IGTR vs NBTR
Comparison between Innovator Gradient Tactical Rotation Strategy ETF (IGTR, ETF) and NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF).
IGTR vs NBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IGTR
$55M
NBTR
$55M
Expense Ratio
IGTR
0.80%
Winner
NBTR
0.38%
Max Drawdown
IGTR
21.92%
Winner
NBTR
4.20%
Sharpe Ratio
Winner
IGTR
1.02
NBTR
0.42
5Y Beta
IGTR
0.80
Winner
NBTR
0.08
IGTR vs NBTR - Historical Returns
Returns include dividend reinvestment.
1M
IGTR
-2.00%
Winner
NBTR
-0.05%
3M
Winner
IGTR
+4.17%
NBTR
-0.68%
6M
Winner
IGTR
+10.18%
NBTR
+0.69%
1Y
Winner
IGTR
+26.00%
NBTR
+5.39%
Max(CAGR)
Winner
IGTR
+6.72%
NBTR
+5.41%
IGTR vs NBTR - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | IGTR | NBTR |
|---|---|---|
| 2026 | +6.38% | +0.29% |
| 2025 | +15.46% | +8.03% |
| 2024 | +4.65% | -0.26% |
| 2023 | -0.36% | N/A |
| 2022 | -2.09% | N/A |
IGTR vs NBTR Drawdown Comparison
The maximum drawdown for IGTR was -20.05%, occurring on Apr 8, 2025. Recovery took 321 trading sessions.
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current IGTR drawdown is -11.85%. The current NBTR drawdown is -1.42%.
| Rank | IGTR | NBTR |
|---|---|---|
| #1 | -20.05% Aug 30, 2024 - Dec 11, 2025 | -2.58% Apr 3, 2025 - Jun 4, 2025 |
| #2 | -17.43% Dec 2, 2022 - Jan 29, 2024 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -11.85% Jun 2, 2026 - Jun 5, 2026 | -1.33% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -11.26% Jul 16, 2024 - Aug 30, 2024 | -1.05% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -11.18% Feb 27, 2026 - May 6, 2026 | -1.05% Oct 27, 2025 - Dec 29, 2025 |
| #6 | -6.35% Mar 27, 2024 - Jul 5, 2024 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #7 | -5.95% May 11, 2026 - May 26, 2026 | -0.90% Jul 2, 2025 - Jul 29, 2025 |
| #8 | -2.12% Jan 27, 2026 - Feb 6, 2026 | -0.66% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -1.56% Jan 30, 2024 - Feb 2, 2024 | -0.64% Jun 4, 2025 - Jun 12, 2025 |
| #10 | -1.55% May 6, 2026 - May 8, 2026 | -0.60% Jan 14, 2026 - Feb 10, 2026 |
| #11 | -1.53% Mar 7, 2024 - Mar 18, 2024 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.34% Feb 12, 2024 - Feb 15, 2024 | -0.42% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -1.14% Dec 15, 2025 - Dec 19, 2025 | -0.36% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.10% Jan 12, 2026 - Jan 23, 2026 | -0.28% Dec 29, 2025 - Jan 7, 2026 |
| #15 | -1.00% Feb 11, 2026 - Feb 20, 2026 | -0.27% Jan 21, 2025 - Jan 27, 2025 |
Correlation
Correlation between IGTR and NBTR is 0.84 which considered as a strong positive correlation - the stocks tend to move together.
0.84
-101
Dividend Comparison (2022 - 2026)
IGTR vs NBTR dividend yield comparison.
| Year | IGTR | NBTR |
|---|---|---|
| 2026 | 0.00% | 2.03% |
| 2025 | 0.80% | 5.76% |
| 2024 | 2.40% | 0.00% |
| 2023 | 0.87% | 0.00% |
| 2022 | 0.31% | 0.00% |
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