LTAX vs BDIV
Comparison between Nomura TaxFree USA ETF (LTAX, ETF) and AAM BRENTVIEW DIVIDEND GROWTH ETF (BDIV, ETF).
LTAX vs BDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LTAX
$6.30M
Winner
BDIV
$6.50M
Expense Ratio
Winner
LTAX
0.39%
BDIV
0.49%
Max Drawdown
Winner
LTAX
3.49%
BDIV
15.15%
Sharpe Ratio
LTAX
0.17
Winner
BDIV
1.66
5Y Beta
Winner
LTAX
0.16
BDIV
0.71
P/E Ratio
LTAX
N/A
BDIV
26.09
Forward P/E
LTAX
N/A
BDIV
22.43
PEG Ratio
LTAX
N/A
BDIV
0.73
5Y EPS CAGR
LTAX
N/A
BDIV
19.56%
Debt to Equity
LTAX
N/A
BDIV
54.62%
P/S Ratio
LTAX
N/A
BDIV
3.18
P/B Ratio
LTAX
N/A
BDIV
5.77
LTAX vs BDIV - Historical Returns
Returns include dividend reinvestment.
1M
LTAX
+1.07%
Winner
BDIV
+1.73%
3M
LTAX
+2.09%
Winner
BDIV
+7.27%
6M
LTAX
+1.89%
Winner
BDIV
+8.48%
1Y
LTAX
N/A
BDIV
+20.38%
Max(CAGR)
LTAX
+4.67%
Winner
BDIV
+16.30%
LTAX vs BDIV - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LTAX | BDIV |
|---|---|---|
| 2026 | +1.89% | +7.80% |
| 2025 | N/A | +18.73% |
| 2024 | N/A | +3.15% |
LTAX vs BDIV Drawdown Comparison
The maximum drawdown for LTAX was -3.18%, occurring on Mar 24, 2026. Recovery took 64 trading sessions.
The maximum drawdown for BDIV was -14.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current LTAX drawdown is -0.01%.
| Rank | LTAX | BDIV |
|---|---|---|
| #1 | -3.18% Feb 26, 2026 - May 29, 2026 | -14.98% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -0.78% Jan 14, 2026 - Feb 5, 2026 | -7.01% Feb 25, 2026 - Apr 23, 2026 |
| #3 | -0.51% Jun 4, 2026 - Jun 10, 2026 | -6.38% Nov 29, 2024 - Feb 11, 2025 |
| #4 | -0.27% Feb 10, 2026 - Feb 12, 2026 | -4.58% Jul 31, 2024 - Aug 15, 2024 |
| #5 | -0.27% Feb 5, 2026 - Feb 9, 2026 | -3.64% Oct 27, 2025 - Nov 26, 2025 |
| #6 | -0.21% Jun 2, 2026 - Jun 4, 2026 | -3.54% Oct 18, 2024 - Nov 8, 2024 |
| #7 | -0.19% Feb 24, 2026 - Feb 26, 2026 | -3.08% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -0.01% Feb 13, 2026 - Feb 18, 2026 | -2.50% Nov 28, 2025 - Jan 6, 2026 |
| #9 | -0.00% Feb 19, 2026 - Feb 24, 2026 | -2.30% Jul 25, 2025 - Aug 12, 2025 |
| #10 | N/A | -1.74% Oct 6, 2025 - Oct 15, 2025 |
| #11 | N/A | -1.68% Jan 12, 2026 - Feb 2, 2026 |
| #12 | N/A | -1.49% Nov 8, 2024 - Nov 22, 2024 |
| #13 | N/A | -1.45% Sep 30, 2024 - Oct 9, 2024 |
| #14 | N/A | -1.36% May 26, 2026 - Jun 12, 2026 |
| #15 | N/A | -1.13% Jul 3, 2025 - Jul 23, 2025 |
Correlation
Correlation between LTAX and BDIV is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2024 - 2026)
LTAX vs BDIV dividend yield comparison.
| Year | LTAX | BDIV |
|---|---|---|
| 2026 | 1.34% | 0.92% |
| 2025 | 0.00% | 1.14% |
| 2024 | 0.00% | 0.62% |
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