NUSA vs HEQQ
Comparison between NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF (NUSA, ETF) and JPMORGAN NASDAQ HEDGED EQUITY LADDERED OVERLAY ETF (HEQQ, ETF).
NUSA vs HEQQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSA
$34M
Winner
HEQQ
$34M
Expense Ratio
Winner
NUSA
0.14%
HEQQ
0.50%
Max Drawdown
NUSA
13.09%
Winner
HEQQ
7.64%
Sharpe Ratio
NUSA
0.00
Winner
HEQQ
1.31
5Y Beta
Winner
NUSA
0.00
HEQQ
0.56
P/E Ratio
NUSA
N/A
HEQQ
39.38
Forward P/E
NUSA
N/A
HEQQ
25.55
PEG Ratio
NUSA
N/A
HEQQ
0.45
5Y Dividends CAGR
NUSA
8.47%
HEQQ
N/A
5Y EPS CAGR
NUSA
N/A
HEQQ
34.52%
Debt to Equity
NUSA
N/A
HEQQ
31.09%
P/S Ratio
NUSA
N/A
HEQQ
7.02
P/B Ratio
NUSA
N/A
HEQQ
11.05
NUSA vs HEQQ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSA
+0.29%
HEQQ
-1.15%
3M
NUSA
+0.42%
Winner
HEQQ
+5.62%
6M
NUSA
+0.77%
Winner
HEQQ
+3.90%
1Y
NUSA
+3.63%
Winner
HEQQ
+15.14%
5Y(CAGR)
NUSA
+1.53%
HEQQ
N/A
10Y(CAGR)
NUSA
+2.23%
HEQQ
N/A
Max(CAGR)
NUSA
+2.23%
Winner
HEQQ
+17.47%
NUSA vs HEQQ - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUSA | HEQQ |
|---|---|---|
| 2026 | +0.52% | +3.60% |
| 2025 | +6.00% | +17.20% |
| 2024 | +3.72% | N/A |
| 2023 | +4.96% | N/A |
| 2022 | -5.75% | N/A |
| 2021 | -1.04% | N/A |
| 2020 | +4.85% | N/A |
| 2019 | +5.61% | N/A |
| 2018 | +1.40% | N/A |
| 2017 | +1.00% | N/A |
NUSA vs HEQQ Drawdown Comparison
The maximum drawdown for NUSA was -9.44%, occurring on Oct 20, 2022. Recovery took 752 trading sessions.
The maximum drawdown for HEQQ was -7.64%, occurring on Mar 30, 2026. Recovery took 60 trading sessions.
The current NUSA drawdown is -0.40%. The current HEQQ drawdown is -1.49%.
| Rank | NUSA | HEQQ |
|---|---|---|
| #1 | -9.44% Aug 3, 2021 - Jul 31, 2024 | -7.64% Jan 28, 2026 - Apr 24, 2026 |
| #2 | -7.95% Mar 6, 2020 - May 18, 2020 | -6.73% Mar 27, 2025 - May 1, 2025 |
| #3 | -1.62% Sep 24, 2024 - Feb 24, 2025 | -3.34% Oct 29, 2025 - Nov 28, 2025 |
| #4 | -1.57% Sep 6, 2017 - Nov 1, 2018 | -2.92% Dec 10, 2025 - Jan 9, 2026 |
| #5 | -1.28% Feb 27, 2026 - Mar 26, 2026 | -2.45% May 28, 2026 - Jun 10, 2026 |
| #6 | -0.93% Apr 4, 2025 - Apr 28, 2025 | -1.82% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -0.88% Apr 30, 2025 - Jun 23, 2025 | -1.41% Oct 8, 2025 - Oct 20, 2025 |
| #8 | -0.84% Sep 4, 2019 - Oct 2, 2019 | -1.02% Aug 28, 2025 - Sep 4, 2025 |
| #9 | -0.73% Feb 10, 2021 - Jul 20, 2021 | -0.98% May 16, 2025 - May 27, 2025 |
| #10 | -0.43% Aug 5, 2024 - Aug 21, 2024 | -0.89% May 13, 2026 - May 28, 2026 |
| #11 | -0.43% Oct 4, 2019 - Dec 3, 2019 | -0.81% Aug 18, 2025 - Aug 26, 2025 |
| #12 | -0.42% Nov 1, 2018 - Dec 4, 2018 | -0.72% Jul 28, 2025 - Aug 4, 2025 |
| #13 | -0.38% Oct 22, 2025 - Nov 21, 2025 | -0.72% May 2, 2025 - May 8, 2025 |
| #14 | -0.35% Sep 3, 2020 - Nov 17, 2020 | -0.46% Oct 21, 2025 - Oct 24, 2025 |
| #15 | -0.34% Dec 24, 2020 - Feb 10, 2021 | -0.46% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between NUSA and HEQQ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2017 - 2026)
NUSA vs HEQQ dividend yield comparison.
| Year | NUSA | HEQQ |
|---|---|---|
| 2026 | 1.58% | 0.01% |
| 2025 | 3.83% | 0.19% |
| 2024 | 3.93% | 0.00% |
| 2023 | 3.54% | 0.00% |
| 2022 | 2.44% | 0.00% |
| 2021 | 2.16% | 0.00% |
| 2020 | 2.51% | 0.00% |
| 2019 | 2.85% | 0.00% |
| 2018 | 3.22% | 0.00% |
| 2017 | 2.20% | 0.00% |
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