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NUBD vs KIE

Comparison between NUVEEN ESG U.S. AGGREGATE BOND ETF (NUBD, ETF) and STATE STREET(R) SPDR(R) S&P(R) INSURANCE ETF (KIE, ETF).

5-Year PerformanceKIE has outperformed NUBD, delivering a return of +12.8% compared to -0.4%

NUBD vs KIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
NUBD
$458M
KIE
$457M
Expense Ratio
Winner
NUBD
0.12%
KIE
0.35%
Max Drawdown
Winner
NUBD
24.85%
KIE
76.17%
Sharpe Ratio
NUBD
-0.07
Winner
KIE
0.56
5Y Beta
Winner
NUBD
0.03
KIE
0.52
P/E Ratio
NUBD
N/A
KIE
12.57
Forward P/E
NUBD
N/A
KIE
10.75
5Y Dividends CAGR
Winner
NUBD
9.51%
KIE
6.24%
5Y EPS CAGR
NUBD
N/A
KIE
11.12%
Debt to Equity
NUBD
N/A
KIE
33.46%
P/S Ratio
NUBD
N/A
KIE
1.19
P/B Ratio
NUBD
N/A
KIE
1.61

NUBD vs KIE - Historical Returns

Returns include dividend reinvestment.

1M
NUBD
-0.37%
Winner
KIE
+9.32%
3M
NUBD
-0.61%
Winner
KIE
+9.48%
6M
NUBD
-0.28%
Winner
KIE
+9.96%
1Y
NUBD
+3.23%
Winner
KIE
+13.79%
5Y(CAGR)
NUBD
-0.37%
Winner
KIE
+12.75%
10Y(CAGR)
NUBD
+1.41%
Winner
KIE
+12.31%
Max(CAGR)
NUBD
+1.41%
Winner
KIE
+8.28%

NUBD vs KIE - Annual Returns (2005 - 2026)

Returns include dividend reinvestment.

YearNUBDKIE
2026-0.19%+7.96%
2025+6.82%+8.86%
2024+1.76%+26.14%
2023+5.01%+12.19%
2022-12.33%+3.60%
2021-2.19%+26.07%
2020+6.94%-3.57%
2019+8.00%+27.82%
2018+0.57%-4.78%
2017+0.26%+12.51%
2016N/A+23.48%
2015N/A+6.62%
2014N/A+9.60%
2013N/A+42.28%
2012N/A+19.51%
2011N/A-14.08%
2010N/A+23.40%
2009N/A+26.36%
2008N/A-45.50%
2007N/A-5.95%
2006N/A+10.22%
2005N/A+0.20%

NUBD vs KIE 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 KIE was -75.31%, occurring on Mar 9, 2009. Recovery took 1510 trading sessions.

The current NUBD drawdown is -4.31%. The current KIE drawdown is -1.21%.

RankNUBDKIE
#1-19.46%
Aug 4, 2020 - Oct 20, 2022
-75.31%
May 16, 2007 - May 15, 2013
#2-7.28%
Mar 9, 2020 - Apr 15, 2020
-44.30%
Feb 14, 2020 - Mar 10, 2021
#3-2.73%
Dec 15, 2017 - Dec 28, 2018
-17.87%
Sep 21, 2018 - Apr 16, 2019
#4-1.98%
Sep 4, 2019 - Oct 4, 2019
-15.69%
Mar 29, 2022 - Nov 25, 2022
#5-1.50%
Oct 4, 2019 - Jan 21, 2020
-15.21%
Dec 1, 2015 - May 24, 2016
#6-0.97%
Apr 16, 2020 - May 29, 2020
-15.10%
Feb 13, 2023 - Sep 19, 2023
#7-0.69%
Jun 1, 2020 - Jun 10, 2020
-12.66%
Nov 27, 2024 - Dec 22, 2025
#8-0.67%
Jul 3, 2019 - Aug 1, 2019
-11.81%
Dec 24, 2025 - Jun 26, 2026
#9-0.63%
Mar 27, 2019 - May 7, 2019
-9.40%
Aug 18, 2015 - Dec 1, 2015
#10-0.61%
Oct 16, 2017 - Dec 15, 2017
-9.37%
Dec 31, 2013 - May 12, 2014
#11-0.54%
Feb 3, 2020 - Feb 18, 2020
-9.05%
Oct 25, 2021 - Jan 11, 2022
#12-0.49%
Jan 3, 2019 - Jan 30, 2019
-8.86%
Aug 4, 2017 - Oct 13, 2017
#13-0.34%
Oct 3, 2017 - Oct 16, 2017
-8.77%
Jun 2, 2016 - Aug 8, 2016
#14-0.33%
Feb 26, 2019 - Mar 7, 2019
-8.74%
Jan 11, 2022 - Mar 22, 2022
#15-0.31%
Jun 15, 2020 - Jun 26, 2020
-8.45%
Jan 11, 2006 - Sep 25, 2006

Correlation

Correlation between NUBD and KIE is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (2005 - 2026)

NUBD vs KIE dividend yield comparison.

YearNUBDKIE
20262.01%0.77%
20253.90%1.57%
20243.51%1.48%
20232.99%1.45%
20222.83%1.90%
20212.05%1.95%
20202.21%1.85%
20192.66%1.76%
20183.08%1.83%
20170.58%1.56%
20160.00%1.55%
20150.00%1.65%
20140.00%1.81%
20130.00%1.38%
20120.00%1.97%
20110.00%1.67%
20100.00%1.60%
20090.00%1.42%
20080.00%2.79%
20070.00%1.83%
20060.00%1.36%
20050.00%0.21%

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