NUW vs ISCB
Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and ISHARES MORNINGSTAR SMALL-CAP ETF (ISCB, ETF).
5-Year PerformanceISCB has outperformed NUW, delivering a return of +5.4% compared to -0.2%
NUW vs ISCB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
NUW vs ISCB - Historical Returns
Returns include dividend reinvestment.
NUW vs ISCB - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | NUW | ISCB |
|---|---|---|
| 2026 | -1.27% | +8.93% |
| 2025 | +9.41% | +12.40% |
| 2024 | +3.29% | +11.73% |
| 2023 | +2.95% | +20.10% |
| 2022 | -15.89% | -19.85% |
| 2021 | +5.31% | +19.27% |
| 2020 | +4.40% | +6.32% |
| 2019 | +12.76% | +29.09% |
| 2018 | -9.84% | -14.33% |
| 2017 | +11.83% | +12.73% |
| 2016 | -4.32% | +25.73% |
| 2015 | +6.71% | -5.44% |
| 2014 | +20.77% | +10.25% |
| 2013 | -11.59% | +33.18% |
| 2012 | +7.03% | +14.34% |
| 2011 | +19.47% | -6.32% |
| 2010 | +2.75% | +24.84% |
| 2009 | +9.28% | +36.83% |
| 2008 | N/A | -35.09% |
| 2007 | N/A | -5.29% |
| 2006 | N/A | +18.90% |
| 2005 | N/A | +7.92% |
| 2004 | N/A | +14.58% |
NUW vs ISCB Drawdown Comparison
The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.
The maximum drawdown for ISCB was -61.25%, occurring on Mar 9, 2009. Recovery took 885 trading sessions.
The current NUW drawdown is -4.39%. The current ISCB drawdown is -2.16%.
| Rank | NUW | ISCB |
|---|---|---|
| #1 | -26.42% Aug 21, 2019 - Jun 30, 2021 | -61.25% Jul 13, 2007 - Jan 18, 2011 |
| #2 | -22.58% Aug 26, 2021 - Oct 25, 2023 | -44.18% Jan 16, 2020 - Nov 24, 2020 |
| #3 | -21.56% Nov 26, 2012 - Dec 26, 2014 | -30.49% Apr 29, 2011 - Jan 2, 2013 |
| #4 | -19.59% Dec 15, 2017 - Jul 9, 2019 | -29.93% Nov 8, 2021 - Oct 14, 2024 |
| #5 | -17.70% Oct 6, 2010 - Oct 7, 2011 | -26.22% Nov 25, 2024 - Sep 11, 2025 |
| #6 | -17.00% Aug 23, 2016 - Dec 14, 2017 | -24.32% Aug 31, 2018 - Nov 4, 2019 |
| #7 | -10.55% Feb 28, 2012 - May 29, 2012 | -22.30% Jun 23, 2015 - Aug 15, 2016 |
| #8 | -8.61% Jan 22, 2015 - Nov 2, 2015 | -13.69% May 5, 2006 - Oct 26, 2006 |
| #9 | -6.02% Dec 28, 2015 - May 13, 2016 | -11.95% Jul 1, 2014 - Dec 23, 2014 |
| #10 | -4.75% Jul 12, 2019 - Aug 21, 2019 | -10.82% Mar 4, 2005 - Jun 17, 2005 |
| #11 | -4.68% Aug 6, 2012 - Sep 20, 2012 | -9.58% Jun 8, 2021 - Nov 1, 2021 |
| #12 | -4.07% Nov 1, 2012 - Nov 20, 2012 | -9.40% Feb 10, 2026 - Apr 17, 2026 |
| #13 | -3.99% Jul 1, 2016 - Jul 28, 2016 | -9.00% Jul 2, 2004 - Sep 13, 2004 |
| #14 | -3.72% May 29, 2012 - Jul 16, 2012 | -8.80% Aug 2, 2005 - Nov 22, 2005 |
| #15 | -3.47% Dec 4, 2015 - Dec 18, 2015 | -8.74% Jan 23, 2018 - Jun 5, 2018 |
Correlation
Correlation between NUW and ISCB is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2004 - 2026)
NUW vs ISCB dividend yield comparison.
| Year | NUW | ISCB |
|---|---|---|
| 2026 | 1.74% | 0.25% |
| 2025 | 4.07% | 1.38% |
| 2024 | 3.89% | 1.31% |
| 2023 | 3.58% | 1.49% |
| 2022 | 3.44% | 1.63% |
| 2021 | 3.98% | 1.26% |
| 2020 | 2.85% | 1.26% |
| 2019 | 3.87% | 1.25% |
| 2018 | 5.34% | 1.60% |
| 2017 | 5.33% | 1.24% |
| 2016 | 4.72% | 1.58% |
| 2015 | 4.45% | 1.40% |
| 2014 | 4.62% | 1.18% |
| 2013 | 5.90% | 0.87% |
| 2012 | 4.28% | 1.86% |
| 2011 | 5.17% | 1.01% |
| 2010 | 6.00% | 1.04% |
| 2009 | 3.86% | 0.89% |
| 2008 | 0.00% | 1.02% |
| 2007 | 0.00% | 1.01% |
| 2006 | 0.00% | 0.73% |
| 2005 | 0.00% | 0.79% |
| 2004 | 0.00% | 0.45% |
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