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BRTR vs NBSD

iShares Total Return Active ETF vs Neuberger Short Duration Income ETF

BRTR

iShares Total Return Active ETF

Annual cost

0.38%

Fund size

$663M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

Both BRTR and NBSD are fixed income ETFs. BRTR charges 0.38% a year and NBSD 0.35%. The main difference: BRTR covers North America; NBSD covers global markets excluding the US.

  • BRTR covers North America; NBSD covers global markets excluding the US.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

BRTRNBSD
Annual cost (TER)0.38%0.35%
Fund size (AUM)$663M$1.1B
Since20232010
Dividend yield4.65%4.81%
Asset classfixed incomefixed income
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+5.7%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.63%1.44%
Max drawdown-5.07%-2.63%

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

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