NBET vs OVB

Comparison between NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF) and OVERLAY SHARES CORE BOND ETF (OVB, ETF).

NBET vs OVB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBET(ETF)	OVB(ETF)
Net Assets	$47M	$47M
Expense Ratio	0.65%	0.79%
Max Drawdown	18.72%	30.84%
Sharpe Ratio	1.59	0.28
5Y Beta	0.52	0.18
P/E Ratio	20.12	N/A
Forward P/E	17.08	N/A
PEG Ratio	0.16	N/A
5Y Dividends CAGR	N/A	5.74%
5Y EPS CAGR	19.21%	N/A
P/S Ratio	0.95	N/A
P/B Ratio	2.85	N/A

Net Assets

NBET

$47M

Winner

OVB

$47M

Expense Ratio

Winner

NBET

0.65%

OVB

0.79%

Max Drawdown

Winner

NBET

18.72%

OVB

30.84%

Sharpe Ratio

Winner

NBET

1.59

OVB

0.28

5Y Beta

NBET

0.52

Winner

OVB

0.18

P/E Ratio

NBET

20.12

OVB

N/A

Forward P/E

NBET

17.08

OVB

N/A

PEG Ratio

NBET

0.16

OVB

N/A

5Y Dividends CAGR

NBET

N/A

OVB

5.74%

5Y EPS CAGR

NBET

19.21%

OVB

N/A

P/S Ratio

NBET

0.95

OVB

N/A

P/B Ratio

NBET

2.85

OVB

N/A

NBET vs OVB - Historical Returns

Returns include dividend reinvestment.

Period	NBET	OVB
1 month	+0.78%	+1.22%
3 months	+1.91%	-0.25%
6 months	+9.13%	-0.54%
1 year	+31.70%	+5.42%
5 years(CAGR)	+14.17%	+0.22%
Max(CAGR)	+14.17%	+1.83%

NBET

+0.78%

Winner

OVB

+1.22%

Winner

NBET

+1.91%

OVB

-0.25%

Winner

NBET

+9.13%

OVB

-0.54%

Winner

NBET

+31.70%

OVB

+5.42%

5Y(CAGR)

Winner

NBET

+14.17%

OVB

+0.22%

Max(CAGR)

Winner

NBET

+14.17%

OVB

+1.83%

NBET vs OVB - Annual Returns (2019 - 2026)

Returns include dividend reinvestment.

Year	NBET	OVB
2026	+26.94%	+2.15%
2025	+4.38%	+7.84%
2024	+31.35%	+4.54%
2023	+8.41%	+6.38%
2022	-6.08%	-16.27%
2021	N/A	+1.02%
2020	N/A	+9.12%
2019	N/A	+1.22%

NBET vs OVB Drawdown Comparison

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

The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.

The current NBET drawdown is -1.97%. The current OVB drawdown is -0.78%.

Rank	NBET	OVB
#1	-18.72% Jul 21, 2023 - Mar 6, 2024	-21.69% Sep 14, 2021 - Feb 10, 2026
#2	-18.26% Aug 15, 2022 - Jul 12, 2023	-9.52% Mar 9, 2020 - Apr 29, 2020
#3	-17.37% Jan 21, 2025 - Jan 16, 2026	-3.74% Aug 26, 2020 - Jul 2, 2021
#4	-17.10% Apr 7, 2022 - Aug 10, 2022	-2.49% Feb 27, 2026 - Mar 27, 2026
#5	-9.37% Nov 29, 2024 - Jan 16, 2025	-2.14% Feb 20, 2020 - Mar 4, 2020
#6	-8.00% May 19, 2026 - Aug 18, 2026	-1.82% May 28, 2020 - Jun 23, 2020
#7	-6.84% Mar 27, 2026 - Apr 30, 2026	-1.27% Jul 1, 2020 - Jul 22, 2020
#8	-6.73% May 24, 2024 - Aug 23, 2024	-1.17% Aug 6, 2020 - Aug 26, 2020
#9	-5.23% Apr 30, 2026 - May 18, 2026	-0.97% Oct 4, 2019 - Nov 18, 2019
#10	-4.25% Aug 30, 2024 - Sep 13, 2024	-0.85% Aug 4, 2021 - Sep 9, 2021
#11	-3.52% Apr 9, 2024 - Apr 26, 2024	-0.82% Jan 23, 2020 - Feb 10, 2020
#12	-2.57% Oct 16, 2024 - Nov 5, 2024	-0.75% Apr 29, 2020 - May 19, 2020
#13	-1.97% Aug 18, 2026 - Aug 25, 2026	-0.71% Nov 27, 2019 - Dec 30, 2019
#14	-1.95% Mar 4, 2026 - Mar 13, 2026	-0.45% Jul 23, 2020 - Jul 30, 2020
#15	-1.90% Apr 29, 2024 - May 3, 2024	-0.41% Jul 7, 2021 - Jul 15, 2021