NUBD vs IBMR
Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF).
NUBD vs IBMR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUBD
$451M
Winner
IBMR
$451M
Expense Ratio
Winner
NUBD
0.12%
IBMR
0.18%
Max Drawdown
NUBD
24.85%
Winner
IBMR
5.58%
Sharpe Ratio
Winner
NUBD
0.22
IBMR
-0.04
5Y Beta
NUBD
0.02
Winner
IBMR
0.02
5Y Dividends CAGR
NUBD
9.39%
IBMR
N/A
NUBD vs IBMR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUBD
+1.24%
IBMR
+0.66%
3M
Winner
NUBD
+0.31%
IBMR
+0.03%
6M
NUBD
+0.73%
Winner
IBMR
+0.99%
1Y
Winner
NUBD
+4.92%
IBMR
+3.63%
5Y(CAGR)
NUBD
+0.12%
IBMR
N/A
10Y(CAGR)
NUBD
+1.52%
IBMR
N/A
Max(CAGR)
NUBD
+1.52%
Winner
IBMR
+2.81%
NUBD vs IBMR - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUBD | IBMR |
|---|---|---|
| 2026 | +0.66% | +0.63% |
| 2025 | +6.82% | +4.28% |
| 2024 | +1.76% | +0.26% |
| 2023 | +5.01% | +3.46% |
| 2022 | -12.33% | N/A |
| 2021 | -2.19% | N/A |
| 2020 | +6.94% | N/A |
| 2019 | +8.00% | N/A |
| 2018 | +0.57% | N/A |
| 2017 | +0.26% | N/A |
NUBD vs IBMR Drawdown Comparison
The maximum drawdown for NUBD was -19.46%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The current NUBD drawdown is -3.50%. The current IBMR drawdown is -0.62%.
| Rank | NUBD | IBMR |
|---|---|---|
| #1 | -19.46% Aug 4, 2020 - Oct 20, 2022 | -4.83% May 11, 2023 - Nov 29, 2023 |
| #2 | -7.28% Mar 9, 2020 - Apr 15, 2020 | -3.25% Dec 27, 2023 - Aug 6, 2024 |
| #3 | -2.73% Dec 15, 2017 - Dec 28, 2018 | -2.44% Feb 26, 2025 - Jun 26, 2025 |
| #4 | -1.98% Sep 4, 2019 - Oct 4, 2019 | -2.11% Oct 2, 2024 - Feb 26, 2025 |
| #5 | -1.50% Oct 4, 2019 - Jan 21, 2020 | -1.55% Feb 24, 2026 - Mar 24, 2026 |
| #6 | -0.97% Apr 16, 2020 - May 29, 2020 | -0.88% Sep 17, 2025 - Dec 24, 2025 |
| #7 | -0.69% Jun 1, 2020 - Jun 10, 2020 | -0.57% Aug 6, 2024 - Aug 21, 2024 |
| #8 | -0.67% Jul 3, 2019 - Aug 1, 2019 | -0.43% Jul 23, 2025 - Jul 28, 2025 |
| #9 | -0.63% Mar 27, 2019 - May 7, 2019 | -0.35% Aug 23, 2024 - Sep 6, 2024 |
| #10 | -0.61% Oct 16, 2017 - Dec 15, 2017 | -0.23% Jan 9, 2026 - Jan 15, 2026 |
| #11 | -0.54% Feb 3, 2020 - Feb 18, 2020 | -0.20% Aug 7, 2025 - Aug 11, 2025 |
| #12 | -0.49% Jan 3, 2019 - Jan 30, 2019 | -0.18% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -0.34% Oct 3, 2017 - Oct 16, 2017 | -0.18% Aug 19, 2025 - Aug 26, 2025 |
| #14 | -0.33% Feb 26, 2019 - Mar 7, 2019 | -0.16% Sep 6, 2024 - Sep 10, 2024 |
| #15 | -0.31% Jun 15, 2020 - Jun 26, 2020 | -0.16% Sep 10, 2024 - Sep 16, 2024 |
Correlation
Correlation between NUBD and IBMR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2017 - 2026)
NUBD vs IBMR dividend yield comparison.
| Year | NUBD | IBMR |
|---|---|---|
| 2026 | 1.66% | 1.04% |
| 2025 | 3.90% | 2.55% |
| 2024 | 3.51% | 2.53% |
| 2023 | 2.99% | 1.27% |
| 2022 | 2.83% | 0.00% |
| 2021 | 2.05% | 0.00% |
| 2020 | 2.21% | 0.00% |
| 2019 | 2.66% | 0.00% |
| 2018 | 3.08% | 0.00% |
| 2017 | 0.58% | 0.00% |
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