Screener
DFUS vs NBCR
Dimensional U.S. Equity Market ETF vs Neuberger Core Equity ETF
Key differences
Both DFUS and NBCR are equity ETFs. DFUS charges 0.09% a year and NBCR 0.29%. The main difference: DFUS costs 0.20% less per year.
- DFUS costs 0.20% less per year.
- DFUS is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DFUS | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.29% |
| Fund size (AUM) | $20.9B | $886M |
| Since | 2001 | 2024 |
| Dividend yield | 0.83% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +22.9% | +18.4% |
| CAGR 3Y | +21.0% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 1.09 | N/A |
| Volatility 1Y | 12.62% | 11.78% |
| Max drawdown | -24.62% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.