NBSM vs PBTP
Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and INVESCO 0-5 YR US TIPS ETF (PBTP, ETF).
NBSM vs PBTP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBSM
$115M
Winner
PBTP
$116M
Expense Ratio
NBSM
0.65%
Winner
PBTP
0.07%
Max Drawdown
NBSM
25.33%
Winner
PBTP
9.90%
Sharpe Ratio
Winner
NBSM
0.57
PBTP
-0.69
5Y Beta
NBSM
0.86
Winner
PBTP
-0.01
P/E Ratio
NBSM
22.32
PBTP
N/A
Forward P/E
NBSM
18.20
PBTP
N/A
PEG Ratio
NBSM
0.20
PBTP
N/A
5Y Dividends CAGR
NBSM
N/A
PBTP
27.17%
5Y EPS CAGR
NBSM
11.39%
PBTP
N/A
Debt to Equity
NBSM
62.41%
PBTP
N/A
P/S Ratio
NBSM
2.47
PBTP
N/A
P/B Ratio
NBSM
2.85
PBTP
N/A
NBSM vs PBTP - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBSM
+4.28%
PBTP
+0.51%
3M
Winner
NBSM
+8.53%
PBTP
+0.41%
6M
Winner
NBSM
+8.41%
PBTP
+1.53%
1Y
Winner
NBSM
+12.44%
PBTP
+2.84%
5Y(CAGR)
NBSM
N/A
PBTP
+3.13%
10Y(CAGR)
NBSM
N/A
PBTP
+3.35%
Max(CAGR)
Winner
NBSM
+6.10%
PBTP
+3.35%
NBSM vs PBTP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NBSM | PBTP |
|---|---|---|
| 2026 | +15.32% | +2.24% |
| 2025 | +0.40% | +5.90% |
| 2024 | -0.39% | +4.79% |
| 2023 | N/A | +4.57% |
| 2022 | N/A | -3.02% |
| 2021 | N/A | +5.41% |
| 2020 | N/A | +4.75% |
| 2019 | N/A | +4.74% |
| 2018 | N/A | +0.59% |
| 2017 | N/A | +0.04% |
NBSM vs PBTP Drawdown Comparison
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.
The maximum drawdown for PBTP was -5.44%, occurring on Sep 30, 2022. Recovery took 443 trading sessions.
The current NBSM drawdown is -0.83%.
| Rank | NBSM | PBTP |
|---|---|---|
| #1 | -25.16% Nov 25, 2024 - Jun 25, 2026 | -5.44% Mar 11, 2022 - Dec 14, 2023 |
| #2 | -7.23% Jul 16, 2024 - Oct 11, 2024 | -5.35% Mar 5, 2020 - Jun 8, 2020 |
| #3 | -6.88% Mar 28, 2024 - May 7, 2024 | -2.18% Nov 17, 2021 - Mar 1, 2022 |
| #4 | -6.12% May 15, 2024 - Jul 16, 2024 | -1.04% Nov 15, 2018 - Jan 31, 2019 |
| #5 | -4.11% Oct 14, 2024 - Nov 6, 2024 | -1.03% Apr 30, 2025 - Jun 26, 2025 |
| #6 | -3.68% Nov 11, 2024 - Nov 22, 2024 | -1.00% Apr 3, 2025 - Apr 28, 2025 |
| #7 | -2.86% Jun 30, 2026 - Aug 3, 2026 | -0.97% Aug 24, 2018 - Nov 15, 2018 |
| #8 | -1.33% Aug 4, 2026 - Aug 13, 2026 | -0.81% Sep 24, 2024 - Jan 15, 2025 |
| #9 | -0.93% Aug 14, 2026 - Aug 18, 2026 | -0.75% Jun 2, 2026 - Aug 20, 2026 |
| #10 | -0.82% Mar 21, 2024 - Mar 27, 2024 | -0.68% Jan 31, 2024 - Mar 1, 2024 |
| #11 | -0.74% Jun 26, 2026 - Jun 30, 2026 | -0.66% Mar 17, 2026 - Apr 7, 2026 |
| #12 | -0.45% May 7, 2024 - May 9, 2024 | -0.63% Aug 3, 2021 - Aug 27, 2021 |
| #13 | -0.44% May 10, 2024 - May 14, 2024 | -0.63% May 18, 2021 - Jul 2, 2021 |
| #14 | N/A | -0.60% Feb 12, 2021 - Mar 2, 2021 |
| #15 | N/A | -0.53% Oct 22, 2025 - Jan 7, 2026 |
Correlation
Correlation between NBSM and PBTP is 0.39 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.39
-101
Dividend Comparison (2017 - 2026)
NBSM vs PBTP dividend yield comparison.
| Year | NBSM | PBTP |
|---|---|---|
| 2026 | 0.00% | 2.77% |
| 2025 | 0.40% | 3.82% |
| 2024 | 0.23% | 2.59% |
| 2023 | 0.00% | 2.36% |
| 2022 | 0.00% | 5.33% |
| 2021 | 0.00% | 3.12% |
| 2020 | 0.00% | 1.25% |
| 2019 | 0.00% | 2.12% |
| 2018 | 0.00% | 2.33% |
| 2017 | 0.00% | 0.73% |
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