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MCDS vs NBCR
JPMorgan Fundamental Data Science Mid Core ETF vs Neuberger Core Equity ETF
Key differences
Both MCDS and NBCR are equity ETFs. MCDS charges 0.35% a year and NBCR 0.29%. The main difference: MCDS follows a active selection strategy; NBCR uses index tracking.
- MCDS follows a active selection strategy; NBCR uses index tracking.
- NBCR costs 0.06% less per year.
- NBCR is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MCDS | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.29% |
| Fund size (AUM) | $8M | $886M |
| Since | 2024 | 2024 |
| Dividend yield | 1.08% | 0.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +20.1% | +20.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.34% | 11.75% |
| Max drawdown | -20.53% | -18.23% |
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