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NAD vs WTV

Comparison between Nuveen Quality Municipal Income Fund (NAD, ETF) and WISDOMTREE U.S. VALUE FUND (WTV, ETF).

5-Year PerformanceWTV has outperformed NAD, delivering a return of +13.1% compared to -0.2%

NAD vs WTV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NAD
$2.80B
WTV
$2.80B
Expense Ratio
NAD
N/A
WTV
0.12%
Max Drawdown
NAD
51.92%
Winner
WTV
42.18%
Sharpe Ratio
NAD
0.82
Winner
WTV
1.56
5Y Beta
Winner
NAD
0.23
WTV
0.80
P/E Ratio
NAD
N/A
WTV
21.97
Forward P/E
NAD
N/A
WTV
14.08
PEG Ratio
NAD
N/A
WTV
0.41
5Y Dividends CAGR
NAD
5.87%
Winner
WTV
17.94%
5Y EPS CAGR
NAD
N/A
WTV
16.41%
Debt to Equity
NAD
N/A
WTV
-21.97%
P/S Ratio
NAD
N/A
WTV
1.29
P/B Ratio
NAD
N/A
WTV
2.48

NAD vs WTV - Historical Returns

Returns include dividend reinvestment.

1M
NAD
+0.43%
Winner
WTV
+3.38%
3M
NAD
-1.14%
Winner
WTV
+5.00%
6M
NAD
+0.01%
Winner
WTV
+10.98%
1Y
NAD
+12.46%
Winner
WTV
+24.46%
5Y(CAGR)
NAD
-0.15%
Winner
WTV
+13.11%
10Y(CAGR)
NAD
+2.79%
Winner
WTV
+13.44%
Max(CAGR)
NAD
+5.35%
Winner
WTV
+13.44%

NAD vs WTV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNADWTV
2026+0.50%+9.38%
2025+9.76%+14.03%
2024+8.94%+23.99%
2023-0.28%+22.85%
2022-22.45%-8.18%
2021+10.21%+31.79%
2020+10.73%+5.42%
2019+20.11%+29.11%
2018-5.76%-8.58%
2017+5.98%+1.14%
2016+2.05%N/A
2015+7.80%N/A
2014+19.78%N/A
2013-15.11%N/A
2012+12.07%N/A
2011+21.18%N/A
2010+1.99%N/A
2009+38.25%N/A
2008-21.38%N/A
2007-10.97%N/A
2006+13.53%N/A
2005+4.63%N/A
2004+2.48%N/A
2003+11.63%N/A
2002+9.42%N/A
2001+7.43%N/A
2000+15.65%N/A
1999-11.78%N/A

NAD vs WTV Drawdown Comparison

The maximum drawdown for NAD was -44.61%, occurring on Oct 10, 2008. Recovery took 663 trading sessions.

The maximum drawdown for WTV was -42.18%, occurring on Mar 23, 2020. Recovery took 216 trading sessions.

The current NAD drawdown is -5.43%. The current WTV drawdown is -1.17%.

RankNADWTV
#1-44.61%
Jan 22, 2007 - Sep 8, 2009		-42.18%
Jan 16, 2020 - Nov 23, 2020
#2-35.57%
Sep 15, 2021 - Oct 25, 2023		-20.53%
Sep 21, 2018 - Apr 5, 2019
#3-25.39%
Mar 6, 2020 - Nov 16, 2020		-19.31%
Jan 4, 2022 - Feb 1, 2023
#4-21.47%
Nov 30, 2012 - Dec 4, 2014		-18.49%
Nov 29, 2024 - Jul 23, 2025
#5-18.90%
Sep 1, 2010 - Nov 22, 2011		-13.67%
Feb 2, 2023 - Jul 12, 2023
#6-17.47%
Mar 9, 2004 - Jun 7, 2005		-10.43%
Aug 1, 2023 - Dec 1, 2023
#7-15.78%
Nov 2, 1999 - Dec 8, 2000		-9.69%
Jan 26, 2018 - Aug 27, 2018
#8-15.38%
Aug 12, 2016 - May 13, 2019		-9.24%
May 3, 2019 - Jul 24, 2019
#9-10.12%
Jun 17, 2003 - Jan 7, 2004		-7.88%
Jul 26, 2019 - Oct 24, 2019
#10-9.48%
Nov 6, 2001 - Jun 7, 2002		-7.15%
Feb 10, 2026 - May 8, 2026
#11-9.39%
Oct 4, 2002 - May 1, 2003		-6.91%
Jul 31, 2024 - Aug 23, 2024
#12-8.80%
Sep 9, 2005 - Aug 17, 2006		-6.24%
Mar 28, 2024 - Jul 16, 2024
#13-8.02%
Oct 8, 2009 - Feb 1, 2010		-6.10%
Nov 16, 2021 - Dec 29, 2021
#14-6.14%
Jan 30, 2015 - Nov 3, 2015		-4.91%
Oct 27, 2025 - Dec 3, 2025
#15-5.87%
Mar 1, 2012 - May 3, 2012		-4.66%
May 10, 2021 - Aug 3, 2021

Correlation

Correlation between NAD and WTV is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2000 - 2026)

NAD vs WTV dividend yield comparison.

YearNADWTV
20263.00%0.51%
20257.37%1.59%
20246.63%1.54%
20234.13%1.62%
20225.58%2.08%
20214.43%1.55%
20204.41%1.63%
20194.40%1.44%
20185.37%1.94%
20175.42%0.41%
20166.05%0.00%
20155.96%0.00%
20146.20%0.00%
20137.10%0.00%
20125.43%0.00%
20116.07%0.00%
20107.07%0.00%
20096.27%0.00%
20087.76%0.00%
20075.99%0.00%
20065.41%0.00%
20056.70%0.00%
20046.90%0.00%
20036.47%0.00%
20026.35%0.00%
20016.14%0.00%
20002.50%0.00%

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