BAMY vs NUDV
Comparison between Brookstone Yield ETF (BAMY, ETF) and NUVEEN ESG DIVIDEND ETF (NUDV, ETF).
BAMY vs NUDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BAMY
$46M
NUDV
$45M
Expense Ratio
BAMY
1.46%
Winner
NUDV
0.26%
Max Drawdown
Winner
BAMY
8.42%
NUDV
21.51%
Sharpe Ratio
BAMY
1.35
Winner
NUDV
1.46
5Y Beta
Winner
BAMY
0.31
NUDV
0.64
P/E Ratio
BAMY
N/A
NUDV
21.45
Forward P/E
BAMY
N/A
NUDV
17.41
PEG Ratio
BAMY
N/A
NUDV
0.54
5Y EPS CAGR
BAMY
N/A
NUDV
9.14%
Debt to Equity
BAMY
N/A
NUDV
63.03%
P/S Ratio
BAMY
N/A
NUDV
1.99
P/B Ratio
BAMY
N/A
NUDV
3.28
BAMY vs NUDV - Historical Returns
Returns include dividend reinvestment.
1M
BAMY
+0.54%
Winner
NUDV
+2.77%
3M
BAMY
+2.13%
Winner
NUDV
+7.70%
6M
BAMY
+1.99%
Winner
NUDV
+11.10%
1Y
BAMY
+10.17%
Winner
NUDV
+19.56%
5Y(CAGR)
BAMY
N/A
NUDV
+9.88%
Max(CAGR)
Winner
BAMY
+11.19%
NUDV
+9.88%
BAMY vs NUDV - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | BAMY | NUDV |
|---|---|---|
| 2026 | +1.39% | +10.86% |
| 2025 | +12.90% | +11.13% |
| 2024 | +10.93% | +13.65% |
| 2023 | +5.20% | +9.70% |
| 2022 | N/A | -7.65% |
| 2021 | N/A | +8.92% |
BAMY vs NUDV Drawdown Comparison
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The maximum drawdown for NUDV was -20.11%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
| Rank | BAMY | NUDV |
|---|---|---|
| #1 | -6.03% Feb 19, 2025 - May 8, 2025 | -20.11% Jan 4, 2022 - Dec 14, 2023 |
| #2 | -4.41% Oct 11, 2023 - Nov 10, 2023 | -16.38% Nov 29, 2024 - Oct 21, 2025 |
| #3 | -3.88% Mar 28, 2024 - Jun 26, 2024 | -6.60% Feb 26, 2026 - May 22, 2026 |
| #4 | -3.69% Jul 16, 2024 - Aug 23, 2024 | -5.99% Mar 28, 2024 - May 15, 2024 |
| #5 | -2.48% Feb 20, 2026 - Apr 14, 2026 | -5.37% Jul 31, 2024 - Aug 23, 2024 |
| #6 | -1.77% Sep 28, 2023 - Oct 9, 2023 | -4.49% Nov 16, 2021 - Dec 15, 2021 |
| #7 | -1.60% Nov 11, 2025 - Nov 25, 2025 | -4.03% May 15, 2024 - Jul 11, 2024 |
| #8 | -1.56% Oct 8, 2025 - Oct 20, 2025 | -3.50% Oct 16, 2024 - Nov 8, 2024 |
| #9 | -1.37% Dec 16, 2024 - Jan 21, 2025 | -3.20% Nov 12, 2025 - Nov 25, 2025 |
| #10 | -1.13% Apr 17, 2026 - May 29, 2026 | -2.66% Aug 30, 2024 - Sep 16, 2024 |
| #11 | -1.13% Jul 28, 2025 - Aug 8, 2025 | -2.65% Jul 17, 2024 - Jul 30, 2024 |
| #12 | -1.05% Dec 28, 2023 - Jan 11, 2024 | -2.48% Jan 8, 2024 - Feb 22, 2024 |
| #13 | -1.03% May 19, 2025 - May 27, 2025 | -2.41% Oct 27, 2025 - Nov 12, 2025 |
| #14 | -0.99% Aug 30, 2024 - Sep 11, 2024 | -2.13% Dec 16, 2021 - Dec 23, 2021 |
| #15 | -0.84% Aug 14, 2025 - Aug 22, 2025 | -1.84% Nov 11, 2024 - Nov 22, 2024 |
Correlation
Correlation between BAMY and NUDV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
BAMY vs NUDV dividend yield comparison.
| Year | BAMY | NUDV |
|---|---|---|
| 2026 | 2.67% | 0.54% |
| 2025 | 7.16% | 2.36% |
| 2024 | 8.20% | 6.18% |
| 2023 | 1.96% | 2.48% |
| 2022 | 0.00% | 2.96% |
| 2021 | 0.00% | 0.60% |
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