NUMV vs IBTM
Comparison between NUVEEN ESG MID-CAP VALUE ETF (NUMV, ETF) and ISHARES IBONDS DEC 2032 TERM TREASURY ETF (IBTM, ETF).
NUMV vs IBTM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUMV
$540M
Winner
IBTM
$541M
Expense Ratio
NUMV
0.31%
Winner
IBTM
0.07%
Max Drawdown
NUMV
44.05%
Winner
IBTM
16.81%
Sharpe Ratio
Winner
NUMV
1.40
IBTM
0.18
5Y Beta
NUMV
0.73
Winner
IBTM
-0.02
P/E Ratio
NUMV
22.84
IBTM
N/A
Forward P/E
NUMV
15.42
IBTM
N/A
PEG Ratio
NUMV
0.81
IBTM
N/A
5Y Dividends CAGR
NUMV
1.50%
IBTM
N/A
5Y EPS CAGR
NUMV
11.51%
IBTM
N/A
Debt to Equity
NUMV
-110.97%
IBTM
N/A
P/S Ratio
NUMV
1.35
IBTM
N/A
P/B Ratio
NUMV
2.63
IBTM
N/A
NUMV vs IBTM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUMV
+4.39%
IBTM
+0.07%
3M
Winner
NUMV
+12.45%
IBTM
-0.54%
6M
Winner
NUMV
+10.64%
IBTM
-0.07%
1Y
Winner
NUMV
+23.94%
IBTM
+3.34%
5Y(CAGR)
NUMV
+6.94%
IBTM
N/A
10Y(CAGR)
NUMV
+8.96%
IBTM
N/A
Max(CAGR)
Winner
NUMV
+8.96%
IBTM
+1.52%
NUMV vs IBTM - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NUMV | IBTM |
|---|---|---|
| 2026 | +10.07% | -0.31% |
| 2025 | +14.54% | +7.99% |
| 2024 | +12.48% | +0.25% |
| 2023 | +8.51% | +2.94% |
| 2022 | -14.99% | -4.63% |
| 2021 | +33.46% | N/A |
| 2020 | +1.04% | N/A |
| 2019 | +29.86% | N/A |
| 2018 | -12.01% | N/A |
| 2017 | +13.87% | N/A |
| 2016 | -0.84% | N/A |
NUMV vs IBTM Drawdown Comparison
The maximum drawdown for NUMV was -43.46%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for IBTM was -13.59%, occurring on Oct 19, 2023. Recovery took 753 trading sessions.
The current IBTM drawdown is -2.24%.
| Rank | NUMV | IBTM |
|---|---|---|
| #1 | -43.46% Jan 17, 2020 - Jan 6, 2021 | -13.59% Aug 1, 2022 - Aug 1, 2025 |
| #2 | -25.62% Jan 4, 2022 - Jul 16, 2024 | -3.26% Feb 27, 2026 - May 19, 2026 |
| #3 | -20.08% Jan 29, 2018 - Jun 20, 2019 | -1.12% Nov 26, 2025 - Feb 10, 2026 |
| #4 | -19.48% Nov 29, 2024 - Aug 13, 2025 | -1.07% Oct 21, 2025 - Nov 24, 2025 |
| #5 | -8.71% Feb 27, 2026 - May 5, 2026 | -1.05% Jul 13, 2022 - Jul 22, 2022 |
| #6 | -7.49% Jul 24, 2019 - Sep 11, 2019 | -0.97% Sep 11, 2025 - Oct 13, 2025 |
| #7 | -7.35% Nov 16, 2021 - Jan 4, 2022 | -0.54% Aug 4, 2025 - Aug 22, 2025 |
| #8 | -6.77% May 7, 2021 - Aug 11, 2021 | -0.40% Jul 22, 2022 - Jul 28, 2022 |
| #9 | -5.34% Jul 31, 2024 - Aug 21, 2024 | -0.24% Aug 29, 2025 - Sep 3, 2025 |
| #10 | -4.77% Jan 20, 2021 - Feb 5, 2021 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #11 | -4.76% Sep 2, 2021 - Oct 14, 2021 | -0.21% Feb 13, 2026 - Feb 23, 2026 |
| #12 | -4.71% Feb 21, 2017 - Jun 13, 2017 | -0.21% Oct 16, 2025 - Oct 21, 2025 |
| #13 | -4.25% Nov 12, 2025 - Nov 26, 2025 | -0.19% Sep 8, 2025 - Sep 11, 2025 |
| #14 | -4.19% Sep 12, 2019 - Oct 21, 2019 | -0.17% Aug 22, 2025 - Aug 26, 2025 |
| #15 | -4.01% Aug 8, 2017 - Oct 2, 2017 | -0.13% Feb 23, 2026 - Feb 26, 2026 |
Correlation
Correlation between NUMV and IBTM is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2017 - 2026)
NUMV vs IBTM dividend yield comparison.
| Year | NUMV | IBTM |
|---|---|---|
| 2026 | 0.00% | 1.63% |
| 2025 | 1.53% | 3.87% |
| 2024 | 1.81% | 3.96% |
| 2023 | 2.20% | 3.39% |
| 2022 | 5.78% | 1.38% |
| 2021 | 6.62% | 0.00% |
| 2020 | 1.38% | 0.00% |
| 2019 | 2.40% | 0.00% |
| 2018 | 4.01% | 0.00% |
| 2017 | 0.83% | 0.00% |
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