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NUW vs SPUU

Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and DIREXION DAILY S&P 500(R) BULL 2X SHARES (SPUU, ETF).

5-Year PerformanceSPUU has outperformed NUW, delivering a return of +18.3% compared to -0.5%

NUW vs SPUU - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NUW
$265M
SPUU
$264M
Max Drawdown
Winner
NUW
35.85%
SPUU
59.35%
Sharpe Ratio
NUW
0.40
Winner
SPUU
1.22
5Y Beta
Winner
NUW
0.14
SPUU
1.92
P/E Ratio
NUW
N/A
SPUU
26.08
Forward P/E
NUW
N/A
SPUU
21.00
PEG Ratio
NUW
N/A
SPUU
0.38
5Y Dividends CAGR
Winner
NUW
6.14%
SPUU
-12.38%
5Y EPS CAGR
NUW
N/A
SPUU
26.61%
Debt to Equity
NUW
N/A
SPUU
33.92%
P/S Ratio
NUW
N/A
SPUU
3.74
P/B Ratio
NUW
N/A
SPUU
5.59

NUW vs SPUU - Historical Returns

Returns include dividend reinvestment.

1M
NUW
-2.26%
Winner
SPUU
+4.04%
3M
NUW
+1.32%
Winner
SPUU
+5.00%
6M
NUW
-1.00%
Winner
SPUU
+20.68%
1Y
NUW
+7.08%
Winner
SPUU
+38.80%
5Y(CAGR)
NUW
-0.49%
Winner
SPUU
+18.29%
10Y(CAGR)
NUW
+0.63%
Winner
SPUU
+24.07%
Max(CAGR)
NUW
+4.07%
Winner
SPUU
+21.67%

NUW vs SPUU - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearNUWSPUU
2026-0.40%+21.61%
2025+9.41%+27.32%
2024+3.29%+46.08%
2023+2.95%+48.60%
2022-15.89%-39.31%
2021+5.31%+65.73%
2020+4.40%+19.70%
2019+12.76%+64.87%
2018-9.84%-15.82%
2017+11.83%+43.41%
2016-4.32%+25.28%
2015+6.71%-1.08%
2014+20.77%+12.35%
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 SPUU Drawdown Comparison

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

The maximum drawdown for SPUU was -59.35%, occurring on Mar 23, 2020. Recovery took 137 trading sessions.

The current NUW drawdown is -3.55%. The current SPUU drawdown is -3.17%.

RankNUWSPUU
#1-26.42%
Aug 21, 2019 - Jun 30, 2021
-59.35%
Feb 19, 2020 - Sep 2, 2020
#2-22.58%
Aug 26, 2021 - Oct 25, 2023
-46.59%
Dec 29, 2021 - Feb 22, 2024
#3-21.56%
Nov 26, 2012 - Dec 26, 2014
-36.11%
Sep 21, 2018 - Jun 20, 2019
#4-19.59%
Dec 15, 2017 - Jul 9, 2019
-35.18%
Feb 19, 2025 - Jul 3, 2025
#5-17.70%
Oct 6, 2010 - Oct 7, 2011
-26.42%
May 21, 2015 - Jul 11, 2016
#6-17.00%
Aug 23, 2016 - Dec 14, 2017
-20.78%
Jan 26, 2018 - Aug 27, 2018
#7-10.55%
Feb 28, 2012 - May 29, 2012
-18.66%
Sep 2, 2020 - Nov 16, 2020
#8-8.61%
Jan 22, 2015 - Nov 2, 2015
-18.19%
Jan 12, 2026 - Apr 15, 2026
#9-6.02%
Dec 28, 2015 - May 13, 2016
-16.82%
Jul 16, 2024 - Sep 19, 2024
#10-4.75%
Jul 12, 2019 - Aug 21, 2019
-14.36%
Sep 18, 2014 - Oct 31, 2014
#11-4.68%
Aug 6, 2012 - Sep 20, 2012
-11.81%
Jul 26, 2019 - Oct 28, 2019
#12-4.07%
Nov 1, 2012 - Nov 20, 2012
-10.80%
Mar 28, 2024 - May 15, 2024
#13-3.99%
Jul 1, 2016 - Jul 28, 2016
-10.22%
Oct 29, 2025 - Dec 24, 2025
#14-3.72%
May 29, 2012 - Jul 16, 2012
-10.20%
Sep 2, 2021 - Oct 21, 2021
#15-3.47%
Dec 4, 2015 - Dec 18, 2015
-9.48%
Dec 3, 2014 - Dec 23, 2014

Correlation

Correlation between NUW and SPUU is 0.71 which considered as a strong positive correlation - the stocks tend to move together.

0.71
-101

Dividend Comparison (2009 - 2026)

NUW vs SPUU dividend yield comparison.

YearNUWSPUU
20262.79%0.28%
20254.07%1.63%
20243.89%0.55%
20233.58%0.83%
20223.44%0.88%
20213.98%3.04%
20202.85%8.03%
20193.87%1.80%
20185.34%5.50%
20175.33%6.96%
20164.72%8.08%
20154.45%4.42%
20144.62%0.00%
20135.90%0.00%
20124.28%0.00%
20115.17%0.00%
20106.00%0.00%
20093.86%0.00%

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