AMZY vs NUW
Comparison between YIELDMAX(R) AMZN OPTION INCOME STRATEGY ETF (AMZY, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).
AMZY vs NUW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
AMZY
$266M
NUW
$265M
Expense Ratio
AMZY
1.09%
NUW
N/A
Max Drawdown
AMZY
58.35%
Winner
NUW
35.85%
Sharpe Ratio
AMZY
0.36
Winner
NUW
0.40
5Y Beta
AMZY
1.03
Winner
NUW
0.14
5Y Dividends CAGR
AMZY
N/A
NUW
6.14%
AMZY vs NUW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
AMZY
+4.38%
NUW
-2.26%
3M
AMZY
-2.77%
Winner
NUW
+1.32%
6M
Winner
AMZY
+19.31%
NUW
-1.00%
1Y
Winner
AMZY
+11.43%
NUW
+7.08%
5Y(CAGR)
AMZY
N/A
NUW
-0.49%
10Y(CAGR)
AMZY
N/A
NUW
+0.63%
Max(CAGR)
Winner
AMZY
+23.01%
NUW
+4.07%
AMZY vs NUW - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | AMZY | NUW |
|---|---|---|
| 2026 | +8.69% | -0.40% |
| 2025 | +9.71% | +9.41% |
| 2024 | +36.92% | +3.29% |
| 2023 | +18.19% | +2.95% |
| 2022 | N/A | -15.89% |
| 2021 | N/A | +5.31% |
| 2020 | N/A | +4.40% |
| 2019 | N/A | +12.76% |
| 2018 | N/A | -9.84% |
| 2017 | N/A | +11.83% |
| 2016 | N/A | -4.32% |
| 2015 | N/A | +6.71% |
| 2014 | N/A | +20.77% |
| 2013 | N/A | -11.59% |
| 2012 | N/A | +7.03% |
| 2011 | N/A | +19.47% |
| 2010 | N/A | +2.75% |
| 2009 | N/A | +9.28% |
AMZY vs NUW Drawdown Comparison
The maximum drawdown for AMZY was -23.60%, occurring on Apr 21, 2025. Recovery took 114 trading sessions.
The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.
The current AMZY drawdown is -6.27%. The current NUW drawdown is -3.55%.
| Rank | AMZY | NUW |
|---|---|---|
| #1 | -23.60% Feb 4, 2025 - Jul 21, 2025 | -26.42% Aug 21, 2019 - Jun 30, 2021 |
| #2 | -19.54% Nov 3, 2025 - Apr 24, 2026 | -22.58% Aug 26, 2021 - Oct 25, 2023 |
| #3 | -16.41% Jul 5, 2024 - Nov 6, 2024 | -21.56% Nov 26, 2012 - Dec 26, 2014 |
| #4 | -15.01% May 28, 2026 - Aug 3, 2026 | -19.59% Dec 15, 2017 - Jul 9, 2019 |
| #5 | -12.31% Sep 14, 2023 - Nov 13, 2023 | -17.70% Oct 6, 2010 - Oct 7, 2011 |
| #6 | -7.95% Jul 31, 2025 - Sep 9, 2025 | -17.00% Aug 23, 2016 - Dec 14, 2017 |
| #7 | -7.56% Sep 9, 2025 - Oct 31, 2025 | -10.55% Feb 28, 2012 - May 29, 2012 |
| #8 | -6.72% Apr 11, 2024 - May 2, 2024 | -8.61% Jan 22, 2015 - Nov 2, 2015 |
| #9 | -6.65% Aug 3, 2026 - Aug 18, 2026 | -6.02% Dec 28, 2015 - May 13, 2016 |
| #10 | -6.44% Nov 13, 2024 - Dec 4, 2024 | -4.75% Jul 12, 2019 - Aug 21, 2019 |
| #11 | -5.80% Aug 7, 2023 - Sep 11, 2023 | -4.68% Aug 6, 2012 - Sep 20, 2012 |
| #12 | -5.30% Dec 27, 2023 - Jan 24, 2024 | -4.07% Nov 1, 2012 - Nov 20, 2012 |
| #13 | -5.06% Dec 16, 2024 - Jan 22, 2025 | -3.99% Jul 1, 2016 - Jul 28, 2016 |
| #14 | -4.13% May 8, 2026 - May 28, 2026 | -3.72% May 29, 2012 - Jul 16, 2012 |
| #15 | -4.09% May 9, 2024 - Jun 26, 2024 | -3.47% Dec 4, 2015 - Dec 18, 2015 |
Correlation
Correlation between AMZY and NUW is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (2009 - 2026)
AMZY vs NUW dividend yield comparison.
| Year | AMZY | NUW |
|---|---|---|
| 2026 | 30.02% | 2.79% |
| 2025 | 52.59% | 4.07% |
| 2024 | 47.91% | 3.89% |
| 2023 | 9.90% | 3.58% |
| 2022 | 0.00% | 3.44% |
| 2021 | 0.00% | 3.98% |
| 2020 | 0.00% | 2.85% |
| 2019 | 0.00% | 3.87% |
| 2018 | 0.00% | 5.34% |
| 2017 | 0.00% | 5.33% |
| 2016 | 0.00% | 4.72% |
| 2015 | 0.00% | 4.45% |
| 2014 | 0.00% | 4.62% |
| 2013 | 0.00% | 5.90% |
| 2012 | 0.00% | 4.28% |
| 2011 | 0.00% | 5.17% |
| 2010 | 0.00% | 6.00% |
| 2009 | 0.00% | 3.86% |
Select Stocks to Compare
Popular: AMZY vs SPYNUW vs SPY
More Comparisons
Compare with similar stocks