NUBD vs YMAX
Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and YIELDMAX(R) UNIVERSE FUND OF OPTION INCOME ETFS (YMAX, ETF).
NUBD vs YMAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUBD
$451M
YMAX
$450M
Expense Ratio
Winner
NUBD
0.12%
YMAX
1.33%
Max Drawdown
Winner
NUBD
24.85%
YMAX
65.66%
Sharpe Ratio
Winner
NUBD
0.22
YMAX
-0.02
5Y Beta
Winner
NUBD
0.02
YMAX
1.25
5Y Dividends CAGR
NUBD
9.39%
YMAX
N/A
NUBD vs YMAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUBD
+1.24%
YMAX
-0.72%
3M
NUBD
+0.31%
Winner
YMAX
+9.04%
6M
Winner
NUBD
+0.73%
YMAX
-0.45%
1Y
Winner
NUBD
+4.92%
YMAX
+2.86%
5Y(CAGR)
NUBD
+0.12%
YMAX
N/A
10Y(CAGR)
NUBD
+1.52%
YMAX
N/A
Max(CAGR)
NUBD
+1.52%
Winner
YMAX
+13.53%
NUBD vs YMAX - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUBD | YMAX |
|---|---|---|
| 2026 | +0.66% | +0.46% |
| 2025 | +6.82% | +5.61% |
| 2024 | +1.76% | +26.33% |
| 2023 | +5.01% | N/A |
| 2022 | -12.33% | N/A |
| 2021 | -2.19% | N/A |
| 2020 | +6.94% | N/A |
| 2019 | +8.00% | N/A |
| 2018 | +0.57% | N/A |
| 2017 | +0.26% | N/A |
NUBD vs YMAX 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 YMAX was -26.11%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current NUBD drawdown is -3.50%. The current YMAX drawdown is -10.19%.
| Rank | NUBD | YMAX |
|---|---|---|
| #1 | -19.46% Aug 4, 2020 - Oct 20, 2022 | -26.11% Oct 8, 2025 - Mar 30, 2026 |
| #2 | -7.28% Mar 9, 2020 - Apr 15, 2020 | -25.43% Dec 6, 2024 - Jun 26, 2025 |
| #3 | -2.73% Dec 15, 2017 - Dec 28, 2018 | -12.73% Jul 15, 2024 - Oct 29, 2024 |
| #4 | -1.98% Sep 4, 2019 - Oct 4, 2019 | -7.77% Mar 28, 2024 - May 20, 2024 |
| #5 | -1.50% Oct 4, 2019 - Jan 21, 2020 | -5.55% Jul 28, 2025 - Sep 18, 2025 |
| #6 | -0.97% Apr 16, 2020 - May 29, 2020 | -3.00% Feb 15, 2024 - Feb 22, 2024 |
| #7 | -0.69% Jun 1, 2020 - Jun 10, 2020 | -2.92% Oct 29, 2024 - Nov 6, 2024 |
| #8 | -0.67% Jul 3, 2019 - Aug 1, 2019 | -2.46% Jun 12, 2024 - Jul 5, 2024 |
| #9 | -0.63% Mar 27, 2019 - May 7, 2019 | -2.37% Sep 22, 2025 - Oct 2, 2025 |
| #10 | -0.61% Oct 16, 2017 - Dec 15, 2017 | -2.31% Mar 1, 2024 - Mar 12, 2024 |
| #11 | -0.54% Feb 3, 2020 - Feb 18, 2020 | -2.23% Jan 29, 2024 - Feb 2, 2024 |
| #12 | -0.49% Jan 3, 2019 - Jan 30, 2019 | -2.11% May 21, 2024 - Jun 5, 2024 |
| #13 | -0.34% Oct 3, 2017 - Oct 16, 2017 | -2.09% Nov 11, 2024 - Nov 19, 2024 |
| #14 | -0.33% Feb 26, 2019 - Mar 7, 2019 | -1.84% Mar 12, 2024 - Mar 20, 2024 |
| #15 | -0.31% Jun 15, 2020 - Jun 26, 2020 | -1.72% Feb 12, 2024 - Feb 14, 2024 |
Correlation
Correlation between NUBD and YMAX is 0.70 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.70
-101
Dividend Comparison (2017 - 2026)
NUBD vs YMAX dividend yield comparison.
| Year | NUBD | YMAX |
|---|---|---|
| 2026 | 1.66% | 24.56% |
| 2025 | 3.90% | 78.70% |
| 2024 | 3.51% | 44.20% |
| 2023 | 2.99% | 0.00% |
| 2022 | 2.83% | 0.00% |
| 2021 | 2.05% | 0.00% |
| 2020 | 2.21% | 0.00% |
| 2019 | 2.66% | 0.00% |
| 2018 | 3.08% | 0.00% |
| 2017 | 0.58% | 0.00% |
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