DEW vs NCLO

Comparison between WISDOMTREE GLOBAL HIGH DIVIDEND FUND (DEW, ETF) and NUVEEN AA-BBB CLO ETF (NCLO, ETF).

DEW vs NCLO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	DEW(ETF)	NCLO(ETF)
Net Assets	$140M	$140M
Expense Ratio	0.58%	0.26%
Max Drawdown	69.18%	3.71%
Sharpe Ratio	2.16	0.51
5Y Beta	0.48	0.05
P/E Ratio	21.34	N/A
Forward P/E	15.24	N/A
5Y Dividends CAGR	11.62%	N/A
5Y EPS CAGR	9.59%	N/A
Debt to Equity	5.99%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	2.37	N/A

Net Assets

Winner

DEW

$140M

NCLO

$140M

Expense Ratio

DEW

0.58%

Winner

NCLO

0.26%

Max Drawdown

DEW

69.18%

Winner

NCLO

3.71%

Sharpe Ratio

Winner

DEW

2.16

NCLO

0.51

5Y Beta

DEW

0.48

Winner

NCLO

0.05

P/E Ratio

DEW

21.34

NCLO

N/A

Forward P/E

DEW

15.24

NCLO

N/A

5Y Dividends CAGR

DEW

11.62%

NCLO

N/A

5Y EPS CAGR

DEW

9.59%

NCLO

N/A

Debt to Equity

DEW

5.99%

NCLO

N/A

P/S Ratio

DEW

1.97

NCLO

N/A

P/B Ratio

DEW

2.37

NCLO

N/A

DEW vs NCLO - Historical Returns

Returns include dividend reinvestment.

Period	DEW	NCLO
1 month	+4.38%	+0.59%
3 months	+6.99%	+1.73%
6 months	+13.48%	+2.58%
1 year	+27.03%	+5.90%
5 years(CAGR)	+12.65%	N/A
10 years(CAGR)	+9.47%	N/A
Max(CAGR)	+6.06%	+5.82%

Winner

DEW

+4.38%

NCLO

+0.59%

Winner

DEW

+6.99%

NCLO

+1.73%

Winner

DEW

+13.48%

NCLO

+2.58%

Winner

DEW

+27.03%

NCLO

+5.90%

5Y(CAGR)

DEW

+12.65%

NCLO

N/A

10Y(CAGR)

DEW

+9.47%

NCLO

N/A

Max(CAGR)

Winner

DEW

+6.06%

NCLO

+5.82%

DEW vs NCLO - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	DEW	NCLO
2026	+16.64%	+2.87%
2025	+22.72%	+6.24%
2024	+11.03%	+0.35%
2023	+9.44%	N/A
2022	-2.88%	N/A
2021	+21.76%	N/A
2020	-8.08%	N/A
2019	+20.29%	N/A
2018	-10.86%	N/A
2017	+14.93%	N/A
2016	+16.26%	N/A
2015	-6.31%	N/A
2014	-1.31%	N/A
2013	+13.04%	N/A
2012	+12.42%	N/A
2011	-3.29%	N/A
2010	+4.00%	N/A
2009	+30.14%	N/A
2008	-43.28%	N/A
2007	+7.57%	N/A
2006	+23.20%	N/A

DEW vs NCLO Drawdown Comparison

The maximum drawdown for DEW was -65.49%, occurring on Mar 9, 2009. Recovery took 1679 trading sessions.

The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.

The current DEW drawdown is -0.01%. The current NCLO drawdown is -0.56%.

Rank	DEW	NCLO
#1	-65.49% Oct 31, 2007 - Jul 3, 2014	-3.05% Feb 3, 2026 - Apr 6, 2026
#2	-38.77% Jan 17, 2020 - Mar 12, 2021	-1.43% Mar 31, 2025 - Apr 24, 2025
#3	-24.49% Jul 3, 2014 - Apr 25, 2017	-1.03% Jun 25, 2026 - Jun 26, 2026
#4	-18.86% Apr 20, 2022 - Dec 14, 2023	-0.64% Apr 25, 2025 - May 2, 2025
#5	-18.09% Jan 26, 2018 - Nov 4, 2019	-0.56% May 19, 2025 - Jun 6, 2025
#6	-12.86% Jul 13, 2007 - Oct 29, 2007	-0.52% May 28, 2026 - Jun 25, 2026
#7	-11.80% Apr 2, 2025 - May 15, 2025	-0.48% May 1, 2026 - May 6, 2026
#8	-8.18% Feb 26, 2007 - Apr 2, 2007	-0.47% May 2, 2025 - May 8, 2025
#9	-6.47% Nov 29, 2024 - Feb 13, 2025	-0.37% Apr 6, 2026 - Apr 22, 2026
#10	-6.34% Feb 27, 2026 - May 20, 2026	-0.36% Jun 6, 2025 - Jun 24, 2025
#11	-6.14% Jan 14, 2022 - Mar 29, 2022	-0.35% Mar 7, 2025 - Mar 31, 2025
#12	-5.98% Jul 7, 2006 - Jul 27, 2006	-0.28% Oct 8, 2025 - Oct 13, 2025
#13	-5.61% Jun 4, 2021 - Dec 15, 2021	-0.26% Oct 13, 2025 - Oct 20, 2025
#14	-5.21% Mar 28, 2024 - May 9, 2024	-0.25% Oct 20, 2025 - Oct 30, 2025
#15	-4.19% Jul 30, 2024 - Aug 16, 2024	-0.25% May 8, 2025 - May 12, 2025

Correlation

Correlation between DEW and NCLO is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2006 - 2026)

DEW vs NCLO dividend yield comparison.

Year	DEW	NCLO
2026	1.64%	2.67%
2025	3.71%	6.09%
2024	4.02%	0.35%
2023	4.55%	0.00%
2022	3.82%	0.00%
2021	3.54%	0.00%
2020	4.10%	0.00%
2019	3.74%	0.00%
2018	4.17%	0.00%
2017	3.18%	0.00%
2016	3.42%	0.00%
2015	4.32%	0.00%
2014	5.00%	0.00%
2013	3.65%	0.00%
2012	3.82%	0.00%
2011	4.73%	0.00%
2010	3.45%	0.00%
2009	4.89%	0.00%
2008	7.97%	0.00%
2007	3.14%	0.00%
2006	0.52%	0.00%