NBCR vs ISHG

Comparison between NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

NBCR vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBCR(ETF)	ISHG(ETF)
Net Assets	$836M	$831M
Expense Ratio	0.29%	0.35%
Max Drawdown	18.23%	42.96%
Sharpe Ratio	1.00	-0.60
5Y Beta	0.96	0.03
P/E Ratio	30.60	N/A
Forward P/E	22.17	N/A
PEG Ratio	0.46	N/A
5Y EPS CAGR	26.03%	N/A
Debt to Equity	44.80%	N/A
P/S Ratio	4.34	N/A
P/B Ratio	6.11	N/A

Net Assets

Winner

NBCR

$836M

ISHG

$831M

Expense Ratio

Winner

NBCR

0.29%

ISHG

0.35%

Max Drawdown

Winner

NBCR

18.23%

ISHG

42.96%

Sharpe Ratio

Winner

NBCR

1.00

ISHG

-0.60

5Y Beta

NBCR

0.96

Winner

ISHG

0.03

P/E Ratio

NBCR

30.60

ISHG

N/A

Forward P/E

NBCR

22.17

ISHG

N/A

PEG Ratio

NBCR

0.46

ISHG

N/A

5Y EPS CAGR

NBCR

26.03%

ISHG

N/A

Debt to Equity

NBCR

44.80%

ISHG

N/A

P/S Ratio

NBCR

4.34

ISHG

N/A

P/B Ratio

NBCR

6.11

ISHG

N/A

NBCR vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	NBCR	ISHG
1 month	+1.08%	-0.08%
3 months	+5.29%	-1.97%
6 months	+6.64%	-1.47%
1 year	+15.82%	-0.89%
5 years(CAGR)	N/A	-0.85%
10 years(CAGR)	N/A	-0.12%
Max(CAGR)	+16.75%	-0.67%

Winner

NBCR

+1.08%

ISHG

-0.08%

Winner

NBCR

+5.29%

ISHG

-1.97%

Winner

NBCR

+6.64%

ISHG

-1.47%

Winner

NBCR

+15.82%

ISHG

-0.89%

5Y(CAGR)

NBCR

N/A

ISHG

-0.85%

10Y(CAGR)

NBCR

N/A

ISHG

-0.12%

Max(CAGR)

Winner

NBCR

+16.75%

ISHG

-0.67%

NBCR vs ISHG - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	NBCR	ISHG
2026	+6.73%	-1.25%
2025	+18.51%	+14.14%
2024	+6.83%	-3.11%
2023	N/A	+4.98%
2022	N/A	-10.41%
2021	N/A	-7.29%
2020	N/A	+7.71%
2019	N/A	-0.18%
2018	N/A	-3.81%
2017	N/A	+11.12%
2016	N/A	-1.77%
2015	N/A	-6.94%
2014	N/A	-9.81%
2013	N/A	-2.37%
2012	N/A	+1.41%
2011	N/A	-2.94%
2010	N/A	+0.59%
2009	N/A	+7.31%

NBCR vs ISHG Drawdown Comparison

The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current NBCR drawdown is -1.03%. The current ISHG drawdown is -23.32%.

Rank	NBCR	ISHG
#1	-18.23% Feb 19, 2025 - Jun 24, 2025	-37.24% May 4, 2011 - Sep 27, 2022
#2	-10.35% Jan 12, 2026 - Apr 17, 2026	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-4.95% Aug 1, 2024 - Aug 14, 2024	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-4.88% Dec 4, 2024 - Jan 23, 2025	-4.09% Mar 19, 2009 - May 8, 2009
#5	-4.51% Oct 28, 2025 - Dec 5, 2025	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-4.42% Aug 30, 2024 - Sep 19, 2024	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-3.66% May 29, 2026 - Jul 10, 2026	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	-2.96% Oct 14, 2024 - Nov 6, 2024	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	-2.85% Oct 6, 2025 - Oct 24, 2025	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	-2.44% Dec 11, 2025 - Dec 23, 2025	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	-2.33% Jul 25, 2025 - Aug 12, 2025	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	-2.18% Jan 23, 2025 - Feb 19, 2025	-0.90% May 22, 2009 - May 29, 2009
#13	-2.01% Nov 11, 2024 - Nov 26, 2024	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	-1.66% May 14, 2026 - May 26, 2026	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	-1.53% Jul 15, 2026 - Jul 20, 2026	-0.69% May 14, 2009 - May 19, 2009

Correlation

Correlation between NBCR and ISHG is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74

-101

Dividend Comparison (2009 - 2025)

NBCR vs ISHG dividend yield comparison.

Year	NBCR	ISHG
2025	0.45%	1.45%
2024	0.47%	2.56%
2023	0.00%	0.18%
2021	0.00%	1.29%
2018	0.00%	1.80%
2017	0.00%	0.46%
2015	0.00%	0.09%
2014	0.00%	0.42%
2013	0.00%	0.20%
2012	0.00%	1.55%
2011	0.00%	4.51%
2010	0.00%	0.97%
2009	0.00%	1.15%