Screener
FENY vs NBET
Fidelity MSCI Energy Index ETF vs Neuberger Energy Transition & Infrastructure ETF
Key differences
- FENY costs 0.57% less per year.
- FENY is significantly larger than NBET — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, NBET has delivered higher annualized returns.
- FENY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FENY | NBET | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.65% |
| Fund size (AUM) | $2.0B | $45M |
| Since | 2013 | 2022 |
| Dividend yield | 2.36% | 2.26% |
| Asset class | equity | equity |
| Region | north america | — |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +44.3% | +29.3% |
| CAGR 3Y | +17.1% | +21.1% |
| CAGR 5Y | +21.5% | N/A |
| Sharpe 3Y | 0.67 | 0.97 |
| Volatility 1Y | 20.36% | 14.58% |
| Max drawdown | -69.07% | -18.72% |
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