IPO vs BNDI
Comparison between RENAISSANCE IPO ETF (IPO, ETF) and NEOS ENHANCED INCOME AGGREGATE BOND ETF (BNDI, ETF).
IPO vs BNDI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IPO
$182M
BNDI
$182M
Expense Ratio
IPO
0.60%
Winner
BNDI
0.58%
Max Drawdown
IPO
68.76%
Winner
BNDI
10.07%
Sharpe Ratio
Winner
IPO
0.64
BNDI
0.38
5Y Beta
IPO
1.51
Winner
BNDI
0.10
P/E Ratio
IPO
-150.45
BNDI
N/A
Forward P/E
IPO
43.05
BNDI
N/A
PEG Ratio
IPO
0.52
BNDI
N/A
P/S Ratio
IPO
4.12
BNDI
N/A
P/B Ratio
IPO
6.60
BNDI
N/A
IPO vs BNDI - Historical Returns
Returns include dividend reinvestment.
1M
IPO
-7.77%
Winner
BNDI
-0.53%
3M
Winner
IPO
+11.59%
BNDI
-0.41%
6M
Winner
IPO
+16.17%
BNDI
+0.90%
1Y
Winner
IPO
+18.67%
BNDI
+5.04%
5Y(CAGR)
IPO
-2.92%
BNDI
N/A
10Y(CAGR)
IPO
+10.69%
BNDI
N/A
Max(CAGR)
Winner
IPO
+8.46%
BNDI
+3.76%
IPO vs BNDI - Annual Returns (2013 - 2026)
Returns include dividend reinvestment.
| Year | IPO | BNDI |
|---|---|---|
| 2026 | +15.76% | +0.99% |
| 2025 | +3.34% | +7.95% |
| 2024 | +20.50% | +2.19% |
| 2023 | +55.06% | +6.32% |
| 2022 | -56.71% | -2.60% |
| 2021 | -9.24% | N/A |
| 2020 | +104.07% | N/A |
| 2019 | +33.94% | N/A |
| 2018 | -17.82% | N/A |
| 2017 | +36.17% | N/A |
| 2016 | +2.36% | N/A |
| 2015 | -7.95% | N/A |
| 2014 | +7.41% | N/A |
| 2013 | +7.55% | N/A |
IPO vs BNDI Drawdown Comparison
The maximum drawdown for IPO was -68.76%, occurring on Dec 28, 2022. This drawdown has not yet recovered.
The maximum drawdown for BNDI was -6.98%, occurring on Oct 20, 2022. Recovery took 69 trading sessions.
The current IPO drawdown is -27.96%. The current BNDI drawdown is -1.29%.
| Rank | IPO | BNDI |
|---|---|---|
| #1 | -68.76% Feb 12, 2021 - Dec 28, 2022 | -6.98% Aug 30, 2022 - Dec 7, 2022 |
| #2 | -38.47% Feb 19, 2020 - May 20, 2020 | -6.92% Apr 5, 2023 - Dec 13, 2023 |
| #3 | -36.73% Apr 16, 2015 - May 15, 2017 | -4.57% Sep 16, 2024 - Jun 24, 2025 |
| #4 | -31.34% Jun 18, 2018 - May 3, 2019 | -4.02% Feb 2, 2023 - Apr 3, 2023 |
| #5 | -17.59% Jul 26, 2019 - Jan 16, 2020 | -3.84% Feb 1, 2024 - Jul 11, 2024 |
| #6 | -13.19% Mar 5, 2014 - Sep 8, 2014 | -2.75% Feb 27, 2026 - Jun 29, 2026 |
| #7 | -11.58% Oct 13, 2020 - Nov 20, 2020 | -2.69% Dec 7, 2022 - Jan 12, 2023 |
| #8 | -10.96% Sep 11, 2014 - Nov 12, 2014 | -1.90% Dec 27, 2023 - Feb 1, 2024 |
| #9 | -10.76% Sep 1, 2020 - Sep 29, 2020 | -1.35% Jun 30, 2025 - Aug 1, 2025 |
| #10 | -9.40% Dec 22, 2020 - Jan 21, 2021 | -1.29% Jun 29, 2026 - Jul 21, 2026 |
| #11 | -8.14% Aug 5, 2020 - Aug 26, 2020 | -1.24% Aug 2, 2024 - Aug 14, 2024 |
| #12 | -7.39% May 3, 2019 - Jun 18, 2019 | -1.17% Oct 27, 2025 - Jan 14, 2026 |
| #13 | -7.03% Jan 23, 2018 - Mar 6, 2018 | -0.84% Jul 16, 2024 - Jul 31, 2024 |
| #14 | -6.78% Nov 24, 2014 - Feb 11, 2015 | -0.82% Jan 18, 2023 - Feb 1, 2023 |
| #15 | -6.75% Jul 9, 2020 - Aug 3, 2020 | -0.77% Jan 14, 2026 - Feb 5, 2026 |
Correlation
Correlation between IPO and BNDI is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2013 - 2026)
IPO vs BNDI dividend yield comparison.
| Year | IPO | BNDI |
|---|---|---|
| 2026 | 0.11% | 3.42% |
| 2025 | 0.66% | 5.69% |
| 2024 | 0.12% | 5.54% |
| 2023 | 0.00% | 5.17% |
| 2022 | 0.00% | 1.68% |
| 2020 | 0.10% | 0.00% |
| 2019 | 0.26% | 0.00% |
| 2018 | 0.49% | 0.00% |
| 2017 | 0.43% | 0.00% |
| 2016 | 0.40% | 0.00% |
| 2015 | 0.11% | 0.00% |
| 2014 | 2.45% | 0.00% |
| 2013 | 0.07% | 0.00% |
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