NUGO vs BDYN
Comparison between NUVEEN GROWTH OPPORTUNITIES ETF (NUGO, ETF) and iShares Dynamic Equity Active ETF (BDYN, ETF).
NUGO vs BDYN - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUGO
$2.50B
BDYN
$2.50B
Expense Ratio
NUGO
0.56%
Winner
BDYN
0.40%
Max Drawdown
NUGO
38.01%
Winner
BDYN
10.85%
Sharpe Ratio
Winner
NUGO
1.55
BDYN
0.83
5Y Beta
NUGO
1.27
Winner
BDYN
1.07
P/E Ratio
NUGO
38.05
Winner
BDYN
29.87
Forward P/E
NUGO
29.90
Winner
BDYN
21.39
PEG Ratio
NUGO
0.56
Winner
BDYN
0.43
5Y EPS CAGR
NUGO
38.50%
BDYN
N/A
Debt to Equity
NUGO
28.90%
BDYN
N/A
P/S Ratio
NUGO
9.98
Winner
BDYN
0.55
P/B Ratio
NUGO
13.66
Winner
BDYN
6.34
NUGO vs BDYN - Holdings Comparison
NUGO and BDYN have 23 common holdings. Overlap is 24.91%
NUGO's top 25 holdings weight is 89.21%. BDYN's top 25 holdings weight is 53.35%.
| Rank | NUGO | BDYN |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 15.04% | BLACKROCK CASH FUNDS TREASURY SL AGENCY (n/a) - 6.02% |
| #2 | MICROSOFT CORP (MSFT) - 9.56% | NVIDIA CORP (NVDA) - 5.16% |
| #3 | ALPHABET INC CLASS A (GOOGL) - 9.30% | ALPHABET INC CLASS C (GOOG) - 4.86% |
| #4 | APPLE INC (AAPL) - 9.06% | APPLE INC (AAPL) - 3.70% |
| #5 | AMAZON.COM INC (AMZN) - 7.51% | CAD/USD PURCHASED (n/a) - 3.44% |
| #6 | BROADCOM INC (AVGO) - 7.38% | AMAZON.COM INC (AMZN) - 2.89% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.31% | BROADCOM INC (AVGO) - 2.29% |
| #8 | ELI LILLY AND CO (LLY) - 3.29% | MICROSOFT CORP (MSFT) - 2.17% |
| #9 | ARISTA NETWORKS INC (ANET) - 2.39% | CHF/USD PURCHASED (n/a) - 2.04% |
| #10 | APPLIED MATERIALS INC (AMAT) - 2.17% | META PLATFORMS INC CLASS A (META) - 1.99% |
| #11 | META PLATFORMS INC CLASS A (META) - 1.96% | ELI LILLY AND CO (LLY) - 1.71% |
| #12 | GE VERNOVA INC (GEV) - 1.94% | AUD/USD PURCHASED (n/a) - 1.67% |
| #13 | GE AEROSPACE (GE) - 1.73% | EUR/USD PURCHASED (n/a) - 1.65% |
| #14 | WESTERN DIGITAL CORP (WDC) - 1.57% | ASML HOLDING NV ADR (ASML) - 1.55% |
| #15 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.39% | MICRON TECHNOLOGY INC (MU) - 1.45% |
| #16 | HOWMET AEROSPACE INC (HWM) - 1.38% | WALMART INC (WMT) - 1.32% |
| #17 | TESLA INC (TSLA) - 1.37% | COSTCO WHOLESALE CORP (COST) - 1.32% |
| #18 | REGENERON PHARMACEUTICALS INC (REGN) - 1.32% | INTESA SANPAOLO ADR (ISNPY) - 1.30% |
| #19 | INTUITIVE SURGICAL INC (ISRG) - 1.14% | n/a (TSM) - 1.29% |
| #20 | BOOKING HOLDINGS INC (BKNG) - 1.14% | EXXON MOBIL CORP (XOM) - 1.26% |
| #21 | SHOPIFY INC REGISTERED SHS -A- SUBORD VTG (SHOP) - 1.11% | BANK OF AMERICA CORP (BAC) - 1.19% |
| #22 | EATON CORP PLC (ETN) - 1.07% | GBP/USD PURCHASED (n/a) - 1.18% |
| #23 | AMPHENOL CORP CLASS A (APH) - 1.05% | JPY/USD PURCHASED (n/a) - 0.74% |
| #24 | PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 1.02% | DELTA AIR LINES INC (DAL) - 0.58% |
| #25 | PALO ALTO NETWORKS INC (PANW) - 1.01% | LIVE NATION ENTERTAINMENT INC (LYV) - 0.58% |
| Total Holdings | 46 | 432 |
NUGO vs BDYN - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUGO
+12.95%
BDYN
+7.25%
3M
Winner
NUGO
+10.78%
BDYN
+2.54%
6M
NUGO
+7.53%
Winner
BDYN
+8.81%
1Y
NUGO
+34.42%
BDYN
N/A
5Y(CAGR)
NUGO
+13.20%
BDYN
N/A
Max(CAGR)
NUGO
+13.20%
Winner
BDYN
+15.79%
NUGO vs BDYN - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | NUGO | BDYN |
|---|---|---|
| 2026 | +7.41% | +5.55% |
| 2025 | +14.52% | +3.68% |
| 2024 | +37.96% | N/A |
| 2023 | +46.20% | N/A |
| 2022 | -33.54% | N/A |
| 2021 | +7.78% | N/A |
NUGO vs BDYN Drawdown Comparison
The maximum drawdown for NUGO was -38.01%, occurring on Oct 14, 2022. Recovery took 545 trading sessions.
The maximum drawdown for BDYN was -10.85%, occurring on Mar 30, 2026. Recovery took 57 trading sessions.
The current BDYN drawdown is -0.19%.
| Rank | NUGO | BDYN |
|---|---|---|
| #1 | -38.01% Nov 19, 2021 - Jan 24, 2024 | -10.85% Feb 9, 2026 - May 1, 2026 |
| #2 | -25.12% Dec 16, 2024 - Jul 3, 2025 | -5.18% Oct 28, 2025 - Dec 10, 2025 |
| #3 | -17.54% Oct 29, 2025 - May 6, 2026 | -3.33% Jan 28, 2026 - Feb 9, 2026 |
| #4 | -14.99% Jul 10, 2024 - Oct 21, 2024 | -2.98% Jan 12, 2026 - Jan 27, 2026 |
| #5 | -7.37% Mar 22, 2024 - May 15, 2024 | -2.87% Oct 8, 2025 - Oct 20, 2025 |
| #6 | -3.73% Oct 22, 2024 - Nov 6, 2024 | -2.33% Dec 11, 2025 - Dec 22, 2025 |
| #7 | -3.59% Feb 9, 2024 - Feb 22, 2024 | -1.52% Sep 22, 2025 - Oct 1, 2025 |
| #8 | -3.39% Oct 9, 2025 - Oct 24, 2025 | -1.38% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -3.23% Aug 12, 2025 - Sep 8, 2025 | -1.02% Oct 20, 2025 - Oct 24, 2025 |
| #10 | -3.08% Nov 12, 2024 - Dec 2, 2024 | -0.82% May 6, 2026 - May 7, 2026 |
| #11 | -2.95% May 28, 2024 - Jun 5, 2024 | -0.64% Oct 6, 2025 - Oct 8, 2025 |
| #12 | -2.73% Jan 29, 2024 - Feb 2, 2024 | -0.62% May 1, 2026 - May 5, 2026 |
| #13 | -2.66% Jun 18, 2024 - Jul 3, 2024 | -0.39% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -2.46% Mar 7, 2024 - Mar 20, 2024 | -0.30% Sep 16, 2025 - Sep 19, 2025 |
| #15 | -2.45% Oct 1, 2021 - Oct 7, 2021 | -0.02% Oct 1, 2025 - Oct 3, 2025 |
Correlation
Correlation between NUGO and BDYN is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.67
-101
Dividend Comparison (2021 - 2025)
NUGO vs BDYN dividend yield comparison.
| Year | NUGO | BDYN |
|---|---|---|
| 2025 | 0.00% | 2.18% |
| 2023 | 0.19% | 0.00% |
| 2022 | 0.26% | 0.00% |
| 2021 | 0.00% | 0.00% |
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