AVSU vs NBB

Comparison between AVANTIS RESPONSIBLE U.S. EQUITY ETF (AVSU, ETF) and Nuveen Taxable Municipal Income Fund (NBB, ETF).

AVSU vs NBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	AVSU(ETF)	NBB(ETF)
Net Assets	$476M	$475M
Expense Ratio	0.15%	N/A
Max Drawdown	22.13%	42.71%
Sharpe Ratio	1.55	0.21
5Y Beta	1.01	0.16
P/E Ratio	25.10	N/A
Forward P/E	17.75	N/A
5Y Dividends CAGR	N/A	1.44%
5Y EPS CAGR	23.53%	N/A
Debt to Equity	47.58%	N/A
P/S Ratio	2.51	N/A
P/B Ratio	4.37	N/A

Net Assets

Winner

AVSU

$476M

NBB

$475M

Expense Ratio

AVSU

0.15%

NBB

N/A

Max Drawdown

Winner

AVSU

22.13%

NBB

42.71%

Sharpe Ratio

Winner

AVSU

1.55

NBB

0.21

5Y Beta

AVSU

1.01

Winner

NBB

0.16

P/E Ratio

AVSU

25.10

NBB

N/A

Forward P/E

AVSU

17.75

NBB

N/A

5Y Dividends CAGR

AVSU

N/A

NBB

1.44%

5Y EPS CAGR

AVSU

23.53%

NBB

N/A

Debt to Equity

AVSU

47.58%

NBB

N/A

P/S Ratio

AVSU

2.51

NBB

N/A

P/B Ratio

AVSU

4.37

NBB

N/A

AVSU vs NBB - Historical Returns

Returns include dividend reinvestment.

Period	AVSU	NBB
1 month	-0.13%	-0.16%
3 months	+8.63%	-0.97%
6 months	+13.03%	+1.75%
1 year	+27.71%	+5.47%
5 years(CAGR)	+14.04%	-1.05%
10 years(CAGR)	N/A	+2.62%
Max(CAGR)	+14.04%	+5.05%

Winner

AVSU

-0.13%

NBB

-0.16%

Winner

AVSU

+8.63%

NBB

-0.97%

Winner

AVSU

+13.03%

NBB

+1.75%

Winner

AVSU

+27.71%

NBB

+5.47%

5Y(CAGR)

Winner

AVSU

+14.04%

NBB

-1.05%

10Y(CAGR)

AVSU

N/A

NBB

+2.62%

Max(CAGR)

Winner

AVSU

+14.04%

NBB

+5.05%

AVSU vs NBB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	AVSU	NBB
2026	+15.14%	+1.39%
2025	+16.97%	+12.97%
2024	+19.95%	+1.78%
2023	+24.62%	+7.51%
2022	-11.70%	-24.19%
2021	N/A	+2.06%
2020	N/A	+13.82%
2019	N/A	+18.82%
2018	N/A	-6.08%
2017	N/A	+12.97%
2016	N/A	+8.81%
2015	N/A	+1.49%
2014	N/A	+22.93%
2013	N/A	-6.71%
2012	N/A	+7.88%
2011	N/A	+18.84%
2010	N/A	-4.27%

AVSU vs NBB Drawdown Comparison

The maximum drawdown for AVSU was -21.67%, occurring on Sep 30, 2022. Recovery took 427 trading sessions.

The maximum drawdown for NBB was -33.51%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current AVSU drawdown is -0.68%. The current NBB drawdown is -7.47%.

Rank	AVSU	NBB
#1	-21.67% Mar 29, 2022 - Dec 8, 2023	-33.51% Sep 15, 2021 - Oct 19, 2023
#2	-20.16% Dec 4, 2024 - Jul 2, 2025	-27.83% Feb 21, 2020 - Aug 6, 2020
#3	-10.06% Feb 9, 2026 - Apr 14, 2026	-16.99% May 1, 2013 - May 29, 2014
#4	-9.03% Jul 16, 2024 - Sep 19, 2024	-12.58% Oct 13, 2010 - Aug 3, 2011
#5	-6.57% Mar 28, 2024 - May 15, 2024	-12.45% Sep 6, 2016 - Aug 31, 2017
#6	-4.90% Oct 28, 2025 - Nov 26, 2025	-10.51% Jan 4, 2018 - Mar 25, 2019
#7	-3.70% Jun 2, 2026 - Jun 15, 2026	-9.87% Feb 2, 2015 - Jan 15, 2016
#8	-3.39% Oct 6, 2025 - Oct 21, 2025	-8.79% Jan 27, 2021 - Jul 8, 2021
#9	-2.72% Oct 18, 2024 - Nov 6, 2024	-7.38% Feb 8, 2012 - May 30, 2012
#10	-2.63% Jul 25, 2025 - Aug 12, 2025	-5.80% Sep 3, 2019 - Jan 15, 2020
#11	-2.58% Dec 28, 2023 - Jan 19, 2024	-5.77% Aug 1, 2012 - Nov 8, 2012
#12	-2.57% Dec 11, 2025 - Dec 24, 2025	-5.39% Aug 7, 2020 - Dec 2, 2020
#13	-2.51% May 14, 2026 - May 22, 2026	-3.81% Nov 12, 2012 - Jan 11, 2013
#14	-2.45% Nov 11, 2024 - Nov 25, 2024	-3.74% Oct 16, 2017 - Dec 6, 2017
#15	-2.14% Jan 12, 2026 - Jan 27, 2026	-3.33% Aug 29, 2014 - Oct 15, 2014

Correlation

Correlation between AVSU and NBB is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2010 - 2026)

AVSU vs NBB dividend yield comparison.

Year	AVSU	NBB
2026	0.43%	4.41%
2025	1.03%	7.33%
2024	1.22%	6.96%
2023	1.22%	8.33%
2022	0.99%	7.86%
2021	0.00%	5.50%
2020	0.00%	4.67%
2019	0.00%	5.54%
2018	0.00%	6.38%
2017	0.00%	5.62%
2016	0.00%	6.35%
2015	0.00%	6.79%
2014	0.00%	6.57%
2013	0.00%	7.53%
2012	0.00%	6.24%
2011	0.00%	6.84%
2010	0.00%	4.46%