NBTR vs ARLU

Comparison between NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF) and ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED APR ETF (ARLU, ETF).

NBTR vs ARLU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBTR(ETF)	ARLU(ETF)
Net Assets	$55M	$55M
Expense Ratio	0.38%	0.74%
Max Drawdown	4.20%	15.38%
Sharpe Ratio	0.54	1.10
5Y Beta	0.08	0.75

Net Assets

NBTR

$55M

ARLU

$55M

Expense Ratio

Winner

NBTR

0.38%

ARLU

0.74%

Max Drawdown

Winner

NBTR

4.20%

ARLU

15.38%

Sharpe Ratio

NBTR

0.54

Winner

ARLU

1.10

5Y Beta

Winner

NBTR

0.08

ARLU

0.75

NBTR vs ARLU - Historical Returns

Returns include dividend reinvestment.

Period	NBTR	ARLU
1 month	+0.49%	+0.21%
3 months	+0.81%	+7.62%
6 months	+1.47%	+4.84%
1 year	+5.41%	+16.46%
Max(CAGR)	+5.69%	+11.45%

Winner

NBTR

+0.49%

ARLU

+0.21%

NBTR

+0.81%

Winner

ARLU

+7.62%

NBTR

+1.47%

Winner

ARLU

+4.84%

NBTR

+5.41%

Winner

ARLU

+16.46%

Max(CAGR)

NBTR

+5.69%

Winner

ARLU

+11.45%

NBTR vs ARLU - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NBTR	ARLU
2026	+0.77%	+4.63%
2025	+8.03%	+11.45%
2024	-0.26%	+9.00%

NBTR vs ARLU Drawdown Comparison

The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.

The maximum drawdown for ARLU was -15.38%, occurring on Apr 8, 2025. Recovery took 106 trading sessions.

The current NBTR drawdown is -0.94%. The current ARLU drawdown is -2.20%.

Rank	NBTR	ARLU
#1	-2.58% Apr 3, 2025 - Jun 4, 2025	-15.38% Feb 19, 2025 - Jul 23, 2025
#2	-2.54% Feb 27, 2026 - Mar 27, 2026	-9.66% Jan 28, 2026 - Apr 30, 2026
#3	-1.33% Dec 18, 2024 - Jan 21, 2025	-6.23% Jul 16, 2024 - Sep 19, 2024
#4	-1.05% Mar 3, 2025 - Apr 3, 2025	-4.88% Oct 28, 2025 - Dec 24, 2025
#5	-1.05% Oct 27, 2025 - Dec 29, 2025	-4.20% Dec 6, 2024 - Feb 14, 2025
#6	-0.95% Feb 5, 2025 - Feb 21, 2025	-3.82% Jun 2, 2026 - Jun 10, 2026
#7	-0.90% Jul 2, 2025 - Jul 29, 2025	-3.54% Apr 1, 2024 - May 15, 2024
#8	-0.66% Sep 15, 2025 - Oct 14, 2025	-2.62% Oct 8, 2025 - Oct 24, 2025
#9	-0.64% Jun 4, 2025 - Jun 12, 2025	-2.57% Jan 12, 2026 - Jan 28, 2026
#10	-0.60% Jan 14, 2026 - Feb 10, 2026	-2.34% Oct 14, 2024 - Nov 6, 2024
#11	-0.47% Aug 13, 2025 - Aug 22, 2025	-1.99% Jul 25, 2025 - Aug 12, 2025
#12	-0.42% Jun 12, 2025 - Jun 23, 2025	-1.87% Nov 11, 2024 - Nov 26, 2024
#13	-0.36% Aug 28, 2025 - Sep 4, 2025	-1.85% May 14, 2026 - May 26, 2026
#14	-0.28% Dec 29, 2025 - Jan 7, 2026	-1.40% Aug 14, 2025 - Aug 27, 2025
#15	-0.27% Jan 21, 2025 - Jan 27, 2025	-1.29% Sep 22, 2025 - Oct 1, 2025