LVLN vs NBET

Comparison between STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF) and NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF).

LVLN vs NBET - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	LVLN(ETF)	NBET(ETF)
Net Assets	$45M	$45M
Expense Ratio	0.40%	0.65%
Max Drawdown	3.62%	18.72%
Sharpe Ratio	0.03	1.54
5Y Beta	0.10	0.62
P/E Ratio	N/A	5.10
Forward P/E	N/A	16.44
PEG Ratio	N/A	0.48
5Y EPS CAGR	N/A	19.21%
P/S Ratio	N/A	1.05
P/B Ratio	N/A	2.82

Net Assets

LVLN

$45M

Winner

NBET

$45M

Expense Ratio

Winner

LVLN

0.40%

NBET

0.65%

Max Drawdown

Winner

LVLN

3.62%

NBET

18.72%

Sharpe Ratio

LVLN

0.03

Winner

NBET

1.54

5Y Beta

Winner

LVLN

0.10

NBET

0.62

P/E Ratio

LVLN

N/A

NBET

5.10

Forward P/E

LVLN

N/A

NBET

16.44

PEG Ratio

LVLN

N/A

NBET

0.48

5Y EPS CAGR

LVLN

N/A

NBET

19.21%

P/S Ratio

LVLN

N/A

NBET

1.05

P/B Ratio

LVLN

N/A

NBET

2.82

LVLN vs NBET - Historical Returns

Returns include dividend reinvestment.

Period	LVLN	NBET
1 month	+0.45%	-3.61%
3 months	+2.44%	+1.43%
6 months	+1.73%	+19.91%
1 year	N/A	+27.97%
5 years(CAGR)	N/A	+13.85%
Max(CAGR)	+3.71%	+13.85%

Winner

LVLN

+0.45%

NBET

-3.61%

Winner

LVLN

+2.44%

NBET

+1.43%

LVLN

+1.73%

Winner

NBET

+19.91%

LVLN

N/A

NBET

+27.97%

5Y(CAGR)

LVLN

N/A

NBET

+13.85%

Max(CAGR)

LVLN

+3.71%

Winner

NBET

+13.85%

LVLN vs NBET - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	LVLN	NBET
2026	+1.12%	+21.88%
2025	+1.20%	+4.38%
2024	N/A	+31.35%
2023	N/A	+8.41%
2022	N/A	-6.08%

LVLN vs NBET Drawdown Comparison

The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.

The maximum drawdown for NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.

The current LVLN drawdown is -0.36%. The current NBET drawdown is -5.17%.

Rank	LVLN	NBET
#1	-2.34% Jan 22, 2026 - May 4, 2026	-18.72% Jul 21, 2023 - Mar 6, 2024
#2	-0.36% Jun 2, 2026 - Jun 5, 2026	-18.26% Aug 15, 2022 - Jul 12, 2023
#3	-0.36% May 15, 2026 - Jun 1, 2026	-17.37% Jan 21, 2025 - Jan 16, 2026
#4	-0.32% Dec 31, 2025 - Jan 9, 2026	-17.10% Apr 7, 2022 - Aug 10, 2022
#5	-0.14% May 8, 2026 - May 14, 2026	-9.37% Nov 29, 2024 - Jan 16, 2025
#6	-0.14% Jan 16, 2026 - Jan 22, 2026	-6.84% Mar 27, 2026 - Apr 30, 2026
#7	-0.12% Nov 19, 2025 - Dec 4, 2025	-6.83% May 19, 2026 - May 29, 2026
#8	-0.12% May 4, 2026 - May 7, 2026	-6.73% May 24, 2024 - Aug 23, 2024
#9	-0.10% Dec 26, 2025 - Dec 31, 2025	-5.23% Apr 30, 2026 - May 18, 2026
#10	-0.06% Dec 10, 2025 - Dec 18, 2025	-4.25% Aug 30, 2024 - Sep 13, 2024
#11	N/A	-3.52% Apr 9, 2024 - Apr 26, 2024
#12	N/A	-2.57% Oct 16, 2024 - Nov 5, 2024
#13	N/A	-1.95% Mar 4, 2026 - Mar 13, 2026
#14	N/A	-1.90% Apr 29, 2024 - May 3, 2024
#15	N/A	-1.68% Jan 30, 2026 - Feb 3, 2026