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NBCR vs CGUS

Neuberger Core Equity ETF vs Capital Group Core Equity ETF

NBCR

Neuberger Core Equity ETF

Neuberger Berman

Annual cost

0.29%

Fund size

$843M

CGUS

Capital Group Core Equity ETF

Capital Group

Annual cost

0.33%

Fund size

$10.3B

Key differences

  • CGUS is significantly larger than NBCR — larger funds tend to be more liquid and less likely to close.
  • NBCR follows a index tracking strategy; CGUS uses active selection.

Side-by-side comparison

NBCRCGUS
Annual cost (TER)0.29%0.33%
Fund size (AUM)$843M$10.3B
Since20242022
Dividend yield0.44%0.90%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+24.7%+27.8%
CAGR 3YN/A+23.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.27
Volatility 1Y11.62%12.50%
Max drawdown-18.23%-22.15%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NBCR and CGUS