NUSA vs BESF
Comparison between NUVEEN ESG 1-5 YEAR U.S. AGGREGATE BOND ETF (NUSA, ETF) and BASTION ENERGY ETF (BESF, ETF).
NUSA vs BESF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NUSA
$34M
BESF
$34M
Expense Ratio
Winner
NUSA
0.14%
BESF
0.80%
Max Drawdown
NUSA
13.09%
Winner
BESF
10.16%
Sharpe Ratio
NUSA
-0.19
Winner
BESF
2.07
5Y Beta
Winner
NUSA
0.00
BESF
0.28
P/E Ratio
NUSA
N/A
BESF
56.88
Forward P/E
NUSA
N/A
BESF
10.22
5Y Dividends CAGR
NUSA
8.47%
BESF
N/A
P/S Ratio
NUSA
N/A
BESF
2.34
P/B Ratio
NUSA
N/A
BESF
2.28
NUSA vs BESF - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUSA
-0.02%
BESF
-4.62%
3M
NUSA
-0.29%
Winner
BESF
+2.16%
6M
NUSA
+0.52%
Winner
BESF
+16.12%
1Y
NUSA
+3.50%
Winner
BESF
+67.68%
5Y(CAGR)
NUSA
+1.48%
BESF
N/A
10Y(CAGR)
NUSA
+2.20%
BESF
N/A
Max(CAGR)
NUSA
+2.20%
Winner
BESF
+66.42%
NUSA vs BESF - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUSA | BESF |
|---|---|---|
| 2026 | +0.22% | +14.08% |
| 2025 | +6.00% | +41.12% |
| 2024 | +3.72% | N/A |
| 2023 | +4.96% | N/A |
| 2022 | -5.75% | N/A |
| 2021 | -1.04% | N/A |
| 2020 | +4.85% | N/A |
| 2019 | +5.61% | N/A |
| 2018 | +1.40% | N/A |
| 2017 | +1.00% | N/A |
NUSA vs BESF Drawdown Comparison
The maximum drawdown for NUSA was -9.44%, occurring on Oct 20, 2022. Recovery took 752 trading sessions.
The maximum drawdown for BESF was -9.89%, occurring on Apr 17, 2026. Recovery took 36 trading sessions.
The current NUSA drawdown is -0.70%. The current BESF drawdown is -7.21%.
| Rank | NUSA | BESF |
|---|---|---|
| #1 | -9.44% Aug 3, 2021 - Jul 31, 2024 | -9.89% Mar 27, 2026 - May 19, 2026 |
| #2 | -7.95% Mar 6, 2020 - May 18, 2020 | -8.90% May 19, 2026 - May 29, 2026 |
| #3 | -1.62% Sep 24, 2024 - Feb 24, 2025 | -7.73% Oct 15, 2025 - Dec 3, 2025 |
| #4 | -1.57% Sep 6, 2017 - Nov 1, 2018 | -6.55% Dec 9, 2025 - Jan 2, 2026 |
| #5 | -1.28% Feb 27, 2026 - Mar 26, 2026 | -5.68% Aug 28, 2025 - Sep 24, 2025 |
| #6 | -0.93% Apr 4, 2025 - Apr 28, 2025 | -5.30% Jul 18, 2025 - Aug 26, 2025 |
| #7 | -0.88% Apr 30, 2025 - Jun 23, 2025 | -4.65% Oct 9, 2025 - Oct 14, 2025 |
| #8 | -0.84% Sep 4, 2019 - Oct 2, 2019 | -3.84% Jan 5, 2026 - Jan 21, 2026 |
| #9 | -0.73% Feb 10, 2021 - Jul 20, 2021 | -2.55% Sep 25, 2025 - Oct 1, 2025 |
| #10 | -0.43% Aug 5, 2024 - Aug 21, 2024 | -2.53% Jun 13, 2025 - Jul 2, 2025 |
| #11 | -0.43% Oct 4, 2019 - Dec 3, 2019 | -1.94% Jul 3, 2025 - Jul 11, 2025 |
| #12 | -0.42% Nov 1, 2018 - Dec 4, 2018 | -1.60% Mar 2, 2026 - Mar 11, 2026 |
| #13 | -0.38% Oct 22, 2025 - Nov 21, 2025 | -1.41% Jan 30, 2026 - Feb 6, 2026 |
| #14 | -0.35% Sep 3, 2020 - Nov 17, 2020 | -0.95% Oct 6, 2025 - Oct 8, 2025 |
| #15 | -0.34% Dec 24, 2020 - Feb 10, 2021 | -0.92% Oct 1, 2025 - Oct 3, 2025 |
Correlation
Correlation between NUSA and BESF is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2017 - 2026)
NUSA vs BESF dividend yield comparison.
| Year | NUSA | BESF |
|---|---|---|
| 2026 | 1.59% | 0.33% |
| 2025 | 3.83% | 6.39% |
| 2024 | 3.93% | 0.00% |
| 2023 | 3.54% | 0.00% |
| 2022 | 2.44% | 0.00% |
| 2021 | 2.16% | 0.00% |
| 2020 | 2.51% | 0.00% |
| 2019 | 2.85% | 0.00% |
| 2018 | 3.22% | 0.00% |
| 2017 | 2.20% | 0.00% |
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