EUSC vs NUW

Comparison between WisdomTree Europe Hedged SmallCap Equity Fund (EUSC, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).

EUSC vs NUW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EUSC(ETF)	NUW(ETF)
Net Assets	$270M	$271M
Expense Ratio	0.58%	N/A
Max Drawdown	N/A	35.85%
Sharpe Ratio	2.11	0.72
5Y Beta	0.01	0.14
5Y Dividends CAGR	N/A	6.14%

Net Assets

EUSC

$270M

Winner

NUW

$271M

Expense Ratio

EUSC

0.58%

NUW

N/A

Max Drawdown

EUSC

N/A

NUW

35.85%

Sharpe Ratio

Winner

EUSC

2.11

NUW

0.72

5Y Beta

Winner

EUSC

0.01

NUW

0.14

5Y Dividends CAGR

EUSC

N/A

NUW

6.14%

EUSC vs NUW - Historical Returns

Returns include dividend reinvestment.

Period	EUSC	NUW
1 month	+2.55%	+0.41%
3 months	N/A	+0.19%
6 months	N/A	+2.13%
1 year	N/A	+9.46%
5 years(CAGR)	N/A	+0.49%
10 years(CAGR)	N/A	+1.19%
Max(CAGR)	+18.54%	+4.22%

Winner

EUSC

+2.55%

NUW

+0.41%

EUSC

N/A

NUW

+0.19%

EUSC

N/A

NUW

+2.13%

EUSC

N/A

NUW

+9.46%

5Y(CAGR)

EUSC

N/A

NUW

+0.49%

10Y(CAGR)

EUSC

N/A

NUW

+1.19%

Max(CAGR)

Winner

EUSC

+18.54%

NUW

+4.22%

EUSC vs NUW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EUSC	NUW
2026	+2.55%	+1.90%
2025	N/A	+9.41%
2024	N/A	+3.29%
2023	N/A	+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%

EUSC vs NUW Drawdown Comparison

The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.

The current NUW drawdown is -1.32%.

Rank	EUSC	NUW
#1	N/A	-26.42% Aug 21, 2019 - Jun 30, 2021
#2	N/A	-22.58% Aug 26, 2021 - Oct 25, 2023
#3	N/A	-21.56% Nov 26, 2012 - Dec 26, 2014
#4	N/A	-19.59% Dec 15, 2017 - Jul 9, 2019
#5	N/A	-17.70% Oct 6, 2010 - Oct 7, 2011
#6	N/A	-17.00% Aug 23, 2016 - Dec 14, 2017
#7	N/A	-10.55% Feb 28, 2012 - May 29, 2012
#8	N/A	-8.61% Jan 22, 2015 - Nov 2, 2015
#9	N/A	-6.02% Dec 28, 2015 - May 13, 2016
#10	N/A	-4.75% Jul 12, 2019 - Aug 21, 2019
#11	N/A	-4.68% Aug 6, 2012 - Sep 20, 2012
#12	N/A	-4.07% Nov 1, 2012 - Nov 20, 2012
#13	N/A	-3.99% Jul 1, 2016 - Jul 28, 2016
#14	N/A	-3.72% May 29, 2012 - Jul 16, 2012
#15	N/A	-3.47% Dec 4, 2015 - Dec 18, 2015

Correlation

Correlation between EUSC and NUW is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

EUSC vs NUW dividend yield comparison.

Year	EUSC	NUW
2026	2.55%	2.38%
2025	0.00%	4.07%
2024	0.00%	3.89%
2023	0.00%	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%