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NDVG vs. NUAG
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

NDVG vs. NUAG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Dividend Growth ETF (NDVG) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG). The values are adjusted to include any dividend payments, if applicable.

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NDVG vs. NUAG - Yearly Performance Comparison


2026 (YTD)20252024202320222021
NDVG
Nuveen Dividend Growth ETF
-2.18%10.06%17.60%15.15%-9.55%11.07%
NUAG
Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.03%7.37%2.02%7.52%-13.97%-1.36%

Returns By Period

In the year-to-date period, NDVG achieves a -2.18% return, which is significantly lower than NUAG's -0.03% return.


NDVG

1D
-0.01%
1M
-5.00%
YTD
-2.18%
6M
-2.32%
1Y
9.16%
3Y*
12.79%
5Y*
10Y*

NUAG

1D
0.03%
1M
-1.41%
YTD
-0.03%
6M
0.67%
1Y
4.34%
3Y*
4.46%
5Y*
0.54%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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NDVG vs. NUAG - Expense Ratio Comparison

NDVG has a 0.64% expense ratio, which is higher than NUAG's 0.19% expense ratio.


Return for Risk

NDVG vs. NUAG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NDVG
NDVG Risk / Return Rank: 3232
Overall Rank
NDVG Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
NDVG Sortino Ratio Rank: 3131
Sortino Ratio Rank
NDVG Omega Ratio Rank: 3232
Omega Ratio Rank
NDVG Calmar Ratio Rank: 3232
Calmar Ratio Rank
NDVG Martin Ratio Rank: 3838
Martin Ratio Rank

NUAG
NUAG Risk / Return Rank: 5454
Overall Rank
NUAG Sharpe Ratio Rank: 5555
Sharpe Ratio Rank
NUAG Sortino Ratio Rank: 5151
Sortino Ratio Rank
NUAG Omega Ratio Rank: 4545
Omega Ratio Rank
NUAG Calmar Ratio Rank: 6868
Calmar Ratio Rank
NUAG Martin Ratio Rank: 5252
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NDVG vs. NUAG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Dividend Growth ETF (NDVG) and Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


NDVGNUAGDifference

Sharpe ratio

Return per unit of total volatility

0.60

1.02

-0.43

Sortino ratio

Return per unit of downside risk

0.95

1.45

-0.49

Omega ratio

Gain probability vs. loss probability

1.14

1.19

-0.05

Calmar ratio

Return relative to maximum drawdown

0.87

1.90

-1.03

Martin ratio

Return relative to average drawdown

3.67

5.51

-1.84

NDVG vs. NUAG - Sharpe Ratio Comparison

The current NDVG Sharpe Ratio is 0.60, which is lower than the NUAG Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of NDVG and NUAG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


NDVGNUAGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.60

1.02

-0.43

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.09

Sharpe Ratio (All Time)

Calculated using the full available price history

0.59

0.30

+0.29

Correlation

The correlation between NDVG and NUAG is 0.24, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

NDVG vs. NUAG - Dividend Comparison

NDVG's dividend yield for the trailing twelve months is around 1.09%, less than NUAG's 4.54% yield.


TTM2025202420232022202120202019201820172016
NDVG
Nuveen Dividend Growth ETF
1.09%1.05%1.20%1.24%1.34%0.57%0.00%0.00%0.00%0.00%0.00%
NUAG
Nuveen Enhanced Yield U.S. Aggregate Bond ETF
4.54%4.43%4.44%3.95%3.60%2.27%2.93%3.54%3.79%3.38%0.48%

Drawdowns

NDVG vs. NUAG - Drawdown Comparison

The maximum NDVG drawdown since its inception was -19.71%, roughly equal to the maximum NUAG drawdown of -19.79%. Use the drawdown chart below to compare losses from any high point for NDVG and NUAG.


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Drawdown Indicators


NDVGNUAGDifference

Max Drawdown

Largest peak-to-trough decline

-19.71%

-19.79%

+0.08%

Max Drawdown (1Y)

Largest decline over 1 year

-10.79%

-2.54%

-8.25%

Max Drawdown (5Y)

Largest decline over 5 years

-19.19%

Current Drawdown

Current decline from peak

-5.89%

-1.75%

-4.14%

Average Drawdown

Average peak-to-trough decline

-4.34%

-5.01%

+0.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.55%

0.88%

+1.67%

Volatility

NDVG vs. NUAG - Volatility Comparison

Nuveen Dividend Growth ETF (NDVG) has a higher volatility of 4.17% compared to Nuveen Enhanced Yield U.S. Aggregate Bond ETF (NUAG) at 1.66%. This indicates that NDVG's price experiences larger fluctuations and is considered to be riskier than NUAG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


NDVGNUAGDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.17%

1.66%

+2.51%

Volatility (6M)

Calculated over the trailing 6-month period

7.91%

2.44%

+5.47%

Volatility (1Y)

Calculated over the trailing 1-year period

15.43%

4.28%

+11.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.55%

6.00%

+8.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.55%

5.51%

+9.04%