IBDZ vs NBCR
Comparison between ISHARES IBONDS DEC 2034 TERM CORPORATE ETF (IBDZ, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).
IBDZ vs NBCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
IBDZ
$845M
NBCR
$843M
Expense Ratio
Winner
IBDZ
0.10%
NBCR
0.29%
Max Drawdown
Winner
IBDZ
7.08%
NBCR
18.23%
Sharpe Ratio
IBDZ
0.39
Winner
NBCR
1.34
5Y Beta
Winner
IBDZ
0.10
NBCR
0.96
P/E Ratio
IBDZ
N/A
NBCR
30.52
Forward P/E
IBDZ
N/A
NBCR
21.39
PEG Ratio
IBDZ
N/A
NBCR
0.59
5Y EPS CAGR
IBDZ
N/A
NBCR
26.80%
Debt to Equity
IBDZ
N/A
NBCR
35.24%
P/S Ratio
IBDZ
N/A
NBCR
4.18
P/B Ratio
IBDZ
N/A
NBCR
5.96
IBDZ vs NBCR - Historical Returns
Returns include dividend reinvestment.
1M
IBDZ
-0.29%
Winner
NBCR
+1.25%
3M
IBDZ
-1.05%
Winner
NBCR
+6.19%
6M
IBDZ
+0.09%
Winner
NBCR
+4.64%
1Y
IBDZ
+5.86%
Winner
NBCR
+20.89%
Max(CAGR)
IBDZ
+6.36%
Winner
NBCR
+16.89%
IBDZ vs NBCR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | IBDZ | NBCR |
|---|---|---|
| 2026 | -0.05% | +4.89% |
| 2025 | +8.70% | +18.51% |
| 2024 | +4.24% | +6.83% |
IBDZ vs NBCR Drawdown Comparison
The maximum drawdown for IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 191 trading sessions.
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current IBDZ drawdown is -1.68%. The current NBCR drawdown is -2.33%.
| Rank | IBDZ | NBCR |
|---|---|---|
| #1 | -5.56% Sep 16, 2024 - Jun 23, 2025 | -18.23% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -10.35% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -1.41% Jun 24, 2024 - Jul 5, 2024 | -4.95% Aug 1, 2024 - Aug 14, 2024 |
| #4 | -1.40% Oct 27, 2025 - Nov 25, 2025 | -4.88% Dec 4, 2024 - Jan 23, 2025 |
| #5 | -1.36% Jul 1, 2025 - Jul 29, 2025 | -4.51% Oct 28, 2025 - Dec 5, 2025 |
| #6 | -1.36% Aug 5, 2024 - Aug 14, 2024 | -4.42% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -1.27% Jul 16, 2024 - Jul 31, 2024 | -2.96% Oct 14, 2024 - Nov 6, 2024 |
| #8 | -1.06% Jun 6, 2024 - Jun 13, 2024 | -2.85% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -1.04% Nov 26, 2025 - Jan 14, 2026 | -2.44% Dec 11, 2025 - Dec 23, 2025 |
| #10 | -0.98% Jan 14, 2026 - Feb 6, 2026 | -2.33% May 29, 2026 - Jun 5, 2026 |
| #11 | -0.94% Sep 15, 2025 - Oct 15, 2025 | -2.33% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -0.90% May 24, 2024 - Jun 3, 2024 | -2.18% Jan 23, 2025 - Feb 19, 2025 |
| #13 | -0.77% Aug 23, 2024 - Sep 4, 2024 | -2.01% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -0.65% Aug 13, 2025 - Aug 27, 2025 | -1.66% May 14, 2026 - May 26, 2026 |
| #15 | -0.58% Aug 21, 2024 - Aug 23, 2024 | -1.47% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between IBDZ and NBCR is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2024 - 2026)
IBDZ vs NBCR dividend yield comparison.
| Year | IBDZ | NBCR |
|---|---|---|
| 2026 | 2.01% | 0.00% |
| 2025 | 4.85% | 0.45% |
| 2024 | 2.50% | 0.47% |
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