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SPYX vs NAD

Comparison between STATE STREET(R) SPDR(R) S&P 500(R) FOSSIL FUEL RESERVES FREE ETF (SPYX, ETF) and Nuveen Quality Municipal Income Fund (NAD, ETF).

5-Year PerformanceSPYX has outperformed NAD, delivering a return of +13.1% compared to +0.1%

SPYX vs NAD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SPYX
$2.80B
NAD
$2.80B
Expense Ratio
SPYX
0.20%
NAD
N/A
Max Drawdown
Winner
SPYX
33.23%
NAD
51.92%
Sharpe Ratio
Winner
SPYX
1.45
NAD
0.91
5Y Beta
SPYX
0.99
Winner
NAD
0.23
P/E Ratio
SPYX
27.87
NAD
N/A
Forward P/E
SPYX
22.36
NAD
N/A
5Y Dividends CAGR
Winner
SPYX
4.43%
NAD
3.91%
5Y EPS CAGR
SPYX
25.10%
NAD
N/A
Debt to Equity
SPYX
31.09%
NAD
N/A
P/S Ratio
SPYX
3.69
NAD
N/A
P/B Ratio
SPYX
5.67
NAD
N/A

SPYX vs NAD - Historical Returns

Returns include dividend reinvestment.

1M
SPYX
+0.46%
Winner
NAD
+3.74%
3M
Winner
SPYX
+10.94%
NAD
+1.12%
6M
Winner
SPYX
+10.25%
NAD
+2.22%
1Y
Winner
SPYX
+24.88%
NAD
+13.72%
5Y(CAGR)
Winner
SPYX
+13.05%
NAD
+0.09%
10Y(CAGR)
Winner
SPYX
+15.52%
NAD
+2.84%
Max(CAGR)
Winner
SPYX
+14.58%
NAD
+5.41%

SPYX vs NAD - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSPYXNAD
2026+8.10%+2.22%
2025+18.23%+9.76%
2024+26.04%+8.94%
2023+27.44%-0.28%
2022-19.97%-22.45%
2021+30.12%+10.21%
2020+18.84%+10.73%
2019+31.63%+20.11%
2018-4.86%-5.76%
2017+22.61%+5.98%
2016+12.60%+2.05%
2015-2.02%+7.80%
2014N/A+19.78%
2013N/A-15.11%
2012N/A+12.07%
2011N/A+21.18%
2010N/A+1.99%
2009N/A+38.25%
2008N/A-21.38%
2007N/A-10.97%
2006N/A+13.53%
2005N/A+4.63%
2004N/A+2.48%
2003N/A+11.63%
2002N/A+9.42%
2001N/A+7.43%
2000N/A+15.65%
1999N/A-11.78%

SPYX vs NAD Drawdown Comparison

The maximum drawdown for SPYX was -32.83%, occurring on Mar 23, 2020. Recovery took 118 trading sessions.

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The current SPYX drawdown is -2.41%. The current NAD drawdown is -3.81%.

RankSPYXNAD
#1-32.83%
Feb 19, 2020 - Aug 6, 2020
-44.61%
Jan 22, 2007 - Sep 8, 2009
#2-26.15%
Dec 29, 2021 - Dec 14, 2023
-35.57%
Sep 15, 2021 - Oct 25, 2023
#3-19.19%
Sep 20, 2018 - Apr 12, 2019
-25.39%
Mar 6, 2020 - Nov 16, 2020
#4-18.74%
Feb 19, 2025 - Jun 26, 2025
-21.47%
Nov 30, 2012 - Dec 4, 2014
#5-12.46%
Dec 1, 2015 - Apr 19, 2016
-18.90%
Sep 1, 2010 - Nov 22, 2011
#6-9.84%
Jan 12, 2026 - Apr 15, 2026
-17.47%
Mar 9, 2004 - Jun 7, 2005
#7-9.67%
Jan 26, 2018 - Jul 25, 2018
-15.78%
Nov 2, 1999 - Dec 8, 2000
#8-9.55%
Sep 2, 2020 - Nov 11, 2020
-15.38%
Aug 12, 2016 - May 13, 2019
#9-8.45%
Jul 16, 2024 - Sep 19, 2024
-10.12%
Jun 17, 2003 - Jan 7, 2004
#10-7.14%
May 3, 2019 - Jun 20, 2019
-9.48%
Nov 6, 2001 - Jun 7, 2002
#11-6.19%
Jul 26, 2019 - Oct 21, 2019
-9.39%
Oct 4, 2002 - May 1, 2003
#12-5.71%
Jun 8, 2016 - Jul 8, 2016
-8.80%
Sep 9, 2005 - Aug 17, 2006
#13-5.57%
Sep 3, 2021 - Oct 25, 2021
-8.02%
Oct 8, 2009 - Feb 1, 2010
#14-5.44%
Mar 28, 2024 - May 15, 2024
-6.14%
Jan 30, 2015 - Nov 3, 2015
#15-5.17%
Oct 28, 2025 - Dec 11, 2025
-5.87%
Mar 1, 2012 - May 3, 2012

Correlation

Correlation between SPYX and NAD is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2000 - 2026)

SPYX vs NAD dividend yield comparison.

YearSPYXNAD
20260.21%3.56%
20250.91%7.37%
20241.05%6.63%
20231.21%4.13%
20221.41%5.58%
20211.04%4.43%
20201.33%4.41%
20191.56%4.40%
20181.92%5.37%
20171.68%5.42%
20161.91%6.05%
20150.16%5.96%
20140.00%6.20%
20130.00%7.10%
20120.00%5.43%
20110.00%6.07%
20100.00%7.07%
20090.00%6.27%
20080.00%7.76%
20070.00%5.99%
20060.00%5.41%
20050.00%6.70%
20040.00%6.90%
20030.00%6.47%
20020.00%6.35%
20010.00%6.14%
20000.00%2.50%

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