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NBCE vs GXC

Neuberger China Equity ETF vs State Street SPDR S&P China ETF

NBCE

Neuberger China Equity ETF

Annual cost

0.75%

Fund size

$18M

GXC

State Street SPDR S&P China ETF

Annual cost

0.59%

Fund size

$466M

Key differences

Both NBCE and GXC are equity ETFs. NBCE charges 0.75% a year and GXC 0.59%. The main difference: NBCE follows a active selection strategy; GXC uses index tracking.

  • NBCE follows a active selection strategy; GXC uses index tracking.
  • GXC costs 0.16% less per year.
  • GXC is much larger than NBCE. Larger funds are usually more liquid and less likely to close.
  • GXC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCEGXC
Annual cost (TER)0.75%0.59%
Fund size (AUM)$18M$466M
Since20132007
Dividend yield1.06%2.52%
Asset classequityequity
Regionemerging marketsemerging markets
Strategyactive selectionindex tracking
CAGR 1Y+54.4%+7.3%
CAGR 3YN/A+11.4%
CAGR 5YN/A-4.9%
Sharpe 3YN/A0.41
Volatility 1Y19.10%18.99%
Max drawdown-28.42%-60.23%

Similar to NBCE and GXC