STOX vs NAZ
Comparison between HORIZON CORE EQUITY ETF (STOX, ETF) and Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF).
STOX vs NAZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
STOX
$150M
NAZ
$149M
Expense Ratio
STOX
0.70%
NAZ
N/A
Max Drawdown
Winner
STOX
9.33%
NAZ
48.77%
Sharpe Ratio
Winner
STOX
1.38
NAZ
1.24
5Y Beta
STOX
1.00
Winner
NAZ
0.11
P/E Ratio
STOX
26.89
NAZ
N/A
Forward P/E
STOX
21.30
NAZ
N/A
PEG Ratio
STOX
0.47
NAZ
N/A
5Y Dividends CAGR
STOX
N/A
NAZ
8.31%
5Y EPS CAGR
STOX
25.81%
NAZ
N/A
Debt to Equity
STOX
5.29%
NAZ
N/A
P/S Ratio
STOX
3.67
NAZ
N/A
P/B Ratio
STOX
5.79
NAZ
N/A
STOX vs NAZ - Historical Returns
Returns include dividend reinvestment.
1M
STOX
+0.36%
Winner
NAZ
+2.48%
3M
Winner
STOX
+9.67%
NAZ
+6.72%
6M
STOX
+8.67%
Winner
NAZ
+12.39%
1Y
Winner
STOX
+21.61%
NAZ
+18.99%
5Y(CAGR)
STOX
N/A
NAZ
+0.77%
10Y(CAGR)
STOX
N/A
NAZ
+2.54%
Max(CAGR)
Winner
STOX
+22.58%
NAZ
+4.43%
STOX vs NAZ - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | STOX | NAZ |
|---|---|---|
| 2026 | +8.02% | +12.15% |
| 2025 | +12.56% | +11.54% |
| 2024 | N/A | +12.88% |
| 2023 | N/A | -1.90% |
| 2022 | N/A | -27.11% |
| 2021 | N/A | +5.02% |
| 2020 | N/A | +22.04% |
| 2019 | N/A | +16.46% |
| 2018 | N/A | -12.82% |
| 2017 | N/A | +5.58% |
| 2016 | N/A | -3.17% |
| 2015 | N/A | +11.35% |
| 2014 | N/A | +25.72% |
| 2013 | N/A | -16.80% |
| 2012 | N/A | +14.38% |
| 2011 | N/A | +17.63% |
| 2010 | N/A | +3.58% |
| 2009 | N/A | +40.86% |
| 2008 | N/A | -22.86% |
| 2007 | N/A | -4.82% |
| 2006 | N/A | -0.29% |
| 2005 | N/A | -0.39% |
| 2004 | N/A | +0.02% |
| 2003 | N/A | +11.61% |
| 2002 | N/A | +0.75% |
| 2001 | N/A | +6.83% |
| 2000 | N/A | +15.21% |
| 1999 | N/A | -9.75% |
STOX vs NAZ Drawdown Comparison
The maximum drawdown for STOX was -9.33%, occurring on Mar 30, 2026. Recovery took 50 trading sessions.
The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.
The current STOX drawdown is -1.96%. The current NAZ drawdown is -2.48%.
| Rank | STOX | NAZ |
|---|---|---|
| #1 | -9.33% Feb 2, 2026 - Apr 15, 2026 | -38.28% Nov 9, 2021 - Apr 14, 2026 |
| #2 | -5.03% Oct 29, 2025 - Dec 10, 2025 | -34.81% Apr 1, 2004 - Sep 22, 2009 |
| #3 | -3.95% Jun 2, 2026 - Jun 10, 2026 | -28.08% Jul 6, 2016 - Sep 1, 2020 |
| #4 | -3.06% Dec 11, 2025 - Dec 23, 2025 | -27.21% Jan 28, 2013 - Jan 28, 2015 |
| #5 | -2.71% Oct 8, 2025 - Oct 20, 2025 | -20.06% Oct 29, 2010 - Dec 30, 2011 |
| #6 | -2.63% Jan 12, 2026 - Jan 27, 2026 | -13.78% Jul 11, 2002 - Jun 12, 2003 |
| #7 | -1.93% Jul 30, 2025 - Aug 6, 2025 | -13.30% Jul 15, 2003 - Feb 2, 2004 |
| #8 | -1.85% May 14, 2026 - May 26, 2026 | -11.33% Nov 4, 1999 - Dec 11, 2000 |
| #9 | -1.52% Aug 14, 2025 - Aug 28, 2025 | -6.87% Jan 14, 2010 - Aug 12, 2010 |
| #10 | -1.35% Aug 28, 2025 - Sep 4, 2025 | -6.81% Dec 4, 2020 - May 28, 2021 |
| #11 | -1.30% Sep 22, 2025 - Oct 1, 2025 | -5.89% Oct 6, 2009 - Jan 6, 2010 |
| #12 | -1.18% Jun 30, 2025 - Jul 17, 2025 | -4.81% Mar 5, 2002 - Apr 23, 2002 |
| #13 | -1.15% Apr 17, 2026 - Apr 22, 2026 | -4.69% Oct 3, 2012 - Jan 9, 2013 |
| #14 | -1.11% Dec 24, 2025 - Jan 6, 2026 | -4.65% Feb 2, 2015 - Apr 17, 2015 |
| #15 | -0.91% Oct 20, 2025 - Oct 24, 2025 | -4.64% Mar 13, 2012 - Mar 21, 2012 |
Correlation
Correlation between STOX and NAZ is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2000 - 2026)
STOX vs NAZ dividend yield comparison.
| Year | STOX | NAZ |
|---|---|---|
| 2026 | 0.00% | 2.52% |
| 2025 | 0.19% | 7.09% |
| 2024 | 0.00% | 6.20% |
| 2023 | 0.00% | 3.63% |
| 2022 | 0.00% | 5.01% |
| 2021 | 0.00% | 3.75% |
| 2020 | 0.00% | 3.52% |
| 2019 | 0.00% | 3.82% |
| 2018 | 0.00% | 4.52% |
| 2017 | 0.00% | 4.65% |
| 2016 | 0.00% | 5.53% |
| 2015 | 0.00% | 5.25% |
| 2014 | 0.00% | 5.53% |
| 2013 | 0.00% | 6.35% |
| 2012 | 0.00% | 5.01% |
| 2011 | 0.00% | 5.35% |
| 2010 | 0.00% | 5.76% |
| 2009 | 0.00% | 5.11% |
| 2008 | 0.00% | 6.72% |
| 2007 | 0.00% | 4.90% |
| 2006 | 0.00% | 4.62% |
| 2005 | 0.00% | 5.41% |
| 2004 | 0.00% | 5.95% |
| 2003 | 0.00% | 5.68% |
| 2002 | 0.00% | 5.93% |
| 2001 | 0.00% | 5.35% |
| 2000 | 0.00% | 2.21% |
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