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RWX vs NUW

Comparison between STATE STREET(R) SPDR(R) DOW JONES(R) INTERNATIONAL REAL ESTATE ETF (RWX, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).

5-Year PerformanceNUW has outperformed RWX, delivering a return of +0.5% compared to -2.4%

RWX vs NUW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
RWX
$270M
NUW
$269M
Expense Ratio
RWX
0.59%
NUW
N/A
Max Drawdown
RWX
75.22%
Winner
NUW
35.85%
Sharpe Ratio
RWX
0.22
Winner
NUW
0.63
5Y Beta
RWX
0.40
Winner
NUW
0.13
5Y Dividends CAGR
RWX
1.01%
Winner
NUW
4.46%

RWX vs NUW - Historical Returns

Returns include dividend reinvestment.

1M
RWX
+1.25%
Winner
NUW
+2.86%
3M
RWX
-1.13%
Winner
NUW
+0.53%
6M
RWX
+0.62%
Winner
NUW
+2.05%
1Y
RWX
+5.84%
Winner
NUW
+9.33%
5Y(CAGR)
RWX
-2.45%
Winner
NUW
+0.49%
10Y(CAGR)
RWX
+0.86%
Winner
NUW
+1.34%
Max(CAGR)
RWX
+0.68%
Winner
NUW
+4.22%

RWX vs NUW - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

YearRWXNUW
2026-1.80%+1.41%
2025+26.72%+9.41%
2024-10.90%+3.29%
2023+5.30%+2.95%
2022-21.93%-15.89%
2021+10.57%+5.31%
2020-9.19%+4.40%
2019+19.88%+12.76%
2018-8.76%-9.84%
2017+15.39%+11.83%
2016+1.22%-4.32%
2015-3.04%+6.71%
2014+6.35%+20.77%
2013+2.94%-11.59%
2012+35.75%+7.03%
2011-15.81%+19.47%
2010+19.51%+2.75%
2009+31.88%+9.28%
2008-50.50%N/A
2007-7.23%N/A
2006+4.32%N/A

RWX vs NUW Drawdown Comparison

The maximum drawdown for RWX was -73.65%, occurring on Mar 9, 2009. Recovery took 2694 trading sessions.

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

The current RWX drawdown is -12.75%. The current NUW drawdown is -1.79%.

RankRWXNUW
#1-73.65%
May 7, 2007 - Jan 17, 2018
-26.42%
Aug 21, 2019 - Jun 30, 2021
#2-43.37%
Feb 14, 2020 - Jun 7, 2021
-22.58%
Aug 26, 2021 - Oct 25, 2023
#3-35.89%
Aug 5, 2021 - Oct 14, 2022
-21.56%
Nov 26, 2012 - Dec 26, 2014
#4-13.95%
Jan 26, 2018 - Sep 26, 2019
-19.59%
Dec 15, 2017 - Jul 9, 2019
#5-10.03%
Feb 23, 2007 - Apr 16, 2007
-17.70%
Oct 6, 2010 - Oct 7, 2011
#6-4.52%
Jun 10, 2021 - Aug 5, 2021
-17.00%
Aug 23, 2016 - Dec 14, 2017
#7-3.52%
Nov 1, 2019 - Dec 27, 2019
-10.55%
Feb 28, 2012 - May 29, 2012
#8-2.80%
Dec 29, 2006 - Jan 22, 2007
-8.61%
Jan 22, 2015 - Nov 2, 2015
#9-1.66%
Apr 16, 2007 - May 2, 2007
-6.02%
Dec 28, 2015 - May 13, 2016
#10-1.27%
Jan 24, 2020 - Feb 14, 2020
-4.75%
Jul 12, 2019 - Aug 21, 2019
#11-1.21%
Sep 30, 2019 - Oct 4, 2019
-4.68%
Aug 6, 2012 - Sep 20, 2012
#12-1.21%
Jan 24, 2007 - Feb 1, 2007
-4.07%
Nov 1, 2012 - Nov 20, 2012
#13-1.16%
Jan 6, 2020 - Jan 16, 2020
-3.99%
Jul 1, 2016 - Jul 28, 2016
#14-0.82%
Feb 7, 2007 - Feb 14, 2007
-3.72%
May 29, 2012 - Jul 16, 2012
#15-0.80%
Oct 21, 2019 - Nov 1, 2019
-3.47%
Dec 4, 2015 - Dec 18, 2015

Correlation

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

0.83
-101

Dividend Comparison (2007 - 2026)

RWX vs NUW dividend yield comparison.

YearRWXNUW
20260.69%2.04%
20253.65%4.07%
20244.32%3.89%
20233.90%3.58%
20224.05%3.44%
20214.62%3.98%
20202.92%2.85%
20198.94%3.87%
20185.28%5.34%
20172.77%5.33%
20168.74%4.72%
20152.94%4.45%
20143.43%4.62%
20134.54%5.90%
20126.58%4.28%
20114.24%5.17%
20108.69%6.00%
20094.81%3.86%
20085.66%0.00%
20073.16%0.00%

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