BBMC vs NUV

Comparison between JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF) and Nuveen Municipal Value Fund Inc (NUV, ETF).

5-Year PerformanceBBMC has outperformed NUV, delivering a return of +7.7% compared to -0.4%

BBMC vs NUV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BBMC(ETF)	NUV(ETF)
Net Assets	$1.90B	$1.90B
Expense Ratio	0.07%	N/A
Max Drawdown	30.54%	33.92%
Sharpe Ratio	1.70	0.99
5Y Beta	1.03	0.12
P/E Ratio	32.42	N/A
Forward P/E	17.30	N/A
5Y Dividends CAGR	20.05%	2.58%
5Y EPS CAGR	10.04%	N/A
Debt to Equity	40.30%	N/A
P/S Ratio	1.71	N/A
P/B Ratio	2.71	N/A

Net Assets

BBMC

$1.90B

NUV

$1.90B

Expense Ratio

BBMC

0.07%

NUV

N/A

Max Drawdown

Winner

BBMC

30.54%

NUV

33.92%

Sharpe Ratio

Winner

BBMC

1.70

NUV

0.99

5Y Beta

BBMC

1.03

Winner

NUV

0.12

P/E Ratio

BBMC

32.42

NUV

N/A

Forward P/E

BBMC

17.30

NUV

N/A

5Y Dividends CAGR

Winner

BBMC

20.05%

NUV

2.58%

5Y EPS CAGR

BBMC

10.04%

NUV

N/A

Debt to Equity

BBMC

40.30%

NUV

N/A

P/S Ratio

BBMC

1.71

NUV

N/A

P/B Ratio

BBMC

2.71

NUV

N/A

BBMC vs NUV - Historical Returns

Returns include dividend reinvestment.

Period	BBMC	NUV
1 month	+6.10%	+0.68%
3 months	+4.81%	+1.51%
6 months	+16.71%	+3.51%
1 year	+33.94%	+10.70%
5 years(CAGR)	+7.74%	-0.43%
10 years(CAGR)	N/A	+2.55%
Max(CAGR)	+17.48%	+4.84%

Winner

BBMC

+6.10%

NUV

+0.68%

Winner

BBMC

+4.81%

NUV

+1.51%

Winner

BBMC

+16.71%

NUV

+3.51%

Winner

BBMC

+33.94%

NUV

+10.70%

5Y(CAGR)

Winner

BBMC

+7.74%

NUV

-0.43%

10Y(CAGR)

BBMC

N/A

NUV

+2.55%

Max(CAGR)

Winner

BBMC

+17.48%

NUV

+4.84%

BBMC vs NUV - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BBMC	NUV
2026	+12.01%	+2.88%
2025	+12.44%	+9.25%
2024	+15.88%	+3.56%
2023	+19.07%	+2.79%
2022	-20.05%	-13.94%
2021	+19.73%	-3.67%
2020	+61.97%	+7.81%
2019	N/A	+17.97%
2018	N/A	-4.83%
2017	N/A	+10.10%
2016	N/A	-2.44%
2015	N/A	+9.91%
2014	N/A	+11.31%
2013	N/A	-8.62%
2012	N/A	+8.82%
2011	N/A	+13.18%
2010	N/A	-0.41%
2009	N/A	+11.52%
2008	N/A	-2.97%
2007	N/A	-4.18%
2006	N/A	+12.63%
2005	N/A	+11.40%
2004	N/A	+4.76%
2003	N/A	+6.25%
2002	N/A	+6.99%
2001	N/A	+9.72%
2000	N/A	+14.20%
1999	N/A	-8.03%

BBMC vs NUV Drawdown Comparison

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current BBMC drawdown is -0.81%. The current NUV drawdown is -6.46%.

Rank	BBMC	NUV
#1	-30.12% Nov 8, 2021 - Sep 19, 2024	-28.29% Aug 11, 2021 - Oct 26, 2023
#2	-24.18% Nov 25, 2024 - Aug 28, 2025	-23.00% Feb 25, 2020 - Oct 20, 2020
#3	-9.94% Jun 8, 2020 - Aug 5, 2020	-20.55% May 19, 2008 - Sep 9, 2009
#4	-9.75% Feb 26, 2026 - Apr 16, 2026	-14.71% Dec 6, 2012 - Jan 5, 2015
#5	-7.55% Sep 2, 2020 - Oct 5, 2020	-12.54% Jul 7, 2016 - Sep 14, 2017
#6	-7.21% Apr 29, 2020 - May 20, 2020	-11.19% Sep 28, 2010 - Sep 21, 2011
#7	-7.05% Apr 27, 2021 - Jun 25, 2021	-9.77% Mar 17, 2004 - Oct 29, 2004
#8	-6.71% Mar 15, 2021 - Apr 16, 2021	-9.49% Nov 1, 1999 - Jul 7, 2000
#9	-6.62% Jun 25, 2021 - Aug 27, 2021	-9.15% Mar 13, 2007 - Apr 1, 2008
#10	-6.45% Oct 27, 2025 - Nov 28, 2025	-8.45% Sep 14, 2017 - Mar 21, 2019
#11	-6.27% Feb 12, 2021 - Mar 12, 2021	-7.42% Feb 2, 2015 - Oct 23, 2015
#12	-6.13% Oct 12, 2020 - Nov 5, 2020	-6.81% Feb 9, 2021 - Jul 2, 2021
#13	-5.49% Jan 20, 2021 - Feb 5, 2021	-6.78% Aug 30, 2001 - Nov 8, 2001
#14	-4.82% Sep 2, 2021 - Oct 19, 2021	-6.27% Oct 1, 2002 - Mar 6, 2003
#15	-4.15% Apr 17, 2020 - Apr 27, 2020	-6.19% Mar 7, 2012 - Apr 30, 2012

Correlation

Correlation between BBMC and NUV is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2000 - 2026)

BBMC vs NUV dividend yield comparison.

Year	BBMC	NUV
2026	0.19%	1.41%
2025	1.25%	4.30%
2024	1.31%	4.16%
2023	1.36%	3.94%
2022	1.48%	3.91%
2021	0.87%	3.41%
2020	0.69%	3.35%
2019	0.00%	3.48%
2018	0.00%	4.01%
2017	0.00%	3.99%
2016	0.00%	4.10%
2015	0.00%	3.95%
2014	0.00%	4.44%
2013	0.00%	4.97%
2012	0.00%	4.16%
2011	0.00%	5.04%
2010	0.00%	5.33%
2009	0.00%	4.50%
2008	0.00%	5.46%
2007	0.00%	5.34%
2006	0.00%	4.75%
2005	0.00%	5.06%
2004	0.00%	5.82%
2003	0.00%	5.60%
2002	0.00%	5.73%
2001	0.00%	5.62%
2000	0.00%	2.70%