NUW vs TSPX
Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF).
NUW vs TSPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUW
$271M
Winner
TSPX
$272M
Expense Ratio
NUW
N/A
TSPX
1.01%
Max Drawdown
NUW
35.85%
Winner
TSPX
8.14%
Sharpe Ratio
NUW
0.72
Winner
TSPX
1.19
5Y Beta
Winner
NUW
0.14
TSPX
0.56
5Y Dividends CAGR
NUW
6.14%
TSPX
N/A
NUW vs TSPX - Historical Returns
Returns include dividend reinvestment.
1M
NUW
+0.41%
Winner
TSPX
+0.47%
3M
NUW
+0.19%
Winner
TSPX
+5.16%
6M
NUW
+2.13%
Winner
TSPX
+7.69%
1Y
NUW
+9.46%
Winner
TSPX
+15.81%
5Y(CAGR)
NUW
+0.49%
TSPX
N/A
10Y(CAGR)
NUW
+1.19%
TSPX
N/A
Max(CAGR)
NUW
+4.22%
Winner
TSPX
+16.77%
NUW vs TSPX - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | NUW | TSPX |
|---|---|---|
| 2026 | +1.90% | +8.02% |
| 2025 | +9.41% | +15.44% |
| 2024 | +3.29% | N/A |
| 2023 | +2.95% | N/A |
| 2022 | -15.89% | N/A |
| 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 TSPX Drawdown Comparison
The maximum drawdown for NUW was -26.42%, occurring on Mar 18, 2020. Recovery took 468 trading sessions.
The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current NUW drawdown is -1.32%. The current TSPX drawdown is -0.90%.
| Rank | NUW | TSPX |
|---|---|---|
| #1 | -26.42% Aug 21, 2019 - Jun 30, 2021 | -7.80% Feb 21, 2025 - May 12, 2025 |
| #2 | -22.58% Aug 26, 2021 - Oct 25, 2023 | -6.81% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -21.56% Nov 26, 2012 - Dec 26, 2014 | -3.72% Oct 28, 2025 - Dec 10, 2025 |
| #4 | -19.59% Dec 15, 2017 - Jul 9, 2019 | -3.39% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -17.70% Oct 6, 2010 - Oct 7, 2011 | -2.19% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -17.00% Aug 23, 2016 - Dec 14, 2017 | -1.98% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -10.55% Feb 28, 2012 - May 29, 2012 | -1.89% May 19, 2025 - Jun 3, 2025 |
| #8 | -8.61% Jan 22, 2015 - Nov 2, 2015 | -1.86% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -6.02% Dec 28, 2015 - May 13, 2016 | -1.75% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -4.75% Jul 12, 2019 - Aug 21, 2019 | -1.56% May 14, 2026 - May 26, 2026 |
| #11 | -4.68% Aug 6, 2012 - Sep 20, 2012 | -1.44% Dec 24, 2025 - Jan 6, 2026 |
| #12 | -4.07% Nov 1, 2012 - Nov 20, 2012 | -1.13% Aug 14, 2025 - Aug 26, 2025 |
| #13 | -3.99% Jul 1, 2016 - Jul 28, 2016 | -1.02% Sep 22, 2025 - Oct 1, 2025 |
| #14 | -3.72% May 29, 2012 - Jul 16, 2012 | -0.99% Aug 28, 2025 - Sep 4, 2025 |
| #15 | -3.47% Dec 4, 2015 - Dec 18, 2015 | -0.85% Jun 12, 2025 - Jun 24, 2025 |
Correlation
Correlation between NUW and TSPX is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2009 - 2026)
NUW vs TSPX dividend yield comparison.
| Year | NUW | TSPX |
|---|---|---|
| 2026 | 2.38% | 0.00% |
| 2025 | 4.07% | 2.15% |
| 2024 | 3.89% | 0.00% |
| 2023 | 3.58% | 0.00% |
| 2022 | 3.44% | 0.00% |
| 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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