NCLO vs SWP
Comparison between NUVEEN AA-BBB CLO ETF (NCLO, ETF) and SWP GROWTH & INCOME ETF (SWP, ETF).
NCLO vs SWP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NCLO
$148M
Winner
SWP
$149M
Expense Ratio
Winner
NCLO
0.26%
SWP
0.99%
Max Drawdown
Winner
NCLO
3.71%
SWP
17.14%
Sharpe Ratio
NCLO
0.58
Winner
SWP
1.51
5Y Beta
Winner
NCLO
0.05
SWP
0.78
P/E Ratio
NCLO
N/A
SWP
25.26
Forward P/E
NCLO
N/A
SWP
20.41
PEG Ratio
NCLO
N/A
SWP
0.78
5Y EPS CAGR
NCLO
N/A
SWP
19.06%
P/S Ratio
NCLO
N/A
SWP
2.51
P/B Ratio
NCLO
N/A
SWP
4.83
NCLO vs SWP - Historical Returns
Returns include dividend reinvestment.
1M
NCLO
+0.91%
Winner
SWP
+1.03%
3M
NCLO
+3.93%
Winner
SWP
+4.29%
6M
NCLO
+2.47%
Winner
SWP
+5.20%
1Y
NCLO
+5.79%
Winner
SWP
+23.28%
Max(CAGR)
NCLO
+5.78%
Winner
SWP
+14.50%
NCLO vs SWP - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NCLO | SWP |
|---|---|---|
| 2026 | +2.08% | +5.37% |
| 2025 | +6.24% | +16.94% |
| 2024 | +0.35% | +1.24% |
NCLO vs SWP Drawdown Comparison
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The current NCLO drawdown is -0.41%. The current SWP drawdown is -1.42%.
| Rank | NCLO | SWP |
|---|---|---|
| #1 | -3.05% Feb 3, 2026 - Apr 6, 2026 | -16.40% Feb 11, 2025 - Jul 1, 2025 |
| #2 | -1.43% Mar 31, 2025 - Apr 24, 2025 | -9.97% Feb 10, 2026 - Apr 17, 2026 |
| #3 | -0.64% Apr 25, 2025 - May 2, 2025 | -5.57% Nov 29, 2024 - Jan 23, 2025 |
| #4 | -0.56% May 19, 2025 - Jun 6, 2025 | -3.54% Nov 12, 2025 - Nov 26, 2025 |
| #5 | -0.52% May 28, 2026 - May 29, 2026 | -3.47% Sep 22, 2025 - Oct 24, 2025 |
| #6 | -0.48% May 1, 2026 - May 6, 2026 | -2.98% Oct 18, 2024 - Nov 6, 2024 |
| #7 | -0.47% May 2, 2025 - May 8, 2025 | -2.93% Dec 10, 2025 - Jan 5, 2026 |
| #8 | -0.37% Apr 6, 2026 - Apr 22, 2026 | -2.35% Jan 16, 2026 - Feb 6, 2026 |
| #9 | -0.36% Jun 6, 2025 - Jun 24, 2025 | -2.06% May 6, 2026 - May 22, 2026 |
| #10 | -0.35% Mar 7, 2025 - Mar 31, 2025 | -2.03% Jul 25, 2025 - Aug 13, 2025 |
| #11 | -0.28% Oct 8, 2025 - Oct 13, 2025 | -1.48% Apr 20, 2026 - May 6, 2026 |
| #12 | -0.26% Oct 13, 2025 - Oct 20, 2025 | -1.48% Nov 11, 2024 - Nov 21, 2024 |
| #13 | -0.25% Oct 20, 2025 - Oct 30, 2025 | -1.42% Jun 4, 2026 - Jun 5, 2026 |
| #14 | -0.25% May 8, 2025 - May 12, 2025 | -1.29% Aug 13, 2025 - Aug 22, 2025 |
| #15 | -0.24% Dec 11, 2025 - Dec 18, 2025 | -1.24% Sep 30, 2024 - Oct 9, 2024 |
Correlation
Correlation between NCLO and SWP is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
NCLO vs SWP dividend yield comparison.
| Year | NCLO | SWP |
|---|---|---|
| 2026 | 2.18% | 2.20% |
| 2025 | 6.09% | 5.64% |
| 2024 | 0.35% | 0.44% |
Select Stocks to Compare
Popular: NCLO vs SPYSWP vs SPY
More Comparisons
Compare with similar stocks