BDIV vs STAX
Comparison between AAM BRENTVIEW DIVIDEND GROWTH ETF (BDIV, ETF) and MACQUARIE TAX-FREE USA SHORT TERM ETF (STAX, ETF).
BDIV vs STAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BDIV
$6.30M
STAX
$6.30M
Expense Ratio
BDIV
0.49%
Winner
STAX
0.29%
Max Drawdown
BDIV
15.15%
Winner
STAX
2.09%
Sharpe Ratio
Winner
BDIV
1.56
STAX
0.38
5Y Beta
BDIV
0.71
Winner
STAX
-0.00
P/E Ratio
BDIV
26.53
STAX
N/A
Forward P/E
BDIV
22.45
STAX
N/A
PEG Ratio
BDIV
0.74
STAX
N/A
5Y EPS CAGR
BDIV
22.46%
STAX
N/A
Debt to Equity
BDIV
46.49%
STAX
N/A
P/S Ratio
BDIV
3.16
STAX
N/A
P/B Ratio
BDIV
5.83
STAX
N/A
BDIV vs STAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BDIV
+0.32%
STAX
+0.30%
3M
Winner
BDIV
+3.62%
STAX
+0.06%
6M
Winner
BDIV
+6.76%
STAX
+1.47%
1Y
Winner
BDIV
+20.33%
STAX
+3.95%
Max(CAGR)
Winner
BDIV
+15.59%
STAX
+3.70%
BDIV vs STAX - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | BDIV | STAX |
|---|---|---|
| 2026 | +6.29% | +1.06% |
| 2025 | +18.73% | +4.06% |
| 2024 | +3.15% | +2.58% |
| 2023 | N/A | +1.45% |
BDIV vs STAX Drawdown Comparison
The maximum drawdown for BDIV was -14.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The maximum drawdown for STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current BDIV drawdown is -0.95%. The current STAX drawdown is -0.22%.
| Rank | BDIV | STAX |
|---|---|---|
| #1 | -14.98% Feb 19, 2025 - Jun 26, 2025 | -1.42% Apr 4, 2025 - Jun 5, 2025 |
| #2 | -7.01% Feb 25, 2026 - Apr 23, 2026 | -1.05% Feb 27, 2026 - Mar 24, 2026 |
| #3 | -6.38% Nov 29, 2024 - Feb 11, 2025 | -0.86% Mar 20, 2024 - Jun 14, 2024 |
| #4 | -4.58% Jul 31, 2024 - Aug 15, 2024 | -0.65% Sep 27, 2024 - Nov 25, 2024 |
| #5 | -3.64% Oct 27, 2025 - Nov 26, 2025 | -0.55% Dec 6, 2024 - Jan 27, 2025 |
| #6 | -3.54% Oct 18, 2024 - Nov 8, 2024 | -0.55% Dec 27, 2023 - Feb 1, 2024 |
| #7 | -3.08% Aug 30, 2024 - Sep 13, 2024 | -0.51% Feb 28, 2025 - Apr 3, 2025 |
| #8 | -2.50% Nov 28, 2025 - Jan 6, 2026 | -0.44% Feb 1, 2024 - Mar 5, 2024 |
| #9 | -2.30% Jul 25, 2025 - Aug 12, 2025 | -0.42% Sep 16, 2025 - Dec 18, 2025 |
| #10 | -1.74% Oct 6, 2025 - Oct 15, 2025 | -0.18% Feb 10, 2025 - Feb 21, 2025 |
| #11 | -1.68% Jan 12, 2026 - Feb 2, 2026 | -0.17% Jun 25, 2024 - Jul 3, 2024 |
| #12 | -1.49% Nov 8, 2024 - Nov 22, 2024 | -0.15% Aug 2, 2024 - Aug 14, 2024 |
| #13 | -1.45% Sep 30, 2024 - Oct 9, 2024 | -0.13% Mar 13, 2024 - Mar 20, 2024 |
| #14 | -1.13% Jul 3, 2025 - Jul 23, 2025 | -0.08% Aug 14, 2024 - Aug 20, 2024 |
| #15 | -1.10% May 26, 2026 - Jun 1, 2026 | -0.08% Aug 29, 2025 - Sep 4, 2025 |
Correlation
Correlation between BDIV and STAX is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
BDIV vs STAX dividend yield comparison.
| Year | BDIV | STAX |
|---|---|---|
| 2026 | 0.93% | 1.35% |
| 2025 | 1.14% | 3.16% |
| 2024 | 0.62% | 3.43% |
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