NUV vs BBMC

Comparison between Nuveen Municipal Value Fund Inc (NUV, ETF) and JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC, ETF).

5-Year PerformanceBBMC has outperformed NUV, delivering a return of +8.3% compared to -0.2%

NUV vs BBMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NUV(ETF)	BBMC(ETF)
Net Assets	$1.90B	$2B
Expense Ratio	N/A	0.07%
Max Drawdown	33.92%	30.54%
Sharpe Ratio	0.97	1.64
5Y Beta	0.12	1.03
P/E Ratio	N/A	34.52
Forward P/E	N/A	17.40
5Y Dividends CAGR	2.58%	20.05%
5Y EPS CAGR	N/A	10.27%
Debt to Equity	N/A	40.53%
P/S Ratio	N/A	1.74
P/B Ratio	N/A	2.86

Net Assets

NUV

$1.90B

Winner

BBMC

$2B

Expense Ratio

NUV

N/A

BBMC

0.07%

Max Drawdown

NUV

33.92%

Winner

BBMC

30.54%

Sharpe Ratio

NUV

0.97

Winner

BBMC

1.64

5Y Beta

Winner

NUV

0.12

BBMC

1.03

P/E Ratio

NUV

N/A

BBMC

34.52

Forward P/E

NUV

N/A

BBMC

17.40

5Y Dividends CAGR

NUV

2.58%

Winner

BBMC

20.05%

5Y EPS CAGR

NUV

N/A

BBMC

10.27%

Debt to Equity

NUV

N/A

BBMC

40.53%

P/S Ratio

NUV

N/A

BBMC

1.74

P/B Ratio

NUV

N/A

BBMC

2.86

NUV vs BBMC - Historical Returns

Returns include dividend reinvestment.

Period	NUV	BBMC
1 month	+0.90%	+6.65%
3 months	+1.51%	+5.46%
6 months	+3.17%	+15.88%
1 year	+11.09%	+29.96%
5 years(CAGR)	-0.20%	+8.31%
10 years(CAGR)	+2.50%	N/A
Max(CAGR)	+4.84%	+17.54%

NUV

+0.90%

Winner

BBMC

+6.65%

NUV

+1.51%

Winner

BBMC

+5.46%

NUV

+3.17%

Winner

BBMC

+15.88%

NUV

+11.09%

Winner

BBMC

+29.96%

5Y(CAGR)

NUV

-0.20%

Winner

BBMC

+8.31%

10Y(CAGR)

NUV

+2.50%

BBMC

N/A

Max(CAGR)

NUV

+4.84%

Winner

BBMC

+17.54%

NUV vs BBMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NUV	BBMC
2026	+2.88%	+12.47%
2025	+9.25%	+12.44%
2024	+3.56%	+15.88%
2023	+2.79%	+19.07%
2022	-13.94%	-20.05%
2021	-3.67%	+19.73%
2020	+7.81%	+61.97%
2019	+17.97%	N/A
2018	-4.83%	N/A
2017	+10.10%	N/A
2016	-2.44%	N/A
2015	+9.91%	N/A
2014	+11.31%	N/A
2013	-8.62%	N/A
2012	+8.82%	N/A
2011	+13.18%	N/A
2010	-0.41%	N/A
2009	+11.52%	N/A
2008	-2.97%	N/A
2007	-4.18%	N/A
2006	+12.63%	N/A
2005	+11.40%	N/A
2004	+4.76%	N/A
2003	+6.25%	N/A
2002	+6.99%	N/A
2001	+9.72%	N/A
2000	+14.20%	N/A
1999	-8.03%	N/A

NUV vs BBMC Drawdown Comparison

The maximum drawdown for NUV was -28.29%, occurring on Oct 26, 2023. This drawdown has not yet recovered.

The maximum drawdown for BBMC was -30.12%, occurring on Jun 16, 2022. Recovery took 719 trading sessions.

The current NUV drawdown is -6.46%. The current BBMC drawdown is -0.40%.

Rank	NUV	BBMC
#1	-28.29% Aug 11, 2021 - Oct 26, 2023	-30.12% Nov 8, 2021 - Sep 19, 2024
#2	-23.00% Feb 25, 2020 - Oct 20, 2020	-24.18% Nov 25, 2024 - Aug 28, 2025
#3	-20.55% May 19, 2008 - Sep 9, 2009	-9.94% Jun 8, 2020 - Aug 5, 2020
#4	-14.71% Dec 6, 2012 - Jan 5, 2015	-9.75% Feb 26, 2026 - Apr 16, 2026
#5	-12.54% Jul 7, 2016 - Sep 14, 2017	-7.55% Sep 2, 2020 - Oct 5, 2020
#6	-11.19% Sep 28, 2010 - Sep 21, 2011	-7.21% Apr 29, 2020 - May 20, 2020
#7	-9.77% Mar 17, 2004 - Oct 29, 2004	-7.05% Apr 27, 2021 - Jun 25, 2021
#8	-9.49% Nov 1, 1999 - Jul 7, 2000	-6.71% Mar 15, 2021 - Apr 16, 2021
#9	-9.15% Mar 13, 2007 - Apr 1, 2008	-6.62% Jun 25, 2021 - Aug 27, 2021
#10	-8.45% Sep 14, 2017 - Mar 21, 2019	-6.45% Oct 27, 2025 - Nov 28, 2025
#11	-7.42% Feb 2, 2015 - Oct 23, 2015	-6.27% Feb 12, 2021 - Mar 12, 2021
#12	-6.81% Feb 9, 2021 - Jul 2, 2021	-6.13% Oct 12, 2020 - Nov 5, 2020
#13	-6.78% Aug 30, 2001 - Nov 8, 2001	-5.49% Jan 20, 2021 - Feb 5, 2021
#14	-6.27% Oct 1, 2002 - Mar 6, 2003	-4.82% Sep 2, 2021 - Oct 19, 2021
#15	-6.19% Mar 7, 2012 - Apr 30, 2012	-4.15% Apr 17, 2020 - Apr 27, 2020

Correlation

Correlation between NUV and BBMC is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2000 - 2026)

NUV vs BBMC dividend yield comparison.

Year	NUV	BBMC
2026	1.41%	0.19%
2025	4.30%	1.25%
2024	4.16%	1.31%
2023	3.94%	1.36%
2022	3.91%	1.48%
2021	3.41%	0.87%
2020	3.35%	0.69%
2019	3.48%	0.00%
2018	4.01%	0.00%
2017	3.99%	0.00%
2016	4.10%	0.00%
2015	3.95%	0.00%
2014	4.44%	0.00%
2013	4.97%	0.00%
2012	4.16%	0.00%
2011	5.04%	0.00%
2010	5.33%	0.00%
2009	4.50%	0.00%
2008	5.46%	0.00%
2007	5.34%	0.00%
2006	4.75%	0.00%
2005	5.06%	0.00%
2004	5.82%	0.00%
2003	5.60%	0.00%
2002	5.73%	0.00%
2001	5.62%	0.00%
2000	2.70%	0.00%