NBSM vs JUNT

Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 JUN ETF (JUNT, ETF).

NBSM vs JUNT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBSM(ETF)	JUNT(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.65%	0.74%
Max Drawdown	25.33%	12.78%
Sharpe Ratio	0.57	0.88
5Y Beta	0.86	0.59
P/E Ratio	22.32	N/A
Forward P/E	18.20	N/A
PEG Ratio	0.20	N/A
5Y EPS CAGR	11.39%	N/A
Debt to Equity	62.41%	N/A
P/S Ratio	2.47	N/A
P/B Ratio	2.85	N/A

Net Assets

NBSM

$115M

JUNT

$115M

Expense Ratio

Winner

NBSM

0.65%

JUNT

0.74%

Max Drawdown

NBSM

25.33%

Winner

JUNT

12.78%

Sharpe Ratio

NBSM

0.57

Winner

JUNT

0.88

5Y Beta

NBSM

0.86

Winner

JUNT

0.59

P/E Ratio

NBSM

22.32

JUNT

N/A

Forward P/E

NBSM

18.20

JUNT

N/A

PEG Ratio

NBSM

0.20

JUNT

N/A

5Y EPS CAGR

NBSM

11.39%

JUNT

N/A

Debt to Equity

NBSM

62.41%

JUNT

N/A

P/S Ratio

NBSM

2.47

JUNT

N/A

P/B Ratio

NBSM

2.85

JUNT

N/A

NBSM vs JUNT - Historical Returns

Returns include dividend reinvestment.

Period	NBSM	JUNT
1 month	+4.28%	+2.61%
3 months	+8.53%	+1.53%
6 months	+8.41%	+4.57%
1 year	+12.44%	+10.18%
Max(CAGR)	+6.10%	+14.03%

Winner

NBSM

+4.28%

JUNT

+2.61%

Winner

NBSM

+8.53%

JUNT

+1.53%

Winner

NBSM

+8.41%

JUNT

+4.57%

Winner

NBSM

+12.44%

JUNT

+10.18%

Max(CAGR)

NBSM

+6.10%

Winner

JUNT

+14.03%

NBSM vs JUNT - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	NBSM	JUNT
2026	+15.32%	+5.84%
2025	+0.40%	+12.53%
2024	-0.39%	+16.31%
2023	N/A	+10.62%

NBSM vs JUNT Drawdown Comparison

The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.

The maximum drawdown for JUNT was -12.78%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

The current NBSM drawdown is -0.83%. The current JUNT drawdown is -0.88%.

Rank	NBSM	JUNT
#1	-25.16% Nov 25, 2024 - Jun 25, 2026	-12.78% Feb 19, 2025 - May 16, 2025
#2	-7.23% Jul 16, 2024 - Oct 11, 2024	-6.72% Jul 28, 2023 - Nov 17, 2023
#3	-6.88% Mar 28, 2024 - May 7, 2024	-5.33% Jul 16, 2024 - Aug 19, 2024
#4	-6.12% May 15, 2024 - Jul 16, 2024	-4.08% Feb 25, 2026 - Apr 9, 2026
#5	-4.11% Oct 14, 2024 - Nov 6, 2024	-2.74% Jun 2, 2026 - Jul 10, 2026
#6	-3.68% Nov 11, 2024 - Nov 22, 2024	-2.65% Aug 30, 2024 - Sep 19, 2024
#7	-2.86% Jun 30, 2026 - Aug 3, 2026	-2.60% May 19, 2025 - Jun 6, 2025
#8	-1.33% Aug 4, 2026 - Aug 13, 2026	-2.32% Jul 10, 2026 - Aug 3, 2026
#9	-0.93% Aug 14, 2026 - Aug 18, 2026	-2.00% Oct 27, 2025 - Nov 28, 2025
#10	-0.82% Mar 21, 2024 - Mar 27, 2024	-1.73% Dec 6, 2024 - Jan 21, 2025
#11	-0.74% Jun 26, 2026 - Jun 30, 2026	-1.42% Apr 11, 2024 - Apr 26, 2024
#12	-0.45% May 7, 2024 - May 9, 2024	-1.27% Oct 18, 2024 - Nov 6, 2024
#13	-0.44% May 10, 2024 - May 14, 2024	-1.27% Oct 8, 2025 - Oct 20, 2025
#14	N/A	-1.18% Dec 27, 2023 - Jan 10, 2024
#15	N/A	-1.14% Jun 15, 2023 - Jun 30, 2023