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NUMG vs BKT

Comparison between NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF) and BlackRock Income Trust Inc (BKT, ETF).

5-Year PerformanceNUMG has outperformed BKT, delivering a return of -0.8% compared to -3.0%

NUMG vs BKT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NUMG
$350M
BKT
$349M
Expense Ratio
NUMG
0.31%
BKT
N/A
Max Drawdown
Winner
NUMG
45.83%
BKT
58.84%
Sharpe Ratio
Winner
NUMG
-0.06
BKT
-0.68
5Y Beta
NUMG
1.10
Winner
BKT
0.14
P/E Ratio
NUMG
54.57
BKT
N/A
Forward P/E
NUMG
30.26
BKT
N/A
5Y Dividends CAGR
NUMG
-55.99%
Winner
BKT
-1.40%
5Y EPS CAGR
NUMG
15.02%
BKT
N/A
Debt to Equity
NUMG
354.48%
BKT
N/A
P/S Ratio
NUMG
4.48
BKT
N/A
P/B Ratio
NUMG
8.26
BKT
N/A

NUMG vs BKT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
NUMG
+6.14%
BKT
+2.73%
3M
Winner
NUMG
+4.24%
BKT
+1.86%
6M
Winner
NUMG
+11.36%
BKT
-1.87%
1Y
Winner
NUMG
-0.95%
BKT
-2.12%
5Y(CAGR)
Winner
NUMG
-0.85%
BKT
-3.03%
10Y(CAGR)
Winner
NUMG
+9.45%
BKT
+1.14%
Max(CAGR)
Winner
NUMG
+9.45%
BKT
+4.91%

NUMG vs BKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearNUMGBKT
2026+0.71%+0.34%
2025+0.69%+5.44%
2024+14.12%+3.16%
2023+20.75%+6.18%
2022-27.54%-21.38%
2021+14.62%-0.61%
2020+44.12%+7.53%
2019+35.25%+14.49%
2018-6.03%-2.90%
2017+19.00%+3.55%
2016-0.84%+4.44%
2015N/A+5.24%
2014N/A+4.76%
2013N/A-6.90%
2012N/A+6.66%
2011N/A+13.47%
2010N/A+13.39%
2009N/A+11.73%
2008N/A+9.97%
2007N/A-3.72%
2006N/A+6.92%
2005N/A-9.55%
2004N/A+4.53%
2003N/A+2.71%
2002N/A+21.54%
2001N/A+19.11%
2000N/A+19.25%
1999N/A-5.16%

NUMG vs BKT Drawdown Comparison

The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The maximum drawdown for BKT was -35.71%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The current NUMG drawdown is -8.38%. The current BKT drawdown is -17.35%.

RankNUMGBKT
#1-38.68%
Nov 16, 2021 - Oct 14, 2022
-35.71%
Sep 15, 2021 - Oct 26, 2023
#2-33.40%
Feb 19, 2020 - May 29, 2020
-19.22%
May 25, 2005 - May 12, 2008
#3-24.83%
Sep 14, 2018 - May 3, 2019
-19.03%
Mar 17, 2004 - Sep 20, 2004
#4-11.48%
Feb 12, 2021 - Apr 15, 2021
-17.21%
May 12, 2008 - Jan 5, 2009
#5-10.32%
Apr 26, 2021 - Jun 25, 2021
-17.19%
Jun 12, 2003 - Feb 13, 2004
#6-9.39%
Jan 26, 2018 - Jun 4, 2018
-13.39%
Oct 12, 2012 - Oct 6, 2015
#7-8.61%
Jul 24, 2019 - Nov 25, 2019
-10.90%
Nov 5, 1999 - Jun 30, 2000
#8-8.51%
Sep 2, 2020 - Oct 8, 2020
-10.45%
Feb 24, 2020 - May 12, 2020
#9-8.51%
Sep 3, 2021 - Nov 2, 2021
-7.48%
Sep 13, 2017 - Feb 6, 2019
#10-7.02%
Jun 8, 2020 - Jul 2, 2020
-6.96%
Nov 23, 2004 - Jan 27, 2005
#11-6.25%
Oct 23, 2020 - Nov 5, 2020
-6.87%
Oct 14, 2002 - Dec 26, 2002
#12-5.91%
Jan 20, 2021 - Feb 4, 2021
-6.72%
Feb 2, 2009 - May 18, 2009
#13-5.67%
May 3, 2019 - Jun 10, 2019
-6.70%
Aug 23, 2001 - Oct 1, 2001
#14-5.18%
May 15, 2017 - Jul 21, 2017
-6.41%
Oct 8, 2001 - Jan 15, 2002
#15-4.70%
Jun 18, 2018 - Jul 18, 2018
-6.03%
Jul 15, 2002 - Aug 5, 2002

Correlation

Correlation between NUMG and BKT is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (2000 - 2026)

NUMG vs BKT dividend yield comparison.

YearNUMGBKT
20260.00%6.80%
20250.01%9.53%
20240.06%9.19%
20230.18%8.69%
20220.18%8.35%
202112.76%7.31%
20203.82%6.80%
20190.27%6.82%
20185.14%6.48%
20170.56%5.16%
20160.00%5.10%
20150.00%5.90%
20140.00%6.60%
20130.00%7.12%
20120.00%6.61%
20110.00%5.54%
20100.00%4.28%
20090.00%4.53%
20080.00%4.90%
20070.00%6.49%
20060.00%6.80%
20050.00%8.47%
20040.00%8.51%
20030.00%8.17%
20020.00%12.51%
20010.00%7.64%
20000.00%4.29%

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