RCGE vs NUAG
Comparison between ROCKCREEK GLOBAL EQUALITY ETF (RCGE, ETF) and NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF (NUAG, ETF).
RCGE vs NUAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RCGE
$96M
Winner
NUAG
$96M
Expense Ratio
RCGE
0.95%
Winner
NUAG
0.16%
Max Drawdown
Winner
RCGE
12.38%
NUAG
25.52%
Sharpe Ratio
Winner
RCGE
0.85
NUAG
0.11
5Y Beta
RCGE
0.65
Winner
NUAG
0.07
5Y Dividends CAGR
RCGE
N/A
NUAG
5.34%
RCGE vs NUAG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RCGE
+3.10%
NUAG
-0.60%
3M
Winner
RCGE
+3.32%
NUAG
-0.66%
6M
Winner
RCGE
+5.91%
NUAG
-0.05%
1Y
Winner
RCGE
+14.31%
NUAG
+3.85%
5Y(CAGR)
RCGE
N/A
NUAG
+0.10%
10Y(CAGR)
RCGE
N/A
NUAG
+1.62%
Max(CAGR)
Winner
RCGE
+17.78%
NUAG
+1.62%
RCGE vs NUAG - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | RCGE | NUAG |
|---|---|---|
| 2026 | +6.74% | +0.14% |
| 2025 | +17.27% | +7.32% |
| 2024 | N/A | +2.57% |
| 2023 | N/A | +6.94% |
| 2022 | N/A | -13.34% |
| 2021 | N/A | -2.21% |
| 2020 | N/A | +7.09% |
| 2019 | N/A | +9.99% |
| 2018 | N/A | -1.43% |
| 2017 | N/A | +4.06% |
| 2016 | N/A | -2.69% |
RCGE vs NUAG Drawdown Comparison
The maximum drawdown for RCGE was -12.38%, occurring on Apr 8, 2025. Recovery took 37 trading sessions.
The maximum drawdown for NUAG was -19.79%, occurring on Oct 24, 2022. Recovery took 1388 trading sessions.
The current RCGE drawdown is -0.82%. The current NUAG drawdown is -1.68%.
| Rank | RCGE | NUAG |
|---|---|---|
| #1 | -12.38% Mar 6, 2025 - Apr 29, 2025 | -19.79% Aug 4, 2020 - Feb 12, 2026 |
| #2 | -9.33% Feb 27, 2026 - Jul 2, 2026 | -11.39% Mar 6, 2020 - Jun 10, 2020 |
| #3 | -5.16% Oct 27, 2025 - Dec 11, 2025 | -4.12% Sep 28, 2016 - Aug 3, 2017 |
| #4 | -3.85% Jul 23, 2025 - Aug 15, 2025 | -4.02% Sep 7, 2017 - Mar 8, 2019 |
| #5 | -3.20% Aug 22, 2025 - Oct 24, 2025 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #6 | -2.66% Jun 12, 2025 - Jun 27, 2025 | -1.89% Sep 4, 2019 - Jan 3, 2020 |
| #7 | -2.15% Jul 10, 2025 - Jul 22, 2025 | -0.86% Jun 15, 2020 - Jul 2, 2020 |
| #8 | -1.65% Jan 12, 2026 - Jan 22, 2026 | -0.72% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -1.34% Jan 27, 2026 - Feb 6, 2026 | -0.63% Jun 10, 2020 - Jun 15, 2020 |
| #10 | -1.18% Feb 10, 2026 - Feb 25, 2026 | -0.56% Feb 3, 2020 - Feb 18, 2020 |
| #11 | -1.04% May 20, 2025 - Jun 2, 2025 | -0.49% Mar 28, 2019 - Apr 26, 2019 |
| #12 | -0.96% Jul 6, 2026 - Jul 15, 2026 | -0.36% Aug 3, 2017 - Aug 17, 2017 |
| #13 | -0.88% Jul 3, 2025 - Jul 10, 2025 | -0.36% Jan 3, 2020 - Jan 15, 2020 |
| #14 | -0.85% Jul 17, 2026 - Jul 20, 2026 | -0.33% May 15, 2019 - May 24, 2019 |
| #15 | -0.65% Dec 30, 2025 - Jan 5, 2026 | -0.30% Aug 16, 2019 - Aug 26, 2019 |
Correlation
Correlation between RCGE and NUAG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2016 - 2026)
RCGE vs NUAG dividend yield comparison.
| Year | RCGE | NUAG |
|---|---|---|
| 2026 | 0.00% | 2.20% |
| 2025 | 1.81% | 4.43% |
| 2024 | 0.00% | 4.44% |
| 2023 | 0.00% | 3.95% |
| 2022 | 0.00% | 3.60% |
| 2021 | 0.00% | 2.27% |
| 2020 | 0.00% | 2.93% |
| 2019 | 0.00% | 3.54% |
| 2018 | 0.00% | 3.79% |
| 2017 | 0.00% | 3.38% |
| 2016 | 0.00% | 0.48% |
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