NBDS vs IIGD
Comparison between NEUBERGER BERMAN DISRUPTERS ETF (NBDS, ETF) and INVESCO INVESTMENT GRADE DEFENSIVE ETF (IIGD, ETF).
NBDS vs IIGD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBDS
$31M
Winner
IIGD
$31M
Expense Ratio
NBDS
0.55%
Winner
IIGD
0.13%
Max Drawdown
NBDS
29.81%
Winner
IIGD
15.67%
Sharpe Ratio
Winner
NBDS
0.83
IIGD
-0.01
5Y Beta
NBDS
1.52
Winner
IIGD
0.03
P/E Ratio
NBDS
86.68
IIGD
N/A
Forward P/E
NBDS
46.99
IIGD
N/A
5Y Dividends CAGR
NBDS
N/A
IIGD
7.54%
5Y EPS CAGR
NBDS
32.24%
IIGD
N/A
Debt to Equity
NBDS
18.66%
IIGD
N/A
P/S Ratio
NBDS
13.37
IIGD
N/A
P/B Ratio
NBDS
12.27
IIGD
N/A
NBDS vs IIGD - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBDS
+8.30%
IIGD
-0.24%
3M
Winner
NBDS
+19.68%
IIGD
-0.60%
6M
Winner
NBDS
+6.89%
IIGD
+0.40%
1Y
Winner
NBDS
+24.56%
IIGD
+3.85%
5Y(CAGR)
Winner
NBDS
+12.23%
IIGD
+1.58%
Max(CAGR)
Winner
NBDS
+12.23%
IIGD
+2.80%
NBDS vs IIGD - Annual Returns (2018 - 2026)
Returns include dividend reinvestment.
| Year | NBDS | IIGD |
|---|---|---|
| 2026 | +9.54% | +0.01% |
| 2025 | +18.57% | +7.08% |
| 2024 | +21.19% | +4.25% |
| 2023 | +40.01% | +5.54% |
| 2022 | -24.65% | -7.06% |
| 2021 | N/A | -1.31% |
| 2020 | N/A | +6.26% |
| 2019 | N/A | +7.32% |
| 2018 | N/A | +0.86% |
NBDS vs IIGD Drawdown Comparison
The maximum drawdown for NBDS was -29.81%, occurring on Oct 14, 2022. Recovery took 318 trading sessions.
The maximum drawdown for IIGD was -11.43%, occurring on Oct 20, 2022. Recovery took 762 trading sessions.
The current NBDS drawdown is -7.40%. The current IIGD drawdown is -1.04%.
| Rank | NBDS | IIGD |
|---|---|---|
| #1 | -29.81% Apr 7, 2022 - Jul 17, 2023 | -11.43% Aug 3, 2021 - Aug 14, 2024 |
| #2 | -28.51% Feb 14, 2025 - Jun 24, 2025 | -8.58% Mar 4, 2020 - Apr 24, 2020 |
| #3 | -23.96% Oct 29, 2025 - May 14, 2026 | -1.97% Sep 24, 2024 - Feb 25, 2025 |
| #4 | -16.23% Jul 18, 2023 - Dec 13, 2023 | -1.67% Feb 27, 2026 - Mar 26, 2026 |
| #5 | -15.63% Jul 16, 2024 - Oct 8, 2024 | -1.65% Dec 31, 2020 - Aug 2, 2021 |
| #6 | -10.04% Mar 7, 2024 - May 24, 2024 | -1.59% Apr 3, 2025 - Apr 25, 2025 |
| #7 | -7.40% Jun 2, 2026 - Jun 5, 2026 | -1.33% Sep 3, 2019 - Oct 2, 2019 |
| #8 | -7.01% Dec 4, 2024 - Jan 21, 2025 | -0.94% Oct 3, 2019 - Jan 21, 2020 |
| #9 | -6.98% Oct 14, 2024 - Dec 4, 2024 | -0.87% Apr 30, 2025 - May 30, 2025 |
| #10 | -6.25% Jan 22, 2025 - Feb 14, 2025 | -0.80% Aug 4, 2020 - Dec 24, 2020 |
| #11 | -5.41% Dec 27, 2023 - Jan 11, 2024 | -0.58% Oct 22, 2018 - Dec 14, 2018 |
| #12 | -5.02% May 14, 2026 - May 21, 2026 | -0.55% Jun 2, 2020 - Jun 18, 2020 |
| #13 | -4.58% Feb 9, 2024 - Feb 29, 2024 | -0.55% Jun 30, 2025 - Jul 22, 2025 |
| #14 | -4.53% Oct 9, 2025 - Oct 23, 2025 | -0.55% Mar 28, 2019 - May 7, 2019 |
| #15 | -3.95% May 24, 2024 - Jun 12, 2024 | -0.52% Oct 21, 2025 - Nov 24, 2025 |
Correlation
Correlation between NBDS and IIGD is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
NBDS vs IIGD dividend yield comparison.
| Year | NBDS | IIGD |
|---|---|---|
| 2026 | 0.00% | 1.75% |
| 2025 | 0.38% | 4.25% |
| 2024 | 0.00% | 4.13% |
| 2023 | 0.00% | 3.74% |
| 2022 | 0.00% | 1.73% |
| 2021 | 0.00% | 1.77% |
| 2020 | 0.00% | 3.21% |
| 2019 | 0.00% | 2.44% |
| 2018 | 0.00% | 1.23% |
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