BDCZ vs JDIV
Comparison between BDCZ (BDCZ, ETF) and JPMORGAN DIVIDEND LEADERS ETF (JDIV, ETF).
BDCZ vs JDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDCZ
$11M
JDIV
$11M
Expense Ratio
BDCZ
0.85%
Winner
JDIV
0.47%
Max Drawdown
BDCZ
62.33%
Winner
JDIV
13.85%
Sharpe Ratio
BDCZ
-0.77
Winner
JDIV
0.51
5Y Beta
Winner
BDCZ
0.63
JDIV
0.75
P/E Ratio
BDCZ
N/A
JDIV
23.42
Forward P/E
BDCZ
N/A
JDIV
18.48
PEG Ratio
BDCZ
N/A
JDIV
0.58
5Y Dividends CAGR
BDCZ
7.93%
JDIV
N/A
5Y EPS CAGR
BDCZ
N/A
JDIV
16.75%
Debt to Equity
BDCZ
N/A
JDIV
-47.47%
P/S Ratio
BDCZ
N/A
JDIV
3.61
P/B Ratio
BDCZ
N/A
JDIV
4.74
BDCZ vs JDIV - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDCZ
+1.59%
JDIV
+1.01%
3M
BDCZ
-2.00%
Winner
JDIV
+1.69%
6M
BDCZ
-8.93%
Winner
JDIV
+3.00%
1Y
BDCZ
-15.32%
Winner
JDIV
+8.51%
5Y(CAGR)
BDCZ
+3.72%
JDIV
N/A
10Y(CAGR)
BDCZ
+6.14%
JDIV
N/A
Max(CAGR)
BDCZ
+5.75%
Winner
JDIV
+10.04%
BDCZ vs JDIV - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | BDCZ | JDIV |
|---|---|---|
| 2026 | -7.86% | +4.94% |
| 2025 | -4.75% | +19.20% |
| 2024 | +12.06% | -5.27% |
| 2023 | +24.17% | N/A |
| 2022 | -9.45% | N/A |
| 2021 | +35.54% | N/A |
| 2020 | -11.39% | N/A |
| 2019 | +24.15% | N/A |
| 2018 | -7.79% | N/A |
| 2017 | -1.13% | N/A |
| 2016 | +23.60% | N/A |
| 2015 | -4.61% | N/A |
BDCZ vs JDIV Drawdown Comparison
The maximum drawdown for BDCZ was -55.63%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The maximum drawdown for JDIV was -13.34%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.
The current BDCZ drawdown is -16.70%. The current JDIV drawdown is -1.63%.
| Rank | BDCZ | JDIV |
|---|---|---|
| #1 | -55.63% Feb 20, 2020 - Mar 11, 2021 | -13.34% Feb 20, 2025 - May 12, 2025 |
| #2 | -23.11% Apr 20, 2022 - Jul 26, 2023 | -9.28% Feb 25, 2026 - May 6, 2026 |
| #3 | -21.09% Aug 28, 2017 - Nov 29, 2019 | -6.50% Oct 18, 2024 - Feb 20, 2025 |
| #4 | -20.81% Feb 19, 2025 - Mar 27, 2026 | -4.52% Oct 27, 2025 - Dec 11, 2025 |
| #5 | -13.10% Dec 2, 2015 - Jul 12, 2016 | -3.26% Jun 2, 2026 - Jul 6, 2026 |
| #6 | -9.11% Jun 28, 2024 - Nov 29, 2024 | -3.08% Oct 6, 2025 - Oct 27, 2025 |
| #7 | -6.36% Apr 10, 2017 - Aug 28, 2017 | -2.82% Jul 23, 2025 - Aug 13, 2025 |
| #8 | -6.20% Sep 25, 2023 - Nov 14, 2023 | -2.73% May 6, 2026 - Jun 2, 2026 |
| #9 | -5.98% Oct 9, 2015 - Dec 2, 2015 | -2.64% Dec 11, 2025 - Jan 5, 2026 |
| #10 | -5.80% Apr 29, 2021 - May 27, 2021 | -2.10% Jul 6, 2026 - Jul 20, 2026 |
| #11 | -5.75% Jan 12, 2022 - Feb 7, 2022 | -2.06% Aug 22, 2025 - Sep 15, 2025 |
| #12 | -5.36% Nov 8, 2021 - Jan 4, 2022 | -1.92% Jun 12, 2025 - Jun 24, 2025 |
| #13 | -4.64% Feb 8, 2022 - Apr 1, 2022 | -1.85% Jan 27, 2026 - Feb 6, 2026 |
| #14 | -4.19% Aug 13, 2021 - Oct 6, 2021 | -1.84% May 20, 2025 - Jun 4, 2025 |
| #15 | -4.16% Jun 14, 2021 - Aug 13, 2021 | -1.81% Jan 16, 2026 - Jan 27, 2026 |
Correlation
Correlation between BDCZ and JDIV is -0.68 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.68
-101
Dividend Comparison (2016 - 2026)
BDCZ vs JDIV dividend yield comparison.
| Year | BDCZ | JDIV |
|---|---|---|
| 2026 | 9.11% | 0.91% |
| 2025 | 10.65% | 2.15% |
| 2024 | 9.26% | 0.36% |
| 2023 | 9.13% | 0.00% |
| 2022 | 9.39% | 0.00% |
| 2021 | 7.49% | 0.00% |
| 2020 | 10.01% | 0.00% |
| 2019 | 8.40% | 0.00% |
| 2018 | 9.66% | 0.00% |
| 2017 | 8.74% | 0.00% |
| 2016 | 7.98% | 0.00% |
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