NUDV vs BAMY
Comparison between NUVEEN ESG DIVIDEND ETF (NUDV, ETF) and Brookstone Yield ETF (BAMY, ETF).
NUDV vs BAMY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUDV
$45M
Winner
BAMY
$46M
Expense Ratio
Winner
NUDV
0.26%
BAMY
1.46%
Max Drawdown
NUDV
21.51%
Winner
BAMY
8.42%
Sharpe Ratio
Winner
NUDV
1.46
BAMY
1.35
5Y Beta
NUDV
0.64
Winner
BAMY
0.31
P/E Ratio
NUDV
21.45
BAMY
N/A
Forward P/E
NUDV
17.41
BAMY
N/A
PEG Ratio
NUDV
0.54
BAMY
N/A
5Y EPS CAGR
NUDV
9.14%
BAMY
N/A
Debt to Equity
NUDV
63.03%
BAMY
N/A
P/S Ratio
NUDV
1.99
BAMY
N/A
P/B Ratio
NUDV
3.28
BAMY
N/A
NUDV vs BAMY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUDV
+2.77%
BAMY
+0.54%
3M
Winner
NUDV
+7.70%
BAMY
+2.13%
6M
Winner
NUDV
+11.10%
BAMY
+1.99%
1Y
Winner
NUDV
+19.56%
BAMY
+10.17%
5Y(CAGR)
NUDV
+9.88%
BAMY
N/A
Max(CAGR)
NUDV
+9.88%
Winner
BAMY
+11.19%
NUDV vs BAMY - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NUDV | BAMY |
|---|---|---|
| 2026 | +10.86% | +1.39% |
| 2025 | +11.13% | +12.90% |
| 2024 | +13.65% | +10.93% |
| 2023 | +9.70% | +5.20% |
| 2022 | -7.65% | N/A |
| 2021 | +8.92% | N/A |
NUDV vs BAMY Drawdown Comparison
The maximum drawdown for NUDV was -20.11%, occurring on Sep 30, 2022. Recovery took 489 trading sessions.
The maximum drawdown for BAMY was -6.03%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
| Rank | NUDV | BAMY |
|---|---|---|
| #1 | -20.11% Jan 4, 2022 - Dec 14, 2023 | -6.03% Feb 19, 2025 - May 8, 2025 |
| #2 | -16.38% Nov 29, 2024 - Oct 21, 2025 | -4.41% Oct 11, 2023 - Nov 10, 2023 |
| #3 | -6.60% Feb 26, 2026 - May 22, 2026 | -3.88% Mar 28, 2024 - Jun 26, 2024 |
| #4 | -5.99% Mar 28, 2024 - May 15, 2024 | -3.69% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -5.37% Jul 31, 2024 - Aug 23, 2024 | -2.48% Feb 20, 2026 - Apr 14, 2026 |
| #6 | -4.49% Nov 16, 2021 - Dec 15, 2021 | -1.77% Sep 28, 2023 - Oct 9, 2023 |
| #7 | -4.03% May 15, 2024 - Jul 11, 2024 | -1.60% Nov 11, 2025 - Nov 25, 2025 |
| #8 | -3.50% Oct 16, 2024 - Nov 8, 2024 | -1.56% Oct 8, 2025 - Oct 20, 2025 |
| #9 | -3.20% Nov 12, 2025 - Nov 25, 2025 | -1.37% Dec 16, 2024 - Jan 21, 2025 |
| #10 | -2.66% Aug 30, 2024 - Sep 16, 2024 | -1.13% Apr 17, 2026 - May 29, 2026 |
| #11 | -2.65% Jul 17, 2024 - Jul 30, 2024 | -1.13% Jul 28, 2025 - Aug 8, 2025 |
| #12 | -2.48% Jan 8, 2024 - Feb 22, 2024 | -1.05% Dec 28, 2023 - Jan 11, 2024 |
| #13 | -2.41% Oct 27, 2025 - Nov 12, 2025 | -1.03% May 19, 2025 - May 27, 2025 |
| #14 | -2.13% Dec 16, 2021 - Dec 23, 2021 | -0.99% Aug 30, 2024 - Sep 11, 2024 |
| #15 | -1.84% Nov 11, 2024 - Nov 22, 2024 | -0.84% Aug 14, 2025 - Aug 22, 2025 |
Correlation
Correlation between NUDV and BAMY is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2021 - 2026)
NUDV vs BAMY dividend yield comparison.
| Year | NUDV | BAMY |
|---|---|---|
| 2026 | 0.54% | 2.67% |
| 2025 | 2.36% | 7.16% |
| 2024 | 6.18% | 8.20% |
| 2023 | 2.48% | 1.96% |
| 2022 | 2.96% | 0.00% |
| 2021 | 0.60% | 0.00% |
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