NUBD vs IBTO
Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and ISHARES IBONDS DEC 2033 TERM TREASURY ETF (IBTO, ETF).
NUBD vs IBTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NUBD
$463M
Winner
IBTO
$464M
Expense Ratio
NUBD
0.12%
Winner
IBTO
0.07%
Max Drawdown
NUBD
24.85%
Winner
IBTO
9.04%
Sharpe Ratio
Winner
NUBD
-0.53
IBTO
-0.72
5Y Beta
NUBD
0.04
Winner
IBTO
0.00
5Y Dividends CAGR
NUBD
8.40%
IBTO
N/A
NUBD vs IBTO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NUBD
-0.15%
IBTO
-0.31%
3M
Winner
NUBD
-0.56%
IBTO
-0.58%
6M
Winner
NUBD
-2.02%
IBTO
-3.01%
1Y
Winner
NUBD
+1.61%
IBTO
+0.49%
5Y(CAGR)
NUBD
-0.41%
IBTO
N/A
10Y(CAGR)
NUBD
+1.39%
IBTO
N/A
Max(CAGR)
NUBD
+1.39%
Winner
IBTO
+2.48%
NUBD vs IBTO - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | NUBD | IBTO |
|---|---|---|
| 2026 | -0.22% | -0.92% |
| 2025 | +6.82% | +8.05% |
| 2024 | +1.76% | -0.45% |
| 2023 | +5.01% | +1.71% |
| 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 IBTO 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 IBTO was -8.35%, occurring on Oct 19, 2023. Recovery took 104 trading sessions.
The current NUBD drawdown is -4.34%. The current IBTO drawdown is -3.01%.
| Rank | NUBD | IBTO |
|---|---|---|
| #1 | -19.46% Aug 4, 2020 - Oct 20, 2022 | -8.35% Jul 19, 2023 - Dec 14, 2023 |
| #2 | -7.28% Mar 9, 2020 - Apr 15, 2020 | -6.91% Sep 16, 2024 - Aug 1, 2025 |
| #3 | -2.73% Dec 15, 2017 - Dec 28, 2018 | -5.50% Dec 27, 2023 - Jul 31, 2024 |
| #4 | -1.98% Sep 4, 2019 - Oct 4, 2019 | -3.65% Feb 27, 2026 - May 19, 2026 |
| #5 | -1.50% Oct 4, 2019 - Jan 21, 2020 | -1.86% Jun 30, 2023 - Jul 13, 2023 |
| #6 | -0.97% Apr 16, 2020 - May 29, 2020 | -1.61% Aug 5, 2024 - Aug 21, 2024 |
| #7 | -0.69% Jun 1, 2020 - Jun 10, 2020 | -1.38% Nov 26, 2025 - Feb 12, 2026 |
| #8 | -0.67% Jul 3, 2019 - Aug 1, 2019 | -1.18% Oct 22, 2025 - Nov 25, 2025 |
| #9 | -0.63% Mar 27, 2019 - May 7, 2019 | -1.03% Sep 11, 2025 - Oct 14, 2025 |
| #10 | -0.61% Oct 16, 2017 - Dec 15, 2017 | -0.75% Aug 21, 2024 - Sep 4, 2024 |
| #11 | -0.54% Feb 3, 2020 - Feb 18, 2020 | -0.59% Aug 4, 2025 - Aug 22, 2025 |
| #12 | -0.49% Jan 3, 2019 - Jan 30, 2019 | -0.52% Jul 13, 2023 - Jul 19, 2023 |
| #13 | -0.34% Oct 3, 2017 - Oct 16, 2017 | -0.32% Dec 14, 2023 - Dec 20, 2023 |
| #14 | -0.33% Feb 26, 2019 - Mar 7, 2019 | -0.31% Aug 28, 2025 - Sep 3, 2025 |
| #15 | -0.31% Jun 15, 2020 - Jun 26, 2020 | -0.28% Dec 20, 2023 - Dec 27, 2023 |
Correlation
Correlation between NUBD and IBTO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2017 - 2026)
NUBD vs IBTO dividend yield comparison.
| Year | NUBD | IBTO |
|---|---|---|
| 2026 | 2.38% | 2.44% |
| 2025 | 3.90% | 4.05% |
| 2024 | 3.51% | 4.23% |
| 2023 | 2.99% | 1.66% |
| 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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