NUSA vs XNAV
Comparison between NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF (NUSA, ETF) and FUNDX AGGRESSIVE ETF (XNAV, ETF).
NUSA vs XNAV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUSA
$34M
XNAV
$34M
Expense Ratio
Winner
NUSA
0.14%
XNAV
1.27%
Max Drawdown
Winner
NUSA
13.09%
XNAV
24.27%
Sharpe Ratio
NUSA
0.00
Winner
XNAV
1.73
5Y Beta
Winner
NUSA
0.00
XNAV
1.15
5Y Dividends CAGR
NUSA
8.47%
XNAV
N/A
NUSA vs XNAV - Historical Returns
Returns include dividend reinvestment.
1M
NUSA
+0.29%
Winner
XNAV
+1.19%
3M
NUSA
+0.42%
Winner
XNAV
+17.15%
6M
NUSA
+0.77%
Winner
XNAV
+21.08%
1Y
NUSA
+3.63%
Winner
XNAV
+38.49%
5Y(CAGR)
NUSA
+1.53%
XNAV
N/A
10Y(CAGR)
NUSA
+2.23%
XNAV
N/A
Max(CAGR)
NUSA
+2.23%
Winner
XNAV
+22.98%
NUSA vs XNAV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUSA | XNAV |
|---|---|---|
| 2026 | +0.52% | +18.55% |
| 2025 | +6.00% | +13.49% |
| 2024 | +3.72% | +27.48% |
| 2023 | +4.96% | +17.28% |
| 2022 | -5.75% | +7.01% |
| 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 XNAV Drawdown Comparison
The maximum drawdown for NUSA was -9.44%, occurring on Oct 20, 2022. Recovery took 752 trading sessions.
The maximum drawdown for XNAV was -24.27%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The current NUSA drawdown is -0.40%. The current XNAV drawdown is -3.45%.
| Rank | NUSA | XNAV |
|---|---|---|
| #1 | -9.44% Aug 3, 2021 - Jul 31, 2024 | -24.27% Feb 18, 2025 - Sep 10, 2025 |
| #2 | -7.95% Mar 6, 2020 - May 18, 2020 | -15.72% Jul 10, 2024 - Nov 6, 2024 |
| #3 | -1.62% Sep 24, 2024 - Feb 24, 2025 | -12.25% Jul 18, 2023 - Dec 11, 2023 |
| #4 | -1.57% Sep 6, 2017 - Nov 1, 2018 | -11.47% Feb 25, 2026 - Apr 16, 2026 |
| #5 | -1.28% Feb 27, 2026 - Mar 26, 2026 | -10.47% Nov 30, 2022 - Jun 6, 2023 |
| #6 | -0.93% Apr 4, 2025 - Apr 28, 2025 | -7.46% Mar 22, 2024 - May 15, 2024 |
| #7 | -0.88% Apr 30, 2025 - Jun 23, 2025 | -7.34% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.84% Sep 4, 2019 - Oct 2, 2019 | -6.64% Oct 29, 2025 - Dec 10, 2025 |
| #9 | -0.73% Feb 10, 2021 - Jul 20, 2021 | -5.44% Jan 28, 2026 - Feb 25, 2026 |
| #10 | -0.43% Aug 5, 2024 - Aug 21, 2024 | -5.25% Dec 16, 2024 - Jan 22, 2025 |
| #11 | -0.43% Oct 4, 2019 - Dec 3, 2019 | -3.73% Jan 23, 2025 - Feb 18, 2025 |
| #12 | -0.42% Nov 1, 2018 - Dec 4, 2018 | -3.31% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -0.38% Oct 22, 2025 - Nov 21, 2025 | -3.25% Oct 8, 2025 - Oct 20, 2025 |
| #14 | -0.35% Sep 3, 2020 - Nov 17, 2020 | -3.11% Dec 28, 2023 - Jan 11, 2024 |
| #15 | -0.34% Dec 24, 2020 - Feb 10, 2021 | -3.09% May 11, 2026 - May 26, 2026 |
Correlation
Correlation between NUSA and XNAV is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
NUSA vs XNAV dividend yield comparison.
| Year | NUSA | XNAV |
|---|---|---|
| 2026 | 1.58% | 0.00% |
| 2025 | 3.83% | 0.58% |
| 2024 | 3.93% | 0.09% |
| 2023 | 3.54% | 1.21% |
| 2022 | 2.44% | 1.47% |
| 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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