NHS vs IFLN

Comparison between Neuberger Berman High Yield Strategies Fund (NHS, ETF) and Invesco Fundamental High Yield Corporate Bond ETF (IFLN, ETF).

5-Year PerformanceIFLN has outperformed NHS, delivering a return of +3.5% compared to -1.8%

NHS vs IFLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NHS(ETF)	IFLN(ETF)
Net Assets	$285M	$286M
Expense Ratio	N/A	0.23%
Max Drawdown	73.16%	48.79%
Sharpe Ratio	-0.45	0.40
5Y Beta	0.37	0.21
5Y Dividends CAGR	1.63%	8.81%

Net Assets

NHS

$285M

Winner

IFLN

$286M

Expense Ratio

NHS

N/A

IFLN

0.23%

Max Drawdown

NHS

73.16%

Winner

IFLN

48.79%

Sharpe Ratio

NHS

-0.45

Winner

IFLN

0.40

5Y Beta

NHS

0.37

Winner

IFLN

0.21

5Y Dividends CAGR

NHS

1.63%

Winner

IFLN

8.81%

NHS vs IFLN - Historical Returns

Returns include dividend reinvestment.

Period	NHS	IFLN
1 month	-1.37%	-0.03%
3 months	-13.07%	+0.53%
6 months	-5.62%	+0.48%
1 year	-2.54%	+5.37%
5 years(CAGR)	-1.79%	+3.52%
10 years(CAGR)	+5.27%	+4.54%
Max(CAGR)	+6.80%	+3.64%

NHS

-1.37%

Winner

IFLN

-0.03%

NHS

-13.07%

Winner

IFLN

+0.53%

NHS

-5.62%

Winner

IFLN

+0.48%

NHS

-2.54%

Winner

IFLN

+5.37%

5Y(CAGR)

NHS

-1.79%

Winner

IFLN

+3.52%

10Y(CAGR)

Winner

NHS

+5.27%

IFLN

+4.54%

Max(CAGR)

Winner

NHS

+6.80%

IFLN

+3.64%

NHS vs IFLN - Annual Returns (2003 - 2026)

Returns include dividend reinvestment.

Year	NHS	IFLN
2026	-8.80%	+0.05%
2025	+13.55%	+8.57%
2024	+10.34%	+5.88%
2023	+3.61%	+11.13%
2022	-23.51%	-8.66%
2021	+16.38%	+3.59%
2020	+5.34%	+5.21%
2019	+38.45%	+13.65%
2018	-11.00%	-2.79%
2017	+8.92%	+4.84%
2016	+26.03%	+13.24%
2015	-10.40%	-2.99%
2014	+0.67%	+2.29%
2013	+1.87%	+3.34%
2012	+9.26%	+10.09%
2011	+9.17%	+7.40%
2010	+24.93%	+8.65%
2009	+103.49%	+21.91%
2008	-37.64%	-29.88%
2007	-13.02%	+0.92%
2006	+6.05%	N/A
2005	+6.36%	N/A
2004	+15.56%	N/A
2003	+10.45%	N/A

NHS vs IFLN Drawdown Comparison

The maximum drawdown for NHS was -64.75%, occurring on Nov 21, 2008. Recovery took 577 trading sessions.

The maximum drawdown for IFLN was -44.78%, occurring on Oct 10, 2008. Recovery took 1021 trading sessions.

The current NHS drawdown is -14.65%. The current IFLN drawdown is -0.85%.

Rank	NHS	IFLN
#1	-64.75% Jun 4, 2007 - Sep 16, 2009	-44.78% Dec 11, 2007 - Dec 29, 2011
#2	-43.00% Feb 21, 2020 - Dec 3, 2020	-21.51% Feb 21, 2020 - Aug 6, 2020
#3	-37.40% Nov 12, 2021 - Feb 4, 2026	-13.75% Sep 3, 2021 - Dec 13, 2023
#4	-24.62% Jun 30, 2014 - Aug 10, 2016	-10.19% Apr 27, 2015 - Jun 6, 2016
#5	-21.48% May 26, 2011 - Feb 13, 2012	-6.39% May 8, 2013 - Jan 3, 2014
#6	-18.05% Oct 9, 2017 - Feb 20, 2019	-5.26% Sep 2, 2014 - Feb 26, 2015
#7	-17.01% Feb 26, 2026 - Mar 30, 2026	-4.70% Oct 1, 2018 - Jan 30, 2019
#8	-15.06% Apr 26, 2010 - Jun 24, 2010	-4.08% Feb 18, 2026 - Mar 27, 2026
#9	-14.76% Mar 19, 2004 - Aug 30, 2004	-3.96% Feb 28, 2025 - May 12, 2025
#10	-13.33% Sep 28, 2012 - Feb 26, 2014	-3.12% Oct 19, 2016 - Jan 3, 2017
#11	-12.17% Jan 10, 2006 - Sep 20, 2006	-2.85% May 7, 2012 - Jun 29, 2012
#12	-11.90% Dec 31, 2004 - Jul 8, 2005	-2.51% Jan 5, 2018 - Aug 21, 2018
#13	-10.06% Oct 13, 2010 - Jan 31, 2011	-2.47% Sep 2, 2020 - Oct 12, 2020
#14	-9.11% Oct 25, 2016 - Jan 4, 2017	-2.21% Mar 27, 2024 - May 6, 2024
#15	-6.95% Sep 23, 2009 - Dec 14, 2009	-2.10% Jul 3, 2014 - Sep 2, 2014

Correlation

Correlation between NHS and IFLN is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96

-101

Dividend Comparison (2003 - 2026)

NHS vs IFLN dividend yield comparison.

Year	NHS	IFLN
2026	7.16%	2.55%
2025	14.59%	5.48%
2024	14.49%	5.69%
2023	14.06%	4.68%
2022	12.74%	3.52%
2021	8.73%	3.37%
2020	9.28%	3.90%
2019	7.99%	4.03%
2018	8.37%	4.44%
2017	7.59%	4.14%
2016	8.23%	4.58%
2015	9.81%	4.69%
2014	8.79%	4.48%
2013	8.15%	4.63%
2012	7.92%	5.08%
2011	9.23%	5.88%
2010	9.60%	7.58%
2009	10.56%	8.76%
2008	20.70%	12.14%
2007	14.30%	0.96%
2006	8.91%	0.00%
2005	10.23%	0.00%
2004	10.01%	0.00%
2003	3.88%	0.00%