SPIN vs NBTR
Comparison between SPDR SSGA US Equity Premium Income ETF (SPIN, ETF) and NEUBERGER BERMAN TOTAL RETURN BOND ETF (NBTR, ETF).
SPIN vs NBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SPIN
$55M
Winner
NBTR
$55M
Expense Ratio
Winner
SPIN
0.25%
NBTR
0.38%
Max Drawdown
SPIN
19.04%
Winner
NBTR
4.20%
Sharpe Ratio
Winner
SPIN
1.18
NBTR
0.42
5Y Beta
SPIN
0.81
Winner
NBTR
0.08
P/E Ratio
SPIN
29.08
NBTR
N/A
Forward P/E
SPIN
23.18
NBTR
N/A
PEG Ratio
SPIN
0.63
NBTR
N/A
5Y EPS CAGR
SPIN
29.53%
NBTR
N/A
Debt to Equity
SPIN
16.58%
NBTR
N/A
P/S Ratio
SPIN
4.87
NBTR
N/A
P/B Ratio
SPIN
5.92
NBTR
N/A
SPIN vs NBTR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SPIN
+0.11%
NBTR
-0.05%
3M
Winner
SPIN
+2.07%
NBTR
-0.68%
6M
Winner
SPIN
+1.10%
NBTR
+0.69%
1Y
Winner
SPIN
+16.97%
NBTR
+5.39%
Max(CAGR)
Winner
SPIN
+12.13%
NBTR
+5.41%
SPIN vs NBTR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | SPIN | NBTR |
|---|---|---|
| 2026 | +0.93% | +0.29% |
| 2025 | +14.33% | +8.03% |
| 2024 | +6.09% | -0.26% |
SPIN vs NBTR Drawdown Comparison
The maximum drawdown for SPIN was -16.84%, occurring on Apr 8, 2025. Recovery took 102 trading sessions.
The maximum drawdown for NBTR was -2.58%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current SPIN drawdown is -2.39%. The current NBTR drawdown is -1.42%.
| Rank | SPIN | NBTR |
|---|---|---|
| #1 | -16.84% Feb 19, 2025 - Jul 17, 2025 | -2.58% Apr 3, 2025 - Jun 4, 2025 |
| #2 | -9.81% Jan 27, 2026 - May 28, 2026 | -2.54% Feb 27, 2026 - Mar 27, 2026 |
| #3 | -4.36% Nov 12, 2025 - Nov 28, 2025 | -1.33% Dec 18, 2024 - Jan 21, 2025 |
| #4 | -3.57% Dec 6, 2024 - Feb 19, 2025 | -1.05% Mar 3, 2025 - Apr 3, 2025 |
| #5 | -2.55% Jan 12, 2026 - Jan 26, 2026 | -1.05% Oct 27, 2025 - Dec 29, 2025 |
| #6 | -2.46% Dec 11, 2025 - Dec 23, 2025 | -0.95% Feb 5, 2025 - Feb 21, 2025 |
| #7 | -2.42% Oct 8, 2025 - Oct 21, 2025 | -0.90% Jul 2, 2025 - Jul 29, 2025 |
| #8 | -2.39% Jun 1, 2026 - Jun 5, 2026 | -0.66% Sep 15, 2025 - Oct 14, 2025 |
| #9 | -1.93% Nov 3, 2025 - Nov 11, 2025 | -0.64% Jun 4, 2025 - Jun 12, 2025 |
| #10 | -1.90% Oct 22, 2024 - Nov 6, 2024 | -0.60% Jan 14, 2026 - Feb 10, 2026 |
| #11 | -1.45% Sep 5, 2024 - Sep 10, 2024 | -0.47% Aug 13, 2025 - Aug 22, 2025 |
| #12 | -1.43% Jul 29, 2025 - Aug 4, 2025 | -0.42% Jun 12, 2025 - Jun 23, 2025 |
| #13 | -1.38% Aug 14, 2025 - Aug 22, 2025 | -0.36% Aug 28, 2025 - Sep 4, 2025 |
| #14 | -1.32% Nov 13, 2024 - Nov 26, 2024 | -0.28% Dec 29, 2025 - Jan 7, 2026 |
| #15 | -1.22% Aug 28, 2025 - Sep 9, 2025 | -0.27% Jan 21, 2025 - Jan 27, 2025 |
Correlation
Correlation between SPIN and NBTR is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (2024 - 2026)
SPIN vs NBTR dividend yield comparison.
| Year | SPIN | NBTR |
|---|---|---|
| 2026 | 2.90% | 2.03% |
| 2025 | 8.20% | 5.76% |
| 2024 | 2.36% | 0.00% |
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