MDST vs NUW

Comparison between Westwood Salient Enhanced Midstream Income ETF (MDST, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).

MDST vs NUW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	MDST(ETF)	NUW(ETF)
Net Assets	$271M	$271M
Expense Ratio	0.80%	N/A
Max Drawdown	16.16%	35.85%
Sharpe Ratio	1.32	0.72
5Y Beta	0.43	0.14
P/E Ratio	24.59	N/A
Forward P/E	17.18	N/A
5Y Dividends CAGR	N/A	6.14%
5Y EPS CAGR	15.71%	N/A
P/S Ratio	1.18	N/A
P/B Ratio	3.56	N/A

Net Assets

Winner

MDST

$271M

NUW

$271M

Expense Ratio

MDST

0.80%

NUW

N/A

Max Drawdown

Winner

MDST

16.16%

NUW

35.85%

Sharpe Ratio

Winner

MDST

1.32

NUW

0.72

5Y Beta

MDST

0.43

Winner

NUW

0.14

P/E Ratio

MDST

24.59

NUW

N/A

Forward P/E

MDST

17.18

NUW

N/A

5Y Dividends CAGR

MDST

N/A

NUW

6.14%

5Y EPS CAGR

MDST

15.71%

NUW

N/A

P/S Ratio

MDST

1.18

NUW

N/A

P/B Ratio

MDST

3.56

NUW

N/A

MDST vs NUW - Historical Returns

Returns include dividend reinvestment.

Period	MDST	NUW
1 month	+3.85%	+0.41%
3 months	+9.15%	+0.19%
6 months	+16.50%	+2.13%
1 year	+23.07%	+9.46%
5 years(CAGR)	N/A	+0.49%
10 years(CAGR)	N/A	+1.19%
Max(CAGR)	+19.22%	+4.22%

Winner

MDST

+3.85%

NUW

+0.41%

Winner

MDST

+9.15%

NUW

+0.19%

Winner

MDST

+16.50%

NUW

+2.13%

Winner

MDST

+23.07%

NUW

+9.46%

5Y(CAGR)

MDST

N/A

NUW

+0.49%

10Y(CAGR)

MDST

N/A

NUW

+1.19%

Max(CAGR)

Winner

MDST

+19.22%

NUW

+4.22%

MDST vs NUW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	MDST	NUW
2026	+17.80%	+1.90%
2025	+5.61%	+9.41%
2024	+17.22%	+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%

MDST vs NUW Drawdown Comparison

The maximum drawdown for MDST was -14.19%, occurring on Apr 8, 2025. Recovery took 82 trading sessions.

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

The current MDST drawdown is -0.60%. The current NUW drawdown is -1.32%.

Rank	MDST	NUW
#1	-14.19% Apr 2, 2025 - Jul 31, 2025	-26.42% Aug 21, 2019 - Jun 30, 2021
#2	-7.50% Jan 21, 2025 - Apr 2, 2025	-22.58% Aug 26, 2021 - Oct 25, 2023
#3	-7.20% Nov 29, 2024 - Jan 14, 2025	-21.56% Nov 26, 2012 - Dec 26, 2014
#4	-6.75% Jul 31, 2025 - Dec 4, 2025	-19.59% Dec 15, 2017 - Jul 9, 2019
#5	-4.99% May 19, 2026 - Jul 14, 2026	-17.70% Oct 6, 2010 - Oct 7, 2011
#6	-4.30% Mar 27, 2026 - Apr 30, 2026	-17.00% Aug 23, 2016 - Dec 14, 2017
#7	-4.21% Jul 22, 2024 - Aug 19, 2024	-10.55% Feb 28, 2012 - May 29, 2012
#8	-3.67% Apr 9, 2024 - Apr 25, 2024	-8.61% Jan 22, 2015 - Nov 2, 2015
#9	-3.16% May 4, 2026 - May 13, 2026	-6.02% Dec 28, 2015 - May 13, 2016
#10	-3.11% Dec 4, 2025 - Jan 2, 2026	-4.75% Jul 12, 2019 - Aug 21, 2019
#11	-3.01% May 20, 2024 - Jun 24, 2024	-4.68% Aug 6, 2012 - Sep 20, 2012
#12	-2.73% Jan 2, 2026 - Jan 16, 2026	-4.07% Nov 1, 2012 - Nov 20, 2012
#13	-2.67% Sep 23, 2024 - Oct 3, 2024	-3.99% Jul 1, 2016 - Jul 28, 2016
#14	-2.35% Aug 30, 2024 - Sep 16, 2024	-3.72% May 29, 2012 - Jul 16, 2012
#15	-2.30% Apr 25, 2024 - May 7, 2024	-3.47% Dec 4, 2015 - Dec 18, 2015

Correlation

Correlation between MDST and NUW is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87

-101

Dividend Comparison (2009 - 2026)

MDST vs NUW dividend yield comparison.

Year	MDST	NUW
2026	5.30%	2.38%
2025	10.22%	4.07%
2024	6.60%	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%