NBH vs BLUC

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and BLUEMONTE LARGE CAP CORE ETF (BLUC, ETF).

NBH vs BLUC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBH(ETF)	BLUC(ETF)
Net Assets	$333M	$331M
Expense Ratio	N/A	0.23%
Max Drawdown	49.69%	10.78%
Sharpe Ratio	0.86	1.37
5Y Beta	0.20	1.07
5Y Dividends CAGR	-1.21%	N/A

Net Assets

Winner

NBH

$333M

BLUC

$331M

Expense Ratio

NBH

N/A

BLUC

0.23%

Max Drawdown

NBH

49.69%

Winner

BLUC

10.78%

Sharpe Ratio

NBH

0.86

Winner

BLUC

1.37

5Y Beta

Winner

NBH

0.20

BLUC

1.07

5Y Dividends CAGR

NBH

-1.21%

BLUC

N/A

NBH vs BLUC - Historical Returns

Returns include dividend reinvestment.

Period	NBH	BLUC
1 month	+0.33%	+0.04%
3 months	+3.18%	+11.82%
6 months	+4.40%	+8.25%
1 year	+11.63%	+22.82%
5 years(CAGR)	-3.08%	N/A
10 years(CAGR)	+0.70%	N/A
Max(CAGR)	+3.98%	+23.63%

Winner

NBH

+0.33%

BLUC

+0.04%

NBH

+3.18%

Winner

BLUC

+11.82%

NBH

+4.40%

Winner

BLUC

+8.25%

NBH

+11.63%

Winner

BLUC

+22.82%

5Y(CAGR)

NBH

-3.08%

BLUC

N/A

10Y(CAGR)

NBH

+0.70%

BLUC

N/A

Max(CAGR)

NBH

+3.98%

Winner

BLUC

+23.63%

NBH vs BLUC - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NBH	BLUC
2026	+5.28%	+7.73%
2025	+3.72%	+14.03%
2024	+5.10%	N/A
2023	+2.61%	N/A
2022	-28.53%	N/A
2021	+4.67%	N/A
2020	+4.47%	N/A
2019	+25.05%	N/A
2018	-9.40%	N/A
2017	-2.94%	N/A
2016	+9.20%	N/A
2015	+7.37%	N/A
2014	+17.41%	N/A
2013	-9.28%	N/A
2012	+6.63%	N/A
2011	+21.40%	N/A
2010	+10.30%	N/A
2009	+22.48%	N/A
2008	-8.12%	N/A
2007	-1.92%	N/A
2006	+9.24%	N/A
2005	+7.01%	N/A
2004	+2.11%	N/A
2003	+5.39%	N/A
2002	-9.14%	N/A

NBH vs BLUC Drawdown Comparison

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The maximum drawdown for BLUC was -10.68%, occurring on Mar 30, 2026. Recovery took 64 trading sessions.

The current NBH drawdown is -22.41%. The current BLUC drawdown is -3.71%.

Rank	NBH	BLUC
#1	-43.50% Aug 27, 2021 - Oct 25, 2023	-10.68% Jan 12, 2026 - Apr 15, 2026
#2	-32.21% Feb 25, 2020 - Jan 11, 2021	-5.65% Jun 2, 2026 - Jun 10, 2026
#3	-26.07% Jan 16, 2008 - Jan 5, 2009	-5.58% Oct 29, 2025 - Dec 24, 2025
#4	-21.60% Nov 23, 2012 - Dec 4, 2014	-2.96% Oct 8, 2025 - Oct 24, 2025
#5	-18.63% Aug 23, 2016 - Jul 17, 2019	-2.35% Jul 28, 2025 - Aug 8, 2025
#6	-16.00% Mar 17, 2004 - Jun 16, 2005	-2.03% May 14, 2026 - May 26, 2026
#7	-13.79% Nov 1, 2002 - May 8, 2003	-1.86% Aug 14, 2025 - Aug 27, 2025
#8	-12.64% Jul 3, 2003 - Feb 27, 2004	-1.61% Sep 22, 2025 - Oct 1, 2025
#9	-12.16% Oct 26, 2010 - Aug 17, 2011	-1.54% Aug 28, 2025 - Sep 9, 2025
#10	-10.82% Jan 5, 2009 - May 19, 2009	-1.23% Dec 26, 2025 - Jan 9, 2026
#11	-8.96% Sep 27, 2006 - Jan 14, 2008	-0.95% Apr 17, 2026 - Apr 22, 2026
#12	-8.21% Feb 24, 2012 - Mar 30, 2012	-0.78% Jul 3, 2025 - Jul 17, 2025
#13	-7.71% Aug 2, 2012 - Sep 17, 2012	-0.65% Apr 27, 2026 - Apr 30, 2026
#14	-7.43% Jan 28, 2015 - Oct 6, 2015	-0.62% Apr 22, 2026 - Apr 24, 2026
#15	-7.39% Feb 9, 2021 - Apr 15, 2021	-0.43% Sep 15, 2025 - Sep 18, 2025

Correlation

Correlation between NBH and BLUC is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2002 - 2026)

NBH vs BLUC dividend yield comparison.

Year	NBH	BLUC
2026	2.61%	0.09%
2025	6.43%	0.46%
2024	5.33%	0.00%
2023	4.49%	0.00%
2022	6.14%	0.00%
2021	4.89%	0.00%
2020	4.93%	0.00%
2019	4.86%	0.00%
2018	6.04%	0.00%
2017	5.53%	0.00%
2016	5.54%	0.00%
2015	5.73%	0.00%
2014	5.47%	0.00%
2013	5.98%	0.00%
2012	4.76%	0.00%
2011	5.28%	0.00%
2010	6.00%	0.00%
2009	5.18%	0.00%
2008	5.73%	0.00%
2007	5.15%	0.00%
2006	5.73%	0.00%
2005	5.99%	0.00%
2004	6.07%	0.00%
2003	5.89%	0.00%
2002	0.98%	0.00%