NUW vs EUSC

Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and WisdomTree Europe Hedged SmallCap Equity Fund (EUSC, ETF).

NUW vs EUSC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUW(ETF)	EUSC(ETF)
Net Assets	$271M	$270M
Expense Ratio	N/A	0.58%
Max Drawdown	35.85%	N/A
Sharpe Ratio	0.72	2.11
5Y Beta	0.14	0.01
5Y Dividends CAGR	6.14%	N/A

Net Assets

Winner

NUW

$271M

EUSC

$270M

Expense Ratio

NUW

N/A

EUSC

0.58%

Max Drawdown

NUW

35.85%

EUSC

N/A

Sharpe Ratio

NUW

0.72

Winner

EUSC

2.11

5Y Beta

NUW

0.14

Winner

EUSC

0.01

5Y Dividends CAGR

NUW

6.14%

EUSC

N/A

NUW vs EUSC - Historical Returns

Returns include dividend reinvestment.

Period	NUW	EUSC
1 month	+0.41%	+2.55%
3 months	+0.19%	N/A
6 months	+2.13%	N/A
1 year	+9.46%	N/A
5 years(CAGR)	+0.49%	N/A
10 years(CAGR)	+1.19%	N/A
Max(CAGR)	+4.22%	+18.54%

NUW

+0.41%

Winner

EUSC

+2.55%

NUW

+0.19%

EUSC

N/A

NUW

+2.13%

EUSC

N/A

NUW

+9.46%

EUSC

N/A

5Y(CAGR)

NUW

+0.49%

EUSC

N/A

10Y(CAGR)

NUW

+1.19%

EUSC

N/A

Max(CAGR)

NUW

+4.22%

Winner

EUSC

+18.54%

NUW vs EUSC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	NUW	EUSC
2026	+1.90%	+2.55%
2025	+9.41%	N/A
2024	+3.29%	N/A
2023	+2.95%	N/A
2022	-15.89%	N/A
2021	+5.31%	N/A
2020	+4.40%	N/A
2019	+12.76%	N/A
2018	-9.84%	N/A
2017	+11.83%	N/A
2016	-4.32%	N/A
2015	+6.71%	N/A
2014	+20.77%	N/A
2013	-11.59%	N/A
2012	+7.03%	N/A
2011	+19.47%	N/A
2010	+2.75%	N/A
2009	+9.28%	N/A

NUW vs EUSC Drawdown Comparison

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

The current NUW drawdown is -1.32%.

Rank	NUW	EUSC
#1	-26.42% Aug 21, 2019 - Jun 30, 2021	N/A
#2	-22.58% Aug 26, 2021 - Oct 25, 2023	N/A
#3	-21.56% Nov 26, 2012 - Dec 26, 2014	N/A
#4	-19.59% Dec 15, 2017 - Jul 9, 2019	N/A
#5	-17.70% Oct 6, 2010 - Oct 7, 2011	N/A
#6	-17.00% Aug 23, 2016 - Dec 14, 2017	N/A
#7	-10.55% Feb 28, 2012 - May 29, 2012	N/A
#8	-8.61% Jan 22, 2015 - Nov 2, 2015	N/A
#9	-6.02% Dec 28, 2015 - May 13, 2016	N/A
#10	-4.75% Jul 12, 2019 - Aug 21, 2019	N/A
#11	-4.68% Aug 6, 2012 - Sep 20, 2012	N/A
#12	-4.07% Nov 1, 2012 - Nov 20, 2012	N/A
#13	-3.99% Jul 1, 2016 - Jul 28, 2016	N/A
#14	-3.72% May 29, 2012 - Jul 16, 2012	N/A
#15	-3.47% Dec 4, 2015 - Dec 18, 2015	N/A

Correlation

Correlation between NUW and EUSC is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2009 - 2026)

NUW vs EUSC dividend yield comparison.

Year	NUW	EUSC
2026	2.38%	2.55%
2025	4.07%	0.00%
2024	3.89%	0.00%
2023	3.58%	0.00%
2022	3.44%	0.00%
2021	3.98%	0.00%
2020	2.85%	0.00%
2019	3.87%	0.00%
2018	5.34%	0.00%
2017	5.33%	0.00%
2016	4.72%	0.00%
2015	4.45%	0.00%
2014	4.62%	0.00%
2013	5.90%	0.00%
2012	4.28%	0.00%
2011	5.17%	0.00%
2010	6.00%	0.00%
2009	3.86%	0.00%