NMZ vs DES
Comparison between Nuveen Municipal High Income Opportunity Fund (NMZ, ETF) and WISDOMTREE U.S. SMALLCAP DIVIDEND FUND (DES, ETF).
5-Year PerformanceDES has outperformed NMZ, delivering a return of +8.4% compared to -1.7%
NMZ vs DES - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NMZ vs DES - Historical Returns
Returns include dividend reinvestment.
NMZ vs DES - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | NMZ | DES |
|---|---|---|
| 2026 | +5.43% | +24.04% |
| 2025 | +0.23% | +0.96% |
| 2024 | +15.82% | +9.71% |
| 2023 | -1.16% | +16.28% |
| 2022 | -27.24% | -11.65% |
| 2021 | +12.04% | +27.88% |
| 2020 | +7.47% | -3.69% |
| 2019 | +25.87% | +19.33% |
| 2018 | -9.94% | -13.42% |
| 2017 | +12.41% | +8.08% |
| 2016 | -1.39% | +33.60% |
| 2015 | +9.91% | -5.29% |
| 2014 | +19.39% | +8.94% |
| 2013 | -9.82% | +32.90% |
| 2012 | +23.60% | +16.16% |
| 2011 | +15.64% | -3.63% |
| 2010 | -0.99% | +24.59% |
| 2009 | +49.88% | +20.08% |
| 2008 | -35.08% | -27.07% |
| 2007 | -8.16% | -12.85% |
| 2006 | +16.86% | +16.40% |
| 2005 | +14.20% | N/A |
| 2004 | +9.13% | N/A |
| 2003 | +0.00% | N/A |
NMZ vs DES Drawdown Comparison
The maximum drawdown for NMZ was -58.44%, occurring on Dec 16, 2008. Recovery took 1179 trading sessions.
The maximum drawdown for DES was -65.45%, occurring on Mar 9, 2009. Recovery took 1178 trading sessions.
The current NMZ drawdown is -10.39%. The current DES drawdown is -0.75%.
| Rank | NMZ | DES |
|---|---|---|
| #1 | -58.44% May 11, 2007 - Jan 13, 2012 | -65.45% Jun 4, 2007 - Feb 3, 2012 |
| #2 | -40.01% Jul 13, 2021 - Oct 27, 2023 | -45.63% Aug 21, 2018 - Jan 14, 2021 |
| #3 | -32.56% Feb 20, 2020 - Dec 30, 2020 | -25.16% Nov 25, 2024 - Feb 4, 2026 |
| #4 | -22.40% Jan 24, 2013 - May 13, 2014 | -21.70% Jan 4, 2022 - Dec 14, 2023 |
| #5 | -15.03% Jul 8, 2016 - Mar 8, 2019 | -19.34% Jun 23, 2015 - Apr 26, 2016 |
| #6 | -12.78% Mar 17, 2004 - Oct 14, 2004 | -9.64% Jan 23, 2018 - Jun 4, 2018 |
| #7 | -6.78% Feb 2, 2015 - Sep 22, 2015 | -9.47% Jul 1, 2014 - Nov 5, 2014 |
| #8 | -5.68% Feb 2, 2012 - Mar 28, 2012 | -9.36% Jun 8, 2021 - Nov 3, 2021 |
| #9 | -5.52% Feb 11, 2021 - Apr 13, 2021 | -9.15% Apr 2, 2012 - Jul 3, 2012 |
| #10 | -5.15% Jun 2, 2006 - Aug 8, 2006 | -9.09% Sep 14, 2012 - Dec 20, 2012 |
| #11 | -5.05% Aug 12, 2019 - Nov 11, 2019 | -8.96% Jul 31, 2024 - Oct 16, 2024 |
| #12 | -4.75% Nov 1, 2012 - Dec 5, 2012 | -8.17% Nov 15, 2021 - Jan 4, 2022 |
| #13 | -4.52% May 28, 2014 - Oct 20, 2014 | -7.64% Feb 20, 2026 - Apr 9, 2026 |
| #14 | -4.47% Dec 13, 2012 - Jan 4, 2013 | -7.50% Dec 27, 2023 - Mar 28, 2024 |
| #15 | -4.05% Jul 31, 2012 - Sep 18, 2012 | -7.44% Sep 7, 2016 - Nov 11, 2016 |
Correlation
Correlation between NMZ and DES is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (2004 - 2026)
NMZ vs DES dividend yield comparison.
| Year | NMZ | DES |
|---|---|---|
| 2026 | 4.46% | 0.98% |
| 2025 | 7.71% | 2.85% |
| 2024 | 6.35% | 2.81% |
| 2023 | 5.44% | 2.65% |
| 2022 | 7.04% | 2.89% |
| 2021 | 5.10% | 2.31% |
| 2020 | 5.09% | 2.75% |
| 2019 | 4.99% | 2.68% |
| 2018 | 6.15% | 3.65% |
| 2017 | 5.94% | 2.89% |
| 2016 | 6.94% | 2.70% |
| 2015 | 6.67% | 3.09% |
| 2014 | 6.88% | 2.68% |
| 2013 | 6.73% | 2.45% |
| 2012 | 5.72% | 4.04% |
| 2011 | 7.98% | 3.38% |
| 2010 | 8.75% | 3.57% |
| 2009 | 7.32% | 3.60% |
| 2008 | 11.33% | 6.09% |
| 2007 | 7.15% | 3.78% |
| 2006 | 5.82% | 1.82% |
| 2005 | 6.63% | 0.00% |
| 2004 | 7.44% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks