NVBW vs SPDV
Comparison between ALLIANZIM U.S. EQUITY BUFFER20 NOV ETF (NVBW, ETF) and AAM S&P 500 HIGH DIVIDEND VALUE ETF (SPDV, ETF).
NVBW vs SPDV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NVBW
$95M
Winner
SPDV
$95M
Expense Ratio
NVBW
0.74%
Winner
SPDV
0.29%
Max Drawdown
Winner
NVBW
8.41%
SPDV
45.44%
Sharpe Ratio
NVBW
1.20
Winner
SPDV
1.59
5Y Beta
Winner
NVBW
0.38
SPDV
0.66
P/E Ratio
NVBW
N/A
SPDV
23.75
Forward P/E
NVBW
N/A
SPDV
12.15
PEG Ratio
NVBW
N/A
SPDV
0.38
5Y Dividends CAGR
NVBW
N/A
SPDV
4.59%
5Y EPS CAGR
NVBW
N/A
SPDV
0.86%
Debt to Equity
NVBW
N/A
SPDV
-81.45%
P/S Ratio
NVBW
N/A
SPDV
1.20
P/B Ratio
NVBW
N/A
SPDV
1.98
NVBW vs SPDV - Historical Returns
Returns include dividend reinvestment.
1M
NVBW
+0.68%
Winner
SPDV
+3.87%
3M
NVBW
+3.58%
Winner
SPDV
+7.48%
6M
NVBW
+5.56%
Winner
SPDV
+11.56%
1Y
NVBW
+10.18%
Winner
SPDV
+25.25%
5Y(CAGR)
NVBW
N/A
SPDV
+10.26%
10Y(CAGR)
NVBW
N/A
SPDV
+9.45%
Max(CAGR)
Winner
NVBW
+10.04%
SPDV
+9.45%
NVBW vs SPDV - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NVBW | SPDV |
|---|---|---|
| 2026 | +5.71% | +16.22% |
| 2025 | +9.47% | +10.63% |
| 2024 | +9.21% | +12.97% |
| 2023 | +12.73% | +5.19% |
| 2022 | +0.54% | -3.20% |
| 2021 | N/A | +31.52% |
| 2020 | N/A | -5.75% |
| 2019 | N/A | +20.27% |
| 2018 | N/A | -7.08% |
| 2017 | N/A | +3.65% |
NVBW vs SPDV Drawdown Comparison
The maximum drawdown for NVBW was -8.41%, occurring on Apr 8, 2025. Recovery took 72 trading sessions.
The maximum drawdown for SPDV was -43.82%, occurring on Mar 23, 2020. Recovery took 266 trading sessions.
The current NVBW drawdown is -0.14%.
| Rank | NVBW | SPDV |
|---|---|---|
| #1 | -8.41% Feb 19, 2025 - Jun 3, 2025 | -43.82% Jan 17, 2020 - Feb 8, 2021 |
| #2 | -7.20% Sep 14, 2023 - Dec 28, 2023 | -21.32% Apr 20, 2022 - Mar 11, 2024 |
| #3 | -4.03% Feb 2, 2026 - Apr 14, 2026 | -18.62% Nov 29, 2024 - Aug 22, 2025 |
| #4 | -3.66% Feb 2, 2023 - Apr 3, 2023 | -18.50% Sep 21, 2018 - Oct 29, 2019 |
| #5 | -2.87% Nov 30, 2022 - Jan 13, 2023 | -9.85% Jan 26, 2018 - Aug 17, 2018 |
| #6 | -2.15% Nov 1, 2022 - Nov 10, 2022 | -9.60% Jun 8, 2021 - Jan 4, 2022 |
| #7 | -1.92% Nov 3, 2025 - Nov 26, 2025 | -6.37% Mar 28, 2024 - Jul 16, 2024 |
| #8 | -1.88% Jul 31, 2023 - Aug 30, 2023 | -5.99% Jul 30, 2024 - Aug 23, 2024 |
| #9 | -1.56% Jul 31, 2024 - Aug 13, 2024 | -5.80% Feb 11, 2026 - May 22, 2026 |
| #10 | -1.46% Jun 4, 2026 - Jun 15, 2026 | -5.24% Oct 3, 2025 - Dec 10, 2025 |
| #11 | -1.40% May 1, 2023 - May 17, 2023 | -5.14% Jan 14, 2022 - Mar 29, 2022 |
| #12 | -1.28% Dec 5, 2024 - Jan 17, 2025 | -4.90% Mar 15, 2021 - Apr 21, 2021 |
| #13 | -1.21% Jan 17, 2023 - Jan 23, 2023 | -3.56% May 10, 2021 - May 17, 2021 |
| #14 | -1.19% Jan 9, 2026 - Jan 27, 2026 | -3.45% Oct 16, 2024 - Nov 7, 2024 |
| #15 | -1.17% Apr 19, 2023 - Apr 28, 2023 | -3.42% Aug 30, 2024 - Sep 19, 2024 |
Correlation
Correlation between NVBW and SPDV is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
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