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NWLG vs. IBID
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

NWLG vs. IBID - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


NWLG

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

IBID

1D
0.08%
1M
0.49%
YTD
2.46%
6M
2.57%
1Y
4.83%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

NWLG vs. IBID - Yearly Performance Comparison


2026 (YTD)202520242023
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
-10.63%13.21%29.17%14.31%
IBID
iShares iBonds Oct 2027 Term TIPS ETF
2.46%5.66%4.71%2.61%

Correlation

The correlation between NWLG and IBID is -0.21, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.21

Correlation (All Time)
Calculated using the full available price history since Sep 18, 2023

-0.04

The correlation between NWLG and IBID shifts across timeframes, from -0.21 (1 year) to -0.04 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

NWLG vs. IBID — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NWLG

IBID
IBID Risk / Return Rank: 9797
Overall Rank
IBID Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IBID Sortino Ratio Rank: 9797
Sortino Ratio Rank
IBID Omega Ratio Rank: 9797
Omega Ratio Rank
IBID Calmar Ratio Rank: 9898
Calmar Ratio Rank
IBID Martin Ratio Rank: 9696
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

NWLG vs. IBID - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG ETF (NWLG) and iShares iBonds Oct 2027 Term TIPS ETF (IBID). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

NWLG vs. IBID - Sharpe Ratio Comparison


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Sharpe Ratios by Period


NWLGIBIDDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.91

Sharpe Ratio (All Time)

Calculated using the full available price history

2.56

Drawdowns

NWLG vs. IBID - Drawdown Comparison


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Drawdown Indicators


NWLGIBIDDifference

Max Drawdown

Largest peak-to-trough decline

-1.28%

Max Drawdown (1Y)

Largest decline over 1 year

-0.36%

Current Drawdown

Current decline from peak

0.00%

Average Drawdown

Average peak-to-trough decline

-0.22%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.12%

Volatility

NWLG vs. IBID - Volatility Comparison


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Volatility by Period


NWLGIBIDDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.32%

Volatility (6M)

Calculated over the trailing 6-month period

0.80%

Volatility (1Y)

Calculated over the trailing 1-year period

1.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

2.25%

NWLG vs. IBID - Expense Ratio Comparison

NWLG has a 0.64% expense ratio, which is higher than IBID's 0.10% expense ratio.


Dividends

NWLG vs. IBID - Dividend Comparison

NWLG's dividend yield for the trailing twelve months is around 15.71%, more than IBID's 3.66% yield.


PositionTTM202520242023
IBID
iShares iBonds Oct 2027 Term TIPS ETF
3.66%4.43%4.24%0.81%
NWLG
Nuveen Winslow Large-Cap Growth ESG ETF
15.71%0.00%0.00%0.02%

Frequently Asked Questions


NWLG and IBID have a correlation of -0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, IBID is cheaper at 0.10% per year. The better choice depends on whether you care most about return, fees, risk, or income.

IBID is cheaper with a 0.10% expense ratio, compared with 0.64% for NWLG.

NWLG has the higher dividend yield at 15.71%, compared with 3.66% for IBID.

NWLG is categorized as Large Cap Growth Equities, while IBID is Inflation-Protected Bonds. They also come from different issuers: Nuveen and iShares. Their fees differ too: 0.64% for NWLG and 0.10% for IBID.

Portfolio Optimizer

Find the right allocation for NWLG and IBID

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