NMT vs NBSM
Comparison between Nuveen Massachusetts Quality Municipal Income Fund (NMT, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
NMT vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NMT
$116M
NBSM
$115M
Expense Ratio
NMT
N/A
NBSM
0.65%
Max Drawdown
NMT
48.99%
Winner
NBSM
25.33%
Sharpe Ratio
Winner
NMT
1.45
NBSM
0.57
5Y Beta
Winner
NMT
0.16
NBSM
0.86
P/E Ratio
NMT
N/A
NBSM
22.32
Forward P/E
NMT
N/A
NBSM
18.20
PEG Ratio
NMT
N/A
NBSM
0.20
5Y Dividends CAGR
NMT
8.52%
NBSM
N/A
5Y EPS CAGR
NMT
N/A
NBSM
11.39%
Debt to Equity
NMT
N/A
NBSM
62.41%
P/S Ratio
NMT
N/A
NBSM
2.47
P/B Ratio
NMT
N/A
NBSM
2.85
NMT vs NBSM - Historical Returns
Returns include dividend reinvestment.
1M
NMT
+0.40%
Winner
NBSM
+4.28%
3M
NMT
+2.56%
Winner
NBSM
+8.53%
6M
Winner
NMT
+11.03%
NBSM
+8.41%
1Y
Winner
NMT
+21.66%
NBSM
+12.44%
5Y(CAGR)
NMT
+1.50%
NBSM
N/A
10Y(CAGR)
NMT
+2.67%
NBSM
N/A
Max(CAGR)
NMT
+4.59%
Winner
NBSM
+6.10%
NMT vs NBSM - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | NMT | NBSM |
|---|---|---|
| 2026 | +17.21% | +15.32% |
| 2025 | +5.85% | +0.40% |
| 2024 | +16.17% | -0.39% |
| 2023 | +1.52% | N/A |
| 2022 | -30.75% | N/A |
| 2021 | +9.84% | N/A |
| 2020 | +6.18% | N/A |
| 2019 | +23.70% | N/A |
| 2018 | -14.40% | N/A |
| 2017 | +13.61% | N/A |
| 2016 | +0.05% | N/A |
| 2015 | +8.91% | N/A |
| 2014 | +15.06% | N/A |
| 2013 | -16.13% | N/A |
| 2012 | +6.26% | N/A |
| 2011 | +17.17% | N/A |
| 2010 | +4.45% | N/A |
| 2009 | +43.04% | N/A |
| 2008 | -20.35% | N/A |
| 2007 | -7.15% | N/A |
| 2006 | -3.17% | N/A |
| 2005 | +3.83% | N/A |
| 2004 | +8.22% | N/A |
| 2003 | +4.73% | N/A |
| 2002 | +6.23% | N/A |
| 2001 | +12.45% | N/A |
| 2000 | +10.29% | N/A |
| 1999 | -6.15% | N/A |
NMT vs NBSM Drawdown Comparison
The maximum drawdown for NMT was -40.09%, occurring on Oct 10, 2008. Recovery took 895 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. Recovery took 394 trading sessions.
The current NMT drawdown is -2.80%. The current NBSM drawdown is -0.83%.
| Rank | NMT | NBSM |
|---|---|---|
| #1 | -40.09% Mar 2, 2006 - Sep 21, 2009 | -25.16% Nov 25, 2024 - Jun 25, 2026 |
| #2 | -38.87% Nov 22, 2021 - May 1, 2026 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -21.46% Jan 24, 2013 - Dec 3, 2015 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -20.51% Jul 25, 2016 - Aug 1, 2019 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -18.20% Oct 21, 2010 - Jan 5, 2012 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -17.05% Jan 24, 2020 - Jul 10, 2020 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -16.42% Jun 4, 2003 - Mar 31, 2004 | -2.86% Jun 30, 2026 - Aug 3, 2026 |
| #8 | -15.35% Feb 15, 2005 - Sep 7, 2005 | -1.33% Aug 4, 2026 - Aug 13, 2026 |
| #9 | -13.69% Mar 31, 2004 - Oct 27, 2004 | -0.93% Aug 14, 2026 - Aug 18, 2026 |
| #10 | -9.72% Nov 3, 1999 - Jul 27, 2000 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #11 | -8.85% Oct 7, 2009 - Mar 4, 2010 | -0.74% Jun 26, 2026 - Jun 30, 2026 |
| #12 | -8.72% Feb 13, 2012 - May 2, 2012 | -0.45% May 7, 2024 - May 9, 2024 |
| #13 | -8.29% Oct 8, 2002 - Mar 11, 2003 | -0.44% May 10, 2024 - May 14, 2024 |
| #14 | -7.58% Oct 15, 2012 - Jan 17, 2013 | N/A |
| #15 | -7.49% Sep 7, 2005 - Feb 28, 2006 | N/A |
Correlation
Correlation between NMT and NBSM is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (1999 - 2026)
NMT vs NBSM dividend yield comparison.
| Year | NMT | NBSM |
|---|---|---|
| 2026 | 3.94% | 0.00% |
| 2025 | 7.27% | 0.40% |
| 2024 | 5.94% | 0.23% |
| 2023 | 3.06% | 0.00% |
| 2022 | 4.50% | 0.00% |
| 2021 | 3.43% | 0.00% |
| 2020 | 3.60% | 0.00% |
| 2019 | 3.46% | 0.00% |
| 2018 | 4.66% | 0.00% |
| 2017 | 4.57% | 0.00% |
| 2016 | 5.30% | 0.00% |
| 2015 | 5.15% | 0.00% |
| 2014 | 5.05% | 0.00% |
| 2013 | 5.63% | 0.00% |
| 2012 | 4.93% | 0.00% |
| 2011 | 5.24% | 0.00% |
| 2010 | 6.12% | 0.00% |
| 2009 | 5.31% | 0.00% |
| 2008 | 6.87% | 0.00% |
| 2007 | 5.04% | 0.00% |
| 2006 | 5.10% | 0.00% |
| 2005 | 5.67% | 0.00% |
| 2004 | 5.64% | 0.00% |
| 2003 | 6.12% | 0.00% |
| 2002 | 5.39% | 0.00% |
| 2001 | 6.16% | 0.00% |
| 2000 | 5.75% | 0.00% |
| 1999 | 1.00% | 0.00% |
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