NBSM vs TJUL

Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and Innovator Equity Defined Protection ETF - 2 Yr to July 2025 (TJUL, ETF).

NBSM vs TJUL - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBSM(ETF)	TJUL(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.65%	0.79%
Max Drawdown	25.33%	4.61%
Sharpe Ratio	0.57	0.49
5Y Beta	0.86	0.22
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

TJUL

$115M

Expense Ratio

Winner

NBSM

0.65%

TJUL

0.79%

Max Drawdown

NBSM

25.33%

Winner

TJUL

4.61%

Sharpe Ratio

Winner

NBSM

0.57

TJUL

0.49

5Y Beta

NBSM

0.86

Winner

TJUL

0.22

P/E Ratio

NBSM

22.32

TJUL

N/A

Forward P/E

NBSM

18.20

TJUL

N/A

PEG Ratio

NBSM

0.20

TJUL

N/A

5Y EPS CAGR

NBSM

11.39%

TJUL

N/A

Debt to Equity

NBSM

62.41%

TJUL

N/A

P/S Ratio

NBSM

2.47

TJUL

N/A

P/B Ratio

NBSM

2.85

TJUL

N/A

NBSM vs TJUL - Historical Returns

Returns include dividend reinvestment.

Period	NBSM	TJUL
1 month	+4.28%	+0.92%
3 months	+8.53%	+1.26%
6 months	+8.41%	+2.64%
1 year	+12.44%	+5.11%
Max(CAGR)	+6.10%	+6.79%

Winner

NBSM

+4.28%

TJUL

+0.92%

Winner

NBSM

+8.53%

TJUL

+1.26%

Winner

NBSM

+8.41%

TJUL

+2.64%

Winner

NBSM

+12.44%

TJUL

+5.11%

Max(CAGR)

NBSM

+6.10%

Winner

TJUL

+6.79%

NBSM vs TJUL - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	NBSM	TJUL
2026	+15.32%	+3.08%
2025	+0.40%	+6.55%
2024	-0.39%	+8.35%
2023	N/A	+3.05%

NBSM vs TJUL Drawdown Comparison

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

The maximum drawdown for TJUL was -4.61%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.

The current NBSM drawdown is -0.83%. The current TJUL drawdown is -0.02%.

Rank	NBSM	TJUL
#1	-25.16% Nov 25, 2024 - Jun 25, 2026	-4.61% Feb 19, 2025 - May 8, 2025
#2	-7.23% Jul 16, 2024 - Oct 11, 2024	-3.09% Jul 20, 2023 - Nov 15, 2023
#3	-6.88% Mar 28, 2024 - May 7, 2024	-2.08% Jan 27, 2026 - Apr 13, 2026
#4	-6.12% May 15, 2024 - Jul 16, 2024	-1.59% Jul 16, 2024 - Aug 13, 2024
#5	-4.11% Oct 14, 2024 - Nov 6, 2024	-1.28% Mar 28, 2024 - May 9, 2024
#6	-3.68% Nov 11, 2024 - Nov 22, 2024	-1.09% Oct 27, 2025 - Dec 10, 2025
#7	-2.86% Jun 30, 2026 - Aug 3, 2026	-0.84% Aug 30, 2024 - Sep 12, 2024
#8	-1.33% Aug 4, 2026 - Aug 13, 2026	-0.71% Jan 9, 2026 - Jan 27, 2026
#9	-0.93% Aug 14, 2026 - Aug 18, 2026	-0.70% Dec 27, 2023 - Jan 12, 2024
#10	-0.82% Mar 21, 2024 - Mar 27, 2024	-0.64% Sep 25, 2024 - Oct 14, 2024
#11	-0.74% Jun 26, 2026 - Jun 30, 2026	-0.63% Dec 1, 2023 - Dec 12, 2023
#12	-0.45% May 7, 2024 - May 9, 2024	-0.54% Oct 29, 2024 - Nov 6, 2024
#13	-0.44% May 10, 2024 - May 14, 2024	-0.52% Mar 12, 2024 - Mar 20, 2024
#14	N/A	-0.52% Jan 29, 2024 - Feb 2, 2024
#15	N/A	-0.51% May 28, 2026 - Jul 1, 2026