NBET vs SHAG
Comparison between NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF) and WISDOMTREE YIELD ENHANCED U.S. SHORT-TERM AGGREGATE BOND FUND (SHAG, ETF).
NBET vs SHAG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBET
$47M
SHAG
$47M
Expense Ratio
NBET
0.65%
Winner
SHAG
0.12%
Max Drawdown
NBET
18.72%
Winner
SHAG
11.39%
Sharpe Ratio
Winner
NBET
1.59
SHAG
-0.37
5Y Beta
NBET
0.52
Winner
SHAG
0.02
P/E Ratio
NBET
20.12
SHAG
N/A
Forward P/E
NBET
17.08
SHAG
N/A
PEG Ratio
NBET
0.16
SHAG
N/A
5Y Dividends CAGR
NBET
N/A
SHAG
21.55%
5Y EPS CAGR
NBET
19.21%
SHAG
N/A
P/S Ratio
NBET
0.95
SHAG
N/A
P/B Ratio
NBET
2.85
SHAG
N/A
NBET vs SHAG - Historical Returns
Returns include dividend reinvestment.
1M
NBET
+0.78%
Winner
SHAG
+0.86%
3M
Winner
NBET
+1.91%
SHAG
+0.99%
6M
Winner
NBET
+9.13%
SHAG
+0.51%
1Y
Winner
NBET
+31.70%
SHAG
+3.22%
5Y(CAGR)
Winner
NBET
+14.17%
SHAG
+1.76%
10Y(CAGR)
NBET
N/A
SHAG
+2.20%
Max(CAGR)
Winner
NBET
+14.17%
SHAG
+2.20%
NBET vs SHAG - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NBET | SHAG |
|---|---|---|
| 2026 | +26.94% | +1.36% |
| 2025 | +4.38% | +6.30% |
| 2024 | +31.35% | +4.49% |
| 2023 | +8.41% | +4.47% |
| 2022 | -6.08% | -6.19% |
| 2021 | N/A | -0.89% |
| 2020 | N/A | +4.56% |
| 2019 | N/A | +5.81% |
| 2018 | N/A | +0.88% |
| 2017 | N/A | -0.11% |
NBET vs SHAG Drawdown Comparison
The maximum drawdown for NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.
The maximum drawdown for SHAG was -9.61%, occurring on Oct 20, 2022. Recovery took 754 trading sessions.
The current NBET drawdown is -1.97%.
| Rank | NBET | SHAG |
|---|---|---|
| #1 | -18.72% Jul 21, 2023 - Mar 6, 2024 | -9.61% Aug 3, 2021 - Aug 2, 2024 |
| #2 | -18.26% Aug 15, 2022 - Jul 12, 2023 | -5.80% Mar 6, 2020 - May 20, 2020 |
| #3 | -17.37% Jan 21, 2025 - Jan 16, 2026 | -1.79% Sep 5, 2017 - Dec 24, 2018 |
| #4 | -17.10% Apr 7, 2022 - Aug 10, 2022 | -1.38% Feb 27, 2026 - Aug 13, 2026 |
| #5 | -9.37% Nov 29, 2024 - Jan 16, 2025 | -1.23% Sep 24, 2024 - Jan 27, 2025 |
| #6 | -8.00% May 19, 2026 - Aug 18, 2026 | -1.09% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -6.84% Mar 27, 2026 - Apr 30, 2026 | -0.98% Sep 4, 2019 - Oct 3, 2019 |
| #8 | -6.73% May 24, 2024 - Aug 23, 2024 | -0.86% Feb 10, 2021 - Jun 10, 2021 |
| #9 | -5.23% Apr 30, 2026 - May 18, 2026 | -0.67% May 27, 2025 - Jun 23, 2025 |
| #10 | -4.25% Aug 30, 2024 - Sep 13, 2024 | -0.60% Oct 3, 2019 - Dec 3, 2019 |
| #11 | -3.52% Apr 9, 2024 - Apr 26, 2024 | -0.55% Apr 30, 2025 - May 27, 2025 |
| #12 | -2.57% Oct 16, 2024 - Nov 5, 2024 | -0.52% Jun 30, 2025 - Aug 1, 2025 |
| #13 | -1.97% Aug 18, 2026 - Aug 25, 2026 | -0.50% Feb 5, 2025 - Feb 21, 2025 |
| #14 | -1.95% Mar 4, 2026 - Mar 13, 2026 | -0.45% Jun 10, 2021 - Jul 19, 2021 |
| #15 | -1.90% Apr 29, 2024 - May 3, 2024 | -0.40% Jul 3, 2019 - Aug 1, 2019 |
Correlation
Correlation between NBET and SHAG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2017 - 2026)
NBET vs SHAG dividend yield comparison.
| Year | NBET | SHAG |
|---|---|---|
| 2026 | 1.38% | 2.47% |
| 2025 | 2.70% | 4.33% |
| 2024 | 2.43% | 4.49% |
| 2023 | 1.22% | 3.04% |
| 2022 | 0.87% | 1.38% |
| 2021 | 0.00% | 0.92% |
| 2020 | 0.00% | 2.33% |
| 2019 | 0.00% | 2.71% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 0.77% |
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