STAX vs BDIV
Comparison between MACQUARIE TAX-FREE USA SHORT TERM ETF (STAX, ETF) and AAM BRENTVIEW DIVIDEND GROWTH ETF (BDIV, ETF).
STAX vs BDIV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STAX
$6.30M
BDIV
$6.30M
Expense Ratio
Winner
STAX
0.29%
BDIV
0.49%
Max Drawdown
Winner
STAX
2.09%
BDIV
15.15%
Sharpe Ratio
STAX
0.38
Winner
BDIV
1.56
5Y Beta
Winner
STAX
-0.00
BDIV
0.71
P/E Ratio
STAX
N/A
BDIV
26.53
Forward P/E
STAX
N/A
BDIV
22.45
PEG Ratio
STAX
N/A
BDIV
0.74
5Y EPS CAGR
STAX
N/A
BDIV
22.46%
Debt to Equity
STAX
N/A
BDIV
46.49%
P/S Ratio
STAX
N/A
BDIV
3.16
P/B Ratio
STAX
N/A
BDIV
5.83
STAX vs BDIV - Historical Returns
Returns include dividend reinvestment.
1M
STAX
+0.30%
Winner
BDIV
+0.32%
3M
STAX
+0.06%
Winner
BDIV
+3.62%
6M
STAX
+1.47%
Winner
BDIV
+6.76%
1Y
STAX
+3.95%
Winner
BDIV
+20.33%
Max(CAGR)
STAX
+3.70%
Winner
BDIV
+15.59%
STAX vs BDIV - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | STAX | BDIV |
|---|---|---|
| 2026 | +1.06% | +6.29% |
| 2025 | +4.06% | +18.73% |
| 2024 | +2.58% | +3.15% |
| 2023 | +1.45% | N/A |
STAX vs BDIV Drawdown Comparison
The maximum drawdown for STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The maximum drawdown for BDIV was -14.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.
The current STAX drawdown is -0.22%. The current BDIV drawdown is -0.95%.
| Rank | STAX | BDIV |
|---|---|---|
| #1 | -1.42% Apr 4, 2025 - Jun 5, 2025 | -14.98% Feb 19, 2025 - Jun 26, 2025 |
| #2 | -1.05% Feb 27, 2026 - Mar 24, 2026 | -7.01% Feb 25, 2026 - Apr 23, 2026 |
| #3 | -0.86% Mar 20, 2024 - Jun 14, 2024 | -6.38% Nov 29, 2024 - Feb 11, 2025 |
| #4 | -0.65% Sep 27, 2024 - Nov 25, 2024 | -4.58% Jul 31, 2024 - Aug 15, 2024 |
| #5 | -0.55% Dec 6, 2024 - Jan 27, 2025 | -3.64% Oct 27, 2025 - Nov 26, 2025 |
| #6 | -0.55% Dec 27, 2023 - Feb 1, 2024 | -3.54% Oct 18, 2024 - Nov 8, 2024 |
| #7 | -0.51% Feb 28, 2025 - Apr 3, 2025 | -3.08% Aug 30, 2024 - Sep 13, 2024 |
| #8 | -0.44% Feb 1, 2024 - Mar 5, 2024 | -2.50% Nov 28, 2025 - Jan 6, 2026 |
| #9 | -0.42% Sep 16, 2025 - Dec 18, 2025 | -2.30% Jul 25, 2025 - Aug 12, 2025 |
| #10 | -0.18% Feb 10, 2025 - Feb 21, 2025 | -1.74% Oct 6, 2025 - Oct 15, 2025 |
| #11 | -0.17% Jun 25, 2024 - Jul 3, 2024 | -1.68% Jan 12, 2026 - Feb 2, 2026 |
| #12 | -0.15% Aug 2, 2024 - Aug 14, 2024 | -1.49% Nov 8, 2024 - Nov 22, 2024 |
| #13 | -0.13% Mar 13, 2024 - Mar 20, 2024 | -1.45% Sep 30, 2024 - Oct 9, 2024 |
| #14 | -0.08% Aug 14, 2024 - Aug 20, 2024 | -1.13% Jul 3, 2025 - Jul 23, 2025 |
| #15 | -0.08% Aug 29, 2025 - Sep 4, 2025 | -1.10% May 26, 2026 - Jun 1, 2026 |
Correlation
Correlation between STAX and BDIV is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
STAX vs BDIV dividend yield comparison.
| Year | STAX | BDIV |
|---|---|---|
| 2026 | 1.35% | 0.93% |
| 2025 | 3.16% | 1.14% |
| 2024 | 3.43% | 0.62% |
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