NVBW vs BAMD

Comparison between ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF) and Brookstone Dividend Stock ETF (BAMD, ETF).

NVBW vs BAMD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NVBW(ETF)	BAMD(ETF)
Net Assets	$95M	$95M
Expense Ratio	0.74%	0.89%
Max Drawdown	8.41%	18.02%
Sharpe Ratio	1.20	0.85
5Y Beta	0.38	0.44
P/E Ratio	N/A	17.04
Forward P/E	N/A	15.77
PEG Ratio	N/A	0.10
5Y EPS CAGR	N/A	15.82%
Debt to Equity	N/A	-199.13%
P/S Ratio	N/A	2.65
P/B Ratio	N/A	3.41

Net Assets

Winner

NVBW

$95M

BAMD

$95M

Expense Ratio

Winner

NVBW

0.74%

BAMD

0.89%

Max Drawdown

Winner

NVBW

8.41%

BAMD

18.02%

Sharpe Ratio

Winner

NVBW

1.20

BAMD

0.85

5Y Beta

Winner

NVBW

0.38

BAMD

0.44

P/E Ratio

NVBW

N/A

BAMD

17.04

Forward P/E

NVBW

N/A

BAMD

15.77

PEG Ratio

NVBW

N/A

BAMD

0.10

5Y EPS CAGR

NVBW

N/A

BAMD

15.82%

Debt to Equity

NVBW

N/A

BAMD

-199.13%

P/S Ratio

NVBW

N/A

BAMD

2.65

P/B Ratio

NVBW

N/A

BAMD

3.41

NVBW vs BAMD - Historical Returns

Returns include dividend reinvestment.

Period	NVBW	BAMD
1 month	+0.68%	+3.77%
3 months	+3.58%	+6.92%
6 months	+5.56%	+11.45%
1 year	+10.18%	+13.02%
Max(CAGR)	+10.04%	+15.44%

NVBW

+0.68%

Winner

BAMD

+3.77%

NVBW

+3.58%

Winner

BAMD

+6.92%

NVBW

+5.56%

Winner

BAMD

+11.45%

NVBW

+10.18%

Winner

BAMD

+13.02%

Max(CAGR)

NVBW

+10.04%

Winner

BAMD

+15.44%

NVBW vs BAMD - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	NVBW	BAMD
2026	+5.71%	+13.89%
2025	+9.47%	-1.17%
2024	+9.21%	+17.97%
2023	+12.73%	+10.73%
2022	+0.54%	N/A

NVBW vs BAMD Drawdown Comparison

The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.

The maximum drawdown for BAMD was -15.91%, occurring on Apr 8, 2025. Recovery took 384 trading sessions.

The current NVBW drawdown is -0.14%. The current BAMD drawdown is -0.97%.

Rank	NVBW	BAMD
#1	-8.41% Feb 19, 2025 - Jun 3, 2025	-15.91% Nov 26, 2024 - Jun 11, 2026
#2	-7.20% Sep 14, 2023 - Dec 28, 2023	-6.13% Jan 8, 2024 - Mar 20, 2024
#3	-4.03% Feb 2, 2026 - Apr 14, 2026	-5.72% Mar 28, 2024 - May 7, 2024
#4	-3.66% Feb 2, 2023 - Apr 3, 2023	-4.87% Oct 17, 2023 - Nov 3, 2023
#5	-2.87% Nov 30, 2022 - Jan 13, 2023	-3.52% May 17, 2024 - Jul 11, 2024
#6	-2.15% Nov 1, 2022 - Nov 10, 2022	-2.99% Sep 29, 2023 - Oct 16, 2023
#7	-1.92% Nov 3, 2025 - Nov 26, 2025	-2.82% Aug 1, 2024 - Aug 14, 2024
#8	-1.88% Jul 31, 2023 - Aug 30, 2023	-2.76% Nov 3, 2023 - Nov 14, 2023
#9	-1.56% Jul 31, 2024 - Aug 13, 2024	-2.41% Oct 16, 2024 - Nov 6, 2024
#10	-1.46% Jun 4, 2026 - Jun 15, 2026	-2.12% Dec 14, 2023 - Dec 28, 2023
#11	-1.40% May 1, 2023 - May 17, 2023	-1.94% Sep 30, 2024 - Oct 15, 2024
#12	-1.28% Dec 5, 2024 - Jan 17, 2025	-1.52% Jul 17, 2024 - Jul 26, 2024
#13	-1.21% Jan 17, 2023 - Jan 23, 2023	-1.47% Nov 11, 2024 - Nov 21, 2024
#14	-1.19% Jan 9, 2026 - Jan 27, 2026	-1.46% Jun 16, 2026 - Jul 2, 2026
#15	-1.17% Apr 19, 2023 - Apr 28, 2023	-1.36% Sep 4, 2024 - Sep 13, 2024