IIGD vs NBDS

Comparison between INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF) and NEUBERGER BERMAN DISRUPTERS ETF (NBDS, ETF).

IIGD vs NBDS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IIGD(ETF)	NBDS(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.13%	0.55%
Max Drawdown	15.67%	29.81%
Sharpe Ratio	-0.01	0.83
5Y Beta	0.03	1.52
P/E Ratio	N/A	86.68
Forward P/E	N/A	46.99
5Y Dividends CAGR	7.54%	N/A
5Y EPS CAGR	N/A	32.24%
Debt to Equity	N/A	18.66%
P/S Ratio	N/A	13.37
P/B Ratio	N/A	12.27

Net Assets

Winner

IIGD

$31M

NBDS

$31M

Expense Ratio

Winner

IIGD

0.13%

NBDS

0.55%

Max Drawdown

Winner

IIGD

15.67%

NBDS

29.81%

Sharpe Ratio

IIGD

-0.01

Winner

NBDS

0.83

5Y Beta

Winner

IIGD

0.03

NBDS

1.52

P/E Ratio

IIGD

N/A

NBDS

86.68

Forward P/E

IIGD

N/A

NBDS

46.99

5Y Dividends CAGR

IIGD

7.54%

NBDS

N/A

5Y EPS CAGR

IIGD

N/A

NBDS

32.24%

Debt to Equity

IIGD

N/A

NBDS

18.66%

P/S Ratio

IIGD

N/A

NBDS

13.37

P/B Ratio

IIGD

N/A

NBDS

12.27

IIGD vs NBDS - Historical Returns

Returns include dividend reinvestment.

Period	IIGD	NBDS
1 month	-0.24%	+8.30%
3 months	-0.60%	+19.68%
6 months	+0.40%	+6.89%
1 year	+3.85%	+24.56%
5 years(CAGR)	+1.58%	+12.23%
Max(CAGR)	+2.80%	+12.23%

IIGD

-0.24%

Winner

NBDS

+8.30%

IIGD

-0.60%

Winner

NBDS

+19.68%

IIGD

+0.40%

Winner

NBDS

+6.89%

IIGD

+3.85%

Winner

NBDS

+24.56%

5Y(CAGR)

IIGD

+1.58%

Winner

NBDS

+12.23%

Max(CAGR)

IIGD

+2.80%

Winner

NBDS

+12.23%

IIGD vs NBDS - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	IIGD	NBDS
2026	+0.01%	+9.54%
2025	+7.08%	+18.57%
2024	+4.25%	+21.19%
2023	+5.54%	+40.01%
2022	-7.06%	-24.65%
2021	-1.31%	N/A
2020	+6.26%	N/A
2019	+7.32%	N/A
2018	+0.86%	N/A

IIGD vs NBDS Drawdown Comparison

The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.

The maximum drawdown for NBDS was -29.81%, occurring on Oct 14, 2022. Recovery took 318 trading sessions.

The current IIGD drawdown is -1.04%. The current NBDS drawdown is -7.40%.

Rank	IIGD	NBDS
#1	-11.43% Aug 3, 2021 - Aug 14, 2024	-29.81% Apr 7, 2022 - Jul 17, 2023
#2	-8.58% Mar 4, 2020 - Apr 24, 2020	-28.51% Feb 14, 2025 - Jun 24, 2025
#3	-1.97% Sep 24, 2024 - Feb 25, 2025	-23.96% Oct 29, 2025 - May 14, 2026
#4	-1.67% Feb 27, 2026 - Mar 26, 2026	-16.23% Jul 18, 2023 - Dec 13, 2023
#5	-1.65% Dec 31, 2020 - Aug 2, 2021	-15.63% Jul 16, 2024 - Oct 8, 2024
#6	-1.59% Apr 3, 2025 - Apr 25, 2025	-10.04% Mar 7, 2024 - May 24, 2024
#7	-1.33% Sep 3, 2019 - Oct 2, 2019	-7.40% Jun 2, 2026 - Jun 5, 2026
#8	-0.94% Oct 3, 2019 - Jan 21, 2020	-7.01% Dec 4, 2024 - Jan 21, 2025
#9	-0.87% Apr 30, 2025 - May 30, 2025	-6.98% Oct 14, 2024 - Dec 4, 2024
#10	-0.80% Aug 4, 2020 - Dec 24, 2020	-6.25% Jan 22, 2025 - Feb 14, 2025
#11	-0.58% Oct 22, 2018 - Dec 14, 2018	-5.41% Dec 27, 2023 - Jan 11, 2024
#12	-0.55% Jun 2, 2020 - Jun 18, 2020	-5.02% May 14, 2026 - May 21, 2026
#13	-0.55% Jun 30, 2025 - Jul 22, 2025	-4.58% Feb 9, 2024 - Feb 29, 2024
#14	-0.55% Mar 28, 2019 - May 7, 2019	-4.53% Oct 9, 2025 - Oct 23, 2025
#15	-0.52% Oct 21, 2025 - Nov 24, 2025	-3.95% May 24, 2024 - Jun 12, 2024