BAMO vs NUDV

Comparison between Brookstone Opportunities ETF (BAMO, ETF) and NUVEEN ESG DIVIDEND ETF (NUDV, ETF).

BAMO vs NUDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BAMO(ETF)	NUDV(ETF)
Net Assets	$47M	$47M
Expense Ratio	1.06%	0.26%
Max Drawdown	12.72%	21.51%
Sharpe Ratio	1.17	1.37
5Y Beta	0.59	0.63
P/E Ratio	N/A	20.52
Forward P/E	N/A	17.04
PEG Ratio	N/A	0.42
5Y EPS CAGR	N/A	8.66%
Debt to Equity	N/A	59.42%
P/S Ratio	N/A	2.02
P/B Ratio	N/A	3.23

Net Assets

Winner

BAMO

$47M

NUDV

$47M

Expense Ratio

BAMO

1.06%

Winner

NUDV

0.26%

Max Drawdown

Winner

BAMO

12.72%

NUDV

21.51%

Sharpe Ratio

BAMO

1.17

Winner

NUDV

1.37

5Y Beta

Winner

BAMO

0.59

NUDV

0.63

P/E Ratio

BAMO

N/A

NUDV

20.52

Forward P/E

BAMO

N/A

NUDV

17.04

PEG Ratio

BAMO

N/A

NUDV

0.42

5Y EPS CAGR

BAMO

N/A

NUDV

8.66%

Debt to Equity

BAMO

N/A

NUDV

59.42%

P/S Ratio

BAMO

N/A

NUDV

2.02

P/B Ratio

BAMO

N/A

NUDV

3.23

BAMO vs NUDV - Historical Returns

Returns include dividend reinvestment.

Period	BAMO	NUDV
1 month	+0.43%	+1.65%
3 months	+4.10%	+4.29%
6 months	+5.62%	+7.93%
1 year	+12.06%	+19.18%
5 years(CAGR)	N/A	+9.73%
Max(CAGR)	+13.54%	+9.73%

BAMO

+0.43%

Winner

NUDV

+1.65%

BAMO

+4.10%

Winner

NUDV

+4.29%

BAMO

+5.62%

Winner

NUDV

+7.93%

BAMO

+12.06%

Winner

NUDV

+19.18%

5Y(CAGR)

BAMO

N/A

NUDV

+9.73%

Max(CAGR)

Winner

BAMO

+13.54%

NUDV

+9.73%

BAMO vs NUDV - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	BAMO	NUDV
2026	+5.96%	+11.28%
2025	+9.37%	+11.13%
2024	+14.92%	+13.65%
2023	+7.75%	+9.70%
2022	N/A	-7.65%
2021	N/A	+8.92%

BAMO vs NUDV Drawdown Comparison

The maximum drawdown for BAMO was -12.72%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.

The maximum drawdown for NUDV was -20.11%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.

The current BAMO drawdown is -0.56%. The current NUDV drawdown is -1.17%.

Rank	BAMO	NUDV
#1	-12.72% Feb 19, 2025 - Jul 3, 2025	-20.11% Jan 4, 2022 - Dec 14, 2023
#2	-5.85% Jul 16, 2024 - Sep 19, 2024	-16.38% Nov 29, 2024 - Oct 21, 2025
#3	-5.45% Feb 9, 2026 - Apr 16, 2026	-6.60% Feb 26, 2026 - May 22, 2026
#4	-3.47% Mar 28, 2024 - May 14, 2024	-5.99% Mar 28, 2024 - May 15, 2024
#5	-3.39% Oct 16, 2023 - Nov 6, 2023	-5.37% Jul 31, 2024 - Aug 23, 2024
#6	-2.95% Dec 4, 2024 - Jan 22, 2025	-4.49% Nov 16, 2021 - Dec 15, 2021
#7	-2.37% Jun 2, 2026 - Jul 6, 2026	-4.03% May 15, 2024 - Jul 11, 2024
#8	-2.06% Nov 12, 2025 - Nov 26, 2025	-3.50% Oct 16, 2024 - Nov 8, 2024
#9	-1.65% Oct 14, 2024 - Nov 6, 2024	-3.20% Nov 12, 2025 - Nov 25, 2025
#10	-1.62% Nov 11, 2024 - Nov 26, 2024	-2.66% Aug 30, 2024 - Sep 16, 2024
#11	-1.49% May 21, 2024 - Jun 6, 2024	-2.65% Jul 17, 2024 - Jul 30, 2024
#12	-1.48% Jan 9, 2026 - Feb 2, 2026	-2.48% Jan 8, 2024 - Feb 22, 2024
#13	-1.43% Dec 11, 2025 - Dec 24, 2025	-2.41% Oct 27, 2025 - Nov 12, 2025
#14	-1.28% Feb 2, 2026 - Feb 6, 2026	-2.13% Dec 16, 2021 - Dec 23, 2021
#15	-1.25% Dec 28, 2023 - Jan 18, 2024	-1.90% Jun 16, 2026 - Jul 2, 2026