NBOS vs KIE

Comparison between NEUBERGER BERMAN OPTION STRATEGY ETF (NBOS, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).

NBOS vs KIE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBOS(ETF)	KIE(ETF)
Net Assets	$449M	$450M
Expense Ratio	0.57%	0.35%
Max Drawdown	13.81%	76.17%
Sharpe Ratio	1.63	-0.05
5Y Beta	0.57	0.55
P/E Ratio	N/A	11.79
Forward P/E	N/A	10.31
5Y Dividends CAGR	N/A	9.02%
5Y EPS CAGR	N/A	10.93%
Debt to Equity	N/A	25.61%
P/S Ratio	N/A	1.07
P/B Ratio	N/A	1.49

Net Assets

NBOS

$449M

Winner

KIE

$450M

Expense Ratio

NBOS

0.57%

Winner

KIE

0.35%

Max Drawdown

Winner

NBOS

13.81%

KIE

76.17%

Sharpe Ratio

Winner

NBOS

1.63

KIE

-0.05

5Y Beta

NBOS

0.57

Winner

KIE

0.55

P/E Ratio

NBOS

N/A

KIE

11.79

Forward P/E

NBOS

N/A

KIE

10.31

5Y Dividends CAGR

NBOS

N/A

KIE

9.02%

5Y EPS CAGR

NBOS

N/A

KIE

10.93%

Debt to Equity

NBOS

N/A

KIE

25.61%

P/S Ratio

NBOS

N/A

KIE

1.07

P/B Ratio

NBOS

N/A

KIE

1.49

NBOS vs KIE - Historical Returns

Returns include dividend reinvestment.

Period	NBOS	KIE
1 month	+0.98%	+0.34%
3 months	+4.07%	+4.52%
6 months	+7.75%	-2.92%
1 year	+18.00%	+2.58%
5 years(CAGR)	N/A	+10.73%
10 years(CAGR)	N/A	+11.56%
Max(CAGR)	+12.39%	+7.84%

Winner

NBOS

+0.98%

KIE

+0.34%

NBOS

+4.07%

Winner

KIE

+4.52%

Winner

NBOS

+7.75%

KIE

-2.92%

Winner

NBOS

+18.00%

KIE

+2.58%

5Y(CAGR)

NBOS

N/A

KIE

+10.73%

10Y(CAGR)

NBOS

N/A

KIE

+11.56%

Max(CAGR)

Winner

NBOS

+12.39%

KIE

+7.84%

NBOS vs KIE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

Year	NBOS	KIE
2026	+5.70%	-1.54%
2025	+12.44%	+8.86%
2024	+11.01%	+26.14%
2023	N/A	+12.19%
2022	N/A	+3.60%
2021	N/A	+26.07%
2020	N/A	-3.57%
2019	N/A	+27.82%
2018	N/A	-4.78%
2017	N/A	+12.51%
2016	N/A	+23.48%
2015	N/A	+6.62%
2014	N/A	+9.60%
2013	N/A	+42.28%
2012	N/A	+19.51%
2011	N/A	-14.08%
2010	N/A	+23.40%
2009	N/A	+26.36%
2008	N/A	-45.50%
2007	N/A	-5.95%
2006	N/A	+10.22%
2005	N/A	+0.20%

NBOS vs KIE Drawdown Comparison

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

The maximum drawdown for KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.

The current NBOS drawdown is -0.87%. The current KIE drawdown is -4.01%.

Rank	NBOS	KIE
#1	-12.65% Feb 19, 2025 - Jul 17, 2025	-75.31% May 16, 2007 - May 15, 2013
#2	-5.42% Jul 15, 2024 - Sep 17, 2024	-44.30% Feb 14, 2020 - Mar 10, 2021
#3	-4.70% Feb 25, 2026 - Apr 17, 2026	-17.87% Sep 21, 2018 - Apr 16, 2019
#4	-3.19% Apr 1, 2024 - May 10, 2024	-15.69% Mar 29, 2022 - Nov 25, 2022
#5	-3.12% Nov 12, 2025 - Nov 28, 2025	-15.21% Dec 1, 2015 - May 24, 2016
#6	-2.54% Jun 1, 2026 - Jun 15, 2026	-15.10% Feb 13, 2023 - Sep 19, 2023
#7	-2.38% Dec 11, 2024 - Dec 24, 2024	-12.66% Nov 27, 2024 - Dec 22, 2025
#8	-2.13% Dec 26, 2024 - Jan 21, 2025	-11.81% Dec 24, 2025 - Mar 27, 2026
#9	-1.99% Feb 2, 2026 - Feb 20, 2026	-9.40% Aug 18, 2015 - Dec 1, 2015
#10	-1.71% Oct 6, 2025 - Oct 20, 2025	-9.37% Dec 31, 2013 - May 12, 2014
#11	-1.44% Jan 12, 2026 - Jan 26, 2026	-9.05% Oct 25, 2021 - Jan 11, 2022
#12	-1.31% Oct 18, 2024 - Nov 6, 2024	-8.86% Aug 4, 2017 - Oct 13, 2017
#13	-1.07% Jul 30, 2025 - Aug 4, 2025	-8.77% Jun 2, 2016 - Aug 8, 2016
#14	-1.02% Nov 14, 2024 - Nov 22, 2024	-8.74% Jan 11, 2022 - Mar 22, 2022
#15	-0.89% Jan 24, 2025 - Feb 6, 2025	-8.45% Jan 11, 2006 - Sep 25, 2006

Correlation

Correlation between NBOS and KIE is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2005 - 2026)

NBOS vs KIE dividend yield comparison.

Year	NBOS	KIE
2026	3.41%	0.48%
2025	7.81%	1.57%
2024	7.32%	1.48%
2023	0.00%	1.45%
2022	0.00%	1.90%
2021	0.00%	1.95%
2020	0.00%	1.85%
2019	0.00%	1.76%
2018	0.00%	1.83%
2017	0.00%	1.56%
2016	0.00%	1.55%
2015	0.00%	1.65%
2014	0.00%	1.81%
2013	0.00%	1.38%
2012	0.00%	1.97%
2011	0.00%	1.67%
2010	0.00%	1.60%
2009	0.00%	1.42%
2008	0.00%	2.79%
2007	0.00%	1.83%
2006	0.00%	1.36%
2005	0.00%	0.21%