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BNDI vs NBSD

Neos Enhanced Income Aggregate Bond ETF vs Neuberger Short Duration Income ETF

BNDI

Neos Enhanced Income Aggregate Bond ETF

Annual cost

0.58%

Fund size

$172M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

BNDI is an alternative ETF, while NBSD is a fixed income ETF. BNDI charges 0.58% a year and NBSD 0.35%.

  • BNDI is an alternative fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
  • BNDI follows a option income strategy; NBSD uses active selection.
  • BNDI covers North America; NBSD covers global markets excluding the US.
  • NBSD costs 0.23% less per year.
  • NBSD is much larger than BNDI. Larger funds are usually more liquid and less likely to close.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BNDINBSD
Annual cost (TER)0.58%0.35%
Fund size (AUM)$172M$1.1B
Since20222010
Dividend yield5.78%4.81%
Asset classalternativefixed income
Regionnorth americaglobal ex us
Strategyoption incomeactive selection
CAGR 1Y+6.8%+4.5%
CAGR 3Y+5.1%N/A
CAGR 5YN/AN/A
Sharpe 3Y0.28N/A
Volatility 1Y4.28%1.43%
Max drawdown-6.98%-2.63%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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