BWG vs NCLO
Comparison between BrandywineGLOBAL - Global Income Opportunities Fund Inc (BWG, ETF) and NUVEEN AA-BBB CLO ETF (NCLO, ETF).
BWG vs NCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BWG
$149M
NCLO
$148M
Expense Ratio
BWG
N/A
NCLO
0.26%
Max Drawdown
BWG
67.84%
Winner
NCLO
3.71%
Sharpe Ratio
BWG
0.53
Winner
NCLO
0.58
5Y Beta
BWG
0.34
Winner
NCLO
0.05
5Y Dividends CAGR
BWG
1.61%
NCLO
N/A
BWG vs NCLO - Historical Returns
Returns include dividend reinvestment.
1M
BWG
-0.87%
Winner
NCLO
+0.91%
3M
BWG
+1.04%
Winner
NCLO
+3.93%
6M
BWG
-1.93%
Winner
NCLO
+2.47%
1Y
Winner
BWG
+9.34%
NCLO
+5.79%
5Y(CAGR)
BWG
+1.66%
NCLO
N/A
10Y(CAGR)
BWG
+4.90%
NCLO
N/A
Max(CAGR)
BWG
+3.07%
Winner
NCLO
+5.78%
BWG vs NCLO - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | BWG | NCLO |
|---|---|---|
| 2026 | -1.46% | +2.08% |
| 2025 | +16.63% | +6.24% |
| 2024 | +8.11% | +0.35% |
| 2023 | +15.67% | N/A |
| 2022 | -21.86% | N/A |
| 2021 | +2.00% | N/A |
| 2020 | +4.50% | N/A |
| 2019 | +30.08% | N/A |
| 2018 | -12.62% | N/A |
| 2017 | +16.07% | N/A |
| 2016 | +12.89% | N/A |
| 2015 | -20.90% | N/A |
| 2014 | +7.60% | N/A |
| 2013 | -9.61% | N/A |
| 2012 | +6.06% | N/A |
BWG vs NCLO Drawdown Comparison
The maximum drawdown for BWG was -35.45%, occurring on Jan 20, 2016. Recovery took 1182 trading sessions.
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The current BWG drawdown is -5.54%. The current NCLO drawdown is -0.41%.
| Rank | BWG | NCLO |
|---|---|---|
| #1 | -35.45% May 9, 2013 - Jan 18, 2018 | -3.05% Feb 3, 2026 - Apr 6, 2026 |
| #2 | -34.27% Feb 20, 2020 - Jan 28, 2021 | -1.43% Mar 31, 2025 - Apr 24, 2025 |
| #3 | -34.11% Sep 3, 2021 - Jun 30, 2025 | -0.64% Apr 25, 2025 - May 2, 2025 |
| #4 | -18.97% Jan 25, 2018 - Aug 1, 2019 | -0.56% May 19, 2025 - Jun 6, 2025 |
| #5 | -13.69% May 7, 2012 - Aug 6, 2012 | -0.52% May 28, 2026 - May 29, 2026 |
| #6 | -12.02% Feb 11, 2026 - Mar 30, 2026 | -0.48% May 1, 2026 - May 6, 2026 |
| #7 | -5.70% Sep 17, 2025 - Jan 28, 2026 | -0.47% May 2, 2025 - May 8, 2025 |
| #8 | -4.94% Feb 17, 2021 - May 27, 2021 | -0.37% Apr 6, 2026 - Apr 22, 2026 |
| #9 | -4.71% Feb 11, 2013 - Apr 9, 2013 | -0.36% Jun 6, 2025 - Jun 24, 2025 |
| #10 | -4.44% Aug 7, 2012 - Sep 6, 2012 | -0.35% Mar 7, 2025 - Mar 31, 2025 |
| #11 | -4.37% Nov 12, 2012 - Dec 11, 2012 | -0.28% Oct 8, 2025 - Oct 13, 2025 |
| #12 | -3.10% Jun 9, 2021 - Aug 30, 2021 | -0.26% Oct 13, 2025 - Oct 20, 2025 |
| #13 | -3.09% Oct 23, 2012 - Nov 9, 2012 | -0.25% Oct 20, 2025 - Oct 30, 2025 |
| #14 | -2.00% Jul 9, 2025 - Aug 4, 2025 | -0.25% May 8, 2025 - May 12, 2025 |
| #15 | -1.80% Aug 16, 2019 - Sep 24, 2019 | -0.24% Dec 11, 2025 - Dec 18, 2025 |
Correlation
Correlation between BWG and NCLO is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2012 - 2026)
BWG vs NCLO dividend yield comparison.
| Year | BWG | NCLO |
|---|---|---|
| 2026 | 5.10% | 2.18% |
| 2025 | 11.47% | 6.09% |
| 2024 | 12.00% | 0.35% |
| 2023 | 11.73% | 0.00% |
| 2022 | 13.25% | 0.00% |
| 2021 | 8.20% | 0.00% |
| 2020 | 6.81% | 0.00% |
| 2019 | 6.55% | 0.00% |
| 2018 | 8.70% | 0.00% |
| 2017 | 8.35% | 0.00% |
| 2016 | 10.31% | 0.00% |
| 2015 | 16.41% | 0.00% |
| 2014 | 8.95% | 0.00% |
| 2013 | 10.28% | 0.00% |
| 2012 | 4.64% | 0.00% |
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