BGRN vs NBB

Comparison between ISHARES USD GREEN BOND ETF (BGRN, ETF) and Nuveen Taxable Municipal Income Fund (NBB, ETF).

5-Year PerformanceBGRN has outperformed NBB, delivering a return of +0.5% compared to -0.5%

BGRN vs NBB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGRN(ETF)	NBB(ETF)
Net Assets	$477M	$475M
Expense Ratio	0.20%	N/A
Max Drawdown	21.52%	42.71%
Sharpe Ratio	0.37	0.49
5Y Beta	0.07	0.16
5Y Dividends CAGR	39.66%	1.84%

Net Assets

Winner

BGRN

$477M

NBB

$475M

Expense Ratio

BGRN

0.20%

NBB

N/A

Max Drawdown

Winner

BGRN

21.52%

NBB

42.71%

Sharpe Ratio

BGRN

0.37

Winner

NBB

0.49

5Y Beta

Winner

BGRN

0.07

NBB

0.16

5Y Dividends CAGR

Winner

BGRN

39.66%

NBB

1.84%

BGRN vs NBB - Historical Returns

Returns include dividend reinvestment.

Period	BGRN	NBB
1 month	+0.50%	-0.52%
3 months	+1.02%	+3.11%
6 months	+0.99%	+1.39%
1 year	+4.75%	+8.36%
5 years(CAGR)	+0.46%	-0.54%
10 years(CAGR)	N/A	+2.81%
Max(CAGR)	+2.27%	+5.20%

Winner

BGRN

+0.50%

NBB

-0.52%

BGRN

+1.02%

Winner

NBB

+3.11%

BGRN

+0.99%

Winner

NBB

+1.39%

BGRN

+4.75%

Winner

NBB

+8.36%

5Y(CAGR)

Winner

BGRN

+0.46%

NBB

-0.54%

10Y(CAGR)

BGRN

N/A

NBB

+2.81%

Max(CAGR)

BGRN

+2.27%

Winner

NBB

+5.20%

BGRN vs NBB - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	BGRN	NBB
2026	+0.75%	+3.09%
2025	+7.28%	+12.97%
2024	+3.27%	+1.78%
2023	+6.13%	+7.51%
2022	-12.53%	-24.19%
2021	-2.90%	+2.06%
2020	+6.48%	+13.82%
2019	+9.71%	+18.82%
2018	+1.14%	-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%

BGRN vs NBB Drawdown Comparison

The maximum drawdown for BGRN was -19.16%, occurring on Oct 20, 2022. Recovery took 1298 trading sessions.

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

The current BGRN drawdown is -0.60%. The current NBB drawdown is -5.92%.

Rank	BGRN	NBB
#1	-19.16% Dec 11, 2020 - Feb 13, 2026	-33.51% Sep 15, 2021 - Oct 19, 2023
#2	-6.56% Mar 9, 2020 - Jul 21, 2020	-27.83% Feb 21, 2020 - Aug 6, 2020
#3	-2.23% Feb 27, 2026 - Mar 27, 2026	-16.99% May 1, 2013 - May 29, 2014
#4	-2.22% Aug 28, 2019 - Jan 30, 2020	-12.58% Oct 13, 2010 - Aug 3, 2011
#5	-0.93% Aug 4, 2020 - Sep 21, 2020	-12.45% Sep 6, 2016 - Aug 31, 2017
#6	-0.86% Jul 3, 2019 - Jul 19, 2019	-10.51% Jan 4, 2018 - Mar 25, 2019
#7	-0.84% Nov 5, 2020 - Nov 19, 2020	-9.87% Feb 2, 2015 - Jan 15, 2016
#8	-0.62% Aug 15, 2019 - Aug 28, 2019	-8.79% Jan 27, 2021 - Jul 8, 2021
#9	-0.57% Nov 20, 2020 - Dec 8, 2020	-7.38% Feb 8, 2012 - May 30, 2012
#10	-0.52% Jan 31, 2020 - Feb 18, 2020	-5.80% Sep 3, 2019 - Jan 15, 2020
#11	-0.48% Mar 28, 2019 - Apr 24, 2019	-5.77% Aug 1, 2012 - Nov 8, 2012
#12	-0.36% Sep 21, 2020 - Sep 29, 2020	-5.39% Aug 7, 2020 - Dec 2, 2020
#13	-0.36% Jun 7, 2019 - Jun 14, 2019	-3.81% Nov 12, 2012 - Jan 11, 2013
#14	-0.35% Feb 22, 2019 - Mar 6, 2019	-3.74% Oct 16, 2017 - Dec 6, 2017
#15	-0.34% Oct 15, 2020 - Oct 27, 2020	-3.33% Aug 29, 2014 - Oct 15, 2014

Correlation

Correlation between BGRN and NBB is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2010 - 2026)

BGRN vs NBB dividend yield comparison.

Year	BGRN	NBB
2026	1.79%	3.06%
2025	4.21%	7.33%
2024	4.07%	6.96%
2023	3.52%	8.33%
2022	2.66%	7.86%
2021	0.78%	5.50%
2020	1.82%	4.67%
2019	3.66%	5.54%
2018	0.21%	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%