StockComparison Logo
vs

NUW vs RWX

Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and STATE STREET(R) SPDR(R) DOW JONES(R) INTERNATIONAL REAL ESTATE ETF (RWX, ETF).

5-Year PerformanceNUW has outperformed RWX, delivering a return of +0.5% compared to -2.4%

NUW vs RWX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NUW
$269M
Winner
RWX
$270M
Expense Ratio
NUW
N/A
RWX
0.59%
Max Drawdown
Winner
NUW
35.85%
RWX
75.22%
Sharpe Ratio
Winner
NUW
0.63
RWX
0.22
5Y Beta
Winner
NUW
0.13
RWX
0.40
5Y Dividends CAGR
Winner
NUW
4.46%
RWX
1.01%

NUW vs RWX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NUW
+2.86%
RWX
+1.25%
3M
Winner
NUW
+0.53%
RWX
-1.13%
6M
Winner
NUW
+2.05%
RWX
+0.62%
1Y
Winner
NUW
+9.33%
RWX
+5.84%
5Y(CAGR)
Winner
NUW
+0.49%
RWX
-2.45%
10Y(CAGR)
Winner
NUW
+1.34%
RWX
+0.86%
Max(CAGR)
Winner
NUW
+4.22%
RWX
+0.68%

NUW vs RWX - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearNUWRWX
2026+1.41%-1.80%
2025+9.41%+26.72%
2024+3.29%-10.90%
2023+2.95%+5.30%
2022-15.89%-21.93%
2021+5.31%+10.57%
2020+4.40%-9.19%
2019+12.76%+19.88%
2018-9.84%-8.76%
2017+11.83%+15.39%
2016-4.32%+1.22%
2015+6.71%-3.04%
2014+20.77%+6.35%
2013-11.59%+2.94%
2012+7.03%+35.75%
2011+19.47%-15.81%
2010+2.75%+19.51%
2009+9.28%+31.88%
2008N/A-50.50%
2007N/A-7.23%
2006N/A+4.32%

NUW vs RWX Drawdown Comparison

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

The maximum drawdown for RWX was -73.65%, occurring on Mar 9, 2009. Recovery took 2694 trading sessions.

The current NUW drawdown is -1.79%. The current RWX drawdown is -12.75%.

RankNUWRWX
#1-26.42%
Aug 21, 2019 - Jun 30, 2021
-73.65%
May 7, 2007 - Jan 17, 2018
#2-22.58%
Aug 26, 2021 - Oct 25, 2023
-43.37%
Feb 14, 2020 - Jun 7, 2021
#3-21.56%
Nov 26, 2012 - Dec 26, 2014
-35.89%
Aug 5, 2021 - Oct 14, 2022
#4-19.59%
Dec 15, 2017 - Jul 9, 2019
-13.95%
Jan 26, 2018 - Sep 26, 2019
#5-17.70%
Oct 6, 2010 - Oct 7, 2011
-10.03%
Feb 23, 2007 - Apr 16, 2007
#6-17.00%
Aug 23, 2016 - Dec 14, 2017
-4.52%
Jun 10, 2021 - Aug 5, 2021
#7-10.55%
Feb 28, 2012 - May 29, 2012
-3.52%
Nov 1, 2019 - Dec 27, 2019
#8-8.61%
Jan 22, 2015 - Nov 2, 2015
-2.80%
Dec 29, 2006 - Jan 22, 2007
#9-6.02%
Dec 28, 2015 - May 13, 2016
-1.66%
Apr 16, 2007 - May 2, 2007
#10-4.75%
Jul 12, 2019 - Aug 21, 2019
-1.27%
Jan 24, 2020 - Feb 14, 2020
#11-4.68%
Aug 6, 2012 - Sep 20, 2012
-1.21%
Sep 30, 2019 - Oct 4, 2019
#12-4.07%
Nov 1, 2012 - Nov 20, 2012
-1.21%
Jan 24, 2007 - Feb 1, 2007
#13-3.99%
Jul 1, 2016 - Jul 28, 2016
-1.16%
Jan 6, 2020 - Jan 16, 2020
#14-3.72%
May 29, 2012 - Jul 16, 2012
-0.82%
Feb 7, 2007 - Feb 14, 2007
#15-3.47%
Dec 4, 2015 - Dec 18, 2015
-0.80%
Oct 21, 2019 - Nov 1, 2019

Correlation

Correlation between NUW and RWX is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (2007 - 2026)

NUW vs RWX dividend yield comparison.

YearNUWRWX
20262.04%0.69%
20254.07%3.65%
20243.89%4.32%
20233.58%3.90%
20223.44%4.05%
20213.98%4.62%
20202.85%2.92%
20193.87%8.94%
20185.34%5.28%
20175.33%2.77%
20164.72%8.74%
20154.45%2.94%
20144.62%3.43%
20135.90%4.54%
20124.28%6.58%
20115.17%4.24%
20106.00%8.69%
20093.86%4.81%
20080.00%5.66%
20070.00%3.16%

Select Stocks to Compare