aug 31, 2018
#9	-3.39% Oct 9, 2025 - Oct 24, 2025	-1.88% Jul 18, 2024 - Aug 15, 2024
#10	-3.23% Aug 12, 2025 - Sep 8, 2025	-1.72% Mar 22, 2024 - May 2, 2024
#11	-3.08% Nov 12, 2024 - Dec 2, 2024	-1.71% Aug 29, 2014 - Jan 26, 2015
#12	-3.07% May 14, 2026 - May 28, 2026	-1.67% Feb 9, 2021 - Mar 31, 2021
#13	-2.95% May 28, 2024 - Jun 5, 2024	-1.55% Jan 3, 2025 - Feb 5, 2025
#14	-2.73% Jan 29, 2024 - Feb 2, 2024	-1.41% Feb 27, 2017 - Mar 30, 2017
#15	-2.66% Jun 18, 2024 - Jul 3, 2024	-1.41% Aug 3, 2017 - Oct 23, 2017

Correlation

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

0.98

-101

Dividend Comparison (2014 - 2026)

NUGO vs VRP dividend yield comparison.

Year	NUGO	VRP
2026	0.00%	2.38%
2025	0.00%	6.53%
2024	0.00%	5.78%
2023	0.19%	6.61%
2022	0.26%	5.38%
2021	0.00%	4.25%
2020	0.00%	4.17%
2019	0.00%	4.71%
2018	0.00%	5.28%
2017	0.00%	4.69%
2016	0.00%	5.10%
2015	0.00%	5.02%
2014	0.00%	3.04%