ARLU vs NBTR
Comparison between ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF (ARLU, ETF) and NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF).
ARLU vs NBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
ARLU
$55M
NBTR
$55M
Expense Ratio
ARLU
0.74%
Winner
NBTR
0.38%
Max Drawdown
ARLU
15.38%
Winner
NBTR
4.20%
Sharpe Ratio
Winner
ARLU
1.10
NBTR
0.54
5Y Beta
ARLU
0.75
Winner
NBTR
0.08
ARLU vs NBTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
ARLU
+1.62%
NBTR
+1.16%
3M
Winner
ARLU
+8.88%
NBTR
+0.77%
6M
Winner
ARLU
+6.49%
NBTR
+1.49%
1Y
Winner
ARLU
+18.29%
NBTR
+5.95%
Max(CAGR)
Winner
ARLU
+12.15%
NBTR
+5.72%
ARLU vs NBTR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | ARLU | NBTR |
|---|---|---|
| 2026 | +6.17% | +0.86% |
| 2025 | +11.45% | +8.03% |
| 2024 | +9.00% | -0.26% |
ARLU vs NBTR Drawdown Comparison
The maximum drawdown for ARLU was -15.38%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current ARLU drawdown is -0.77%. The current NBTR drawdown is -0.85%.
| Rank | ARLU | NBTR |
|---|---|---|
| #1 | -15.38% Feb 19, 2025 - Jul 23, 2025 | -2.58% Apr 3, 2025 - Jun 4, 2025 |
| #2 | -9.66% Jan 28, 2026 - Apr 30, 2026 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -6.23% Jul 16, 2024 - Sep 19, 2024 | -1.33% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -4.88% Oct 28, 2025 - Dec 24, 2025 | -1.05% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -4.20% Dec 6, 2024 - Feb 14, 2025 | -1.05% Oct 27, 2025 - Dec 29, 2025 |
| #6 | -3.82% Jun 2, 2026 - Jun 10, 2026 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #7 | -3.54% Apr 1, 2024 - May 15, 2024 | -0.90% Jul 2, 2025 - Jul 29, 2025 |
| #8 | -2.62% Oct 8, 2025 - Oct 24, 2025 | -0.66% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -2.57% Jan 12, 2026 - Jan 28, 2026 | -0.64% Jun 4, 2025 - Jun 12, 2025 |
| #10 | -2.34% Oct 14, 2024 - Nov 6, 2024 | -0.60% Jan 14, 2026 - Feb 10, 2026 |
| #11 | -1.99% Jul 25, 2025 - Aug 12, 2025 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.87% Nov 11, 2024 - Nov 26, 2024 | -0.42% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -1.85% May 14, 2026 - May 26, 2026 | -0.36% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.40% Aug 14, 2025 - Aug 27, 2025 | -0.28% Dec 29, 2025 - Jan 7, 2026 |
| #15 | -1.29% Sep 22, 2025 - Oct 1, 2025 | -0.27% Jan 21, 2025 - Jan 27, 2025 |
Correlation
Correlation between ARLU and NBTR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Select Stocks to Compare
Popular: ARLU vs SPYNBTR vs SPY
More Comparisons
Compare with similar stocks