MMSC vs NBTR
Comparison between FIRST TRUST MULTI-MANAGER SMALL CAP OPPORTUNITIES ETF (MMSC, ETF) and NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF).
MMSC vs NBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
MMSC
$55M
Winner
NBTR
$55M
Expense Ratio
MMSC
0.95%
Winner
NBTR
0.38%
Max Drawdown
MMSC
40.82%
Winner
NBTR
4.80%
Sharpe Ratio
Winner
MMSC
1.20
NBTR
-0.04
5Y Beta
MMSC
1.27
Winner
NBTR
0.08
P/E Ratio
MMSC
172.66
NBTR
N/A
Forward P/E
MMSC
27.79
NBTR
N/A
5Y EPS CAGR
MMSC
10.45%
NBTR
N/A
Debt to Equity
MMSC
1.49%
NBTR
N/A
P/S Ratio
MMSC
2.69
NBTR
N/A
P/B Ratio
MMSC
4.40
NBTR
N/A
MMSC vs NBTR - Historical Returns
Returns include dividend reinvestment.
1M
MMSC
-2.46%
Winner
NBTR
-1.26%
3M
Winner
MMSC
+4.23%
NBTR
-1.23%
6M
Winner
MMSC
+7.48%
NBTR
-0.99%
1Y
Winner
MMSC
+32.75%
NBTR
+3.20%
5Y(CAGR)
MMSC
+6.58%
NBTR
N/A
Max(CAGR)
Winner
MMSC
+6.58%
NBTR
+4.42%
MMSC vs NBTR - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | MMSC | NBTR |
|---|---|---|
| 2026 | +13.91% | -0.53% |
| 2025 | +14.83% | +8.03% |
| 2024 | +24.23% | -0.26% |
| 2023 | +19.91% | N/A |
| 2022 | -31.07% | N/A |
| 2021 | +1.01% | N/A |
MMSC vs NBTR Drawdown Comparison
The maximum drawdown for MMSC was -40.82%, occurring on Jun 16, 2022. Recovery took 756 trading sessions.
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current MMSC drawdown is -6.00%. The current NBTR drawdown is -2.23%.
| Rank | MMSC | NBTR |
|---|---|---|
| #1 | -40.82% Nov 8, 2021 - Nov 11, 2024 | -2.58% Apr 3, 2025 - Jun 4, 2025 |
| #2 | -29.76% Dec 4, 2024 - Sep 17, 2025 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -14.10% Jan 22, 2026 - Apr 17, 2026 | -1.33% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -10.04% Oct 28, 2025 - Dec 10, 2025 | -1.05% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -6.25% Jun 30, 2026 - Jul 20, 2026 | -1.05% Oct 27, 2025 - Dec 29, 2025 |
| #6 | -6.14% Dec 11, 2025 - Jan 6, 2026 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #7 | -6.13% Jun 4, 2026 - Jun 18, 2026 | -0.90% Jul 2, 2025 - Jul 29, 2025 |
| #8 | -6.13% Nov 11, 2024 - Nov 25, 2024 | -0.66% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -5.50% May 11, 2026 - May 26, 2026 | -0.64% Jun 4, 2025 - Jun 12, 2025 |
| #10 | -3.75% Apr 20, 2026 - May 5, 2026 | -0.60% Jan 14, 2026 - Feb 10, 2026 |
| #11 | -3.47% Oct 8, 2025 - Oct 14, 2025 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -3.26% Oct 15, 2025 - Oct 24, 2025 | -0.42% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -2.94% Sep 22, 2025 - Oct 2, 2025 | -0.36% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -2.02% Jun 22, 2026 - Jun 30, 2026 | -0.28% Dec 29, 2025 - Jan 7, 2026 |
| #15 | -1.81% May 6, 2026 - May 11, 2026 | -0.27% Jan 21, 2025 - Jan 27, 2025 |
Correlation
Correlation between MMSC and NBTR is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2024 - 2026)
MMSC vs NBTR dividend yield comparison.
| Year | MMSC | NBTR |
|---|---|---|
| 2026 | 0.00% | 2.45% |
| 2025 | 0.00% | 5.76% |
| 2024 | 0.41% | 0.00% |
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