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NBCE vs FXI

Neuberger China Equity ETF vs iShares China Large-Cap ETF

NBCE

Neuberger China Equity ETF

Annual cost

0.75%

Fund size

$18M

FXI

iShares China Large-Cap ETF

Annual cost

0.73%

Fund size

$5.5B

Key differences

Both NBCE and FXI are equity ETFs. NBCE charges 0.75% a year and FXI 0.73%. The main difference: NBCE follows a active selection strategy; FXI uses index tracking.

  • NBCE follows a active selection strategy; FXI uses index tracking.
  • NBCE covers emerging markets; FXI covers the Asia-Pacific region.
  • FXI is much larger than NBCE. Larger funds are usually more liquid and less likely to close.
  • FXI has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCEFXI
Annual cost (TER)0.75%0.73%
Fund size (AUM)$18M$5.5B
Since20132004
Dividend yield1.06%2.63%
Asset classequityequity
Regionemerging marketsasia pacific
Strategyactive selectionindex tracking
CAGR 1Y+54.4%-2.1%
CAGR 3YN/A+12.9%
CAGR 5YN/A-3.4%
Sharpe 3YN/A0.45
Volatility 1Y19.10%19.92%
Max drawdown-28.42%-60.81%

Similar to NBCE and FXI