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NMB vs XDIV

Comparison between Simplify National Muni Bond ETF (NMB, ETF) and ROUNDHILL S&P 500 NO DIVIDEND TARGET ETF (XDIV, ETF).

NMB vs XDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
NMB
$47M
XDIV
$47M
Expense Ratio
NMB
0.52%
Winner
XDIV
0.08%
Max Drawdown
NMB
15.60%
Winner
XDIV
9.16%
Sharpe Ratio
NMB
0.21
Winner
XDIV
1.31
5Y Beta
Winner
NMB
0.35
XDIV
1.00

NMB vs XDIV - Historical Returns

Returns include dividend reinvestment.

1M
NMB
+1.19%
Winner
XDIV
+2.17%
3M
NMB
+1.96%
Winner
XDIV
+8.32%
6M
NMB
+0.76%
Winner
XDIV
+8.29%
1Y
NMB
+5.76%
Winner
XDIV
+19.00%
Max(CAGR)
NMB
+4.05%
Winner
XDIV
+21.23%

NMB vs XDIV - Annual Returns (2024 - 2026)

Returns include dividend reinvestment.

YearNMBXDIV
2026+0.98%+8.46%
2025+7.48%+9.90%
2024-1.90%N/A

NMB vs XDIV Drawdown Comparison

The maximum drawdown for NMB was -13.67%, occurring on Apr 8, 2025. Recovery took 104 trading sessions.

The maximum drawdown for XDIV was -9.16%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

The current NMB drawdown is -1.68%. The current XDIV drawdown is -2.78%.

RankNMBXDIV
#1-13.67%
Dec 9, 2024 - May 12, 2025
-9.16%
Jan 27, 2026 - Apr 15, 2026
#2-7.26%
May 13, 2025 - Oct 13, 2025
-5.06%
Oct 28, 2025 - Dec 10, 2025
#3-5.50%
Oct 28, 2025 - Mar 24, 2026
-2.91%
Oct 8, 2025 - Oct 21, 2025
#4-3.24%
Oct 1, 2024 - Nov 25, 2024
-2.78%
Jun 2, 2026 - Jun 5, 2026
#5-0.57%
Oct 20, 2025 - Oct 24, 2025
-2.58%
Jan 12, 2026 - Jan 27, 2026
#6-0.51%
Oct 13, 2025 - Oct 20, 2025
-2.48%
Dec 11, 2025 - Dec 23, 2025
#7-0.18%
Sep 23, 2024 - Sep 27, 2024
-2.44%
Jul 25, 2025 - Aug 12, 2025
#8-0.18%
Dec 4, 2024 - Dec 6, 2024
-1.61%
May 14, 2026 - May 26, 2026
#9-0.10%
Sep 27, 2024 - Oct 1, 2024
-1.39%
Sep 22, 2025 - Oct 1, 2025
#10-0.09%
Sep 16, 2024 - Sep 19, 2024
-1.38%
Aug 28, 2025 - Sep 9, 2025
#11N/A-1.28%
Aug 13, 2025 - Aug 22, 2025
#12N/A-1.23%
Dec 24, 2025 - Jan 6, 2026
#13N/A-0.85%
Apr 17, 2026 - Apr 22, 2026
#14N/A-0.78%
Oct 21, 2025 - Oct 24, 2025
#15N/A-0.69%
Apr 24, 2026 - Apr 30, 2026

Correlation

Correlation between NMB and XDIV is 0.72 which considered as a strong positive correlation - the stocks tend to move together.

0.72
-101

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