BGT vs NBH

Comparison between BlackRock Floating Rate Income Trust (BGT, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

5-Year PerformanceBGT has outperformed NBH, delivering a return of +6.9% compared to -2.9%

BGT vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BGT(ETF)	NBH(ETF)
Net Assets	$333M	$333M
Max Drawdown	64.14%	49.69%
Sharpe Ratio	-0.70	0.97
5Y Beta	0.35	0.19
5Y Dividends CAGR	13.69%	-1.21%

Net Assets

BGT

$333M

Winner

NBH

$333M

Max Drawdown

BGT

64.14%

Winner

NBH

49.69%

Sharpe Ratio

BGT

-0.70

Winner

NBH

0.97

5Y Beta

BGT

0.35

Winner

NBH

0.19

5Y Dividends CAGR

Winner

BGT

13.69%

NBH

-1.21%

BGT vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	BGT	NBH
1 month	+1.79%	+0.13%
3 months	+1.22%	+1.77%
6 months	-0.50%	+3.78%
1 year	-3.20%	+12.73%
5 years(CAGR)	+6.90%	-2.92%
10 years(CAGR)	+6.35%	+0.38%
Max(CAGR)	+5.35%	+3.98%

Winner

BGT

+1.79%

NBH

+0.13%

BGT

+1.22%

Winner

NBH

+1.77%

BGT

-0.50%

Winner

NBH

+3.78%

BGT

-3.20%

Winner

NBH

+12.73%

5Y(CAGR)

Winner

BGT

+6.90%

NBH

-2.92%

10Y(CAGR)

Winner

BGT

+6.35%

NBH

+0.38%

Max(CAGR)

Winner

BGT

+5.35%

NBH

+3.98%

BGT vs NBH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	BGT	NBH
2026	+2.41%	+5.72%
2025	-1.46%	+3.72%
2024	+17.10%	+5.10%
2023	+25.02%	+2.61%
2022	-14.22%	-28.53%
2021	+26.55%	+4.67%
2020	-1.30%	+4.47%
2019	+17.15%	+25.05%
2018	-13.82%	-9.40%
2017	+4.04%	-2.94%
2016	+19.09%	+9.20%
2015	+2.40%	+7.37%
2014	-2.37%	+17.41%
2013	-3.09%	-9.28%
2012	+19.80%	+6.63%
2011	-11.00%	+21.40%
2010	+28.58%	+10.30%
2009	+80.65%	+22.48%
2008	-41.10%	-8.12%
2007	-10.63%	-1.92%
2006	+21.74%	+9.24%
2005	-1.79%	+7.01%
2004	-4.99%	+2.11%
2003	N/A	+5.39%
2002	N/A	-9.14%

BGT vs NBH Drawdown Comparison

The maximum drawdown for BGT was -58.00%, occurring on Dec 15, 2008. Recovery took 643 trading sessions.

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current BGT drawdown is -4.19%. The current NBH drawdown is -22.09%.

Rank	BGT	NBH
#1	-58.00% Jul 9, 2007 - Jan 26, 2010	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-41.92% Jan 23, 2020 - Jan 15, 2021	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-24.68% Dec 31, 2010 - Sep 12, 2012	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-23.18% Dec 29, 2021 - Dec 14, 2023	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-15.97% Mar 2, 2010 - Oct 1, 2010	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-15.96% Mar 16, 2018 - Dec 4, 2019	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-15.93% Dec 16, 2024 - Jul 2, 2025	-13.79% Nov 1, 2002 - May 8, 2003
#8	-15.48% May 22, 2013 - Aug 24, 2016	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-11.68% Sep 22, 2004 - Feb 10, 2006	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-11.08% Aug 1, 2025 - Mar 27, 2026	-10.82% Jan 5, 2009 - May 19, 2009
#11	-8.95% Oct 19, 2012 - Jan 3, 2013	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-8.30% May 15, 2024 - Oct 30, 2024	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-6.41% Apr 25, 2017 - Jan 2, 2018	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-6.10% Oct 14, 2010 - Nov 30, 2010	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-5.68% Feb 6, 2007 - Apr 5, 2007	-7.39% Feb 9, 2021 - Apr 15, 2021

Correlation

Correlation between BGT and NBH is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2002 - 2026)

BGT vs NBH dividend yield comparison.

Year	BGT	NBH
2026	7.86%	3.13%
2025	12.74%	6.43%
2024	11.23%	5.33%
2023	10.36%	4.49%
2022	6.87%	6.14%
2021	5.55%	4.89%
2020	7.58%	4.93%
2019	6.33%	4.86%
2018	6.64%	6.04%
2017	5.03%	5.53%
2016	5.03%	5.54%
2015	6.04%	5.73%
2014	6.65%	5.47%
2013	6.41%	5.98%
2012	7.08%	4.76%
2011	8.11%	5.28%
2010	6.15%	6.00%
2009	6.90%	5.18%
2008	23.76%	5.73%
2007	10.08%	5.15%
2006	7.60%	5.73%
2005	7.13%	5.99%
2004	2.00%	6.07%
2003	0.00%	5.89%
2002	0.00%	0.98%