NBET vs LVLN

Comparison between NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF) and STATE STREET(R) SPDR(R) S&P(R) LEVERAGED LOAN ETF (LVLN, ETF).

NBET vs LVLN - Performance Comparison

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Key Characteristics

Financial metrics and valuation ratios

Metric	NBET(ETF)	LVLN(ETF)
Net Assets	$45M	$45M
Expense Ratio	0.65%	0.40%
Max Drawdown	18.72%	3.62%
Sharpe Ratio	1.54	0.03
5Y Beta	0.62	0.10
P/E Ratio	5.10	N/A
Forward P/E	16.44	N/A
PEG Ratio	0.48	N/A
5Y EPS CAGR	19.21%	N/A
P/S Ratio	1.05	N/A
P/B Ratio	2.82	N/A

Net Assets

Winner

NBET

$45M

LVLN

$45M

Expense Ratio

NBET

0.65%

Winner

LVLN

0.40%

Max Drawdown

NBET

18.72%

Winner

LVLN

3.62%

Sharpe Ratio

Winner

NBET

1.54

LVLN

0.03

5Y Beta

NBET

0.62

Winner

LVLN

0.10

P/E Ratio

NBET

5.10

LVLN

N/A

Forward P/E

NBET

16.44

LVLN

N/A

PEG Ratio

NBET

0.48

LVLN

N/A

5Y EPS CAGR

NBET

19.21%

LVLN

N/A

P/S Ratio

NBET

1.05

LVLN

N/A

P/B Ratio

NBET

2.82

LVLN

N/A

NBET vs LVLN - Historical Returns

Returns include dividend reinvestment.

Period	NBET	LVLN
1 month	-3.61%	+0.45%
3 months	+1.43%	+2.44%
6 months	+19.91%	+1.73%
1 year	+27.97%	N/A
5 years(CAGR)	+13.85%	N/A
Max(CAGR)	+13.85%	+3.71%

NBET

-3.61%

Winner

LVLN

+0.45%

NBET

+1.43%

Winner

LVLN

+2.44%

Winner

NBET

+19.91%

LVLN

+1.73%

NBET

+27.97%

LVLN

N/A

5Y(CAGR)

NBET

+13.85%

LVLN

N/A

Max(CAGR)

Winner

NBET

+13.85%

LVLN

+3.71%

NBET vs LVLN - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	NBET	LVLN
2026	+21.88%	+1.12%
2025	+4.38%	+1.20%
2024	+31.35%	N/A
2023	+8.41%	N/A
2022	-6.08%	N/A

NBET vs LVLN Drawdown Comparison

The maximum drawdown for NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.

The maximum drawdown for LVLN was -2.34%, occurring on Feb 27, 2026. Recovery took 70 trading sessions.

The current NBET drawdown is -5.17%. The current LVLN drawdown is -0.36%.

Rank	NBET	LVLN
#1	-18.72% Jul 21, 2023 - Mar 6, 2024	-2.34% Jan 22, 2026 - May 4, 2026
#2	-18.26% Aug 15, 2022 - Jul 12, 2023	-0.36% Jun 2, 2026 - Jun 5, 2026
#3	-17.37% Jan 21, 2025 - Jan 16, 2026	-0.36% May 15, 2026 - Jun 1, 2026
#4	-17.10% Apr 7, 2022 - Aug 10, 2022	-0.32% Dec 31, 2025 - Jan 9, 2026
#5	-9.37% Nov 29, 2024 - Jan 16, 2025	-0.14% May 8, 2026 - May 14, 2026
#6	-6.84% Mar 27, 2026 - Apr 30, 2026	-0.14% Jan 16, 2026 - Jan 22, 2026
#7	-6.83% May 19, 2026 - May 29, 2026	-0.12% Nov 19, 2025 - Dec 4, 2025
#8	-6.73% May 24, 2024 - Aug 23, 2024	-0.12% May 4, 2026 - May 7, 2026
#9	-5.23% Apr 30, 2026 - May 18, 2026	-0.10% Dec 26, 2025 - Dec 31, 2025
#10	-4.25% Aug 30, 2024 - Sep 13, 2024	-0.06% Dec 10, 2025 - Dec 18, 2025
#11	-3.52% Apr 9, 2024 - Apr 26, 2024	N/A
#12	-2.57% Oct 16, 2024 - Nov 5, 2024	N/A
#13	-1.95% Mar 4, 2026 - Mar 13, 2026	N/A
#14	-1.90% Apr 29, 2024 - May 3, 2024	N/A
#15	-1.68% Jan 30, 2026 - Feb 3, 2026	N/A