CLM vs BBMC

Comparison between Cornerstone Strategic Value Fund (CLM, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).

5-Year PerformanceCLM has outperformed BBMC, delivering a return of +9.4% compared to +7.7%

CLM vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CLM(ETF)	BBMC(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	N/A	0.07%
Max Drawdown	95.94%	30.54%
Sharpe Ratio	1.57	1.70
5Y Beta	0.77	1.03
P/E Ratio	N/A	32.42
Forward P/E	N/A	17.30
5Y Dividends CAGR	-5.37%	20.05%
5Y EPS CAGR	N/A	10.04%
Debt to Equity	N/A	40.30%
P/S Ratio	N/A	1.71
P/B Ratio	N/A	2.71

Net Assets

CLM

$1.80B

Winner

BBMC

$1.90B

Expense Ratio

CLM

N/A

BBMC

0.07%

Max Drawdown

CLM

95.94%

Winner

BBMC

30.54%

Sharpe Ratio

CLM

1.57

Winner

BBMC

1.70

5Y Beta

Winner

CLM

0.77

BBMC

1.03

P/E Ratio

CLM

N/A

BBMC

32.42

Forward P/E

CLM

N/A

BBMC

17.30

5Y Dividends CAGR

CLM

-5.37%

Winner

BBMC

20.05%

5Y EPS CAGR

CLM

N/A

BBMC

10.04%

Debt to Equity

CLM

N/A

BBMC

40.30%

P/S Ratio

CLM

N/A

BBMC

1.71

P/B Ratio

CLM

N/A

BBMC

2.71

CLM vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	CLM	BBMC
1 month	+5.88%	+6.10%
3 months	-0.66%	+4.81%
6 months	+3.20%	+16.71%
1 year	+30.55%	+33.94%
5 years(CAGR)	+9.39%	+7.74%
10 years(CAGR)	+12.24%	N/A
Max(CAGR)	+7.80%	+17.48%

CLM

+5.88%

Winner

BBMC

+6.10%

CLM

-0.66%

Winner

BBMC

+4.81%

CLM

+3.20%

Winner

BBMC

+16.71%

CLM

+30.55%

Winner

BBMC

+33.94%

5Y(CAGR)

Winner

CLM

+9.39%

BBMC

+7.74%

10Y(CAGR)

CLM

+12.24%

BBMC

N/A

Max(CAGR)

CLM

+7.80%

Winner

BBMC

+17.48%

CLM vs BBMC - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	CLM	BBMC
2026	-2.80%	+12.01%
2025	+18.62%	+12.44%
2024	+40.94%	+15.88%
2023	+14.01%	+19.07%
2022	-37.33%	-20.05%
2021	+41.69%	+19.73%
2020	+28.35%	+61.97%
2019	+21.58%	N/A
2018	-12.84%	N/A
2017	+22.10%	N/A
2016	+20.14%	N/A
2015	-2.17%	N/A
2014	-7.67%	N/A
2013	+27.45%	N/A
2012	+7.67%	N/A
2011	-13.23%	N/A
2010	-12.17%	N/A
2009	+76.34%	N/A
2008	-52.53%	N/A
2007	-31.87%	N/A
2006	+34.86%	N/A
2005	-5.70%	N/A
2004	+7.15%	N/A
2003	+75.52%	N/A
2002	+2.95%	N/A

CLM vs BBMC Drawdown Comparison

The maximum drawdown for CLM was -76.82%, occurring on Mar 9, 2009. Recovery took 3296 trading sessions.

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

The current CLM drawdown is -3.83%. The current BBMC drawdown is -0.81%.

Rank	CLM	BBMC
#1	-76.82% Jul 9, 2007 - Aug 10, 2020	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-43.43% Apr 5, 2022 - Nov 12, 2024	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-31.50% Feb 11, 2005 - Jul 3, 2006	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-23.87% Feb 13, 2025 - Jul 24, 2025	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-19.14% Apr 12, 2021 - Sep 1, 2021	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-18.63% Sep 6, 2002 - Nov 22, 2002	-7.21% Apr 29, 2020 - May 20, 2020
#7	-16.15% Feb 11, 2004 - Jan 6, 2005	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-15.01% Nov 10, 2006 - Mar 2, 2007	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-14.58% Jan 14, 2026 - Mar 27, 2026	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-12.73% Jan 14, 2003 - Apr 17, 2003	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-10.86% Dec 4, 2024 - Feb 5, 2025	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-10.18% Nov 12, 2021 - Jan 4, 2022	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-9.29% May 1, 2007 - Jun 8, 2007	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-8.09% Feb 3, 2021 - Mar 8, 2021	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-6.72% Jan 12, 2022 - Feb 8, 2022	-4.15% Apr 17, 2020 - Apr 27, 2020

Correlation

Correlation between CLM and BBMC is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93

-101

Dividend Comparison (2002 - 2026)

CLM vs BBMC dividend yield comparison.

Year	CLM	BBMC
2026	6.32%	0.19%
2025	17.48%	1.25%
2024	15.17%	1.31%
2023	20.50%	1.36%
2022	29.45%	1.48%
2021	13.45%	0.87%
2020	18.96%	0.69%
2019	21.98%	0.00%
2018	25.39%	0.00%
2017	18.04%	0.00%
2016	22.44%	0.00%
2015	28.20%	0.00%
2014	23.00%	0.00%
2013	18.58%	0.00%
2012	22.18%	0.00%
2011	23.23%	0.00%
2010	18.98%	0.00%
2009	18.05%	0.00%
2008	54.62%	0.00%
2007	22.10%	0.00%
2006	12.36%	0.00%
2005	14.81%	0.00%
2004	12.27%	0.00%
2003	11.05%	0.00%
2002	7.05%	0.00%