AAM Brentview Dividend Growth ETF (BDIV) Performance
BDIV total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +10.7% since Dec 31, 2025
- 1 year
- +11.5% total return
- Since first price
- +35.4% since 2024
BDIV trailing returns vs SPY, QQQ, AGG
| Period | BDIV total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.8% | +2.8% | −1.0% | −5.0% | +0.9% |
| 3 months | +1.9% | +1.6% | +3.2% | +1.9% | −0.4% |
| 6 months | +4.7% | +4.1% | +7.8% | +8.4% | −1.5% |
| YTD | +10.7% | +9.9% | +12.3% | +15.1% | −1.0% |
| 1 year | +11.5% | +10.3% | +14.4% | +15.9% | −1.1% |
| Since inceptionJul 31, 2024 | +35.4% | +32.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: BDIV vs SPY
From Jul 31, 2024: BDIV grew to $13,540, SPY to $14,159.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BDIV returns by calendar year
1 of 1 full years positive. Best 2025 (+18.6%), worst 2025 (+18.6%). 2026 is year to date.
BDIV annual returns table
| Year | BDIV | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +10.7% | −7.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +18.6% | −15.0% | +17.7% | +20.8% | +7.2% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
BDIV largest drawdowns
Now 1.0% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 19, 2025 | −15.0% | Apr 8, 2025 | Jun 26, 2025 | 48 days | 4 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BDIV risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +13.4% |
| Volatility (annualized) | 11.1% |
| Sharpe ratio | 0.83 |
| Sortino ratio | 1.32 |
| Best month | +6.9% |
| Worst month | −5.9% |
| Best 12 months | +26.2% |
| Worst 12 months | +9.0% |
| Positive months | 73% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
BDIV rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 16 | +9.0% | +17.1% | +26.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
BDIV performance overview
AAM Brentview Dividend Growth ETF (BDIV) returned +11.5% over the past year, with distributions reinvested. Since its first recorded price on Jul 31, 2024 it has returned +35.4%. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −15.0%, from Feb 19, 2025 to Apr 8, 2025, and it took 3 months to get back to the old high. Volatility has been 11.1% a year.
Related: BDIV chart, BDIV holdings, BDIV dividends, BDIV valuation. See the BDIV overview for the latest quote and fund facts.
BDIV performance FAQ
What is the BDIV return over the past year?
BDIV returned +11.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 10.3%.
How much would $10,000 invested in BDIV be worth?
$10,000 invested in BDIV at its first recorded close on July 31, 2024 would be worth about $13,540 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of BDIV?
The largest peak-to-trough decline was −15.0% between February 19, 2025 and April 8, 2025. It recovered to the old high on June 26, 2025, 3 months after the bottom.
How volatile is BDIV?
Over the past history BDIV had an annualized volatility of 11.1% and a Sharpe ratio of 0.83 (excess return over 1–3 month T-bills per unit of risk).