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IBND vs NUMG

Comparison between SPDR(R) BLOOMBERG INTERNATIONAL CORPORATE BOND ETF (IBND, ETF) and NUVEEN ESG MID-CAP GROWTH ETF (NUMG, ETF).

5-Year PerformanceNUMG has outperformed IBND, delivering a return of -0.1% compared to -1.5%

IBND vs NUMG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
IBND
$470M
Winner
NUMG
$471M
Expense Ratio
IBND
0.50%
Winner
NUMG
0.31%
Max Drawdown
Winner
IBND
36.02%
NUMG
45.83%
Sharpe Ratio
Winner
IBND
-0.18
NUMG
-0.30
5Y Beta
Winner
IBND
0.06
NUMG
1.11
P/E Ratio
IBND
N/A
NUMG
58.88
Forward P/E
IBND
N/A
NUMG
29.25
5Y Dividends CAGR
Winner
IBND
41.50%
NUMG
-55.99%
5Y EPS CAGR
IBND
N/A
NUMG
16.12%
Debt to Equity
IBND
N/A
NUMG
-89.38%
P/S Ratio
IBND
N/A
NUMG
4.43
P/B Ratio
IBND
N/A
NUMG
7.80

IBND vs NUMG - Historical Returns

Returns include dividend reinvestment.

1M
IBND
+0.02%
Winner
NUMG
+0.72%
3M
IBND
+1.44%
Winner
NUMG
+10.29%
6M
Winner
IBND
-0.72%
NUMG
-4.47%
1Y
Winner
IBND
+1.19%
NUMG
-3.12%
5Y(CAGR)
IBND
-1.50%
Winner
NUMG
-0.11%
10Y(CAGR)
IBND
+0.68%
Winner
NUMG
+9.16%
Max(CAGR)
IBND
+1.42%
Winner
NUMG
+9.16%

IBND vs NUMG - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearIBNDNUMG
2026-0.64%-3.57%
2025+17.24%+0.69%
2024-1.83%+14.12%
2023+11.58%+20.75%
2022-18.66%-27.54%
2021-8.55%+14.62%
2020+11.93%+44.12%
2019+5.37%+35.25%
2018-6.18%-6.03%
2017+16.62%+19.00%
2016+0.55%-0.84%
2015-10.02%N/A
2014-4.11%N/A
2013+5.28%N/A
2012+11.98%N/A
2011-0.32%N/A
2010+7.55%N/A

IBND vs NUMG Drawdown Comparison

The maximum drawdown for IBND was -35.62%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for NUMG was -38.68%, occurring on Oct 14, 2022. This drawdown has not yet recovered.

The current IBND drawdown is -9.34%. The current NUMG drawdown is -12.28%.

RankIBNDNUMG
#1-35.62%
Dec 30, 2020 - Sep 27, 2022
-38.68%
Nov 16, 2021 - Oct 14, 2022
#2-21.72%
May 6, 2014 - Nov 25, 2020
-33.40%
Feb 19, 2020 - May 29, 2020
#3-11.03%
May 2, 2011 - Oct 4, 2012
-24.83%
Sep 14, 2018 - May 3, 2019
#4-8.60%
Oct 14, 2010 - Apr 8, 2011
-11.48%
Feb 12, 2021 - Apr 15, 2021
#5-6.01%
Feb 1, 2013 - Sep 18, 2013
-10.32%
Apr 26, 2021 - Jun 25, 2021
#6-4.34%
May 20, 2010 - Jul 6, 2010
-9.39%
Jan 26, 2018 - Jun 4, 2018
#7-3.88%
Aug 6, 2010 - Sep 22, 2010
-8.61%
Jul 24, 2019 - Nov 25, 2019
#8-3.47%
Oct 24, 2013 - Feb 13, 2014
-8.51%
Sep 2, 2020 - Oct 8, 2020
#9-2.62%
Oct 17, 2012 - Dec 4, 2012
-8.51%
Sep 3, 2021 - Nov 2, 2021
#10-1.89%
Dec 27, 2012 - Jan 10, 2013
-7.02%
Jun 8, 2020 - Jul 2, 2020
#11-1.80%
Mar 18, 2014 - Apr 11, 2014
-6.25%
Oct 23, 2020 - Nov 5, 2020
#12-0.98%
Jul 19, 2010 - Jul 23, 2010
-5.91%
Jan 20, 2021 - Feb 4, 2021
#13-0.97%
Dec 4, 2012 - Dec 12, 2012
-5.67%
May 3, 2019 - Jun 10, 2019
#14-0.92%
Oct 3, 2013 - Oct 17, 2013
-5.18%
May 15, 2017 - Jul 21, 2017
#15-0.92%
Oct 4, 2012 - Oct 16, 2012
-4.70%
Jun 18, 2018 - Jul 18, 2018

Correlation

Correlation between IBND and NUMG is 0.11 which considered as a very weak or no correlation - the stocks move independently of each other.

0.11
-101

Dividend Comparison (2010 - 2026)

IBND vs NUMG dividend yield comparison.

YearIBNDNUMG
20261.14%0.00%
20252.49%0.01%
20242.61%0.06%
20232.08%0.18%
20220.54%0.18%
20210.38%12.76%
20200.45%3.82%
20190.67%0.27%
20180.71%5.14%
20170.34%0.56%
20160.01%0.00%
20150.01%0.00%
20141.66%0.00%
20131.24%0.00%
20121.21%0.00%
20112.40%0.00%
20102.16%0.00%

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