NBSM vs ZJAN

Comparison between NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF) and Innovator Equity Defined Protection ETF 1 Yr January (ZJAN, ETF).

NBSM vs ZJAN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBSM(ETF)	ZJAN(ETF)
Net Assets	$115M	$115M
Expense Ratio	0.65%	0.79%
Max Drawdown	25.33%	3.20%
Sharpe Ratio	0.57	1.05
5Y Beta	0.86	0.15
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

Winner

NBSM

$115M

ZJAN

$115M

Expense Ratio

Winner

NBSM

0.65%

ZJAN

0.79%

Max Drawdown

NBSM

25.33%

Winner

ZJAN

3.20%

Sharpe Ratio

NBSM

0.57

Winner

ZJAN

1.05

5Y Beta

NBSM

0.86

Winner

ZJAN

0.15

P/E Ratio

NBSM

22.32

ZJAN

N/A

Forward P/E

NBSM

18.20

ZJAN

N/A

PEG Ratio

NBSM

0.20

ZJAN

N/A

5Y EPS CAGR

NBSM

11.39%

ZJAN

N/A

Debt to Equity

NBSM

62.41%

ZJAN

N/A

P/S Ratio

NBSM

2.47

ZJAN

N/A

P/B Ratio

NBSM

2.85

ZJAN

N/A

NBSM vs ZJAN - Historical Returns

Returns include dividend reinvestment.

Period	NBSM	ZJAN
1 month	+4.28%	+0.84%
3 months	+8.53%	+1.27%
6 months	+8.41%	+2.83%
1 year	+12.44%	+6.07%
Max(CAGR)	+6.10%	+6.23%

Winner

NBSM

+4.28%

ZJAN

+0.84%

Winner

NBSM

+8.53%

ZJAN

+1.27%

Winner

NBSM

+8.41%

ZJAN

+2.83%

Winner

NBSM

+12.44%

ZJAN

+6.07%

Max(CAGR)

NBSM

+6.10%

Winner

ZJAN

+6.23%

NBSM vs ZJAN - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NBSM	ZJAN
2026	+15.32%	+3.30%
2025	+0.40%	+6.79%
2024	-0.39%	N/A

NBSM vs ZJAN Drawdown Comparison

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

The maximum drawdown for ZJAN was -3.20%, occurring on Apr 8, 2025. Recovery took 61 trading sessions.

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

Rank	NBSM	ZJAN
#1	-25.16% Nov 25, 2024 - Jun 25, 2026	-3.20% Feb 19, 2025 - May 16, 2025
#2	-7.23% Jul 16, 2024 - Oct 11, 2024	-1.36% Feb 25, 2026 - Apr 13, 2026
#3	-6.88% Mar 28, 2024 - May 7, 2024	-0.62% Nov 12, 2025 - Nov 25, 2025
#4	-6.12% May 15, 2024 - Jul 16, 2024	-0.62% May 19, 2025 - Jun 2, 2025
#5	-4.11% Oct 14, 2024 - Nov 6, 2024	-0.52% Oct 9, 2025 - Oct 20, 2025
#6	-3.68% Nov 11, 2024 - Nov 22, 2024	-0.51% Jan 6, 2025 - Jan 17, 2025
#7	-2.86% Jun 30, 2026 - Aug 3, 2026	-0.50% Jun 2, 2026 - Jun 15, 2026
#8	-1.33% Aug 4, 2026 - Aug 13, 2026	-0.44% Jan 12, 2026 - Jan 27, 2026
#9	-0.93% Aug 14, 2026 - Aug 18, 2026	-0.42% Jul 28, 2025 - Aug 6, 2025
#10	-0.82% Mar 21, 2024 - Mar 27, 2024	-0.36% Feb 10, 2026 - Feb 25, 2026
#11	-0.74% Jun 26, 2026 - Jun 30, 2026	-0.33% Jan 28, 2026 - Feb 10, 2026
#12	-0.45% May 7, 2024 - May 9, 2024	-0.28% Jan 24, 2025 - Feb 13, 2025
#13	-0.44% May 10, 2024 - May 14, 2024	-0.27% Jun 15, 2026 - Jul 1, 2026
#14	N/A	-0.27% Jul 15, 2026 - Jul 31, 2026
#15	N/A	-0.26% Aug 28, 2025 - Sep 4, 2025