OPPE vs NUW

Comparison between WISDOMTREE EUROPEAN OPPORTUNITIES FUND (OPPE, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).

5-Year PerformanceOPPE has outperformed NUW, delivering a return of +14.4% compared to +0.5%

OPPE vs NUW - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	OPPE(ETF)	NUW(ETF)
Net Assets	$270M	$271M
Expense Ratio	0.58%	N/A
Max Drawdown	39.28%	35.85%
Sharpe Ratio	1.39	0.72
5Y Beta	0.73	0.14
5Y Dividends CAGR	16.00%	6.14%

Net Assets

OPPE

$270M

Winner

NUW

$271M

Expense Ratio

OPPE

0.58%

NUW

N/A

Max Drawdown

OPPE

39.28%

Winner

NUW

35.85%

Sharpe Ratio

Winner

OPPE

1.39

NUW

0.72

5Y Beta

OPPE

0.73

Winner

NUW

0.14

5Y Dividends CAGR

Winner

OPPE

16.00%

NUW

6.14%

OPPE vs NUW - Historical Returns

Returns include dividend reinvestment.

Period	OPPE	NUW
1 month	+2.51%	+0.41%
3 months	+4.30%	+0.19%
6 months	+11.31%	+2.13%
1 year	+25.28%	+9.46%
5 years(CAGR)	+14.42%	+0.49%
10 years(CAGR)	+12.89%	+1.19%
Max(CAGR)	+11.26%	+4.22%

Winner

OPPE

+2.51%

NUW

+0.41%

Winner

OPPE

+4.30%

NUW

+0.19%

Winner

OPPE

+11.31%

NUW

+2.13%

Winner

OPPE

+25.28%

NUW

+9.46%

5Y(CAGR)

Winner

OPPE

+14.42%

NUW

+0.49%

10Y(CAGR)

Winner

OPPE

+12.89%

NUW

+1.19%

Max(CAGR)

Winner

OPPE

+11.26%

NUW

+4.22%

OPPE vs NUW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	OPPE	NUW
2026	+13.32%	+1.90%
2025	+38.89%	+9.41%
2024	+10.81%	+3.29%
2023	+16.70%	+2.95%
2022	-12.53%	-15.89%
2021	+22.02%	+5.31%
2020	-4.54%	+4.40%
2019	+27.80%	+12.76%
2018	-13.84%	-9.84%
2017	+19.54%	+11.83%
2016	+8.87%	-4.32%
2015	+2.14%	+6.71%
2014	N/A	+20.77%
2013	N/A	-11.59%
2012	N/A	+7.03%
2011	N/A	+19.47%
2010	N/A	+2.75%
2009	N/A	+9.28%

OPPE vs NUW Drawdown Comparison

The maximum drawdown for OPPE was -39.28%, occurring on Mar 18, 2020. Recovery took 249 trading sessions.

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

The current NUW drawdown is -1.32%.

Rank	OPPE	NUW
#1	-39.28% Feb 19, 2020 - Feb 12, 2021	-26.42% Aug 21, 2019 - Jun 30, 2021
#2	-24.53% Jan 4, 2022 - Nov 29, 2023	-22.58% Aug 26, 2021 - Oct 25, 2023
#3	-20.65% Jan 22, 2018 - Oct 25, 2019	-21.56% Nov 26, 2012 - Dec 26, 2014
#4	-19.64% Apr 15, 2015 - Dec 15, 2016	-19.59% Dec 15, 2017 - Jul 9, 2019
#5	-15.04% Mar 19, 2025 - May 2, 2025	-17.70% Oct 6, 2010 - Oct 7, 2011
#6	-9.08% May 31, 2024 - Jan 17, 2025	-17.00% Aug 23, 2016 - Dec 14, 2017
#7	-8.83% Feb 25, 2026 - Apr 8, 2026	-10.55% Feb 28, 2012 - May 29, 2012
#8	-5.39% Nov 16, 2021 - Jan 4, 2022	-8.61% Jan 22, 2015 - Nov 2, 2015
#9	-4.63% Nov 12, 2025 - Dec 11, 2025	-6.02% Dec 28, 2015 - May 13, 2016
#10	-4.60% Sep 1, 2021 - Nov 3, 2021	-4.75% Jul 12, 2019 - Aug 21, 2019
#11	-4.46% Jul 23, 2025 - Aug 22, 2025	-4.68% Aug 6, 2012 - Sep 20, 2012
#12	-4.05% Jun 2, 2017 - Sep 20, 2017	-4.07% Nov 1, 2012 - Nov 20, 2012
#13	-4.02% Jan 2, 2020 - Feb 11, 2020	-3.99% Jul 1, 2016 - Jul 28, 2016
#14	-3.98% May 6, 2026 - May 26, 2026	-3.72% May 29, 2012 - Jul 16, 2012
#15	-3.95% Nov 1, 2017 - Jan 3, 2018	-3.47% Dec 4, 2015 - Dec 18, 2015

Correlation

Correlation between OPPE and NUW is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2009 - 2026)

OPPE vs NUW dividend yield comparison.

Year	OPPE	NUW
2026	2.20%	2.38%
2025	2.95%	4.07%
2024	3.99%	3.89%
2023	3.53%	3.58%
2022	5.13%	3.44%
2021	2.39%	3.98%
2020	3.42%	2.85%
2019	3.08%	3.87%
2018	2.34%	5.34%
2017	1.46%	5.33%
2016	2.60%	4.72%
2015	4.39%	4.45%
2014	0.00%	4.62%
2013	0.00%	5.90%
2012	0.00%	4.28%
2011	0.00%	5.17%
2010	0.00%	6.00%
2009	0.00%	3.86%