XNAV vs NUSA
Comparison between FUNDX AGGRESSIVE ETF (XNAV, ETF) and NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF (NUSA, ETF).
XNAV vs NUSA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
XNAV
$34M
NUSA
$34M
Expense Ratio
XNAV
1.27%
Winner
NUSA
0.14%
Max Drawdown
XNAV
24.27%
Winner
NUSA
13.09%
Sharpe Ratio
Winner
XNAV
1.73
NUSA
0.00
5Y Beta
XNAV
1.15
Winner
NUSA
0.00
5Y Dividends CAGR
XNAV
N/A
NUSA
8.47%
XNAV vs NUSA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
XNAV
+1.19%
NUSA
+0.29%
3M
Winner
XNAV
+17.15%
NUSA
+0.42%
6M
Winner
XNAV
+21.08%
NUSA
+0.77%
1Y
Winner
XNAV
+38.49%
NUSA
+3.63%
5Y(CAGR)
XNAV
N/A
NUSA
+1.53%
10Y(CAGR)
XNAV
N/A
NUSA
+2.23%
Max(CAGR)
Winner
XNAV
+22.98%
NUSA
+2.23%
XNAV vs NUSA - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | XNAV | NUSA |
|---|---|---|
| 2026 | +18.55% | +0.52% |
| 2025 | +13.49% | +6.00% |
| 2024 | +27.48% | +3.72% |
| 2023 | +17.28% | +4.96% |
| 2022 | +7.01% | -5.75% |
| 2021 | N/A | -1.04% |
| 2020 | N/A | +4.85% |
| 2019 | N/A | +5.61% |
| 2018 | N/A | +1.40% |
| 2017 | N/A | +1.00% |
XNAV vs NUSA Drawdown Comparison
The maximum drawdown for XNAV was -24.27%, occurring on Apr 8, 2025. Recovery took 141 trading sessions.
The maximum drawdown for NUSA was -9.44%, occurring on Oct 20, 2022. Recovery took 752 trading sessions.
The current XNAV drawdown is -3.45%. The current NUSA drawdown is -0.40%.
| Rank | XNAV | NUSA |
|---|---|---|
| #1 | -24.27% Feb 18, 2025 - Sep 10, 2025 | -9.44% Aug 3, 2021 - Jul 31, 2024 |
| #2 | -15.72% Jul 10, 2024 - Nov 6, 2024 | -7.95% Mar 6, 2020 - May 18, 2020 |
| #3 | -12.25% Jul 18, 2023 - Dec 11, 2023 | -1.62% Sep 24, 2024 - Feb 24, 2025 |
| #4 | -11.47% Feb 25, 2026 - Apr 16, 2026 | -1.57% Sep 6, 2017 - Nov 1, 2018 |
| #5 | -10.47% Nov 30, 2022 - Jun 6, 2023 | -1.28% Feb 27, 2026 - Mar 26, 2026 |
| #6 | -7.46% Mar 22, 2024 - May 15, 2024 | -0.93% Apr 4, 2025 - Apr 28, 2025 |
| #7 | -7.34% Jun 2, 2026 - Jun 10, 2026 | -0.88% Apr 30, 2025 - Jun 23, 2025 |
| #8 | -6.64% Oct 29, 2025 - Dec 10, 2025 | -0.84% Sep 4, 2019 - Oct 2, 2019 |
| #9 | -5.44% Jan 28, 2026 - Feb 25, 2026 | -0.73% Feb 10, 2021 - Jul 20, 2021 |
| #10 | -5.25% Dec 16, 2024 - Jan 22, 2025 | -0.43% Aug 5, 2024 - Aug 21, 2024 |
| #11 | -3.73% Jan 23, 2025 - Feb 18, 2025 | -0.43% Oct 4, 2019 - Dec 3, 2019 |
| #12 | -3.31% Dec 11, 2025 - Dec 23, 2025 | -0.42% Nov 1, 2018 - Dec 4, 2018 |
| #13 | -3.25% Oct 8, 2025 - Oct 20, 2025 | -0.38% Oct 22, 2025 - Nov 21, 2025 |
| #14 | -3.11% Dec 28, 2023 - Jan 11, 2024 | -0.35% Sep 3, 2020 - Nov 17, 2020 |
| #15 | -3.09% May 11, 2026 - May 26, 2026 | -0.34% Dec 24, 2020 - Feb 10, 2021 |
Correlation
Correlation between XNAV and NUSA is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2017 - 2026)
XNAV vs NUSA dividend yield comparison.
| Year | XNAV | NUSA |
|---|---|---|
| 2026 | 0.00% | 1.58% |
| 2025 | 0.58% | 3.83% |
| 2024 | 0.09% | 3.93% |
| 2023 | 1.21% | 3.54% |
| 2022 | 1.47% | 2.44% |
| 2021 | 0.00% | 2.16% |
| 2020 | 0.00% | 2.51% |
| 2019 | 0.00% | 2.85% |
| 2018 | 0.00% | 3.22% |
| 2017 | 0.00% | 2.20% |
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