RISR vs NBSM
Comparison between FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF (RISR, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
RISR vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RISR
$228M
Winner
NBSM
$228M
Expense Ratio
RISR
1.04%
Winner
NBSM
0.65%
Max Drawdown
Winner
RISR
14.88%
NBSM
25.33%
Sharpe Ratio
RISR
0.15
Winner
NBSM
0.38
5Y Beta
Winner
RISR
-0.01
NBSM
0.89
P/E Ratio
RISR
N/A
NBSM
23.59
Forward P/E
RISR
N/A
NBSM
18.07
PEG Ratio
RISR
N/A
NBSM
0.05
5Y EPS CAGR
RISR
N/A
NBSM
9.77%
Debt to Equity
RISR
N/A
NBSM
54.84%
P/S Ratio
RISR
N/A
NBSM
2.46
P/B Ratio
RISR
N/A
NBSM
2.74
RISR vs NBSM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RISR
+0.17%
NBSM
-1.32%
3M
Winner
RISR
+3.43%
NBSM
+0.03%
6M
Winner
RISR
+4.12%
NBSM
+3.35%
1Y
RISR
+4.81%
Winner
NBSM
+8.71%
5Y(CAGR)
RISR
+14.67%
NBSM
N/A
Max(CAGR)
Winner
RISR
+14.67%
NBSM
+2.05%
RISR vs NBSM - Annual Returns (2021 - 2026)
Returns include dividend reinvestment.
| Year | RISR | NBSM |
|---|---|---|
| 2026 | +3.95% | +4.43% |
| 2025 | +4.15% | +0.40% |
| 2024 | +23.40% | -0.39% |
| 2023 | +7.62% | N/A |
| 2022 | +32.75% | N/A |
| 2021 | +0.02% | N/A |
RISR vs NBSM Drawdown Comparison
The maximum drawdown for RISR was -14.31%, occurring on Aug 16, 2022. Recovery took 192 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current RISR drawdown is -0.19%. The current NBSM drawdown is -5.61%.
| Rank | RISR | NBSM |
|---|---|---|
| #1 | -14.31% Jun 14, 2022 - Mar 21, 2023 | -25.16% Nov 25, 2024 - Apr 8, 2025 |
| #2 | -8.06% Oct 30, 2023 - Feb 15, 2024 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -5.36% Mar 21, 2023 - May 22, 2023 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -4.92% Oct 11, 2021 - Nov 24, 2021 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -4.82% Feb 16, 2022 - Mar 15, 2022 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -4.26% Nov 24, 2021 - Jan 6, 2022 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -4.16% Jul 1, 2024 - Oct 9, 2024 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #8 | -3.78% May 25, 2023 - Jul 6, 2023 | -0.45% May 7, 2024 - May 9, 2024 |
| #9 | -3.40% May 17, 2022 - Jun 10, 2022 | -0.44% May 10, 2024 - May 14, 2024 |
| #10 | -3.07% Jul 11, 2023 - Aug 3, 2023 | N/A |
| #11 | -2.99% Oct 1, 2021 - Oct 7, 2021 | N/A |
| #12 | -2.60% Sep 3, 2025 - Jan 6, 2026 | N/A |
| #13 | -2.50% Feb 21, 2024 - Apr 10, 2024 | N/A |
| #14 | -2.10% May 13, 2024 - May 28, 2024 | N/A |
| #15 | -2.03% Apr 10, 2025 - May 21, 2025 | N/A |
Correlation
Correlation between RISR and NBSM is 0.08 which considered as a very weak or no correlation - the stocks move independently of each other.
0.08
-101
Dividend Comparison (2021 - 2026)
RISR vs NBSM dividend yield comparison.
| Year | RISR | NBSM |
|---|---|---|
| 2026 | 2.47% | 0.00% |
| 2025 | 5.95% | 0.40% |
| 2024 | 5.67% | 0.23% |
| 2023 | 7.96% | 0.00% |
| 2022 | 4.26% | 0.00% |
| 2021 | 0.30% | 0.00% |
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