IBCA vs NBH

Comparison between ISHARES IBONDS DEC 2035 TERM CORPORATE ETF (IBCA, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

IBCA vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IBCA(ETF)	NBH(ETF)
Net Assets	$334M	$333M
Expense Ratio	0.10%	N/A
Max Drawdown	95.89%	49.69%
Sharpe Ratio	0.34	0.77
5Y Beta	0.11	0.21
5Y Dividends CAGR	N/A	-1.21%

Net Assets

Winner

IBCA

$334M

NBH

$333M

Expense Ratio

IBCA

0.10%

NBH

N/A

Max Drawdown

IBCA

95.89%

Winner

NBH

49.69%

Sharpe Ratio

IBCA

0.34

Winner

NBH

0.77

5Y Beta

Winner

IBCA

0.11

NBH

0.21

5Y Dividends CAGR

IBCA

N/A

NBH

-1.21%

IBCA vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	IBCA	NBH
1 month	-0.32%	-0.07%
3 months	-1.13%	+0.22%
6 months	-0.14%	+2.50%
1 year	+5.91%	+10.92%
5 years(CAGR)	N/A	-3.22%
10 years(CAGR)	+8.35%	+0.61%
Max(CAGR)	+4.41%	+3.91%

IBCA

-0.32%

Winner

NBH

-0.07%

IBCA

-1.13%

Winner

NBH

+0.22%

IBCA

-0.14%

Winner

NBH

+2.50%

IBCA

+5.91%

Winner

NBH

+10.92%

5Y(CAGR)

IBCA

N/A

NBH

-3.22%

10Y(CAGR)

Winner

IBCA

+8.35%

NBH

+0.61%

Max(CAGR)

Winner

IBCA

+4.41%

NBH

+3.91%

IBCA vs NBH - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IBCA	NBH
2026	-0.14%	+3.56%
2025	+7.15%	+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	+7.80%	+7.37%
2014	+36.63%	+17.41%
2013	+94.56%	-9.28%
2012	+47.35%	+6.63%
2011	-14.24%	+21.40%
2010	-12.54%	+10.30%
2009	-22.82%	+22.48%
2008	-74.83%	-8.12%
2007	-51.41%	-1.92%
2006	+34.94%	+9.24%
2005	+28.57%	+7.01%
2004	+33.19%	+2.11%
2003	+41.27%	+5.39%
2002	+50.00%	-9.14%
2001	+97.33%	N/A
2000	-44.44%	N/A
1999	-30.56%	N/A

IBCA vs NBH Drawdown Comparison

The maximum drawdown for IBCA was -95.73%, occurring on Oct 12, 2010. This drawdown has not yet recovered.

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

The current IBCA drawdown is -39.65%. The current NBH drawdown is -23.68%.

Rank	IBCA	NBH
#1	-95.73% Jul 25, 2006 - Oct 12, 2010	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-61.11% Nov 1, 1999 - Jan 23, 2002	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-22.48% Jul 17, 2002 - Sep 11, 2002	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-21.05% Sep 11, 2002 - Mar 20, 2003	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-16.92% Jan 24, 2002 - Apr 17, 2002	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-16.85% Mar 8, 2004 - Oct 26, 2004	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-13.95% Sep 12, 2005 - Oct 21, 2005	-13.79% Nov 1, 2002 - May 8, 2003
#8	-13.26% Dec 8, 2005 - Jan 23, 2006	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-12.76% Feb 4, 2005 - Jul 13, 2005	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-9.56% Jun 5, 2006 - Jul 6, 2006	-10.82% Jan 5, 2009 - May 19, 2009
#11	-8.95% Aug 2, 2005 - Aug 29, 2005	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-7.68% Apr 28, 2006 - May 26, 2006	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-6.94% Dec 31, 2004 - Feb 4, 2005	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-6.80% Apr 2, 2003 - Jun 4, 2003	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-6.31% Apr 18, 2002 - Jul 3, 2002	-7.39% Feb 9, 2021 - Apr 15, 2021

Correlation

Correlation between IBCA and NBH is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.04

-101

Dividend Comparison (2002 - 2026)

IBCA vs NBH dividend yield comparison.

Year	IBCA	NBH
2026	2.02%	2.65%
2025	3.19%	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	0.46%	5.73%
2014	1.49%	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	6.27%	5.73%
2007	1.45%	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%