SWP vs NCLO
Comparison between SWP GROWTH & INCOME ETF (SWP, ETF) and NUVEEN AA-BBB CLO ETF (NCLO, ETF).
SWP vs NCLO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SWP
$149M
NCLO
$148M
Expense Ratio
SWP
0.99%
Winner
NCLO
0.26%
Max Drawdown
SWP
17.14%
Winner
NCLO
3.71%
Sharpe Ratio
Winner
SWP
1.51
NCLO
0.58
5Y Beta
SWP
0.78
Winner
NCLO
0.05
P/E Ratio
SWP
25.26
NCLO
N/A
Forward P/E
SWP
20.41
NCLO
N/A
PEG Ratio
SWP
0.78
NCLO
N/A
5Y EPS CAGR
SWP
19.06%
NCLO
N/A
P/S Ratio
SWP
2.51
NCLO
N/A
P/B Ratio
SWP
4.83
NCLO
N/A
SWP vs NCLO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SWP
+1.03%
NCLO
+0.91%
3M
Winner
SWP
+4.29%
NCLO
+3.93%
6M
Winner
SWP
+5.20%
NCLO
+2.47%
1Y
Winner
SWP
+23.28%
NCLO
+5.79%
Max(CAGR)
Winner
SWP
+14.50%
NCLO
+5.78%
SWP vs NCLO - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SWP | NCLO |
|---|---|---|
| 2026 | +5.37% | +2.08% |
| 2025 | +16.94% | +6.24% |
| 2024 | +1.24% | +0.35% |
SWP vs NCLO Drawdown Comparison
The maximum drawdown for SWP was -16.40%, occurring on Apr 8, 2025. Recovery took 96 trading sessions.
The maximum drawdown for NCLO was -3.05%, occurring on Mar 4, 2026. Recovery took 42 trading sessions.
The current SWP drawdown is -1.42%. The current NCLO drawdown is -0.41%.
| Rank | SWP | NCLO |
|---|---|---|
| #1 | -16.40% Feb 11, 2025 - Jul 1, 2025 | -3.05% Feb 3, 2026 - Apr 6, 2026 |
| #2 | -9.97% Feb 10, 2026 - Apr 17, 2026 | -1.43% Mar 31, 2025 - Apr 24, 2025 |
| #3 | -5.57% Nov 29, 2024 - Jan 23, 2025 | -0.64% Apr 25, 2025 - May 2, 2025 |
| #4 | -3.54% Nov 12, 2025 - Nov 26, 2025 | -0.56% May 19, 2025 - Jun 6, 2025 |
| #5 | -3.47% Sep 22, 2025 - Oct 24, 2025 | -0.52% May 28, 2026 - May 29, 2026 |
| #6 | -2.98% Oct 18, 2024 - Nov 6, 2024 | -0.48% May 1, 2026 - May 6, 2026 |
| #7 | -2.93% Dec 10, 2025 - Jan 5, 2026 | -0.47% May 2, 2025 - May 8, 2025 |
| #8 | -2.35% Jan 16, 2026 - Feb 6, 2026 | -0.37% Apr 6, 2026 - Apr 22, 2026 |
| #9 | -2.06% May 6, 2026 - May 22, 2026 | -0.36% Jun 6, 2025 - Jun 24, 2025 |
| #10 | -2.03% Jul 25, 2025 - Aug 13, 2025 | -0.35% Mar 7, 2025 - Mar 31, 2025 |
| #11 | -1.48% Apr 20, 2026 - May 6, 2026 | -0.28% Oct 8, 2025 - Oct 13, 2025 |
| #12 | -1.48% Nov 11, 2024 - Nov 21, 2024 | -0.26% Oct 13, 2025 - Oct 20, 2025 |
| #13 | -1.42% Jun 4, 2026 - Jun 5, 2026 | -0.25% Oct 20, 2025 - Oct 30, 2025 |
| #14 | -1.29% Aug 13, 2025 - Aug 22, 2025 | -0.25% May 8, 2025 - May 12, 2025 |
| #15 | -1.24% Sep 30, 2024 - Oct 9, 2024 | -0.24% Dec 11, 2025 - Dec 18, 2025 |
Correlation
Correlation between SWP and NCLO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
SWP vs NCLO dividend yield comparison.
| Year | SWP | NCLO |
|---|---|---|
| 2026 | 2.20% | 2.18% |
| 2025 | 5.64% | 6.09% |
| 2024 | 0.44% | 0.35% |
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