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NUBD vs DJD

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

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

NUBD vs DJD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

NUBD vs DJD - Historical Returns

Returns include dividend reinvestment.

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

NUBD vs DJD - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

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

NUBD vs DJD Drawdown Comparison

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

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

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

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

Correlation

Correlation between NUBD and DJD 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)

NUBD vs DJD dividend yield comparison.

YearNUBDDJD
20261.67%0.62%
20253.90%2.62%
20243.51%3.00%
20232.99%3.49%
20222.83%3.16%
20212.05%2.82%
20202.21%3.47%
20192.66%2.80%
20183.08%2.66%
20170.58%2.75%
20160.00%2.46%
20150.00%0.08%

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