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NBDS vs UJUL

Comparison between NEUBERGER BERMAN DISRUPTERS ETF (NBDS, ETF) and Innovator U.S. Equity Ultra Buffer ETF - July (UJUL, ETF).

NBDS vs UJUL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NBDS
$141M
UJUL
$141M
Expense Ratio
Winner
NBDS
0.40%
UJUL
0.79%
Max Drawdown
NBDS
29.81%
Winner
UJUL
17.29%
Sharpe Ratio
NBDS
0.60
Winner
UJUL
1.25
5Y Beta
NBDS
1.54
Winner
UJUL
0.49
P/E Ratio
NBDS
78.32
UJUL
N/A
Forward P/E
NBDS
39.83
UJUL
N/A
5Y EPS CAGR
NBDS
34.60%
UJUL
N/A
Debt to Equity
NBDS
17.12%
UJUL
N/A
P/S Ratio
NBDS
11.79
UJUL
N/A
P/B Ratio
NBDS
11.16
UJUL
N/A

NBDS vs UJUL - Historical Returns

Returns include dividend reinvestment.

1M
NBDS
-4.06%
Winner
UJUL
+0.38%
3M
Winner
NBDS
+15.84%
UJUL
+2.65%
6M
Winner
NBDS
+14.96%
UJUL
+4.86%
1Y
Winner
NBDS
+17.79%
UJUL
+10.30%
5Y(CAGR)
Winner
NBDS
+12.94%
UJUL
+8.62%
Max(CAGR)
Winner
NBDS
+12.94%
UJUL
+7.10%

NBDS vs UJUL - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

YearNBDSUJUL
2026+14.15%+5.21%
2025+18.57%+12.44%
2024+21.19%+14.26%
2023+40.01%+17.81%
2022-24.65%-6.96%
2021N/A+5.37%
2020N/A+4.67%
2019N/A+12.99%
2018N/A-5.62%

NBDS vs UJUL Drawdown Comparison

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

The maximum drawdown for UJUL was -14.11%, occurring on Mar 20, 2020. Recovery took 76 trading sessions.

The current NBDS drawdown is -4.47%. The current UJUL drawdown is -0.29%.

RankNBDSUJUL
#1-29.81%
Apr 7, 2022 - Jul 17, 2023
-14.11%
Feb 19, 2020 - Jun 8, 2020
#2-28.51%
Feb 14, 2025 - Jun 24, 2025
-11.38%
Feb 19, 2025 - Jun 6, 2025
#3-23.96%
Oct 29, 2025 - May 14, 2026
-10.73%
Mar 29, 2022 - May 18, 2023
#4-16.23%
Jul 18, 2023 - Dec 13, 2023
-7.86%
Aug 27, 2018 - Apr 23, 2019
#5-15.63%
Jul 16, 2024 - Oct 8, 2024
-5.81%
Apr 29, 2019 - Jun 20, 2019
#6-10.04%
Mar 7, 2024 - May 24, 2024
-5.64%
Jul 31, 2023 - Nov 20, 2023
#7-9.42%
Jun 2, 2026 - Jun 18, 2026
-4.09%
Jul 16, 2024 - Aug 21, 2024
#8-7.38%
Jun 30, 2026 - Jul 20, 2026
-4.00%
Jun 8, 2020 - Jul 17, 2020
#9-7.01%
Dec 4, 2024 - Jan 21, 2025
-3.98%
Feb 25, 2026 - Apr 9, 2026
#10-6.98%
Oct 14, 2024 - Dec 4, 2024
-3.85%
Jan 4, 2022 - Mar 29, 2022
#11-6.25%
Jan 22, 2025 - Feb 14, 2025
-2.71%
Jul 29, 2019 - Oct 21, 2019
#12-5.41%
Dec 27, 2023 - Jan 11, 2024
-2.14%
Aug 30, 2024 - Sep 16, 2024
#13-5.02%
May 14, 2026 - May 21, 2026
-1.88%
Mar 28, 2024 - May 3, 2024
#14-4.63%
Jun 22, 2026 - Jun 30, 2026
-1.88%
Oct 12, 2020 - Nov 6, 2020
#15-4.58%
Feb 9, 2024 - Feb 29, 2024
-1.83%
Dec 11, 2024 - Jan 21, 2025

Correlation

Correlation between NBDS and UJUL is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97
-101

Dividend Comparison (2019 - 2025)

NBDS vs UJUL dividend yield comparison.

YearNBDSUJUL
20250.38%0.00%
20190.00%6.43%

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