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TSPX vs NUW

Comparison between TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF) and Nuveen AMT-Free Municipal Value Fund (NUW, ETF).

TSPX vs NUW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
TSPX
$272M
NUW
$271M
Expense Ratio
TSPX
1.01%
NUW
N/A
Max Drawdown
Winner
TSPX
8.14%
NUW
35.85%
Sharpe Ratio
Winner
TSPX
1.19
NUW
0.72
5Y Beta
TSPX
0.56
Winner
NUW
0.14
5Y Dividends CAGR
TSPX
N/A
NUW
6.14%

TSPX vs NUW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
TSPX
+0.47%
NUW
+0.41%
3M
Winner
TSPX
+5.16%
NUW
+0.19%
6M
Winner
TSPX
+7.69%
NUW
+2.13%
1Y
Winner
TSPX
+15.81%
NUW
+9.46%
5Y(CAGR)
TSPX
N/A
NUW
+0.49%
10Y(CAGR)
TSPX
N/A
NUW
+1.19%
Max(CAGR)
Winner
TSPX
+16.77%
NUW
+4.22%

TSPX vs NUW - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

YearTSPXNUW
2026+8.02%+1.90%
2025+15.44%+9.41%
2024N/A+3.29%
2023N/A+2.95%
2022N/A-15.89%
2021N/A+5.31%
2020N/A+4.40%
2019N/A+12.76%
2018N/A-9.84%
2017N/A+11.83%
2016N/A-4.32%
2015N/A+6.71%
2014N/A+20.77%
2013N/A-11.59%
2012N/A+7.03%
2011N/A+19.47%
2010N/A+2.75%
2009N/A+9.28%

TSPX vs NUW Drawdown Comparison

The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

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

The current TSPX drawdown is -0.90%. The current NUW drawdown is -1.32%.

RankTSPXNUW
#1-7.80%
Feb 21, 2025 - May 12, 2025
-26.42%
Aug 21, 2019 - Jun 30, 2021
#2-6.81%
Jan 28, 2026 - Apr 14, 2026
-22.58%
Aug 26, 2021 - Oct 25, 2023
#3-3.72%
Oct 28, 2025 - Dec 10, 2025
-21.56%
Nov 26, 2012 - Dec 26, 2014
#4-3.39%
Jun 2, 2026 - Jun 10, 2026
-19.59%
Dec 15, 2017 - Jul 9, 2019
#5-2.19%
Oct 8, 2025 - Oct 24, 2025
-17.70%
Oct 6, 2010 - Oct 7, 2011
#6-1.98%
Jan 12, 2026 - Jan 27, 2026
-17.00%
Aug 23, 2016 - Dec 14, 2017
#7-1.89%
May 19, 2025 - Jun 3, 2025
-10.55%
Feb 28, 2012 - May 29, 2012
#8-1.86%
Dec 11, 2025 - Dec 23, 2025
-8.61%
Jan 22, 2015 - Nov 2, 2015
#9-1.75%
Jul 28, 2025 - Aug 8, 2025
-6.02%
Dec 28, 2015 - May 13, 2016
#10-1.56%
May 14, 2026 - May 26, 2026
-4.75%
Jul 12, 2019 - Aug 21, 2019
#11-1.44%
Dec 24, 2025 - Jan 6, 2026
-4.68%
Aug 6, 2012 - Sep 20, 2012
#12-1.13%
Aug 14, 2025 - Aug 26, 2025
-4.07%
Nov 1, 2012 - Nov 20, 2012
#13-1.02%
Sep 22, 2025 - Oct 1, 2025
-3.99%
Jul 1, 2016 - Jul 28, 2016
#14-0.99%
Aug 28, 2025 - Sep 4, 2025
-3.72%
May 29, 2012 - Jul 16, 2012
#15-0.85%
Jun 12, 2025 - Jun 24, 2025
-3.47%
Dec 4, 2015 - Dec 18, 2015

Correlation

Correlation between TSPX and NUW is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (2009 - 2026)

TSPX vs NUW dividend yield comparison.

YearTSPXNUW
20260.00%2.38%
20252.15%4.07%
20240.00%3.89%
20230.00%3.58%
20220.00%3.44%
20210.00%3.98%
20200.00%2.85%
20190.00%3.87%
20180.00%5.34%
20170.00%5.33%
20160.00%4.72%
20150.00%4.45%
20140.00%4.62%
20130.00%5.90%
20120.00%4.28%
20110.00%5.17%
20100.00%6.00%
20090.00%3.86%

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