NAC vs BBMC

Comparison between Nuveen California Quality Municipal Income Fund (NAC, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).

5-Year PerformanceBBMC has outperformed NAC, delivering a return of +7.7% compared to +0.8%

NAC vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NAC(ETF)	BBMC(ETF)
Net Assets	$1.80B	$1.90B
Expense Ratio	N/A	0.07%
Max Drawdown	53.70%	30.54%
Sharpe Ratio	1.66	1.70
5Y Beta	0.15	1.03
P/E Ratio	N/A	32.42
Forward P/E	N/A	17.30
5Y Dividends CAGR	8.29%	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

NAC

$1.80B

Winner

BBMC

$1.90B

Expense Ratio

NAC

N/A

BBMC

0.07%

Max Drawdown

NAC

53.70%

Winner

BBMC

30.54%

Sharpe Ratio

NAC

1.66

Winner

BBMC

1.70

5Y Beta

Winner

NAC

0.15

BBMC

1.03

P/E Ratio

NAC

N/A

BBMC

32.42

Forward P/E

NAC

N/A

BBMC

17.30

5Y Dividends CAGR

NAC

8.29%

Winner

BBMC

20.05%

5Y EPS CAGR

NAC

N/A

BBMC

10.04%

Debt to Equity

NAC

N/A

BBMC

40.30%

P/S Ratio

NAC

N/A

BBMC

1.71

P/B Ratio

NAC

N/A

BBMC

2.71

NAC vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	NAC	BBMC
1 month	+2.69%	+6.10%
3 months	+2.48%	+4.81%
6 months	+3.26%	+16.71%
1 year	+17.32%	+33.94%
5 years(CAGR)	+0.81%	+7.74%
10 years(CAGR)	+2.09%	N/A
Max(CAGR)	+5.70%	+17.48%

NAC

+2.69%

Winner

BBMC

+6.10%

NAC

+2.48%

Winner

BBMC

+4.81%

NAC

+3.26%

Winner

BBMC

+16.71%

NAC

+17.32%

Winner

BBMC

+33.94%

5Y(CAGR)

NAC

+0.81%

Winner

BBMC

+7.74%

10Y(CAGR)

NAC

+2.09%

BBMC

N/A

Max(CAGR)

NAC

+5.70%

Winner

BBMC

+17.48%

NAC vs BBMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NAC	BBMC
2026	+3.72%	+12.01%
2025	+11.67%	+12.44%
2024	+8.68%	+15.88%
2023	+3.70%	+19.07%
2022	-25.50%	-20.05%
2021	+7.55%	+19.73%
2020	+6.05%	+61.97%
2019	+20.38%	N/A
2018	-6.49%	N/A
2017	+6.56%	N/A
2016	-3.29%	N/A
2015	+9.41%	N/A
2014	+24.72%	N/A
2013	-16.01%	N/A
2012	+20.46%	N/A
2011	+25.12%	N/A
2010	+5.90%	N/A
2009	+30.62%	N/A
2008	-22.57%	N/A
2007	-11.93%	N/A
2006	+3.46%	N/A
2005	+15.65%	N/A
2004	+4.51%	N/A
2003	+11.16%	N/A
2002	+9.23%	N/A
2001	+9.47%	N/A
2000	+22.89%	N/A
1999	-13.99%	N/A

NAC vs BBMC Drawdown Comparison

The maximum drawdown for NAC was -46.34%, occurring on Dec 12, 2008. Recovery took 607 trading sessions.

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

The current NAC drawdown is -2.46%. The current BBMC drawdown is -0.81%.

Rank	NAC	BBMC
#1	-46.34% May 8, 2007 - Oct 2, 2009	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-36.30% Sep 14, 2021 - Oct 25, 2023	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-28.72% Feb 21, 2020 - Dec 7, 2020	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-24.55% Jan 4, 2013 - Oct 30, 2014	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-18.84% Jul 8, 2016 - Jul 18, 2019	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-17.75% Sep 9, 2010 - Sep 1, 2011	-7.21% Apr 29, 2020 - May 20, 2020
#7	-15.95% Nov 2, 1999 - Jul 7, 2000	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-15.23% Mar 11, 2004 - Oct 15, 2004	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-10.99% Jun 13, 2003 - Jan 14, 2004	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-10.27% Oct 8, 2009 - May 5, 2010	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-8.73% Nov 15, 2001 - Jul 9, 2002	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-8.50% Sep 7, 2000 - Dec 22, 2000	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-8.45% Feb 29, 2012 - May 3, 2012	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-7.68% Sep 3, 2019 - Jan 30, 2020	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-7.64% Jan 31, 2001 - Jul 18, 2001	-4.15% Apr 17, 2020 - Apr 27, 2020

Correlation

Correlation between NAC and BBMC is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (1999 - 2026)

NAC vs BBMC dividend yield comparison.

Year	NAC	BBMC
2026	2.45%	0.19%
2025	7.47%	1.25%
2024	6.63%	1.31%
2023	4.03%	1.36%
2022	5.47%	1.48%
2021	4.18%	0.87%
2020	4.17%	0.69%
2019	4.38%	0.00%
2018	5.34%	0.00%
2017	5.54%	0.00%
2016	6.25%	0.00%
2015	6.05%	0.00%
2014	5.61%	0.00%
2013	6.92%	0.00%
2012	5.72%	0.00%
2011	6.38%	0.00%
2010	7.16%	0.00%
2009	6.40%	0.00%
2008	10.52%	0.00%
2007	6.01%	0.00%
2006	5.77%	0.00%
2005	6.22%	0.00%
2004	6.92%	0.00%
2003	6.26%	0.00%
2002	6.47%	0.00%
2001	6.21%	0.00%
2000	6.07%	0.00%
1999	1.19%	0.00%