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NBCR vs DFAC

Neuberger Core Equity ETF vs Dimensional U.S. Core Equity 2 ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

DFAC

Dimensional U.S. Core Equity 2 ETF

Annual cost

0.17%

Fund size

$46.7B

Key differences

Both NBCR and DFAC are equity ETFs. NBCR charges 0.29% a year and DFAC 0.17%. The main difference: DFAC costs 0.12% less per year.

  • DFAC costs 0.12% less per year.
  • DFAC is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
  • DFAC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRDFAC
Annual cost (TER)0.29%0.17%
Fund size (AUM)$886M$46.7B
Since20242007
Dividend yield0.42%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+18.4%+24.1%
CAGR 3YN/A+19.6%
CAGR 5YN/AN/A
Sharpe 3YN/A1.03
Volatility 1Y11.78%12.43%
Max drawdown-18.23%-23.11%

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

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