NBOS vs JPUS

Comparison between NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS, ETF) and JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF (JPUS, ETF).

NBOS vs JPUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBOS(ETF)	JPUS(ETF)
Net Assets	$449M	$448M
Expense Ratio	0.57%	0.18%
Max Drawdown	13.81%	38.69%
Sharpe Ratio	1.63	1.52
5Y Beta	0.57	0.64
P/E Ratio	N/A	21.62
Forward P/E	N/A	16.10
5Y Dividends CAGR	N/A	11.81%
5Y EPS CAGR	N/A	13.48%
Debt to Equity	N/A	65.88%
P/S Ratio	N/A	1.56
P/B Ratio	N/A	2.87

Net Assets

Winner

NBOS

$449M

JPUS

$448M

Expense Ratio

NBOS

0.57%

Winner

JPUS

0.18%

Max Drawdown

Winner

NBOS

13.81%

JPUS

38.69%

Sharpe Ratio

Winner

NBOS

1.63

JPUS

1.52

5Y Beta

Winner

NBOS

0.57

JPUS

0.64

P/E Ratio

NBOS

N/A

JPUS

21.62

Forward P/E

NBOS

N/A

JPUS

16.10

5Y Dividends CAGR

NBOS

N/A

JPUS

11.81%

5Y EPS CAGR

NBOS

N/A

JPUS

13.48%

Debt to Equity

NBOS

N/A

JPUS

65.88%

P/S Ratio

NBOS

N/A

JPUS

1.56

P/B Ratio

NBOS

N/A

JPUS

2.87

NBOS vs JPUS - Historical Returns

Returns include dividend reinvestment.

Period	NBOS	JPUS
1 month	+0.98%	+2.69%
3 months	+4.07%	+5.51%
6 months	+7.75%	+12.36%
1 year	+18.00%	+22.00%
5 years(CAGR)	N/A	+10.00%
10 years(CAGR)	N/A	+11.63%
Max(CAGR)	+12.39%	+11.96%

NBOS

+0.98%

Winner

JPUS

+2.69%

NBOS

+4.07%

Winner

JPUS

+5.51%

NBOS

+7.75%

Winner

JPUS

+12.36%

NBOS

+18.00%

Winner

JPUS

+22.00%

5Y(CAGR)

NBOS

N/A

JPUS

+10.00%

10Y(CAGR)

NBOS

N/A

JPUS

+11.63%

Max(CAGR)

Winner

NBOS

+12.39%

JPUS

+11.96%

NBOS vs JPUS - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	NBOS	JPUS
2026	+5.70%	+11.32%
2025	+12.44%	+11.20%
2024	+11.01%	+13.03%
2023	N/A	+11.47%
2022	N/A	-8.18%
2021	N/A	+30.47%
2020	N/A	+7.51%
2019	N/A	+25.94%
2018	N/A	-6.49%
2017	N/A	+19.84%
2016	N/A	+14.52%
2015	N/A	+6.56%

NBOS vs JPUS Drawdown Comparison

The maximum drawdown for NBOS was -12.65%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.

The maximum drawdown for JPUS was -38.69%, occurring on Mar 23, 2020. Recovery took 188 trading sessions.

The current NBOS drawdown is -0.87%. The current JPUS drawdown is -1.55%.

Rank	NBOS	JPUS
#1	-12.65% Feb 19, 2025 - Jul 17, 2025	-38.69% Feb 14, 2020 - Nov 11, 2020
#2	-5.42% Jul 15, 2024 - Sep 17, 2024	-19.04% Apr 20, 2022 - Dec 14, 2023
#3	-4.70% Feb 25, 2026 - Apr 17, 2026	-17.85% Sep 21, 2018 - Apr 5, 2019
#4	-3.19% Apr 1, 2024 - May 10, 2024	-15.97% Nov 29, 2024 - Aug 13, 2025
#5	-3.12% Nov 12, 2025 - Nov 28, 2025	-11.74% Oct 30, 2015 - Mar 17, 2016
#6	-2.54% Jun 1, 2026 - Jun 15, 2026	-9.37% Jan 26, 2018 - Aug 7, 2018
#7	-2.38% Dec 11, 2024 - Dec 24, 2024	-8.27% Jan 4, 2022 - Mar 29, 2022
#8	-2.13% Dec 26, 2024 - Jan 21, 2025	-6.90% Mar 2, 2026 - Apr 17, 2026
#9	-1.99% Feb 2, 2026 - Feb 20, 2026	-6.00% Apr 30, 2019 - Jun 20, 2019
#10	-1.71% Oct 6, 2025 - Oct 20, 2025	-5.76% Jul 26, 2019 - Sep 12, 2019
#11	-1.44% Jan 12, 2026 - Jan 26, 2026	-5.57% Mar 28, 2024 - Jul 12, 2024
#12	-1.31% Oct 18, 2024 - Nov 6, 2024	-5.38% Jul 26, 2016 - Dec 7, 2016
#13	-1.07% Jul 30, 2025 - Aug 4, 2025	-5.18% Nov 16, 2021 - Dec 23, 2021
#14	-1.02% Nov 14, 2024 - Nov 22, 2024	-5.03% Sep 2, 2021 - Oct 22, 2021
#15	-0.89% Jan 24, 2025 - Feb 6, 2025	-4.43% Jul 31, 2024 - Aug 19, 2024

Correlation

Correlation between NBOS and JPUS is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.

0.97

-101

Dividend Comparison (2015 - 2026)

NBOS vs JPUS dividend yield comparison.

Year	NBOS	JPUS
2026	3.41%	0.39%
2025	7.81%	2.27%
2024	7.32%	2.12%
2023	0.00%	2.26%
2022	0.00%	2.35%
2021	0.00%	1.67%
2020	0.00%	1.94%
2019	0.00%	2.09%
2018	0.00%	2.16%
2017	0.00%	1.25%
2016	0.00%	0.77%
2015	0.00%	0.48%