NBTR vs KMAY

Comparison between NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF) and Innovator U.S. Small Cap Power Buffer ETF May (KMAY, ETF).

NBTR vs KMAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NBTR(ETF)	KMAY(ETF)
Net Assets	$55M	$55M
Expense Ratio	0.38%	0.79%
Max Drawdown	4.80%	2.38%
Sharpe Ratio	-0.04	1.47
5Y Beta	0.08	0.44

Net Assets

NBTR

$55M

Winner

KMAY

$55M

Expense Ratio

Winner

NBTR

0.38%

KMAY

0.79%

Max Drawdown

NBTR

4.80%

Winner

KMAY

2.38%

Sharpe Ratio

NBTR

-0.04

Winner

KMAY

1.47

5Y Beta

Winner

NBTR

0.08

KMAY

0.44

NBTR vs KMAY - Historical Returns

Returns include dividend reinvestment.

Period	NBTR	KMAY
1 month	-1.26%	-0.18%
3 months	-1.23%	+3.33%
6 months	-0.99%	+5.06%
1 year	+3.20%	+12.64%
Max(CAGR)	+4.42%	+16.98%

NBTR

-1.26%

Winner

KMAY

-0.18%

NBTR

-1.23%

Winner

KMAY

+3.33%

NBTR

-0.99%

Winner

KMAY

+5.06%

NBTR

+3.20%

Winner

KMAY

+12.64%

Max(CAGR)

NBTR

+4.42%

Winner

KMAY

+16.98%

NBTR vs KMAY - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

Year	NBTR	KMAY
2026	-0.53%	+6.21%
2025	+8.03%	+13.83%
2024	-0.26%	N/A

NBTR vs KMAY Drawdown Comparison

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

The maximum drawdown for KMAY was -2.38%, occurring on May 19, 2026. Recovery took 13 trading sessions.

The current NBTR drawdown is -2.23%. The current KMAY drawdown is -0.97%.

Rank	NBTR	KMAY
#1	-2.58% Apr 3, 2025 - Jun 4, 2025	-2.38% May 6, 2026 - May 26, 2026
#2	-2.54% Feb 27, 2026 - Mar 27, 2026	-2.36% Oct 27, 2025 - Nov 26, 2025
#3	-1.33% Dec 18, 2024 - Jan 21, 2025	-1.76% Jul 23, 2025 - Aug 12, 2025
#4	-1.05% Mar 3, 2025 - Apr 3, 2025	-1.73% Jun 4, 2026 - Jun 12, 2026
#5	-1.05% Oct 27, 2025 - Dec 29, 2025	-1.51% Feb 26, 2026 - Apr 2, 2026
#6	-0.95% Feb 5, 2025 - Feb 21, 2025	-1.48% May 19, 2025 - Jun 3, 2025
#7	-0.90% Jul 2, 2025 - Jul 29, 2025	-1.22% Jun 10, 2025 - Jun 24, 2025
#8	-0.66% Sep 15, 2025 - Oct 14, 2025	-1.12% Oct 8, 2025 - Oct 15, 2025
#9	-0.64% Jun 4, 2025 - Jun 12, 2025	-0.97% Jul 1, 2026 - Jul 23, 2026
#10	-0.60% Jan 14, 2026 - Feb 10, 2026	-0.96% Jul 10, 2025 - Jul 23, 2025
#11	-0.47% Aug 13, 2025 - Aug 22, 2025	-0.93% May 2, 2025 - May 8, 2025
#12	-0.42% Jun 12, 2025 - Jun 23, 2025	-0.80% Jun 15, 2026 - Jun 18, 2026
#13	-0.36% Aug 28, 2025 - Sep 4, 2025	-0.74% Sep 22, 2025 - Oct 3, 2025
#14	-0.28% Dec 29, 2025 - Jan 7, 2026	-0.69% May 28, 2026 - Jun 4, 2026
#15	-0.27% Jan 21, 2025 - Jan 27, 2025	-0.69% Aug 13, 2025 - Aug 22, 2025