XT vs NEA

Comparison between ISHARES EXPONENTIAL TECHNOLOGIES ETF (XT, ETF) and Nuveen AMT-Free Quality Municipal Income Fund (NEA, ETF).

5-Year PerformanceXT has outperformed NEA, delivering a return of +7.4% compared to +0.4%

XT vs NEA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	XT(ETF)	NEA(ETF)
Net Assets	$3.40B	$3.40B
Expense Ratio	0.46%	N/A
Max Drawdown	34.97%	48.25%
Sharpe Ratio	2.23	0.91
5Y Beta	1.05	0.23
P/E Ratio	40.05	N/A
Forward P/E	28.12	N/A
5Y Dividends CAGR	51.14%	5.60%
Debt to Equity	-21.11%	N/A

Net Assets

$3.40B

NEA

$3.40B

Expense Ratio

0.46%

NEA

N/A

Max Drawdown

Winner

34.97%

NEA

48.25%

Sharpe Ratio

Winner

2.23

NEA

0.91

5Y Beta

1.05

Winner

NEA

0.23

P/E Ratio

40.05

NEA

N/A

Forward P/E

28.12

NEA

N/A

5Y Dividends CAGR

Winner

51.14%

NEA

5.60%

Debt to Equity

-21.11%

NEA

N/A

XT vs NEA - Historical Returns

Returns include dividend reinvestment.

Period	XT	NEA
1 month	+11.18%	+1.64%
3 months	+9.47%	+0.73%
6 months	+15.83%	+5.01%
1 year	+44.93%	+13.91%
5 years(CAGR)	+7.39%	+0.39%
10 years(CAGR)	+14.62%	+3.04%
Max(CAGR)	+12.43%	+4.59%

Winner

+11.18%

NEA

+1.64%

Winner

+9.47%

NEA

+0.73%

Winner

+15.83%

NEA

+5.01%

Winner

+44.93%

NEA

+13.91%

5Y(CAGR)

Winner

+7.39%

NEA

+0.39%

10Y(CAGR)

Winner

+14.62%

NEA

+3.04%

Max(CAGR)

Winner

+12.43%

NEA

+4.59%

XT vs NEA - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	XT	NEA
2026	+12.62%	+2.27%
2025	+26.40%	+10.42%
2024	+2.22%	+9.00%
2023	+26.79%	-0.58%
2022	-28.20%	-23.00%
2021	+16.59%	+8.45%
2020	+33.53%	+10.47%
2019	+30.61%	+20.56%
2018	-6.17%	-5.87%
2017	+32.97%	+9.35%
2016	+11.61%	+1.99%
2015	-2.29%	+6.25%
2014	N/A	+21.40%
2013	N/A	-16.42%
2012	N/A	+6.78%
2011	N/A	+17.35%
2010	N/A	+1.80%
2009	N/A	+34.36%
2008	N/A	-24.81%
2007	N/A	+5.52%
2006	N/A	+11.55%
2005	N/A	+4.15%
2004	N/A	-4.83%
2003	N/A	+8.59%
2002	N/A	+0.07%

XT vs NEA Drawdown Comparison

The maximum drawdown for XT was -34.40%, occurring on Oct 14, 2022. Recovery took 908 trading sessions.

The maximum drawdown for NEA was -43.81%, occurring on Oct 10, 2008. Recovery took 405 trading sessions.

The current NEA drawdown is -4.75%.

Rank	XT	NEA
#1	-34.40% Nov 16, 2021 - Jul 2, 2025	-43.81% Feb 12, 2008 - Sep 21, 2009
#2	-32.21% Feb 19, 2020 - Jul 2, 2020	-36.56% Sep 15, 2021 - Oct 23, 2023
#3	-19.47% Jun 22, 2015 - Aug 5, 2016	-25.03% Mar 6, 2020 - Aug 10, 2020
#4	-18.90% Aug 29, 2018 - Apr 3, 2019	-23.18% Nov 30, 2012 - Jan 7, 2015
#5	-10.45% Jan 28, 2026 - Apr 16, 2026	-18.08% Sep 10, 2010 - Dec 2, 2011
#6	-9.55% Jan 26, 2018 - Aug 7, 2018	-16.44% Mar 5, 2004 - Jun 29, 2005
#7	-9.31% Feb 12, 2021 - Apr 26, 2021	-12.37% Jul 8, 2016 - Mar 7, 2019
#8	-8.11% Apr 8, 2019 - Jul 1, 2019	-12.29% Feb 12, 2007 - Jan 15, 2008
#9	-7.30% Sep 3, 2021 - Nov 4, 2021	-10.90% Jul 28, 2005 - Jul 12, 2006
#10	-7.29% Oct 12, 2020 - Nov 5, 2020	-10.61% Jul 14, 2003 - Dec 31, 2003
#11	-7.16% Sep 2, 2020 - Oct 9, 2020	-9.23% Feb 2, 2015 - Dec 24, 2015
#12	-7.03% Jul 24, 2019 - Oct 25, 2019	-9.15% Oct 7, 2009 - Feb 2, 2010
#13	-6.52% Sep 22, 2016 - Dec 7, 2016	-6.54% Mar 12, 2012 - May 16, 2012
#14	-6.46% Nov 3, 2025 - Dec 10, 2025	-4.92% Jan 27, 2021 - Apr 13, 2021
#15	-6.11% Apr 26, 2021 - Jun 10, 2021	-4.73% Nov 30, 2006 - Feb 12, 2007

Correlation

Correlation between XT and NEA is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83

-101

Dividend Comparison (2003 - 2026)

XT vs NEA dividend yield comparison.

Year	XT	NEA
2026	0.00%	2.34%
2025	7.95%	7.36%
2024	0.66%	6.63%
2023	0.41%	3.95%
2022	0.78%	5.49%
2021	0.84%	4.50%
2020	0.77%	4.45%
2019	1.55%	4.46%
2018	1.40%	5.40%
2017	0.97%	5.33%
2016	1.37%	5.70%
2015	1.34%	5.71%
2014	0.00%	5.95%
2013	0.00%	6.24%
2012	0.00%	5.65%
2011	0.00%	5.64%
2010	0.00%	6.09%
2009	0.00%	5.37%
2008	0.00%	6.81%
2007	0.00%	4.93%
2006	0.00%	5.10%
2005	0.00%	5.93%
2004	0.00%	6.81%
2003	0.00%	6.11%