NBSD vs XAGG
Comparison between NEUBERGER BERMAN SHORT DURATION INCOME ETF (NBSD, ETF) and EATON VANCE INCOME OPPORTUNITIES ETF (XAGG, ETF).
NBSD vs XAGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBSD
$1.20B
Winner
XAGG
$1.30B
Expense Ratio
Winner
NBSD
0.35%
XAGG
0.50%
Max Drawdown
NBSD
3.95%
Winner
XAGG
3.58%
Sharpe Ratio
NBSD
0.00
Winner
XAGG
0.68
5Y Beta
Winner
NBSD
0.03
XAGG
0.16
NBSD vs XAGG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBSD
+0.46%
XAGG
+0.32%
3M
NBSD
+0.74%
Winner
XAGG
+0.98%
6M
Winner
NBSD
+0.99%
XAGG
+0.97%
1Y
NBSD
+3.90%
XAGG
N/A
Max(CAGR)
NBSD
+5.54%
Winner
XAGG
+6.20%
NBSD vs XAGG - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBSD | XAGG |
|---|---|---|
| 2026 | +1.57% | +2.69% |
| 2025 | +6.15% | +1.61% |
| 2024 | +3.97% | N/A |
NBSD vs XAGG Drawdown Comparison
The maximum drawdown for NBSD was -2.63%, occurring on Apr 10, 2025. Recovery took 21 trading sessions.
The maximum drawdown for XAGG was -2.88%, occurring on Mar 30, 2026. Recovery took 75 trading sessions.
The current NBSD drawdown is -0.03%.
| Rank | NBSD | XAGG |
|---|---|---|
| #1 | -2.63% Mar 31, 2025 - Apr 30, 2025 | -2.88% Feb 27, 2026 - Jun 16, 2026 |
| #2 | -1.18% Feb 17, 2026 - Apr 24, 2026 | -1.02% Jul 6, 2026 - Aug 5, 2026 |
| #3 | -1.15% Sep 30, 2024 - Jan 6, 2025 | -0.71% Dec 4, 2025 - Dec 22, 2025 |
| #4 | -0.76% May 22, 2025 - Jun 23, 2025 | -0.60% Jun 16, 2026 - Jun 29, 2026 |
| #5 | -0.61% Jun 25, 2024 - Jul 2, 2024 | -0.36% Nov 13, 2025 - Nov 21, 2025 |
| #6 | -0.60% Jan 22, 2025 - Feb 4, 2025 | -0.31% Jan 14, 2026 - Jan 22, 2026 |
| #7 | -0.53% Apr 30, 2025 - May 14, 2025 | -0.22% Nov 28, 2025 - Dec 3, 2025 |
| #8 | -0.42% Feb 4, 2025 - Feb 25, 2025 | -0.22% Feb 10, 2026 - Feb 12, 2026 |
| #9 | -0.40% Aug 2, 2024 - Aug 20, 2024 | -0.19% Jan 30, 2026 - Feb 6, 2026 |
| #10 | -0.31% Jul 3, 2025 - Jul 22, 2025 | -0.18% Jun 29, 2026 - Jul 6, 2026 |
| #11 | -0.29% Jul 16, 2026 - Aug 4, 2026 | -0.16% Aug 5, 2026 - Aug 7, 2026 |
| #12 | -0.29% Jan 6, 2025 - Jan 15, 2025 | -0.16% Dec 24, 2025 - Jan 2, 2026 |
| #13 | -0.28% Jun 15, 2026 - Jul 6, 2026 | -0.13% Jan 6, 2026 - Jan 9, 2026 |
| #14 | -0.28% May 8, 2026 - May 27, 2026 | -0.08% Nov 10, 2025 - Nov 12, 2025 |
| #15 | -0.27% Mar 4, 2025 - Mar 10, 2025 | -0.06% Jan 9, 2026 - Jan 14, 2026 |
Correlation
Correlation between NBSD and XAGG is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2024 - 2026)
NBSD vs XAGG dividend yield comparison.
| Year | NBSD | XAGG |
|---|---|---|
| 2026 | 2.71% | 4.00% |
| 2025 | 5.06% | 1.02% |
| 2024 | 2.96% | 0.00% |
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