SMOT vs NBH

Comparison between VANECK MORNINGSTAR SMID MOAT ETF (SMOT, ETF) and Neuberger Berman Municipal Fund Inc (NBH, ETF).

SMOT vs NBH - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SMOT(ETF)	NBH(ETF)
Net Assets	$334M	$333M
Expense Ratio	0.49%	N/A
Max Drawdown	24.25%	49.69%
Sharpe Ratio	0.77	0.86
5Y Beta	0.93	0.20
P/E Ratio	29.37	N/A
Forward P/E	16.11	N/A
PEG Ratio	0.67	N/A
5Y Dividends CAGR	N/A	-1.21%
5Y EPS CAGR	8.45%	N/A
Debt to Equity	-30.19%	N/A
P/S Ratio	1.92	N/A
P/B Ratio	3.11	N/A

Net Assets

Winner

SMOT

$334M

NBH

$333M

Expense Ratio

SMOT

0.49%

NBH

N/A

Max Drawdown

Winner

SMOT

24.25%

NBH

49.69%

Sharpe Ratio

SMOT

0.77

Winner

NBH

0.86

5Y Beta

SMOT

0.93

Winner

NBH

0.20

P/E Ratio

SMOT

29.37

NBH

N/A

Forward P/E

SMOT

16.11

NBH

N/A

PEG Ratio

SMOT

0.67

NBH

N/A

5Y Dividends CAGR

SMOT

N/A

NBH

-1.21%

5Y EPS CAGR

SMOT

8.45%

NBH

N/A

Debt to Equity

SMOT

-30.19%

NBH

N/A

P/S Ratio

SMOT

1.92

NBH

N/A

P/B Ratio

SMOT

3.11

NBH

N/A

SMOT vs NBH - Historical Returns

Returns include dividend reinvestment.

Period	SMOT	NBH
1 month	+3.28%	+0.33%
3 months	+10.69%	+3.18%
6 months	+6.21%	+4.40%
1 year	+14.95%	+11.63%
5 years(CAGR)	N/A	-3.08%
10 years(CAGR)	N/A	+0.70%
Max(CAGR)	+12.81%	+3.98%

Winner

SMOT

+3.28%

NBH

+0.33%

Winner

SMOT

+10.69%

NBH

+3.18%

Winner

SMOT

+6.21%

NBH

+4.40%

Winner

SMOT

+14.95%

NBH

+11.63%

5Y(CAGR)

SMOT

N/A

NBH

-3.08%

10Y(CAGR)

SMOT

N/A

NBH

+0.70%

Max(CAGR)

Winner

SMOT

+12.81%

NBH

+3.98%

SMOT vs NBH - Annual Returns (2002 - 2026)

Returns include dividend reinvestment.

Year	SMOT	NBH
2026	+6.26%	+5.28%
2025	+6.81%	+3.72%
2024	+11.52%	+5.10%
2023	+16.96%	+2.61%
2022	+5.42%	-28.53%
2021	N/A	+4.67%
2020	N/A	+4.47%
2019	N/A	+25.05%
2018	N/A	-9.40%
2017	N/A	-2.94%
2016	N/A	+9.20%
2015	N/A	+7.37%
2014	N/A	+17.41%
2013	N/A	-9.28%
2012	N/A	+6.63%
2011	N/A	+21.40%
2010	N/A	+10.30%
2009	N/A	+22.48%
2008	N/A	-8.12%
2007	N/A	-1.92%
2006	N/A	+9.24%
2005	N/A	+7.01%
2004	N/A	+2.11%
2003	N/A	+5.39%
2002	N/A	-9.14%

SMOT vs NBH Drawdown Comparison

The maximum drawdown for SMOT was -23.36%, occurring on Apr 8, 2025. Recovery took 261 trading sessions.

The maximum drawdown for NBH was -43.50%, occurring on Oct 25, 2023. This drawdown has not yet recovered.

The current SMOT drawdown is -1.00%. The current NBH drawdown is -22.41%.

Rank	SMOT	NBH
#1	-23.36% Nov 25, 2024 - Dec 11, 2025	-43.50% Aug 27, 2021 - Oct 25, 2023
#2	-17.29% Feb 2, 2023 - Dec 14, 2023	-32.21% Feb 25, 2020 - Jan 11, 2021
#3	-8.91% Jan 15, 2026 - May 8, 2026	-26.07% Jan 16, 2008 - Jan 5, 2009
#4	-8.36% Mar 28, 2024 - Aug 30, 2024	-21.60% Nov 23, 2012 - Dec 4, 2014
#5	-6.86% Dec 1, 2022 - Jan 10, 2023	-18.63% Aug 23, 2016 - Jul 17, 2019
#6	-5.10% Oct 6, 2022 - Oct 25, 2022	-16.00% Mar 17, 2004 - Jun 16, 2005
#7	-4.63% Dec 28, 2023 - Feb 12, 2024	-13.79% Nov 1, 2002 - May 8, 2003
#8	-4.19% Nov 1, 2022 - Nov 10, 2022	-12.64% Jul 3, 2003 - Feb 27, 2004
#9	-4.18% Aug 30, 2024 - Sep 19, 2024	-12.16% Oct 26, 2010 - Aug 17, 2011
#10	-3.43% Jun 4, 2026 - Jun 10, 2026	-10.82% Jan 5, 2009 - May 19, 2009
#11	-2.99% Nov 11, 2024 - Nov 22, 2024	-8.96% Sep 27, 2006 - Jan 14, 2008
#12	-2.80% Nov 11, 2022 - Nov 30, 2022	-8.21% Feb 24, 2012 - Mar 30, 2012
#13	-2.72% May 8, 2026 - May 22, 2026	-7.71% Aug 2, 2012 - Sep 17, 2012
#14	-2.51% Jan 13, 2023 - Jan 23, 2023	-7.43% Jan 28, 2015 - Oct 6, 2015
#15	-2.45% Feb 12, 2024 - Feb 15, 2024	-7.39% Feb 9, 2021 - Apr 15, 2021

Correlation

Correlation between SMOT and NBH is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2002 - 2026)

SMOT vs NBH dividend yield comparison.

Year	SMOT	NBH
2026	0.00%	2.61%
2025	1.37%	6.43%
2024	1.18%	5.33%
2023	0.65%	4.49%
2022	0.24%	6.14%
2021	0.00%	4.89%
2020	0.00%	4.93%
2019	0.00%	4.86%
2018	0.00%	6.04%
2017	0.00%	5.53%
2016	0.00%	5.54%
2015	0.00%	5.73%
2014	0.00%	5.47%
2013	0.00%	5.98%
2012	0.00%	4.76%
2011	0.00%	5.28%
2010	0.00%	6.00%
2009	0.00%	5.18%
2008	0.00%	5.73%
2007	0.00%	5.15%
2006	0.00%	5.73%
2005	0.00%	5.99%
2004	0.00%	6.07%
2003	0.00%	5.89%
2002	0.00%	0.98%