NBFC vs AVMA
Comparison between NEUBERGER BERMAN FLEXIBLE CREDIT INCOME ETF (NBFC, ETF) and AVANTIS MODERATE ALLOCATION ETF (AVMA, ETF).
NBFC vs AVMA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBFC
$75M
AVMA
$75M
Expense Ratio
NBFC
0.40%
Winner
AVMA
0.21%
Max Drawdown
Winner
NBFC
5.73%
AVMA
12.96%
Sharpe Ratio
NBFC
0.67
Winner
AVMA
1.59
5Y Beta
Winner
NBFC
0.14
AVMA
0.60
NBFC vs AVMA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBFC
-0.14%
AVMA
-0.39%
3M
NBFC
+0.50%
Winner
AVMA
+3.75%
6M
NBFC
+1.01%
Winner
AVMA
+7.82%
1Y
NBFC
+5.69%
Winner
AVMA
+19.74%
Max(CAGR)
NBFC
+7.63%
Winner
AVMA
+15.12%
NBFC vs AVMA - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NBFC | AVMA |
|---|---|---|
| 2026 | +1.51% | +10.13% |
| 2025 | +9.53% | +16.81% |
| 2024 | +4.59% | +10.68% |
| 2023 | N/A | +8.20% |
NBFC vs AVMA Drawdown Comparison
The maximum drawdown for NBFC was -3.99%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for AVMA was -11.81%, occurring on Apr 8, 2025. Recovery took 122 trading sessions.
The current NBFC drawdown is -0.49%. The current AVMA drawdown is -0.61%.
| Rank | NBFC | AVMA |
|---|---|---|
| #1 | -3.99% Feb 28, 2025 - May 29, 2025 | -11.81% Dec 4, 2024 - Jun 3, 2025 |
| #2 | -2.76% Feb 20, 2026 - Apr 14, 2026 | -8.51% Jul 31, 2023 - Dec 13, 2023 |
| #3 | -1.34% Dec 6, 2024 - Jan 27, 2025 | -6.40% Feb 25, 2026 - Apr 17, 2026 |
| #4 | -1.17% Oct 27, 2025 - Dec 18, 2025 | -5.17% Jul 16, 2024 - Aug 23, 2024 |
| #5 | -1.10% Apr 17, 2026 - May 28, 2026 | -4.06% Mar 28, 2024 - May 15, 2024 |
| #6 | -0.86% Oct 1, 2024 - Nov 8, 2024 | -3.21% Oct 27, 2025 - Nov 26, 2025 |
| #7 | -0.77% Oct 2, 2025 - Oct 20, 2025 | -2.78% Dec 27, 2023 - Feb 9, 2024 |
| #8 | -0.56% Jun 25, 2024 - Jul 5, 2024 | -2.61% Aug 30, 2024 - Sep 16, 2024 |
| #9 | -0.53% Feb 6, 2025 - Feb 14, 2025 | -2.31% Jun 2, 2026 - Jun 15, 2026 |
| #10 | -0.50% Jul 6, 2026 - Jul 20, 2026 | -2.25% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -0.49% Jun 2, 2026 - Jun 12, 2026 | -2.19% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.49% Aug 2, 2024 - Aug 13, 2024 | -1.84% Jul 23, 2025 - Aug 12, 2025 |
| #13 | -0.46% Nov 8, 2024 - Nov 25, 2024 | -1.83% May 20, 2024 - Jul 3, 2024 |
| #14 | -0.44% Jul 3, 2025 - Jul 17, 2025 | -1.73% Nov 11, 2024 - Nov 25, 2024 |
| #15 | -0.44% Jul 16, 2024 - Jul 31, 2024 | -1.65% Jul 3, 2023 - Jul 11, 2023 |
Correlation
Correlation between NBFC and AVMA is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2023 - 2026)
NBFC vs AVMA dividend yield comparison.
| Year | NBFC | AVMA |
|---|---|---|
| 2026 | 3.11% | 0.99% |
| 2025 | 7.71% | 2.21% |
| 2024 | 3.95% | 2.28% |
| 2023 | 0.00% | 1.11% |
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