NBFC vs KAUG
Comparison between NEUBERGER BERMAN FLEXIBLE CREDIT INCOME ETF (NBFC, ETF) and Innovator U.S. Small Cap Power Buffer ETF - August (KAUG, ETF).
NBFC vs KAUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBFC
$75M
Winner
KAUG
$75M
Expense Ratio
Winner
NBFC
0.40%
KAUG
0.79%
Max Drawdown
Winner
NBFC
5.73%
KAUG
15.66%
Sharpe Ratio
NBFC
1.22
Winner
KAUG
1.29
5Y Beta
Winner
NBFC
0.14
KAUG
0.57
NBFC vs KAUG - Historical Returns
Returns include dividend reinvestment.
1M
NBFC
+0.61%
Winner
KAUG
+1.08%
3M
NBFC
+2.02%
Winner
KAUG
+7.04%
6M
NBFC
+2.17%
Winner
KAUG
+6.96%
1Y
NBFC
+7.70%
Winner
KAUG
+15.43%
Max(CAGR)
NBFC
+8.11%
Winner
KAUG
+8.55%
NBFC vs KAUG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBFC | KAUG |
|---|---|---|
| 2026 | +1.59% | +6.92% |
| 2025 | +9.53% | +5.57% |
| 2024 | +4.59% | +2.80% |
NBFC vs KAUG Drawdown Comparison
The maximum drawdown for NBFC was -3.99%, occurring on Apr 8, 2025. Recovery took 62 trading sessions.
The maximum drawdown for KAUG was -15.66%, occurring on Apr 8, 2025. Recovery took 224 trading sessions.
| Rank | NBFC | KAUG |
|---|---|---|
| #1 | -3.99% Feb 28, 2025 - May 29, 2025 | -15.66% Nov 25, 2024 - Oct 20, 2025 |
| #2 | -2.76% Feb 20, 2026 - Apr 14, 2026 | -3.94% Feb 26, 2026 - Apr 9, 2026 |
| #3 | -1.34% Dec 6, 2024 - Jan 27, 2025 | -3.75% Aug 1, 2024 - Aug 19, 2024 |
| #4 | -1.17% Oct 27, 2025 - Dec 18, 2025 | -3.66% Oct 27, 2025 - Nov 28, 2025 |
| #5 | -1.10% Apr 17, 2026 - May 28, 2026 | -3.26% Aug 30, 2024 - Sep 19, 2024 |
| #6 | -0.86% Oct 1, 2024 - Nov 8, 2024 | -2.59% Nov 11, 2024 - Nov 25, 2024 |
| #7 | -0.77% Oct 2, 2025 - Oct 20, 2025 | -2.40% Oct 16, 2024 - Nov 6, 2024 |
| #8 | -0.56% Jun 25, 2024 - Jul 5, 2024 | -1.74% Sep 19, 2024 - Oct 15, 2024 |
| #9 | -0.53% Feb 6, 2025 - Feb 14, 2025 | -1.54% Jan 22, 2026 - Feb 25, 2026 |
| #10 | -0.49% Jun 2, 2026 - Jun 12, 2026 | -1.29% Dec 11, 2025 - Jan 5, 2026 |
| #11 | -0.49% Aug 2, 2024 - Aug 13, 2024 | -0.91% Oct 20, 2025 - Oct 24, 2025 |
| #12 | -0.46% Nov 8, 2024 - Nov 25, 2024 | -0.79% Aug 23, 2024 - Aug 30, 2024 |
| #13 | -0.44% Jul 3, 2025 - Jul 17, 2025 | -0.70% Aug 21, 2024 - Aug 23, 2024 |
| #14 | -0.44% Jul 16, 2024 - Jul 31, 2024 | -0.64% Jun 4, 2026 - Jun 12, 2026 |
| #15 | -0.29% Feb 14, 2025 - Feb 25, 2025 | -0.58% May 14, 2026 - May 22, 2026 |
Correlation
Correlation between NBFC and KAUG is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
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