OVB vs NBET
Comparison between OVERLAY SHARES CORE BOND ETF (OVB, ETF) and NEUBERGER BERMAN ENERGY TRANSITION & INFRASTRUCTURE ETF (NBET, ETF).
OVB vs NBET - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
OVB
$47M
NBET
$47M
Expense Ratio
OVB
0.79%
Winner
NBET
0.65%
Max Drawdown
OVB
30.84%
Winner
NBET
18.72%
Sharpe Ratio
OVB
0.28
Winner
NBET
1.59
5Y Beta
Winner
OVB
0.18
NBET
0.52
P/E Ratio
OVB
N/A
NBET
20.12
Forward P/E
OVB
N/A
NBET
17.08
PEG Ratio
OVB
N/A
NBET
0.16
5Y Dividends CAGR
OVB
5.74%
NBET
N/A
5Y EPS CAGR
OVB
N/A
NBET
19.21%
P/S Ratio
OVB
N/A
NBET
0.95
P/B Ratio
OVB
N/A
NBET
2.85
OVB vs NBET - Historical Returns
Returns include dividend reinvestment.
1M
Winner
OVB
+1.22%
NBET
+0.78%
3M
OVB
-0.25%
Winner
NBET
+1.91%
6M
OVB
-0.54%
Winner
NBET
+9.13%
1Y
OVB
+5.42%
Winner
NBET
+31.70%
5Y(CAGR)
OVB
+0.22%
Winner
NBET
+14.17%
Max(CAGR)
OVB
+1.83%
Winner
NBET
+14.17%
OVB vs NBET - Annual Returns (2019 - 2026)
Returns include dividend reinvestment.
| Year | OVB | NBET |
|---|---|---|
| 2026 | +2.15% | +26.94% |
| 2025 | +7.84% | +4.38% |
| 2024 | +4.54% | +31.35% |
| 2023 | +6.38% | +8.41% |
| 2022 | -16.27% | -6.08% |
| 2021 | +1.02% | N/A |
| 2020 | +9.12% | N/A |
| 2019 | +1.22% | N/A |
OVB vs NBET Drawdown Comparison
The maximum drawdown for OVB was -21.69%, occurring on Oct 20, 2022. Recovery took 1106 trading sessions.
The maximum drawdown for NBET was -18.72%, occurring on Oct 27, 2023. Recovery took 157 trading sessions.
The current OVB drawdown is -0.78%. The current NBET drawdown is -1.97%.
| Rank | OVB | NBET |
|---|---|---|
| #1 | -21.69% Sep 14, 2021 - Feb 10, 2026 | -18.72% Jul 21, 2023 - Mar 6, 2024 |
| #2 | -9.52% Mar 9, 2020 - Apr 29, 2020 | -18.26% Aug 15, 2022 - Jul 12, 2023 |
| #3 | -3.74% Aug 26, 2020 - Jul 2, 2021 | -17.37% Jan 21, 2025 - Jan 16, 2026 |
| #4 | -2.49% Feb 27, 2026 - Mar 27, 2026 | -17.10% Apr 7, 2022 - Aug 10, 2022 |
| #5 | -2.14% Feb 20, 2020 - Mar 4, 2020 | -9.37% Nov 29, 2024 - Jan 16, 2025 |
| #6 | -1.82% May 28, 2020 - Jun 23, 2020 | -8.00% May 19, 2026 - Aug 18, 2026 |
| #7 | -1.27% Jul 1, 2020 - Jul 22, 2020 | -6.84% Mar 27, 2026 - Apr 30, 2026 |
| #8 | -1.17% Aug 6, 2020 - Aug 26, 2020 | -6.73% May 24, 2024 - Aug 23, 2024 |
| #9 | -0.97% Oct 4, 2019 - Nov 18, 2019 | -5.23% Apr 30, 2026 - May 18, 2026 |
| #10 | -0.85% Aug 4, 2021 - Sep 9, 2021 | -4.25% Aug 30, 2024 - Sep 13, 2024 |
| #11 | -0.82% Jan 23, 2020 - Feb 10, 2020 | -3.52% Apr 9, 2024 - Apr 26, 2024 |
| #12 | -0.75% Apr 29, 2020 - May 19, 2020 | -2.57% Oct 16, 2024 - Nov 5, 2024 |
| #13 | -0.71% Nov 27, 2019 - Dec 30, 2019 | -1.97% Aug 18, 2026 - Aug 25, 2026 |
| #14 | -0.45% Jul 23, 2020 - Jul 30, 2020 | -1.95% Mar 4, 2026 - Mar 13, 2026 |
| #15 | -0.41% Jul 7, 2021 - Jul 15, 2021 | -1.90% Apr 29, 2024 - May 3, 2024 |
Correlation
Correlation between OVB and NBET is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2019 - 2026)
OVB vs NBET dividend yield comparison.
| Year | OVB | NBET |
|---|---|---|
| 2026 | 3.46% | 1.38% |
| 2025 | 6.00% | 2.70% |
| 2024 | 5.81% | 2.43% |
| 2023 | 5.20% | 1.22% |
| 2022 | 4.67% | 0.87% |
| 2021 | 4.59% | 0.00% |
| 2020 | 3.88% | 0.00% |
| 2019 | 0.58% | 0.00% |
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