TEND vs NBSM
Comparison between iShares Large Cap 10 Target Buffer Dec ETF (TEND, ETF) and NEUBERGER BERMAN SMALL-MID CAP ETF (NBSM, ETF).
TEND vs NBSM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TEND vs NBSM - Holdings Comparison
TEND and NBSM have 0 common holdings. Overlap is 0.00%
TEND's top 25 holdings weight is 100.98%. NBSM's top 25 holdings weight is 51.53%.
| Rank | TEND | NBSM |
|---|---|---|
| #1 | ISHARES CORE S&P 500 ETF (IVV) - 100.98% | STATE STREET INSTL TREASURY MMKT INSTL (SSJXX) - 4.46% |
| #2 | N/A | VALMONT INDUSTRIES INC (VMI) - 2.68% |
| #3 | N/A | ARCOSA INC (ACA) - 2.43% |
| #4 | N/A | KIRBY CORP (KEX) - 2.41% |
| #5 | N/A | LITTELFUSE INC (LFUS) - 2.29% |
| #6 | N/A | MKS INC (MKSI) - 2.26% |
| #7 | N/A | WHITE MOUNTAINS INSURANCE GROUP LTD (WTM) - 2.12% |
| #8 | N/A | GATES INDUSTRIAL CORP PLC (GTES) - 2.10% |
| #9 | N/A | COMMUNITY FINANCIAL SYSTEM INC (CBU) - 2.09% |
| #10 | N/A | UMB FINANCIAL CORP (UMBF) - 2.01% |
| #11 | N/A | POWER INTEGRATIONS INC (POWI) - 1.98% |
| #12 | N/A | TIDEWATER INC (TDW) - 1.96% |
| #13 | N/A | UGI CORP (UGI) - 1.94% |
| #14 | N/A | STEWART INFORMATION SERVICES CORP (STC) - 1.92% |
| #15 | N/A | LATTICE SEMICONDUCTOR CORP (LSCC) - 1.89% |
| #16 | N/A | APTARGROUP INC (ATR) - 1.82% |
| #17 | N/A | HAEMONETICS CORP (HAE) - 1.81% |
| #18 | N/A | PROSPERITY BANCSHARES INC (PB) - 1.77% |
| #19 | N/A | KNOWLES CORP (KN) - 1.77% |
| #20 | N/A | CNX RESOURCES CORP (CNX) - 1.76% |
| #21 | N/A | ALLIANT ENERGY CORP (LNT) - 1.66% |
| #22 | N/A | CORE & MAIN INC CLASS A (CNM) - 1.63% |
| #23 | N/A | ARMSTRONG WORLD INDUSTRIES INC (AWI) - 1.61% |
| #24 | N/A | AMERICAN STATES WATER CO (AWR) - 1.60% |
| #25 | N/A | CRANE CO (CR) - 1.56% |
| Total Holdings | 1 | 73 |
TEND vs NBSM - Historical Returns
Returns include dividend reinvestment.
TEND vs NBSM - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | TEND | NBSM |
|---|---|---|
| 2026 | +5.84% | +4.43% |
| 2025 | +1.72% | +0.40% |
| 2024 | N/A | -0.39% |
TEND vs NBSM Drawdown Comparison
The maximum drawdown for TEND was -5.92%, occurring on Mar 30, 2026. Recovery took 44 trading sessions.
The maximum drawdown for NBSM was -25.16%, occurring on Apr 8, 2025. This drawdown has not yet recovered.
The current TEND drawdown is -1.36%. The current NBSM drawdown is -5.61%.
| Rank | TEND | NBSM |
|---|---|---|
| #1 | -5.92% Feb 9, 2026 - Apr 14, 2026 | -25.16% Nov 25, 2024 - Apr 8, 2025 |
| #2 | -1.74% Jan 12, 2026 - Feb 9, 2026 | -7.23% Jul 16, 2024 - Oct 11, 2024 |
| #3 | -1.66% Nov 12, 2025 - Nov 26, 2025 | -6.88% Mar 28, 2024 - May 7, 2024 |
| #4 | -1.36% Jun 4, 2026 - Jun 5, 2026 | -6.12% May 15, 2024 - Jul 16, 2024 |
| #5 | -1.12% Oct 9, 2025 - Oct 20, 2025 | -4.11% Oct 14, 2024 - Nov 6, 2024 |
| #6 | -1.04% Dec 11, 2025 - Dec 22, 2025 | -3.68% Nov 11, 2024 - Nov 22, 2024 |
| #7 | -0.89% Dec 26, 2025 - Jan 6, 2026 | -0.82% Mar 21, 2024 - Mar 27, 2024 |
| #8 | -0.84% May 14, 2026 - May 26, 2026 | -0.45% May 7, 2024 - May 9, 2024 |
| #9 | -0.64% Oct 28, 2025 - Nov 11, 2025 | -0.44% May 10, 2024 - May 14, 2024 |
| #10 | -0.53% Apr 17, 2026 - Apr 24, 2026 | N/A |
| #11 | -0.42% Apr 27, 2026 - Apr 30, 2026 | N/A |
| #12 | -0.33% May 1, 2026 - May 5, 2026 | N/A |
| #13 | -0.28% Jun 2, 2026 - Jun 4, 2026 | N/A |
| #14 | -0.28% Jan 6, 2026 - Jan 9, 2026 | N/A |
| #15 | -0.21% May 6, 2026 - May 8, 2026 | N/A |
Correlation
Correlation between TEND and NBSM is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (2024 - 2025)
TEND vs NBSM dividend yield comparison.
| Year | TEND | NBSM |
|---|---|---|
| 2025 | 0.14% | 0.40% |
| 2024 | 0.00% | 0.23% |
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