IQSU vs NBH

Comparison between NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

5-Year PerformanceIQSU has outperformed NBH, delivering a return of +12.5% compared to -3.1%

IQSU vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQSU(ETF)	NBH(ETF)
Net Assets	$332M	$333M
Expense Ratio	0.09%	N/A
Max Drawdown	31.29%	49.69%
Sharpe Ratio	1.50	0.86
5Y Beta	0.99	0.20
P/E Ratio	29.78	N/A
Forward P/E	22.91	N/A
PEG Ratio	0.61	N/A
5Y Dividends CAGR	18.07%	-1.21%
5Y EPS CAGR	18.18%	N/A
Debt to Equity	46.30%	N/A
P/S Ratio	3.82	N/A
P/B Ratio	6.64	N/A

Net Assets

IQSU

$332M

Winner

NBH

$333M

Expense Ratio

IQSU

0.09%

NBH

N/A

Max Drawdown

Winner

IQSU

31.29%

NBH

49.69%

Sharpe Ratio

Winner

IQSU

1.50

NBH

0.86

5Y Beta

IQSU

0.99

Winner

NBH

0.20

P/E Ratio

IQSU

29.78

NBH

N/A

Forward P/E

IQSU

22.91

NBH

N/A

PEG Ratio

IQSU

0.61

NBH

N/A

5Y Dividends CAGR

Winner

IQSU

18.07%

NBH

-1.21%

5Y EPS CAGR

IQSU

18.18%

NBH

N/A

Debt to Equity

IQSU

46.30%

NBH

N/A

P/S Ratio

IQSU

3.82

NBH

N/A

P/B Ratio

IQSU

6.64

NBH

N/A

IQSU vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	IQSU	NBH
1 month	+2.23%	+0.33%
3 months	+16.96%	+3.18%
6 months	+11.98%	+4.40%
1 year	+27.18%	+11.63%
5 years(CAGR)	+12.47%	-3.08%
10 years(CAGR)	N/A	+0.70%
Max(CAGR)	+16.05%	+3.98%

Winner

IQSU

+2.23%

NBH

+0.33%

Winner

IQSU

+16.96%

NBH

+3.18%

Winner

IQSU

+11.98%

NBH

+4.40%

Winner

IQSU

+27.18%

NBH

+11.63%

5Y(CAGR)

Winner

IQSU

+12.47%

NBH

-3.08%

10Y(CAGR)

IQSU

N/A

NBH

+0.70%

Max(CAGR)

Winner

IQSU

+16.05%

NBH

+3.98%

IQSU vs NBH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	IQSU	NBH
2026	+12.28%	+5.28%
2025	+15.28%	+3.72%
2024	+18.08%	+5.10%
2023	+33.53%	+2.61%
2022	-22.45%	-28.53%
2021	+32.44%	+4.67%
2020	+27.07%	+4.47%
2019	+1.24%	+25.05%
2018	N/A	-9.40%
2017	N/A	-2.94%
2016	N/A	+9.20%
2015	N/A	+7.37%
2014	N/A	+17.41%
2013	N/A	-9.28%
2012	N/A	+6.63%
2011	N/A	+21.40%
2010	N/A	+10.30%
2009	N/A	+22.48%
2008	N/A	-8.12%
2007	N/A	-1.92%
2006	N/A	+9.24%
2005	N/A	+7.01%
2004	N/A	+2.11%
2003	N/A	+5.39%
2002	N/A	-9.14%

IQSU vs NBH Drawdown Comparison

The maximum drawdown for IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current IQSU drawdown is -1.44%. The current NBH drawdown is -22.41%.

Rank	IQSU	NBH
#1	-31.29% Feb 19, 2020 - Jul 10, 2020	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-26.76% Dec 29, 2021 - Dec 12, 2023	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-20.96% Dec 11, 2024 - Jul 22, 2025	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-11.18% Jan 28, 2026 - Apr 17, 2026	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-10.04% Sep 2, 2020 - Nov 25, 2020	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-9.07% Jul 16, 2024 - Sep 19, 2024	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-5.96% Feb 12, 2021 - Apr 1, 2021	-13.79% Nov 1, 2002 - May 8, 2003
#8	-5.92% Sep 3, 2021 - Oct 21, 2021	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-5.59% Oct 27, 2025 - Dec 10, 2025	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-5.09% Mar 28, 2024 - May 14, 2024	-10.82% Jan 5, 2009 - May 19, 2009
#11	-4.21% May 7, 2021 - Jun 10, 2021	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-4.17% Jun 4, 2026 - Jun 10, 2026	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-3.98% Dec 10, 2021 - Dec 23, 2021	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-3.45% Nov 19, 2021 - Dec 8, 2021	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-3.41% Oct 6, 2025 - Oct 20, 2025	-7.39% Feb 9, 2021 - Apr 15, 2021

Correlation

Correlation between IQSU and NBH is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2002 - 2026)

IQSU vs NBH dividend yield comparison.

Year	IQSU	NBH
2026	0.21%	2.61%
2025	1.09%	6.43%
2024	1.12%	5.33%
2023	1.15%	4.49%
2022	1.47%	6.14%
2021	1.07%	4.89%
2020	0.98%	4.93%
2019	0.00%	4.86%
2018	0.00%	6.04%
2017	0.00%	5.53%
2016	0.00%	5.54%
2015	0.00%	5.73%
2014	0.00%	5.47%
2013	0.00%	5.98%
2012	0.00%	4.76%
2011	0.00%	5.28%
2010	0.00%	6.00%
2009	0.00%	5.18%
2008	0.00%	5.73%
2007	0.00%	5.15%
2006	0.00%	5.73%
2005	0.00%	5.99%
2004	0.00%	6.07%
2003	0.00%	5.89%
2002	0.00%	0.98%