SWP vs NAZ

Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and Nuveen Arizona Quality Municipal Income Fund (NAZ, ETF).

SWP vs NAZ - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SWP(ETF)	NAZ(ETF)
Net Assets	$149M	$149M
Expense Ratio	0.99%	N/A
Max Drawdown	17.14%	48.77%
Sharpe Ratio	1.51	1.55
5Y Beta	0.78	0.11
P/E Ratio	25.26	N/A
Forward P/E	20.41	N/A
PEG Ratio	0.78	N/A
5Y Dividends CAGR	N/A	8.31%
5Y EPS CAGR	19.06%	N/A
P/S Ratio	2.51	N/A
P/B Ratio	4.83	N/A

Net Assets

SWP

$149M

Winner

NAZ

$149M

Expense Ratio

SWP

0.99%

NAZ

N/A

Max Drawdown

Winner

SWP

17.14%

NAZ

48.77%

Sharpe Ratio

SWP

1.51

Winner

NAZ

1.55

5Y Beta

SWP

0.78

Winner

NAZ

0.11

P/E Ratio

SWP

25.26

NAZ

N/A

Forward P/E

SWP

20.41

NAZ

N/A

PEG Ratio

SWP

0.78

NAZ

N/A

5Y Dividends CAGR

SWP

N/A

NAZ

8.31%

5Y EPS CAGR

SWP

19.06%

NAZ

N/A

P/S Ratio

SWP

2.51

NAZ

N/A

P/B Ratio

SWP

4.83

NAZ

N/A

SWP vs NAZ - Historical Returns

Returns include dividend reinvestment.

Period	SWP	NAZ
1 month	+1.03%	+5.62%
3 months	+4.29%	+10.28%
6 months	+5.20%	+14.48%
1 year	+23.28%	+23.28%
5 years(CAGR)	N/A	+1.53%
10 years(CAGR)	N/A	+2.93%
Max(CAGR)	+14.50%	+4.54%

SWP

+1.03%

Winner

NAZ

+5.62%

SWP

+4.29%

Winner

NAZ

+10.28%

SWP

+5.20%

Winner

NAZ

+14.48%

Winner

SWP

+23.28%

NAZ

+23.28%

5Y(CAGR)

SWP

N/A

NAZ

+1.53%

10Y(CAGR)

SWP

N/A

NAZ

+2.93%

Max(CAGR)

Winner

SWP

+14.50%

NAZ

+4.54%

SWP vs NAZ - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SWP	NAZ
2026	+5.37%	+15.00%
2025	+16.94%	+11.54%
2024	+1.24%	+12.88%
2023	N/A	-1.90%
2022	N/A	-27.11%
2021	N/A	+5.02%
2020	N/A	+22.04%
2019	N/A	+16.46%
2018	N/A	-12.82%
2017	N/A	+5.58%
2016	N/A	-3.17%
2015	N/A	+11.35%
2014	N/A	+25.72%
2013	N/A	-16.80%
2012	N/A	+14.38%
2011	N/A	+17.63%
2010	N/A	+3.58%
2009	N/A	+40.86%
2008	N/A	-22.86%
2007	N/A	-4.82%
2006	N/A	-0.29%
2005	N/A	-0.39%
2004	N/A	+0.02%
2003	N/A	+11.61%
2002	N/A	+0.75%
2001	N/A	+6.83%
2000	N/A	+15.21%
1999	N/A	-9.75%

SWP vs NAZ Drawdown Comparison

The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.

The maximum drawdown for NAZ was -38.28%, occurring on Oct 25, 2023. Recovery took 1109 trading sessions.

The current SWP drawdown is -1.42%.

Rank	SWP	NAZ
#1	-16.40% Feb 11, 2025 - Jul 1, 2025	-38.28% Nov 9, 2021 - Apr 14, 2026
#2	-9.97% Feb 10, 2026 - Apr 17, 2026	-34.81% Apr 1, 2004 - Sep 22, 2009
#3	-5.57% Nov 29, 2024 - Jan 23, 2025	-28.08% Jul 6, 2016 - Sep 1, 2020
#4	-3.54% Nov 12, 2025 - Nov 26, 2025	-27.21% Jan 28, 2013 - Jan 28, 2015
#5	-3.47% Sep 22, 2025 - Oct 24, 2025	-20.06% Oct 29, 2010 - Dec 30, 2011
#6	-2.98% Oct 18, 2024 - Nov 6, 2024	-13.78% Jul 11, 2002 - Jun 12, 2003
#7	-2.93% Dec 10, 2025 - Jan 5, 2026	-13.30% Jul 15, 2003 - Feb 2, 2004
#8	-2.35% Jan 16, 2026 - Feb 6, 2026	-11.33% Nov 4, 1999 - Dec 11, 2000
#9	-2.06% May 6, 2026 - May 22, 2026	-6.87% Jan 14, 2010 - Aug 12, 2010
#10	-2.03% Jul 25, 2025 - Aug 13, 2025	-6.81% Dec 4, 2020 - May 28, 2021
#11	-1.48% Apr 20, 2026 - May 6, 2026	-5.89% Oct 6, 2009 - Jan 6, 2010
#12	-1.48% Nov 11, 2024 - Nov 21, 2024	-4.81% Mar 5, 2002 - Apr 23, 2002
#13	-1.42% Jun 4, 2026 - Jun 5, 2026	-4.69% Oct 3, 2012 - Jan 9, 2013
#14	-1.29% Aug 13, 2025 - Aug 22, 2025	-4.65% Feb 2, 2015 - Apr 17, 2015
#15	-1.24% Sep 30, 2024 - Oct 9, 2024	-4.64% Mar 13, 2012 - Mar 21, 2012

Correlation

Correlation between SWP and NAZ is 0.85 which considered as a strong positive correlation - the stocks tend to move together.

0.85

-101

Dividend Comparison (2000 - 2026)

SWP vs NAZ dividend yield comparison.

Year	SWP	NAZ
2026	2.20%	2.46%
2025	5.64%	7.09%
2024	0.44%	6.20%
2023	0.00%	3.63%
2022	0.00%	5.01%
2021	0.00%	3.75%
2020	0.00%	3.52%
2019	0.00%	3.82%
2018	0.00%	4.52%
2017	0.00%	4.65%
2016	0.00%	5.53%
2015	0.00%	5.25%
2014	0.00%	5.53%
2013	0.00%	6.35%
2012	0.00%	5.01%
2011	0.00%	5.35%
2010	0.00%	5.76%
2009	0.00%	5.11%
2008	0.00%	6.72%
2007	0.00%	4.90%
2006	0.00%	4.62%
2005	0.00%	5.41%
2004	0.00%	5.95%
2003	0.00%	5.68%
2002	0.00%	5.93%
2001	0.00%	5.35%
2000	0.00%	2.21%