NUMG vs XFLT
Comparison between NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF) and XAI Octagon Floating Rate & Alternative Income Term Trust (XFLT, ETF).
5-Year PerformanceNUMG has outperformed XFLT, delivering a return of +0.3% compared to -4.5%
NUMG vs XFLT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NUMG vs XFLT - Historical Returns
Returns include dividend reinvestment.
NUMG vs XFLT - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUMG | XFLT |
|---|---|---|
| 2026 | -3.61% | -18.35% |
| 2025 | +0.69% | -16.36% |
| 2024 | +14.12% | +6.28% |
| 2023 | +20.75% | +26.15% |
| 2022 | -27.54% | -21.31% |
| 2021 | +14.62% | +32.32% |
| 2020 | +44.12% | +3.94% |
| 2019 | +35.25% | +17.84% |
| 2018 | -6.03% | -15.56% |
| 2017 | +19.00% | -5.54% |
| 2016 | -0.84% | N/A |
NUMG vs XFLT Drawdown Comparison
The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.
The maximum drawdown for XFLT was -55.39%, occurring on Mar 24, 2020. Recovery took 841 trading sessions.
The current NUMG drawdown is -12.31%. The current XFLT drawdown is -35.75%.
| Rank | NUMG | XFLT |
|---|---|---|
| #1 | -38.68% Nov 16, 2021 - Oct 14, 2022 | -55.39% Oct 3, 2017 - Feb 5, 2021 |
| #2 | -33.40% Feb 19, 2020 - May 29, 2020 | -47.03% Dec 2, 2024 - Mar 9, 2026 |
| #3 | -24.83% Sep 14, 2018 - May 3, 2019 | -33.03% Feb 2, 2022 - Jan 30, 2024 |
| #4 | -11.48% Feb 12, 2021 - Apr 15, 2021 | -10.75% Jul 6, 2021 - Jan 11, 2022 |
| #5 | -10.32% Apr 26, 2021 - Jun 25, 2021 | -9.07% Jan 12, 2022 - Jan 31, 2022 |
| #6 | -9.39% Jan 26, 2018 - Jun 4, 2018 | -8.89% Feb 24, 2021 - Mar 11, 2021 |
| #7 | -8.61% Jul 24, 2019 - Nov 25, 2019 | -8.47% Mar 17, 2021 - Jun 14, 2021 |
| #8 | -8.51% Sep 2, 2020 - Oct 8, 2020 | -7.62% Feb 7, 2024 - Nov 7, 2024 |
| #9 | -8.51% Sep 3, 2021 - Nov 2, 2021 | -3.20% Jun 16, 2021 - Jun 30, 2021 |
| #10 | -7.02% Jun 8, 2020 - Jul 2, 2020 | -2.24% Feb 1, 2024 - Feb 6, 2024 |
| #11 | -6.25% Oct 23, 2020 - Nov 5, 2020 | -1.73% Feb 17, 2021 - Feb 22, 2021 |
| #12 | -5.91% Jan 20, 2021 - Feb 4, 2021 | -1.07% Feb 5, 2021 - Feb 10, 2021 |
| #13 | -5.67% May 3, 2019 - Jun 10, 2019 | -0.52% Jul 1, 2021 - Jul 6, 2021 |
| #14 | -5.18% May 15, 2017 - Jul 21, 2017 | -0.32% Mar 15, 2021 - Mar 17, 2021 |
| #15 | -4.70% Jun 18, 2018 - Jul 18, 2018 | -0.30% Sep 28, 2017 - Oct 3, 2017 |
Correlation
Correlation between NUMG and XFLT is 0.71 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2017 - 2026)
NUMG vs XFLT dividend yield comparison.
| Year | NUMG | XFLT |
|---|---|---|
| 2026 | 0.00% | 7.47% |
| 2025 | 0.01% | 18.23% |
| 2024 | 0.06% | 15.24% |
| 2023 | 0.18% | 13.61% |
| 2022 | 0.18% | 13.86% |
| 2021 | 12.76% | 9.82% |
| 2020 | 3.82% | 10.64% |
| 2019 | 0.27% | 10.63% |
| 2018 | 5.14% | 11.33% |
| 2017 | 0.56% | 1.47% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks