BLUC vs NBH
Comparison between BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).
BLUC vs NBH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
BLUC
$331M
Winner
NBH
$333M
Expense Ratio
BLUC
0.23%
NBH
N/A
Max Drawdown
Winner
BLUC
10.78%
NBH
49.69%
Sharpe Ratio
Winner
BLUC
1.37
NBH
0.86
5Y Beta
BLUC
1.07
Winner
NBH
0.20
5Y Dividends CAGR
BLUC
N/A
NBH
-1.21%
BLUC vs NBH - Historical Returns
Returns include dividend reinvestment.
1M
BLUC
+0.04%
Winner
NBH
+0.33%
3M
Winner
BLUC
+11.82%
NBH
+3.18%
6M
Winner
BLUC
+8.25%
NBH
+4.40%
1Y
Winner
BLUC
+22.82%
NBH
+11.63%
5Y(CAGR)
BLUC
N/A
NBH
-3.08%
10Y(CAGR)
BLUC
N/A
NBH
+0.70%
Max(CAGR)
Winner
BLUC
+23.63%
NBH
+3.98%
BLUC vs NBH - Annual Returns (2002 - 2026)
Returns include dividend reinvestment.
| Year | BLUC | NBH |
|---|---|---|
| 2026 | +7.73% | +5.28% |
| 2025 | +14.03% | +3.72% |
| 2024 | N/A | +5.10% |
| 2023 | N/A | +2.61% |
| 2022 | N/A | -28.53% |
| 2021 | N/A | +4.67% |
| 2020 | N/A | +4.47% |
| 2019 | N/A | +25.05% |
| 2018 | N/A | -9.40% |
| 2017 | N/A | -2.94% |
| 2016 | N/A | +9.20% |
| 2015 | N/A | +7.37% |
| 2014 | N/A | +17.41% |
| 2013 | N/A | -9.28% |
| 2012 | N/A | +6.63% |
| 2011 | N/A | +21.40% |
| 2010 | N/A | +10.30% |
| 2009 | N/A | +22.48% |
| 2008 | N/A | -8.12% |
| 2007 | N/A | -1.92% |
| 2006 | N/A | +9.24% |
| 2005 | N/A | +7.01% |
| 2004 | N/A | +2.11% |
| 2003 | N/A | +5.39% |
| 2002 | N/A | -9.14% |
BLUC vs NBH Drawdown Comparison
The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.
The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.
The current BLUC drawdown is -3.71%. The current NBH drawdown is -22.41%.
| Rank | BLUC | NBH |
|---|---|---|
| #1 | -10.68% Jan 12, 2026 - Apr 15, 2026 | -43.50% Aug 27, 2021 - Oct 25, 2023 |
| #2 | -5.65% Jun 2, 2026 - Jun 10, 2026 | -32.21% Feb 25, 2020 - Jan 11, 2021 |
| #3 | -5.58% Oct 29, 2025 - Dec 24, 2025 | -26.07% Jan 16, 2008 - Jan 5, 2009 |
| #4 | -2.96% Oct 8, 2025 - Oct 24, 2025 | -21.60% Nov 23, 2012 - Dec 4, 2014 |
| #5 | -2.35% Jul 28, 2025 - Aug 8, 2025 | -18.63% Aug 23, 2016 - Jul 17, 2019 |
| #6 | -2.03% May 14, 2026 - May 26, 2026 | -16.00% Mar 17, 2004 - Jun 16, 2005 |
| #7 | -1.86% Aug 14, 2025 - Aug 27, 2025 | -13.79% Nov 1, 2002 - May 8, 2003 |
| #8 | -1.61% Sep 22, 2025 - Oct 1, 2025 | -12.64% Jul 3, 2003 - Feb 27, 2004 |
| #9 | -1.54% Aug 28, 2025 - Sep 9, 2025 | -12.16% Oct 26, 2010 - Aug 17, 2011 |
| #10 | -1.23% Dec 26, 2025 - Jan 9, 2026 | -10.82% Jan 5, 2009 - May 19, 2009 |
| #11 | -0.95% Apr 17, 2026 - Apr 22, 2026 | -8.96% Sep 27, 2006 - Jan 14, 2008 |
| #12 | -0.78% Jul 3, 2025 - Jul 17, 2025 | -8.21% Feb 24, 2012 - Mar 30, 2012 |
| #13 | -0.65% Apr 27, 2026 - Apr 30, 2026 | -7.71% Aug 2, 2012 - Sep 17, 2012 |
| #14 | -0.62% Apr 22, 2026 - Apr 24, 2026 | -7.43% Jan 28, 2015 - Oct 6, 2015 |
| #15 | -0.43% Sep 15, 2025 - Sep 18, 2025 | -7.39% Feb 9, 2021 - Apr 15, 2021 |
Correlation
Correlation between BLUC and NBH is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2002 - 2026)
BLUC vs NBH dividend yield comparison.
| Year | BLUC | NBH |
|---|---|---|
| 2026 | 0.09% | 2.61% |
| 2025 | 0.46% | 6.43% |
| 2024 | 0.00% | 5.33% |
| 2023 | 0.00% | 4.49% |
| 2022 | 0.00% | 6.14% |
| 2021 | 0.00% | 4.89% |
| 2020 | 0.00% | 4.93% |
| 2019 | 0.00% | 4.86% |
| 2018 | 0.00% | 6.04% |
| 2017 | 0.00% | 5.53% |
| 2016 | 0.00% | 5.54% |
| 2015 | 0.00% | 5.73% |
| 2014 | 0.00% | 5.47% |
| 2013 | 0.00% | 5.98% |
| 2012 | 0.00% | 4.76% |
| 2011 | 0.00% | 5.28% |
| 2010 | 0.00% | 6.00% |
| 2009 | 0.00% | 5.18% |
| 2008 | 0.00% | 5.73% |
| 2007 | 0.00% | 5.15% |
| 2006 | 0.00% | 5.73% |
| 2005 | 0.00% | 5.99% |
| 2004 | 0.00% | 6.07% |
| 2003 | 0.00% | 5.89% |
| 2002 | 0.00% | 0.98% |
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