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