NBH vs IQSU

Comparison between Neuberger Berman Municipal Fund Inc (NBH, ETF) and NYLI CANDRIAM U.S. LARGE CAP EQUITY ETF (IQSU, ETF).

5-Year PerformanceIQSU has outperformed NBH, delivering a return of +12.5% compared to -3.1%

NBH vs IQSU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBH(ETF)	IQSU(ETF)
Net Assets	$333M	$332M
Expense Ratio	N/A	0.09%
Max Drawdown	49.69%	31.29%
Sharpe Ratio	0.86	1.50
5Y Beta	0.20	0.99
P/E Ratio	N/A	29.78
Forward P/E	N/A	22.91
PEG Ratio	N/A	0.61
5Y Dividends CAGR	-1.21%	18.07%
5Y EPS CAGR	N/A	18.18%
Debt to Equity	N/A	46.30%
P/S Ratio	N/A	3.82
P/B Ratio	N/A	6.64

Net Assets

Winner

NBH

$333M

IQSU

$332M

Expense Ratio

NBH

N/A

IQSU

0.09%

Max Drawdown

NBH

49.69%

Winner

IQSU

31.29%

Sharpe Ratio

NBH

0.86

Winner

IQSU

1.50

5Y Beta

Winner

NBH

0.20

IQSU

0.99

P/E Ratio

NBH

N/A

IQSU

29.78

Forward P/E

NBH

N/A

IQSU

22.91

PEG Ratio

NBH

N/A

IQSU

0.61

5Y Dividends CAGR

NBH

-1.21%

Winner

IQSU

18.07%

5Y EPS CAGR

NBH

N/A

IQSU

18.18%

Debt to Equity

NBH

N/A

IQSU

46.30%

P/S Ratio

NBH

N/A

IQSU

3.82

P/B Ratio

NBH

N/A

IQSU

6.64

NBH vs IQSU - Historical Returns

Returns include dividend reinvestment.

Period	NBH	IQSU
1 month	+0.33%	+2.23%
3 months	+3.18%	+16.96%
6 months	+4.40%	+11.98%
1 year	+11.63%	+27.18%
5 years(CAGR)	-3.08%	+12.47%
10 years(CAGR)	+0.70%	N/A
Max(CAGR)	+3.98%	+16.05%

NBH

+0.33%

Winner

IQSU

+2.23%

NBH

+3.18%

Winner

IQSU

+16.96%

NBH

+4.40%

Winner

IQSU

+11.98%

NBH

+11.63%

Winner

IQSU

+27.18%

5Y(CAGR)

NBH

-3.08%

Winner

IQSU

+12.47%

10Y(CAGR)

NBH

+0.70%

IQSU

N/A

Max(CAGR)

NBH

+3.98%

Winner

IQSU

+16.05%

NBH vs IQSU - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	NBH	IQSU
2026	+5.28%	+12.28%
2025	+3.72%	+15.28%
2024	+5.10%	+18.08%
2023	+2.61%	+33.53%
2022	-28.53%	-22.45%
2021	+4.67%	+32.44%
2020	+4.47%	+27.07%
2019	+25.05%	+1.24%
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 IQSU 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 IQSU was -31.29%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.

The current NBH drawdown is -22.41%. The current IQSU drawdown is -1.44%.

Rank	NBH	IQSU
#1	-43.50% Aug 27, 2021 - Oct 25, 2023	-31.29% Feb 19, 2020 - Jul 10, 2020
#2	-32.21% Feb 25, 2020 - Jan 11, 2021	-26.76% Dec 29, 2021 - Dec 12, 2023
#3	-26.07% Jan 16, 2008 - Jan 5, 2009	-20.96% Dec 11, 2024 - Jul 22, 2025
#4	-21.60% Nov 23, 2012 - Dec 4, 2014	-11.18% Jan 28, 2026 - Apr 17, 2026
#5	-18.63% Aug 23, 2016 - Jul 17, 2019	-10.04% Sep 2, 2020 - Nov 25, 2020
#6	-16.00% Mar 17, 2004 - Jun 16, 2005	-9.07% Jul 16, 2024 - Sep 19, 2024
#7	-13.79% Nov 1, 2002 - May 8, 2003	-5.96% Feb 12, 2021 - Apr 1, 2021
#8	-12.64% Jul 3, 2003 - Feb 27, 2004	-5.92% Sep 3, 2021 - Oct 21, 2021
#9	-12.16% Oct 26, 2010 - Aug 17, 2011	-5.59% Oct 27, 2025 - Dec 10, 2025
#10	-10.82% Jan 5, 2009 - May 19, 2009	-5.09% Mar 28, 2024 - May 14, 2024
#11	-8.96% Sep 27, 2006 - Jan 14, 2008	-4.21% May 7, 2021 - Jun 10, 2021
#12	-8.21% Feb 24, 2012 - Mar 30, 2012	-4.17% Jun 4, 2026 - Jun 10, 2026
#13	-7.71% Aug 2, 2012 - Sep 17, 2012	-3.98% Dec 10, 2021 - Dec 23, 2021
#14	-7.43% Jan 28, 2015 - Oct 6, 2015	-3.45% Nov 19, 2021 - Dec 8, 2021
#15	-7.39% Feb 9, 2021 - Apr 15, 2021	-3.41% Oct 6, 2025 - Oct 20, 2025

Correlation

Correlation between NBH and IQSU is -0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.20

-101

Dividend Comparison (2002 - 2026)

NBH vs IQSU dividend yield comparison.

Year	NBH	IQSU
2026	2.61%	0.21%
2025	6.43%	1.09%
2024	5.33%	1.12%
2023	4.49%	1.15%
2022	6.14%	1.47%
2021	4.89%	1.07%
2020	4.93%	0.98%
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%