BDBT vs NUBD
Comparison between BLUEMONTE CORE BOND ETF (BDBT, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).
BDBT vs NUBD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDBT
$448M
Winner
NUBD
$450M
Expense Ratio
BDBT
0.23%
Winner
NUBD
0.12%
Max Drawdown
Winner
BDBT
3.60%
NUBD
24.85%
Sharpe Ratio
BDBT
-0.01
Winner
NUBD
0.13
5Y Beta
BDBT
0.10
Winner
NUBD
0.02
5Y Dividends CAGR
BDBT
N/A
NUBD
9.39%
BDBT vs NUBD - Historical Returns
Returns include dividend reinvestment.
1M
BDBT
-0.31%
Winner
NUBD
-0.09%
3M
BDBT
-1.22%
Winner
NUBD
-1.00%
6M
BDBT
-0.04%
Winner
NUBD
+0.18%
1Y
BDBT
+3.40%
Winner
NUBD
+4.24%
5Y(CAGR)
BDBT
N/A
NUBD
-0.11%
10Y(CAGR)
BDBT
N/A
NUBD
+1.45%
Max(CAGR)
Winner
BDBT
+3.58%
NUBD
+1.45%
BDBT vs NUBD - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | BDBT | NUBD |
|---|---|---|
| 2026 | -0.19% | -0.02% |
| 2025 | +3.68% | +6.82% |
| 2024 | N/A | +1.76% |
| 2023 | N/A | +5.01% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | -2.19% |
| 2020 | N/A | +6.94% |
| 2019 | N/A | +8.00% |
| 2018 | N/A | +0.57% |
| 2017 | N/A | +0.26% |
BDBT vs NUBD Drawdown Comparison
The maximum drawdown for BDBT was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current BDBT drawdown is -2.06%. The current NUBD drawdown is -4.15%.
| Rank | BDBT | NUBD |
|---|---|---|
| #1 | -2.88% Feb 27, 2026 - May 19, 2026 | -19.46% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -1.03% Jun 30, 2025 - Aug 1, 2025 | -7.28% Mar 9, 2020 - Apr 15, 2020 |
| #3 | -1.02% Oct 27, 2025 - Nov 26, 2025 | -2.73% Dec 15, 2017 - Dec 28, 2018 |
| #4 | -0.99% Nov 26, 2025 - Feb 10, 2026 | -1.98% Sep 4, 2019 - Oct 4, 2019 |
| #5 | -0.91% Sep 16, 2025 - Oct 13, 2025 | -1.50% Oct 4, 2019 - Jan 21, 2020 |
| #6 | -0.51% Aug 13, 2025 - Aug 22, 2025 | -0.97% Apr 16, 2020 - May 29, 2020 |
| #7 | -0.39% Aug 5, 2025 - Aug 13, 2025 | -0.69% Jun 1, 2020 - Jun 10, 2020 |
| #8 | -0.36% Aug 28, 2025 - Sep 3, 2025 | -0.67% Jul 3, 2019 - Aug 1, 2019 |
| #9 | -0.23% Feb 10, 2026 - Feb 12, 2026 | -0.63% Mar 27, 2019 - May 7, 2019 |
| #10 | -0.21% Jun 26, 2025 - Jun 30, 2025 | -0.61% Oct 16, 2017 - Dec 15, 2017 |
| #11 | -0.20% Oct 22, 2025 - Oct 27, 2025 | -0.54% Feb 3, 2020 - Feb 18, 2020 |
| #12 | -0.16% Feb 13, 2026 - Feb 23, 2026 | -0.49% Jan 3, 2019 - Jan 30, 2019 |
| #13 | -0.14% Jun 24, 2025 - Jun 26, 2025 | -0.34% Oct 3, 2017 - Oct 16, 2017 |
| #14 | -0.14% Sep 8, 2025 - Sep 10, 2025 | -0.33% Feb 26, 2019 - Mar 7, 2019 |
| #15 | -0.13% Aug 22, 2025 - Aug 26, 2025 | -0.31% Jun 15, 2020 - Jun 26, 2020 |
Correlation
Correlation between BDBT and NUBD is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2017 - 2026)
BDBT vs NUBD dividend yield comparison.
| Year | BDBT | NUBD |
|---|---|---|
| 2026 | 1.29% | 1.67% |
| 2025 | 2.21% | 3.90% |
| 2024 | 0.00% | 3.51% |
| 2023 | 0.00% | 2.99% |
| 2022 | 0.00% | 2.83% |
| 2021 | 0.00% | 2.05% |
| 2020 | 0.00% | 2.21% |
| 2019 | 0.00% | 2.66% |
| 2018 | 0.00% | 3.08% |
| 2017 | 0.00% | 0.58% |
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