NBSD vs LGLV

Comparison between NEUBERGER BERMAN SHORT DURATION INCOME ETF (NBSD, ETF) and STATE STREET(R) SPDR(R) US LARGE CAP LOW VOLATILITY INDEX ETF (LGLV, ETF).

NBSD vs LGLV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBSD(ETF)	LGLV(ETF)
Net Assets	$1.10B	$1.10B
Expense Ratio	0.35%	0.12%
Max Drawdown	3.95%	36.99%
Sharpe Ratio	0.46	0.21
5Y Beta	0.03	0.43
P/E Ratio	N/A	23.15
Forward P/E	N/A	19.82
PEG Ratio	N/A	0.36
5Y Dividends CAGR	N/A	10.68%
5Y EPS CAGR	N/A	10.55%
Debt to Equity	N/A	69.10%

Net Assets

NBSD

$1.10B

LGLV

$1.10B

Expense Ratio

NBSD

0.35%

Winner

LGLV

0.12%

Max Drawdown

Winner

NBSD

3.95%

LGLV

36.99%

Sharpe Ratio

Winner

NBSD

0.46

LGLV

0.21

5Y Beta

Winner

NBSD

0.03

LGLV

0.43

P/E Ratio

NBSD

N/A

LGLV

23.15

Forward P/E

NBSD

N/A

LGLV

19.82

PEG Ratio

NBSD

N/A

LGLV

0.36

5Y Dividends CAGR

NBSD

N/A

LGLV

10.68%

5Y EPS CAGR

NBSD

N/A

LGLV

10.55%

Debt to Equity

NBSD

N/A

LGLV

69.10%

NBSD vs LGLV - Historical Returns

Returns include dividend reinvestment.

Period	NBSD	LGLV
1 month	+0.26%	-0.35%
3 months	+0.67%	-0.14%
6 months	+1.07%	+2.02%
1 year	+4.42%	+5.51%
5 years(CAGR)	N/A	+8.48%
10 years(CAGR)	N/A	+11.11%
Max(CAGR)	+5.58%	+11.62%

Winner

NBSD

+0.26%

LGLV

-0.35%

Winner

NBSD

+0.67%

LGLV

-0.14%

NBSD

+1.07%

Winner

LGLV

+2.02%

NBSD

+4.42%

Winner

LGLV

+5.51%

5Y(CAGR)

NBSD

N/A

LGLV

+8.48%

10Y(CAGR)

NBSD

N/A

LGLV

+11.11%

Max(CAGR)

NBSD

+5.58%

Winner

LGLV

+11.62%

NBSD vs LGLV - Annual Returns (2013 - 2026)

Returns include dividend reinvestment.

Year	NBSD	LGLV
2026	+0.91%	+1.82%
2025	+6.15%	+8.79%
2024	+3.97%	+15.88%
2023	N/A	+9.02%
2022	N/A	-7.09%
2021	N/A	+30.70%
2020	N/A	+7.07%
2019	N/A	+31.91%
2018	N/A	+0.78%
2017	N/A	+17.66%
2016	N/A	+13.77%
2015	N/A	+3.00%
2014	N/A	+18.26%
2013	N/A	+18.38%

NBSD vs LGLV Drawdown Comparison

The maximum drawdown for NBSD was -2.63%, occurring on Apr 10, 2025. Recovery took 21 trading sessions.

The maximum drawdown for LGLV was -36.62%, occurring on Mar 23, 2020. Recovery took 213 trading sessions.

The current NBSD drawdown is -0.20%. The current LGLV drawdown is -5.55%.

Rank	NBSD	LGLV
#1	-2.63% Mar 31, 2025 - Apr 30, 2025	-36.62% Feb 14, 2020 - Dec 17, 2020
#2	-1.18% Feb 17, 2026 - Apr 24, 2026	-17.49% Dec 29, 2021 - Dec 28, 2023
#3	-1.15% Sep 30, 2024 - Jan 6, 2025	-13.61% Sep 21, 2018 - Feb 19, 2019
#4	-0.76% May 22, 2025 - Jun 23, 2025	-10.18% Nov 27, 2024 - May 19, 2025
#5	-0.61% Jun 25, 2024 - Jul 2, 2024	-10.04% Nov 19, 2015 - Mar 16, 2016
#6	-0.60% Jan 22, 2025 - Feb 4, 2025	-9.04% Aug 17, 2015 - Oct 28, 2015
#7	-0.53% Apr 30, 2025 - May 14, 2025	-7.99% Jan 26, 2018 - Jul 18, 2018
#8	-0.42% Feb 4, 2025 - Feb 25, 2025	-7.52% Sep 2, 2016 - Dec 13, 2016
#9	-0.40% Aug 2, 2024 - Aug 20, 2024	-6.86% Mar 2, 2026 - Mar 27, 2026
#10	-0.31% Jul 3, 2025 - Jul 22, 2025	-6.10% Sep 2, 2021 - Oct 21, 2021
#11	-0.29% Jan 6, 2025 - Jan 15, 2025	-5.91% May 21, 2013 - Jul 15, 2013
#12	-0.28% Jun 15, 2026 - Jun 17, 2026	-5.56% Aug 2, 2013 - Oct 18, 2013
#13	-0.28% May 8, 2026 - May 27, 2026	-5.18% Mar 28, 2024 - Jun 24, 2024
#14	-0.27% Mar 4, 2025 - Mar 10, 2025	-5.14% Sep 19, 2014 - Oct 28, 2014
#15	-0.27% May 14, 2025 - May 22, 2025	-4.50% Jul 26, 2019 - Sep 4, 2019

Correlation

Correlation between NBSD and LGLV is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2013 - 2026)

NBSD vs LGLV dividend yield comparison.

Year	NBSD	LGLV
2026	1.91%	0.54%
2025	5.06%	1.94%
2024	2.96%	1.93%
2023	0.00%	2.03%
2022	0.00%	1.95%
2021	0.00%	1.65%
2020	0.00%	1.98%
2019	0.00%	1.89%
2018	0.00%	2.09%
2017	0.00%	4.39%
2016	0.00%	2.54%
2015	0.00%	2.97%
2014	0.00%	7.14%
2013	0.00%	2.99%