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NVG vs CWI

Comparison between Nuveen AMT-Free Municipal Credit Income Fund (NVG, ETF) and STATE STREET(R) SPDR(R) MSCI ACWI EX-US ETF (CWI, ETF).

5-Year PerformanceCWI has outperformed NVG, delivering a return of +8.1% compared to -0.6%

NVG vs CWI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NVG
$2.70B
CWI
$2.70B
Expense Ratio
NVG
N/A
CWI
0.30%
Max Drawdown
Winner
NVG
47.81%
CWI
62.39%
Sharpe Ratio
NVG
1.02
Winner
CWI
1.36
5Y Beta
Winner
NVG
0.23
CWI
0.76
5Y Dividends CAGR
NVG
2.92%
Winner
CWI
11.50%

NVG vs CWI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NVG
+0.64%
CWI
+0.63%
3M
NVG
-0.63%
Winner
CWI
+5.74%
6M
NVG
+2.72%
Winner
CWI
+12.08%
1Y
NVG
+14.47%
Winner
CWI
+26.80%
5Y(CAGR)
NVG
-0.63%
Winner
CWI
+8.06%
10Y(CAGR)
NVG
+3.58%
Winner
CWI
+9.48%
Max(CAGR)
NVG
+5.29%
Winner
CWI
+5.31%

NVG vs CWI - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

YearNVGCWI
2026+2.32%+8.43%
2025+9.98%+32.76%
2024+9.69%+7.58%
2023+0.11%+15.05%
2022-27.85%-15.80%
2021+13.29%+8.00%
2020+6.38%+8.58%
2019+23.79%+22.09%
2018-4.20%-14.65%
2017+12.94%+25.95%
2016+5.52%+6.67%
2015+8.10%-4.94%
2014+19.22%-1.28%
2013-15.57%+12.22%
2012+8.01%+13.69%
2011+17.91%-14.44%
2010+1.39%+8.51%
2009+30.55%+35.42%
2008-10.71%-41.96%
2007-6.77%+15.36%
2006+12.48%N/A
2005+6.29%N/A
2004-0.25%N/A
2003+8.76%N/A
2002+1.41%N/A

NVG vs CWI Drawdown Comparison

The maximum drawdown for NVG was -41.66%, occurring on Oct 10, 2008. Recovery took 577 trading sessions.

The maximum drawdown for CWI was -60.77%, occurring on Mar 9, 2009. Recovery took 1668 trading sessions.

The current NVG drawdown is -7.67%. The current CWI drawdown is -4.42%.

RankNVGCWI
#1-41.66%
May 11, 2007 - Aug 25, 2009
-60.77%
Oct 31, 2007 - Jun 18, 2014
#2-40.57%
Dec 31, 2021 - Oct 25, 2023
-34.64%
Jan 26, 2018 - Nov 13, 2020
#3-26.56%
Mar 3, 2020 - Dec 3, 2020
-29.42%
Jun 14, 2021 - May 9, 2024
#4-23.03%
Nov 30, 2012 - Jan 13, 2015
-25.24%
Jul 3, 2014 - May 5, 2017
#5-16.64%
Mar 10, 2004 - Feb 3, 2005
-13.85%
Mar 19, 2025 - May 2, 2025
#6-15.58%
Aug 27, 2010 - Sep 9, 2011
-12.72%
Jul 13, 2007 - Oct 1, 2007
#7-13.96%
Aug 12, 2016 - Aug 1, 2017
-11.47%
Feb 25, 2026 - May 6, 2026
#8-11.44%
Jun 17, 2003 - Jan 12, 2004
-9.50%
Sep 26, 2024 - Mar 17, 2025
#9-10.73%
Jan 8, 2018 - Mar 4, 2019
-8.03%
Jul 12, 2024 - Aug 23, 2024
#10-8.56%
Oct 7, 2002 - Mar 11, 2003
-7.91%
Feb 26, 2007 - Apr 3, 2007
#11-8.50%
Feb 3, 2005 - May 31, 2005
-4.96%
Nov 12, 2025 - Dec 10, 2025
#12-7.72%
Sep 1, 2021 - Dec 31, 2021
-4.92%
Feb 16, 2021 - Apr 15, 2021
#13-6.58%
Feb 8, 2012 - May 11, 2012
-4.58%
Jan 21, 2021 - Feb 9, 2021
#14-6.50%
Feb 2, 2015 - Dec 11, 2015
-4.42%
Jun 2, 2026 - Jun 5, 2026
#15-6.41%
Apr 28, 2006 - Jul 31, 2006
-4.21%
Jul 23, 2025 - Aug 13, 2025

Correlation

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

0.83
-101

Dividend Comparison (2002 - 2026)

NVG vs CWI dividend yield comparison.

YearNVGCWI
20263.14%1.21%
20257.49%2.97%
20246.74%2.89%
20234.45%2.80%
20226.18%3.17%
20214.69%2.65%
20205.24%2.07%
20194.94%3.05%
20186.07%2.81%
20175.67%2.29%
20166.17%2.45%
20155.46%2.62%
20145.84%3.21%
20135.71%2.69%
20126.13%3.15%
20115.99%2.98%
20106.20%2.31%
20095.24%2.20%
20086.11%2.17%
20075.44%2.01%
20065.59%0.00%
20056.18%0.00%
20047.45%0.00%
20036.59%0.00%
20022.26%0.00%

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