NBSD vs BALI
Comparison between NEUBERGER BERMAN SHORT DURATION INCOME ETF (NBSD, ETF) and BlackRock Advantage Large Cap Income ETF (BALI, ETF).
NBSD vs BALI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBSD
$1.10B
Winner
BALI
$1.20B
Expense Ratio
NBSD
0.35%
BALI
0.35%
Max Drawdown
Winner
NBSD
3.95%
BALI
18.92%
Sharpe Ratio
NBSD
0.46
Winner
BALI
1.86
5Y Beta
Winner
NBSD
0.03
BALI
0.82
P/E Ratio
NBSD
N/A
BALI
26.66
Forward P/E
NBSD
N/A
BALI
20.30
PEG Ratio
NBSD
N/A
BALI
0.40
5Y EPS CAGR
NBSD
N/A
BALI
24.97%
Debt to Equity
NBSD
N/A
BALI
-12.74%
NBSD vs BALI - Historical Returns
Returns include dividend reinvestment.
1M
NBSD
+0.26%
Winner
BALI
+1.05%
3M
NBSD
+0.67%
Winner
BALI
+10.82%
6M
NBSD
+1.07%
Winner
BALI
+11.79%
1Y
NBSD
+4.42%
Winner
BALI
+25.36%
Max(CAGR)
NBSD
+5.58%
Winner
BALI
+21.39%
NBSD vs BALI - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NBSD | BALI |
|---|---|---|
| 2026 | +0.91% | +10.42% |
| 2025 | +6.15% | +14.52% |
| 2024 | +3.97% | +22.61% |
| 2023 | N/A | +9.51% |
NBSD vs BALI Drawdown Comparison
The maximum drawdown for NBSD was -2.63%, occurring on Apr 10, 2025. Recovery took 21 trading sessions.
The maximum drawdown for BALI was -16.62%, occurring on Apr 8, 2025. Recovery took 139 trading sessions.
The current NBSD drawdown is -0.20%. The current BALI drawdown is -1.14%.
| Rank | NBSD | BALI |
|---|---|---|
| #1 | -2.63% Mar 31, 2025 - Apr 30, 2025 | -16.62% Dec 5, 2024 - Jun 30, 2025 |
| #2 | -1.18% Feb 17, 2026 - Apr 24, 2026 | -7.74% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -1.15% Sep 30, 2024 - Jan 6, 2025 | -6.71% Feb 25, 2026 - Apr 14, 2026 |
| #4 | -0.76% May 22, 2025 - Jun 23, 2025 | -5.26% Oct 16, 2023 - Nov 7, 2023 |
| #5 | -0.61% Jun 25, 2024 - Jul 2, 2024 | -4.79% Mar 28, 2024 - May 14, 2024 |
| #6 | -0.60% Jan 22, 2025 - Feb 4, 2025 | -3.64% Nov 11, 2025 - Nov 28, 2025 |
| #7 | -0.53% Apr 30, 2025 - May 14, 2025 | -3.49% Jun 2, 2026 - Jun 10, 2026 |
| #8 | -0.42% Feb 4, 2025 - Feb 25, 2025 | -2.77% Oct 8, 2025 - Oct 27, 2025 |
| #9 | -0.40% Aug 2, 2024 - Aug 20, 2024 | -2.24% Jul 25, 2025 - Aug 8, 2025 |
| #10 | -0.31% Jul 3, 2025 - Jul 22, 2025 | -2.16% Feb 2, 2026 - Feb 25, 2026 |
| #11 | -0.29% Jan 6, 2025 - Jan 15, 2025 | -2.13% Oct 18, 2024 - Nov 6, 2024 |
| #12 | -0.28% Jun 15, 2026 - Jun 17, 2026 | -2.07% Dec 11, 2025 - Dec 23, 2025 |
| #13 | -0.28% May 8, 2026 - May 27, 2026 | -2.03% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -0.27% Mar 4, 2025 - Mar 10, 2025 | -1.96% Jan 12, 2026 - Jan 26, 2026 |
| #15 | -0.27% May 14, 2025 - May 22, 2025 | -1.68% May 21, 2024 - Jun 5, 2024 |
Correlation
Correlation between NBSD and BALI is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2023 - 2026)
NBSD vs BALI dividend yield comparison.
| Year | NBSD | BALI |
|---|---|---|
| 2026 | 1.91% | 3.43% |
| 2025 | 5.06% | 8.51% |
| 2024 | 2.96% | 7.13% |
| 2023 | 0.00% | 2.13% |
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