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DJD vs NUBD

Comparison between INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF (DJD, ETF) and NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF).

5-Year PerformanceDJD has outperformed NUBD, delivering a return of +10.2% compared to -0.1%

DJD vs NUBD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DJD
$449M
Winner
NUBD
$450M
Expense Ratio
Winner
DJD
0.07%
NUBD
0.12%
Max Drawdown
DJD
35.36%
Winner
NUBD
24.85%
Sharpe Ratio
Winner
DJD
1.83
NUBD
0.13
5Y Beta
DJD
0.53
Winner
NUBD
0.02
P/E Ratio
DJD
20.60
NUBD
N/A
Forward P/E
DJD
17.45
NUBD
N/A
PEG Ratio
DJD
0.76
NUBD
N/A
5Y Dividends CAGR
DJD
2.56%
Winner
NUBD
9.39%
5Y EPS CAGR
DJD
7.35%
NUBD
N/A
Debt to Equity
DJD
-50.47%
NUBD
N/A
P/S Ratio
DJD
2.42
NUBD
N/A
P/B Ratio
DJD
4.30
NUBD
N/A

DJD vs NUBD - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DJD
+4.52%
NUBD
-0.09%
3M
Winner
DJD
+3.30%
NUBD
-1.00%
6M
Winner
DJD
+11.01%
NUBD
+0.18%
1Y
Winner
DJD
+24.89%
NUBD
+4.24%
5Y(CAGR)
Winner
DJD
+10.16%
NUBD
-0.11%
10Y(CAGR)
Winner
DJD
+12.40%
NUBD
+1.45%
Max(CAGR)
Winner
DJD
+12.25%
NUBD
+1.45%

DJD vs NUBD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

YearDJDNUBD
2026+10.55%-0.02%
2025+15.83%+6.82%
2024+12.64%+1.76%
2023+9.13%+5.01%
2022-1.33%-12.33%
2021+23.83%-2.19%
2020+0.06%+6.94%
2019+22.32%+8.00%
2018-0.37%+0.57%
2017+20.68%+0.26%
2016+19.78%N/A
2015-0.12%N/A

DJD vs NUBD Drawdown Comparison

The maximum drawdown for DJD was -34.64%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.

The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current DJD drawdown is -0.63%. The current NUBD drawdown is -4.15%.

RankDJDNUBD
#1-34.64%
Jan 17, 2020 - Dec 4, 2020
-19.46%
Aug 4, 2020 - Oct 20, 2022
#2-19.95%
Apr 20, 2022 - Dec 14, 2023
-7.28%
Mar 9, 2020 - Apr 15, 2020
#3-14.03%
Oct 3, 2018 - Feb 25, 2019
-2.73%
Dec 15, 2017 - Dec 28, 2018
#4-12.29%
Feb 28, 2025 - Jul 1, 2025
-1.98%
Sep 4, 2019 - Oct 4, 2019
#5-11.95%
Jan 26, 2018 - Sep 14, 2018
-1.50%
Oct 4, 2019 - Jan 21, 2020
#6-9.95%
Dec 29, 2015 - Mar 16, 2016
-0.97%
Apr 16, 2020 - May 29, 2020
#7-6.72%
Jan 12, 2022 - Mar 25, 2022
-0.69%
Jun 1, 2020 - Jun 10, 2020
#8-6.72%
Nov 29, 2024 - Feb 13, 2025
-0.67%
Jul 3, 2019 - Aug 1, 2019
#9-6.68%
Jul 29, 2019 - Nov 1, 2019
-0.63%
Mar 27, 2019 - May 7, 2019
#10-6.17%
Apr 23, 2019 - Jun 18, 2019
-0.61%
Oct 16, 2017 - Dec 15, 2017
#11-5.68%
Nov 3, 2021 - Dec 16, 2021
-0.54%
Feb 3, 2020 - Feb 18, 2020
#12-5.65%
Feb 11, 2026 - May 22, 2026
-0.49%
Jan 3, 2019 - Jan 30, 2019
#13-5.34%
Jan 14, 2021 - Feb 17, 2021
-0.34%
Oct 3, 2017 - Oct 16, 2017
#14-5.30%
May 10, 2021 - Nov 3, 2021
-0.33%
Feb 26, 2019 - Mar 7, 2019
#15-5.15%
Jun 23, 2016 - Jul 1, 2016
-0.31%
Jun 15, 2020 - Jun 26, 2020

Correlation

Correlation between DJD and NUBD is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29
-101

Dividend Comparison (2015 - 2026)

DJD vs NUBD dividend yield comparison.

YearDJDNUBD
20260.62%1.67%
20252.62%3.90%
20243.00%3.51%
20233.49%2.99%
20223.16%2.83%
20212.82%2.05%
20203.47%2.21%
20192.80%2.66%
20182.66%3.08%
20172.75%0.58%
20162.46%0.00%
20150.08%0.00%

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