NUW vs OPPE

Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and WISDOMTREE EUROPEAN OPPORTUNITIES FUND (OPPE, ETF).

5-Year PerformanceOPPE has outperformed NUW, delivering a return of +14.4% compared to +0.5%

NUW vs OPPE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUW(ETF)	OPPE(ETF)
Net Assets	$271M	$270M
Expense Ratio	N/A	0.58%
Max Drawdown	35.85%	39.28%
Sharpe Ratio	0.72	1.39
5Y Beta	0.14	0.73
5Y Dividends CAGR	6.14%	16.00%

Net Assets

Winner

NUW

$271M

OPPE

$270M

Expense Ratio

NUW

N/A

OPPE

0.58%

Max Drawdown

Winner

NUW

35.85%

OPPE

39.28%

Sharpe Ratio

NUW

0.72

Winner

OPPE

1.39

5Y Beta

Winner

NUW

0.14

OPPE

0.73

5Y Dividends CAGR

NUW

6.14%

Winner

OPPE

16.00%

NUW vs OPPE - Historical Returns

Returns include dividend reinvestment.

Period	NUW	OPPE
1 month	+0.41%	+2.51%
3 months	+0.19%	+4.30%
6 months	+2.13%	+11.31%
1 year	+9.46%	+25.28%
5 years(CAGR)	+0.49%	+14.42%
10 years(CAGR)	+1.19%	+12.89%
Max(CAGR)	+4.22%	+11.26%

NUW

+0.41%

Winner

OPPE

+2.51%

NUW

+0.19%

Winner

OPPE

+4.30%

NUW

+2.13%

Winner

OPPE

+11.31%

NUW

+9.46%

Winner

OPPE

+25.28%

5Y(CAGR)

NUW

+0.49%

Winner

OPPE

+14.42%

10Y(CAGR)

NUW

+1.19%

Winner

OPPE

+12.89%

Max(CAGR)

NUW

+4.22%

Winner

OPPE

+11.26%

NUW vs OPPE - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	NUW	OPPE
2026	+1.90%	+13.32%
2025	+9.41%	+38.89%
2024	+3.29%	+10.81%
2023	+2.95%	+16.70%
2022	-15.89%	-12.53%
2021	+5.31%	+22.02%
2020	+4.40%	-4.54%
2019	+12.76%	+27.80%
2018	-9.84%	-13.84%
2017	+11.83%	+19.54%
2016	-4.32%	+8.87%
2015	+6.71%	+2.14%
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 OPPE Drawdown Comparison

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

The maximum drawdown for OPPE was -39.28%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.

The current NUW drawdown is -1.32%.

Rank	NUW	OPPE
#1	-26.42% Aug 21, 2019 - Jun 30, 2021	-39.28% Feb 19, 2020 - Feb 12, 2021
#2	-22.58% Aug 26, 2021 - Oct 25, 2023	-24.53% Jan 4, 2022 - Nov 29, 2023
#3	-21.56% Nov 26, 2012 - Dec 26, 2014	-20.65% Jan 22, 2018 - Oct 25, 2019
#4	-19.59% Dec 15, 2017 - Jul 9, 2019	-19.64% Apr 15, 2015 - Dec 15, 2016
#5	-17.70% Oct 6, 2010 - Oct 7, 2011	-15.04% Mar 19, 2025 - May 2, 2025
#6	-17.00% Aug 23, 2016 - Dec 14, 2017	-9.08% May 31, 2024 - Jan 17, 2025
#7	-10.55% Feb 28, 2012 - May 29, 2012	-8.83% Feb 25, 2026 - Apr 8, 2026
#8	-8.61% Jan 22, 2015 - Nov 2, 2015	-5.39% Nov 16, 2021 - Jan 4, 2022
#9	-6.02% Dec 28, 2015 - May 13, 2016	-4.63% Nov 12, 2025 - Dec 11, 2025
#10	-4.75% Jul 12, 2019 - Aug 21, 2019	-4.60% Sep 1, 2021 - Nov 3, 2021
#11	-4.68% Aug 6, 2012 - Sep 20, 2012	-4.46% Jul 23, 2025 - Aug 22, 2025
#12	-4.07% Nov 1, 2012 - Nov 20, 2012	-4.05% Jun 2, 2017 - Sep 20, 2017
#13	-3.99% Jul 1, 2016 - Jul 28, 2016	-4.02% Jan 2, 2020 - Feb 11, 2020
#14	-3.72% May 29, 2012 - Jul 16, 2012	-3.98% May 6, 2026 - May 26, 2026
#15	-3.47% Dec 4, 2015 - Dec 18, 2015	-3.95% Nov 1, 2017 - Jan 3, 2018

Correlation

Correlation between NUW and OPPE is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2009 - 2026)

NUW vs OPPE dividend yield comparison.

Year	NUW	OPPE
2026	2.38%	2.20%
2025	4.07%	2.95%
2024	3.89%	3.99%
2023	3.58%	3.53%
2022	3.44%	5.13%
2021	3.98%	2.39%
2020	2.85%	3.42%
2019	3.87%	3.08%
2018	5.34%	2.34%
2017	5.33%	1.46%
2016	4.72%	2.60%
2015	4.45%	4.39%
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%