NBDS vs TAXM

Comparison between NEUBERGER BERMAN DISRUPTERS ETF (NBDS, ETF) and BondBloxx ETF Trust IRM TaxAware ETF for Massachusetts Residents (TAXM, ETF).

NBDS vs TAXM - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBDS(ETF)	TAXM(ETF)
Net Assets	$31M	$31M
Expense Ratio	0.55%	0.35%
Max Drawdown	29.81%	3.10%
Sharpe Ratio	0.83	0.92
5Y Beta	1.52	0.06
P/E Ratio	86.68	N/A
Forward P/E	46.99	N/A
5Y EPS CAGR	32.24%	N/A
Debt to Equity	18.66%	N/A
P/S Ratio	13.37	N/A
P/B Ratio	12.27	N/A

Net Assets

NBDS

$31M

TAXM

$31M

Expense Ratio

NBDS

0.55%

Winner

TAXM

0.35%

Max Drawdown

NBDS

29.81%

Winner

TAXM

3.10%

Sharpe Ratio

NBDS

0.83

Winner

TAXM

0.92

5Y Beta

NBDS

1.52

Winner

TAXM

0.06

P/E Ratio

NBDS

86.68

TAXM

N/A

Forward P/E

NBDS

46.99

TAXM

N/A

5Y EPS CAGR

NBDS

32.24%

TAXM

N/A

Debt to Equity

NBDS

18.66%

TAXM

N/A

P/S Ratio

NBDS

13.37

TAXM

N/A

P/B Ratio

NBDS

12.27

TAXM

N/A

NBDS vs TAXM - Historical Returns

Returns include dividend reinvestment.

Period	NBDS	TAXM
1 month	+8.30%	+0.38%
3 months	+19.68%	-0.03%
6 months	+6.89%	+1.49%
1 year	+24.56%	+6.20%
5 years(CAGR)	+12.23%	N/A
Max(CAGR)	+12.23%	+3.90%

Winner

NBDS

+8.30%

TAXM

+0.38%

Winner

NBDS

+19.68%

TAXM

-0.03%

Winner

NBDS

+6.89%

TAXM

+1.49%

Winner

NBDS

+24.56%

TAXM

+6.20%

5Y(CAGR)

NBDS

+12.23%

TAXM

N/A

Max(CAGR)

Winner

NBDS

+12.23%

TAXM

+3.90%

NBDS vs TAXM - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	NBDS	TAXM
2026	+9.54%	+1.04%
2025	+18.57%	+3.71%
2024	+21.19%	N/A
2023	+40.01%	N/A
2022	-24.65%	N/A

NBDS vs TAXM Drawdown Comparison

The maximum drawdown for NBDS was -29.81%, occurring on Oct 14, 2022. Recovery took 318 trading sessions.

The maximum drawdown for TAXM was -3.10%, occurring on Apr 11, 2025. Recovery took 111 trading sessions.

The current NBDS drawdown is -7.40%. The current TAXM drawdown is -0.91%.

Rank	NBDS	TAXM
#1	-29.81% Apr 7, 2022 - Jul 17, 2023	-3.10% Mar 20, 2025 - Aug 28, 2025
#2	-28.51% Feb 14, 2025 - Jun 24, 2025	-2.70% Feb 26, 2026 - Mar 27, 2026
#3	-23.96% Oct 29, 2025 - May 14, 2026	-0.48% Nov 11, 2025 - Jan 2, 2026
#4	-16.23% Jul 18, 2023 - Dec 13, 2023	-0.36% Sep 17, 2025 - Oct 7, 2025
#5	-15.63% Jul 16, 2024 - Oct 8, 2024	-0.32% Jan 14, 2026 - Jan 28, 2026
#6	-10.04% Mar 7, 2024 - May 24, 2024	-0.31% Oct 22, 2025 - Nov 11, 2025
#7	-7.40% Jun 2, 2026 - Jun 5, 2026	-0.23% Aug 28, 2025 - Sep 3, 2025
#8	-7.01% Dec 4, 2024 - Jan 21, 2025	-0.15% Feb 5, 2026 - Feb 9, 2026
#9	-6.98% Oct 14, 2024 - Dec 4, 2024	-0.12% Jan 7, 2026 - Jan 14, 2026
#10	-6.25% Jan 22, 2025 - Feb 14, 2025	-0.10% Mar 13, 2025 - Mar 18, 2025
#11	-5.41% Dec 27, 2023 - Jan 11, 2024	-0.09% Feb 10, 2026 - Feb 12, 2026
#12	-5.02% May 14, 2026 - May 21, 2026	-0.08% Feb 17, 2026 - Feb 19, 2026
#13	-4.58% Feb 9, 2024 - Feb 29, 2024	-0.08% Oct 13, 2025 - Oct 15, 2025
#14	-4.53% Oct 9, 2025 - Oct 23, 2025	-0.04% Sep 11, 2025 - Sep 15, 2025
#15	-3.95% May 24, 2024 - Jun 12, 2024	-0.04% Oct 16, 2025 - Oct 21, 2025