NUW vs OACP
Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and ONEASCENT CORE PLUS BOND ETF (OACP, ETF).
NUW vs OACP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUW
$265M
Winner
OACP
$265M
Expense Ratio
NUW
N/A
OACP
0.67%
Max Drawdown
NUW
35.85%
Winner
OACP
15.33%
Sharpe Ratio
Winner
NUW
0.40
OACP
-0.45
5Y Beta
NUW
0.14
Winner
OACP
0.06
5Y Dividends CAGR
NUW
6.14%
OACP
N/A
NUW vs OACP - Historical Returns
Returns include dividend reinvestment.
1M
NUW
-2.26%
Winner
OACP
-0.10%
3M
Winner
NUW
+1.32%
OACP
+0.21%
6M
Winner
NUW
-1.00%
OACP
-1.46%
1Y
Winner
NUW
+7.08%
OACP
+2.42%
5Y(CAGR)
NUW
-0.49%
Winner
OACP
+1.53%
10Y(CAGR)
NUW
+0.63%
OACP
N/A
Max(CAGR)
Winner
NUW
+4.07%
OACP
+1.53%
NUW vs OACP - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | NUW | OACP |
|---|---|---|
| 2026 | -0.40% | -0.35% |
| 2025 | +9.41% | +7.15% |
| 2024 | +3.29% | +2.70% |
| 2023 | +2.95% | +5.50% |
| 2022 | -15.89% | -7.80% |
| 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 OACP Drawdown Comparison
The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.
The maximum drawdown for OACP was -11.81%, occurring on Oct 24, 2022. Recovery took 586 trading sessions.
The current NUW drawdown is -3.55%. The current OACP drawdown is -1.87%.
| Rank | NUW | OACP |
|---|---|---|
| #1 | -26.42% Aug 21, 2019 - Jun 30, 2021 | -11.81% Apr 1, 2022 - Aug 2, 2024 |
| #2 | -22.58% Aug 26, 2021 - Oct 25, 2023 | -4.55% Sep 16, 2024 - Jun 30, 2025 |
| #3 | -21.56% Nov 26, 2012 - Dec 26, 2014 | -2.60% Feb 27, 2026 - May 19, 2026 |
| #4 | -19.59% Dec 15, 2017 - Jul 9, 2019 | -1.01% Jul 1, 2025 - Jul 29, 2025 |
| #5 | -17.70% Oct 6, 2010 - Oct 7, 2011 | -1.00% Aug 2, 2024 - Aug 14, 2024 |
| #6 | -17.00% Aug 23, 2016 - Dec 14, 2017 | -0.94% Oct 28, 2025 - Nov 26, 2025 |
| #7 | -10.55% Feb 28, 2012 - May 29, 2012 | -0.82% Nov 26, 2025 - Jan 14, 2026 |
| #8 | -8.61% Jan 22, 2015 - Nov 2, 2015 | -0.69% Sep 16, 2025 - Oct 14, 2025 |
| #9 | -6.02% Dec 28, 2015 - May 13, 2016 | -0.69% Jan 14, 2026 - Feb 5, 2026 |
| #10 | -4.75% Jul 12, 2019 - Aug 21, 2019 | -0.46% Aug 13, 2025 - Aug 22, 2025 |
| #11 | -4.68% Aug 6, 2012 - Sep 20, 2012 | -0.38% Aug 23, 2024 - Sep 4, 2024 |
| #12 | -4.07% Nov 1, 2012 - Nov 20, 2012 | -0.35% Aug 28, 2025 - Sep 4, 2025 |
| #13 | -3.99% Jul 1, 2016 - Jul 28, 2016 | -0.30% Aug 14, 2024 - Aug 19, 2024 |
| #14 | -3.72% May 29, 2012 - Jul 16, 2012 | -0.30% Aug 21, 2024 - Aug 23, 2024 |
| #15 | -3.47% Dec 4, 2015 - Dec 18, 2015 | -0.28% Aug 5, 2025 - Aug 13, 2025 |
Correlation
Correlation between NUW and OACP is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2009 - 2026)
NUW vs OACP dividend yield comparison.
| Year | NUW | OACP |
|---|---|---|
| 2026 | 2.79% | 2.49% |
| 2025 | 4.07% | 4.46% |
| 2024 | 3.89% | 4.51% |
| 2023 | 3.58% | 3.87% |
| 2022 | 3.44% | 2.34% |
| 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% |
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