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NUW vs XCCC

Comparison between Nuveen AMT-Free Municipal Value Fund (NUW, ETF) and BONDBLOXX CCC RATED USD HIGH YIELD CORPORATE BOND ETF (XCCC, ETF).

NUW vs XCCC - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NUW
$265M
XCCC
$264M
Expense Ratio
NUW
N/A
XCCC
0.40%
Max Drawdown
NUW
35.85%
Winner
XCCC
17.35%
Sharpe Ratio
Winner
NUW
0.40
XCCC
-0.30
5Y Beta
Winner
NUW
0.14
XCCC
0.36
5Y Dividends CAGR
NUW
6.14%
XCCC
N/A

NUW vs XCCC - Historical Returns

Returns include dividend reinvestment.

1M
NUW
-2.26%
Winner
XCCC
-0.04%
3M
Winner
NUW
+1.32%
XCCC
-0.05%
6M
NUW
-1.00%
Winner
XCCC
+0.11%
1Y
Winner
NUW
+7.08%
XCCC
+2.39%
5Y(CAGR)
NUW
-0.49%
Winner
XCCC
+7.87%
10Y(CAGR)
NUW
+0.63%
XCCC
N/A
Max(CAGR)
NUW
+4.07%
Winner
XCCC
+7.87%

NUW vs XCCC - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearNUWXCCC
2026-0.40%-0.33%
2025+9.41%+6.96%
2024+3.29%+14.08%
2023+2.95%+20.20%
2022-15.89%-5.37%
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 XCCC Drawdown Comparison

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

The maximum drawdown for XCCC was -11.00%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.

The current NUW drawdown is -3.55%. The current XCCC drawdown is -1.31%.

RankNUWXCCC
#1-26.42%
Aug 21, 2019 - Jun 30, 2021
-11.00%
Feb 26, 2025 - Jun 20, 2025
#2-22.58%
Aug 26, 2021 - Oct 25, 2023
-9.98%
Aug 15, 2022 - Feb 2, 2023
#3-21.56%
Nov 26, 2012 - Dec 26, 2014
-8.62%
Jun 2, 2022 - Aug 11, 2022
#4-19.59%
Dec 15, 2017 - Jul 9, 2019
-5.42%
Feb 2, 2023 - Jun 8, 2023
#5-17.70%
Oct 6, 2010 - Oct 7, 2011
-5.12%
Jan 22, 2026 - Mar 27, 2026
#6-17.00%
Aug 23, 2016 - Dec 14, 2017
-4.82%
Sep 14, 2023 - Nov 29, 2023
#7-10.55%
Feb 28, 2012 - May 29, 2012
-3.78%
Mar 20, 2024 - Jul 16, 2024
#8-8.61%
Jan 22, 2015 - Nov 2, 2015
-2.55%
Jul 31, 2024 - Aug 14, 2024
#9-6.02%
Dec 28, 2015 - May 13, 2016
-2.14%
Sep 22, 2025 - Jan 5, 2026
#10-4.75%
Jul 12, 2019 - Aug 21, 2019
-1.86%
Dec 27, 2023 - Feb 23, 2024
#11-4.68%
Aug 6, 2012 - Sep 20, 2012
-1.79%
Dec 11, 2024 - Jan 6, 2025
#12-4.07%
Nov 1, 2012 - Nov 20, 2012
-1.41%
Jul 31, 2023 - Aug 14, 2023
#13-3.99%
Jul 1, 2016 - Jul 28, 2016
-1.17%
Jan 6, 2025 - Jan 21, 2025
#14-3.72%
May 29, 2012 - Jul 16, 2012
-1.13%
Jun 15, 2023 - Jun 30, 2023
#15-3.47%
Dec 4, 2015 - Dec 18, 2015
-1.02%
Jun 30, 2023 - Jul 12, 2023

Correlation

Correlation between NUW and XCCC is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91
-101

Dividend Comparison (2009 - 2026)

NUW vs XCCC dividend yield comparison.

YearNUWXCCC
20262.79%5.93%
20254.07%10.06%
20243.89%10.68%
20233.58%12.05%
20223.44%7.64%
20213.98%0.00%
20202.85%0.00%
20193.87%0.00%
20185.34%0.00%
20175.33%0.00%
20164.72%0.00%
20154.45%0.00%
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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