NZF vs APUE

Comparison between Nuveen Municipal Credit Income Fund (NZF, ETF) and ACTIVEPASSIVE U.S. EQUITY ETF (APUE, ETF).

NZF vs APUE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NZF(ETF)	APUE(ETF)
Net Assets	$2.40B	$2.40B
Expense Ratio	N/A	0.31%
Max Drawdown	53.68%	19.07%
Sharpe Ratio	1.01	1.65
5Y Beta	0.25	0.95
P/E Ratio	N/A	27.09
Forward P/E	N/A	21.59
PEG Ratio	N/A	0.21
5Y Dividends CAGR	5.84%	N/A
5Y EPS CAGR	N/A	25.32%
Debt to Equity	N/A	36.46%
P/S Ratio	N/A	3.52
P/B Ratio	N/A	5.32

Net Assets

NZF

$2.40B

APUE

$2.40B

Expense Ratio

NZF

N/A

APUE

0.31%

Max Drawdown

NZF

53.68%

Winner

APUE

19.07%

Sharpe Ratio

NZF

1.01

Winner

APUE

1.65

5Y Beta

Winner

NZF

0.25

APUE

0.95

P/E Ratio

NZF

N/A

APUE

27.09

Forward P/E

NZF

N/A

APUE

21.59

PEG Ratio

NZF

N/A

APUE

0.21

5Y Dividends CAGR

NZF

5.84%

APUE

N/A

5Y EPS CAGR

NZF

N/A

APUE

25.32%

Debt to Equity

NZF

N/A

APUE

36.46%

P/S Ratio

NZF

N/A

APUE

3.52

P/B Ratio

NZF

N/A

APUE

5.32

NZF vs APUE - Historical Returns

Returns include dividend reinvestment.

Period	NZF	APUE
1 month	+0.80%	+1.71%
3 months	+0.72%	+8.25%
6 months	+2.54%	+8.37%
1 year	+14.54%	+26.98%
5 years(CAGR)	+0.01%	N/A
10 years(CAGR)	+3.66%	N/A
Max(CAGR)	+5.42%	+22.48%

NZF

+0.80%

Winner

APUE

+1.71%

NZF

+0.72%

Winner

APUE

+8.25%

NZF

+2.54%

Winner

APUE

+8.37%

NZF

+14.54%

Winner

APUE

+26.98%

5Y(CAGR)

NZF

+0.01%

APUE

N/A

10Y(CAGR)

NZF

+3.66%

APUE

N/A

Max(CAGR)

NZF

+5.42%

Winner

APUE

+22.48%

NZF vs APUE - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	NZF	APUE
2026	+2.70%	+8.38%
2025	+10.22%	+17.72%
2024	+9.27%	+24.70%
2023	+0.81%	+18.42%
2022	-25.42%	N/A
2021	+12.24%	N/A
2020	+4.20%	N/A
2019	+25.44%	N/A
2018	-6.42%	N/A
2017	+13.98%	N/A
2016	+4.29%	N/A
2015	+9.73%	N/A
2014	+17.83%	N/A
2013	-14.78%	N/A
2012	+9.39%	N/A
2011	+18.65%	N/A
2010	+5.85%	N/A
2009	+35.91%	N/A
2008	-22.21%	N/A
2007	-10.97%	N/A
2006	+14.46%	N/A
2005	+11.74%	N/A
2004	+6.26%	N/A
2003	+12.36%	N/A
2002	+5.43%	N/A
2001	-9.18%	N/A

NZF vs APUE Drawdown Comparison

The maximum drawdown for NZF was -48.48%, occurring on Oct 10, 2008. Recovery took 678 trading sessions.

The maximum drawdown for APUE was -18.83%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current NZF drawdown is -3.95%. The current APUE drawdown is -2.73%.

Rank	NZF	APUE
#1	-48.48% Dec 27, 2006 - Sep 8, 2009	-18.83% Feb 19, 2025 - Jun 27, 2025
#2	-37.40% Nov 9, 2021 - Oct 25, 2023	-10.08% Jul 31, 2023 - Dec 1, 2023
#3	-29.81% Feb 21, 2020 - Dec 31, 2020	-8.98% Feb 9, 2026 - Apr 15, 2026
#4	-24.09% Nov 23, 2012 - Jan 30, 2015	-8.50% Jul 16, 2024 - Sep 19, 2024
#5	-15.42% Sep 1, 2010 - Sep 12, 2011	-5.79% Mar 28, 2024 - May 15, 2024
#6	-15.12% Mar 9, 2004 - Nov 3, 2004	-4.68% Oct 28, 2025 - Nov 28, 2025
#7	-13.69% Jul 8, 2016 - Jul 28, 2017	-4.66% Dec 4, 2024 - Jan 23, 2025
#8	-10.58% Sep 10, 2018 - Feb 27, 2019	-3.06% Oct 8, 2025 - Oct 24, 2025
#9	-10.37% Oct 3, 2001 - Aug 29, 2002	-2.73% Jun 1, 2026 - Jun 5, 2026
#10	-8.44% Oct 7, 2002 - Apr 21, 2003	-2.52% Dec 11, 2025 - Dec 23, 2025
#11	-8.36% Jun 12, 2003 - Jan 7, 2004	-2.52% Jul 25, 2025 - Aug 12, 2025
#12	-8.23% Sep 6, 2005 - Jan 5, 2006	-2.51% Oct 18, 2024 - Nov 6, 2024
#13	-8.01% Dec 7, 2017 - Sep 5, 2018	-2.39% Jan 12, 2026 - Jan 27, 2026
#14	-7.98% Oct 7, 2009 - Jan 29, 2010	-2.34% Jan 27, 2026 - Feb 9, 2026
#15	-7.16% Feb 2, 2015 - Dec 8, 2015	-2.22% Dec 28, 2023 - Jan 19, 2024

Correlation

Correlation between NZF and APUE is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2001 - 2026)

NZF vs APUE dividend yield comparison.

Year	NZF	APUE
2026	3.16%	0.00%
2025	7.58%	0.83%
2024	6.84%	0.79%
2023	4.51%	0.41%
2022	5.80%	0.00%
2021	4.63%	0.00%
2020	4.74%	0.00%
2019	4.82%	0.00%
2018	6.05%	0.00%
2017	5.86%	0.00%
2016	6.26%	0.00%
2015	5.50%	0.00%
2014	5.32%	0.00%
2013	5.88%	0.00%
2012	5.73%	0.00%
2011	6.39%	0.00%
2010	7.37%	0.00%
2009	6.33%	0.00%
2008	7.81%	0.00%
2007	6.05%	0.00%
2006	5.66%	0.00%
2005	6.38%	0.00%
2004	6.81%	0.00%
2003	6.58%	0.00%
2002	6.65%	0.00%
2001	1.11%	0.00%