JUNT vs NBSM

Comparison between ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF (JUNT, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).

JUNT vs NBSM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	JUNT(ETF)	NBSM(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.74%	0.65%
Max Drawdown	12.78%	25.33%
Sharpe Ratio	0.88	0.57
5Y Beta	0.59	0.86
P/E Ratio	N/A	22.32
Forward P/E	N/A	18.20
PEG Ratio	N/A	0.20
5Y EPS CAGR	N/A	11.39%
Debt to Equity	N/A	62.41%
P/S Ratio	N/A	2.47
P/B Ratio	N/A	2.85

Net Assets

JUNT

$115M

NBSM

$115M

Expense Ratio

JUNT

0.74%

Winner

NBSM

0.65%

Max Drawdown

Winner

JUNT

12.78%

NBSM

25.33%

Sharpe Ratio

Winner

JUNT

0.88

NBSM

0.57

5Y Beta

Winner

JUNT

0.59

NBSM

0.86

P/E Ratio

JUNT

N/A

NBSM

22.32

Forward P/E

JUNT

N/A

NBSM

18.20

PEG Ratio

JUNT

N/A

NBSM

0.20

5Y EPS CAGR

JUNT

N/A

NBSM

11.39%

Debt to Equity

JUNT

N/A

NBSM

62.41%

P/S Ratio

JUNT

N/A

NBSM

2.47

P/B Ratio

JUNT

N/A

NBSM

2.85

JUNT vs NBSM - Historical Returns

Returns include dividend reinvestment.

Period	JUNT	NBSM
1 month	+2.61%	+4.28%
3 months	+1.53%	+8.53%
6 months	+4.57%	+8.41%
1 year	+10.18%	+12.44%
Max(CAGR)	+14.03%	+6.10%

JUNT

+2.61%

Winner

NBSM

+4.28%

JUNT

+1.53%

Winner

NBSM

+8.53%

JUNT

+4.57%

Winner

NBSM

+8.41%

JUNT

+10.18%

Winner

NBSM

+12.44%

Max(CAGR)

Winner

JUNT

+14.03%

NBSM

+6.10%

JUNT vs NBSM - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	JUNT	NBSM
2026	+5.84%	+15.32%
2025	+12.53%	+0.40%
2024	+16.31%	-0.39%
2023	+10.62%	N/A

JUNT vs NBSM Drawdown Comparison

The maximum drawdown for JUNT was -12.78%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.

The current JUNT drawdown is -0.88%. The current NBSM drawdown is -0.83%.

Rank	JUNT	NBSM
#1	-12.78% Feb 19, 2025 - May 16, 2025	-25.16% Nov 25, 2024 - Jun 25, 2026
#2	-6.72% Jul 28, 2023 - Nov 17, 2023	-7.23% Jul 16, 2024 - Oct 11, 2024
#3	-5.33% Jul 16, 2024 - Aug 19, 2024	-6.88% Mar 28, 2024 - May 7, 2024
#4	-4.08% Feb 25, 2026 - Apr 9, 2026	-6.12% May 15, 2024 - Jul 16, 2024
#5	-2.74% Jun 2, 2026 - Jul 10, 2026	-4.11% Oct 14, 2024 - Nov 6, 2024
#6	-2.65% Aug 30, 2024 - Sep 19, 2024	-3.68% Nov 11, 2024 - Nov 22, 2024
#7	-2.60% May 19, 2025 - Jun 6, 2025	-2.86% Jun 30, 2026 - Aug 3, 2026
#8	-2.32% Jul 10, 2026 - Aug 3, 2026	-1.33% Aug 4, 2026 - Aug 13, 2026
#9	-2.00% Oct 27, 2025 - Nov 28, 2025	-0.93% Aug 14, 2026 - Aug 18, 2026
#10	-1.73% Dec 6, 2024 - Jan 21, 2025	-0.82% Mar 21, 2024 - Mar 27, 2024
#11	-1.42% Apr 11, 2024 - Apr 26, 2024	-0.74% Jun 26, 2026 - Jun 30, 2026
#12	-1.27% Oct 18, 2024 - Nov 6, 2024	-0.45% May 7, 2024 - May 9, 2024
#13	-1.27% Oct 8, 2025 - Oct 20, 2025	-0.44% May 10, 2024 - May 14, 2024
#14	-1.18% Dec 27, 2023 - Jan 10, 2024	N/A
#15	-1.14% Jun 15, 2023 - Jun 30, 2023	N/A