IWL vs NUV

Comparison between ISHARES RUSSELL TOP 200 ETF (IWL, ETF) and Nuveen Municipal Value Fund Inc (NUV, ETF).

5-Year PerformanceIWL has outperformed NUV, delivering a return of +14.1% compared to -0.4%

IWL vs NUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IWL(ETF)	NUV(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.15%	N/A
Max Drawdown	32.71%	33.92%
Sharpe Ratio	2.07	0.99
5Y Beta	0.99	0.12
P/E Ratio	28.48	N/A
Forward P/E	22.23	N/A
PEG Ratio	0.54	N/A
5Y Dividends CAGR	10.01%	2.58%
5Y EPS CAGR	27.36%	N/A
Debt to Equity	22.46%	N/A
P/S Ratio	4.37	N/A
P/B Ratio	5.90	N/A

Net Assets

IWL

$1.90B

NUV

$1.90B

Expense Ratio

IWL

0.15%

NUV

N/A

Max Drawdown

Winner

IWL

32.71%

NUV

33.92%

Sharpe Ratio

Winner

IWL

2.07

NUV

0.99

5Y Beta

IWL

0.99

Winner

NUV

0.12

P/E Ratio

IWL

28.48

NUV

N/A

Forward P/E

IWL

22.23

NUV

N/A

PEG Ratio

IWL

0.54

NUV

N/A

5Y Dividends CAGR

Winner

IWL

10.01%

NUV

2.58%

5Y EPS CAGR

IWL

27.36%

NUV

N/A

Debt to Equity

IWL

22.46%

NUV

N/A

P/S Ratio

IWL

4.37

NUV

N/A

P/B Ratio

IWL

5.90

NUV

N/A

IWL vs NUV - Historical Returns

Returns include dividend reinvestment.

Period	IWL	NUV
1 month	+9.81%	+0.68%
3 months	+6.77%	+1.51%
6 months	+9.77%	+3.51%
1 year	+33.19%	+10.70%
5 years(CAGR)	+14.09%	-0.43%
10 years(CAGR)	+16.37%	+2.55%
Max(CAGR)	+14.77%	+4.84%

Winner

IWL

+9.81%

NUV

+0.68%

Winner

IWL

+6.77%

NUV

+1.51%

Winner

IWL

+9.77%

NUV

+3.51%

Winner

IWL

+33.19%

NUV

+10.70%

5Y(CAGR)

Winner

IWL

+14.09%

NUV

-0.43%

10Y(CAGR)

Winner

IWL

+16.37%

NUV

+2.55%

Max(CAGR)

Winner

IWL

+14.77%

NUV

+4.84%

IWL vs NUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IWL	NUV
2026	+7.63%	+2.88%
2025	+19.23%	+9.25%
2024	+27.94%	+3.56%
2023	+30.35%	+2.79%
2022	-20.56%	-13.94%
2021	+29.44%	-3.67%
2020	+20.82%	+7.81%
2019	+31.47%	+17.97%
2018	-3.75%	-4.83%
2017	+22.10%	+10.10%
2016	+12.98%	-2.44%
2015	+2.73%	+9.91%
2014	+15.28%	+11.31%
2013	+28.75%	-8.62%
2012	+15.54%	+8.82%
2011	+1.51%	+13.18%
2010	+10.16%	-0.41%
2009	+6.19%	+11.52%
2008	N/A	-2.97%
2007	N/A	-4.18%
2006	N/A	+12.63%
2005	N/A	+11.40%
2004	N/A	+4.76%
2003	N/A	+6.25%
2002	N/A	+6.99%
2001	N/A	+9.72%
2000	N/A	+14.20%
1999	N/A	-8.03%

IWL vs NUV Drawdown Comparison

The maximum drawdown for IWL was -32.71%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.

The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current NUV drawdown is -6.46%.

Rank	IWL	NUV
#1	-32.71% Feb 19, 2020 - Aug 3, 2020	-28.29% Aug 11, 2021 - Oct 26, 2023
#2	-25.64% Jan 3, 2022 - Dec 11, 2023	-23.00% Feb 25, 2020 - Oct 20, 2020
#3	-19.31% Oct 2, 2018 - Apr 22, 2019	-20.55% May 19, 2008 - Sep 9, 2009
#4	-19.15% Feb 19, 2025 - Jun 26, 2025	-14.71% Dec 6, 2012 - Jan 5, 2015
#5	-17.77% May 2, 2011 - Feb 3, 2012	-12.54% Jul 7, 2016 - Sep 14, 2017
#6	-15.37% Apr 15, 2010 - Nov 5, 2010	-11.19% Sep 28, 2010 - Sep 21, 2011
#7	-12.41% Jul 20, 2015 - Apr 20, 2016	-9.77% Mar 17, 2004 - Oct 29, 2004
#8	-10.06% Jan 26, 2018 - Jul 25, 2018	-9.49% Nov 1, 1999 - Jul 7, 2000
#9	-10.01% Sep 2, 2020 - Nov 16, 2020	-9.15% Mar 13, 2007 - Apr 1, 2008
#10	-9.83% Jan 12, 2026 - Apr 15, 2026	-8.45% Sep 14, 2017 - Mar 21, 2019
#11	-9.42% Apr 2, 2012 - Aug 15, 2012	-7.42% Feb 2, 2015 - Oct 23, 2015
#12	-9.04% Jul 10, 2024 - Sep 19, 2024	-6.81% Feb 9, 2021 - Jul 2, 2021
#13	-7.73% Jan 19, 2010 - Mar 17, 2010	-6.78% Aug 30, 2001 - Nov 8, 2001
#14	-7.69% Oct 4, 2012 - Jan 4, 2013	-6.27% Oct 1, 2002 - Mar 6, 2003
#15	-7.39% Sep 19, 2014 - Oct 31, 2014	-6.19% Mar 7, 2012 - Apr 30, 2012

Correlation

Correlation between IWL and NUV is 0.82 which considered as a strong positive correlation - the stocks tend to move together.

0.82

-101

Dividend Comparison (2000 - 2026)

IWL vs NUV dividend yield comparison.

Year	IWL	NUV
2026	0.19%	1.41%
2025	0.90%	4.30%
2024	1.04%	4.16%
2023	1.30%	3.94%
2022	1.54%	3.91%
2021	1.12%	3.41%
2020	1.30%	3.35%
2019	1.96%	3.48%
2018	1.93%	4.01%
2017	1.69%	3.99%
2016	1.96%	4.10%
2015	2.14%	3.95%
2014	1.68%	4.44%
2013	1.82%	4.97%
2012	3.65%	4.16%
2011	1.91%	5.04%
2010	1.64%	5.33%
2009	0.59%	4.50%
2008	0.00%	5.46%
2007	0.00%	5.34%
2006	0.00%	4.75%
2005	0.00%	5.06%
2004	0.00%	5.82%
2003	0.00%	5.60%
2002	0.00%	5.73%
2001	0.00%	5.62%
2000	0.00%	2.70%