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NBCR vs BUSA

Neuberger Core Equity ETF vs Brandes U.S. Value ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

BUSA

Brandes U.S. Value ETF

Annual cost

0.60%

Fund size

$293M

Key differences

Both NBCR and BUSA are equity ETFs. NBCR charges 0.29% a year and BUSA 0.60%. The main difference: NBCR costs 0.31% less per year.

  • NBCR costs 0.31% less per year.
  • NBCR is much larger than BUSA. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBCRBUSA
Annual cost (TER)0.29%0.60%
Fund size (AUM)$886M$293M
Since20242023
Dividend yield0.42%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+20.2%+24.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.83%11.91%
Max drawdown-18.23%-14.19%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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