RJMI vs NVBT
Comparison between RJ EAGLE MUNICIPAL INCOME ETF (RJMI, ETF) and ALLIANZIM U.S. EQUITY BUFFER10 NOV ETF (NVBT, ETF).
RJMI vs NVBT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
RJMI
$31M
Winner
NVBT
$31M
Expense Ratio
Winner
RJMI
0.41%
NVBT
0.74%
Max Drawdown
Winner
RJMI
3.26%
NVBT
12.90%
Sharpe Ratio
RJMI
0.96
Winner
NVBT
1.46
5Y Beta
Winner
RJMI
0.08
NVBT
0.59
RJMI vs NVBT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
RJMI
+0.72%
NVBT
+0.55%
3M
RJMI
+1.27%
Winner
NVBT
+8.13%
6M
RJMI
+2.41%
Winner
NVBT
+6.96%
1Y
RJMI
N/A
NVBT
+16.61%
Max(CAGR)
RJMI
+6.74%
Winner
NVBT
+13.29%
RJMI vs NVBT - Annual Returns (2022 - 2026)
Returns include dividend reinvestment.
| Year | RJMI | NVBT |
|---|---|---|
| 2026 | +1.67% | +6.48% |
| 2025 | +2.82% | +12.92% |
| 2024 | N/A | +12.31% |
| 2023 | N/A | +16.66% |
| 2022 | N/A | +0.24% |
RJMI vs NVBT Drawdown Comparison
The maximum drawdown for RJMI was -3.04%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for NVBT was -12.90%, occurring on Apr 8, 2025. Recovery took 79 trading sessions.
The current RJMI drawdown is -0.48%. The current NVBT drawdown is -1.27%.
| Rank | RJMI | NVBT |
|---|---|---|
| #1 | -3.04% Feb 27, 2026 - Mar 27, 2026 | -12.90% Feb 19, 2025 - Jun 12, 2025 |
| #2 | -0.44% Oct 28, 2025 - Dec 16, 2025 | -9.98% Jul 31, 2023 - Jan 12, 2024 |
| #3 | -0.33% Jan 16, 2026 - Jan 28, 2026 | -6.21% Jan 27, 2026 - Apr 14, 2026 |
| #4 | -0.09% Jan 9, 2026 - Jan 15, 2026 | -5.76% Feb 2, 2023 - Apr 18, 2023 |
| #5 | -0.08% Feb 10, 2026 - Feb 12, 2026 | -4.83% Dec 1, 2022 - Jan 26, 2023 |
| #6 | -0.06% Oct 14, 2025 - Oct 16, 2025 | -3.00% Nov 1, 2022 - Nov 10, 2022 |
| #7 | -0.06% Jan 28, 2026 - Jan 30, 2026 | -2.94% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -0.06% Dec 16, 2025 - Dec 18, 2025 | -2.57% Jun 2, 2026 - Jun 10, 2026 |
| #9 | -0.06% Feb 5, 2026 - Feb 9, 2026 | -2.47% Jul 31, 2024 - Aug 14, 2024 |
| #10 | -0.03% Oct 16, 2025 - Oct 20, 2025 | -2.21% Dec 6, 2024 - Jan 21, 2025 |
| #11 | -0.02% Oct 3, 2025 - Oct 7, 2025 | -2.11% May 1, 2023 - May 18, 2023 |
| #12 | -0.02% Dec 24, 2025 - Dec 29, 2025 | -1.89% Apr 18, 2023 - Apr 28, 2023 |
| #13 | -0.02% Oct 7, 2025 - Oct 9, 2025 | -1.78% Jun 15, 2023 - Jun 30, 2023 |
| #14 | -0.02% Feb 17, 2026 - Feb 19, 2026 | -1.78% Jan 12, 2026 - Jan 27, 2026 |
| #15 | N/A | -1.66% May 18, 2023 - May 26, 2023 |
Correlation
Correlation between RJMI and NVBT is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
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