Screener
NBCR vs DFUS
Neuberger Core Equity ETF vs Dimensional U.S. Equity Market ETF
Key differences
Both NBCR and DFUS are equity ETFs. NBCR charges 0.29% a year and DFUS 0.09%. The main difference: DFUS costs 0.20% less per year.
- DFUS costs 0.20% less per year.
- DFUS is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- DFUS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBCR | DFUS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.09% |
| Fund size (AUM) | $886M | $20.9B |
| Since | 2024 | 2001 |
| Dividend yield | 0.42% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +18.4% | +22.9% |
| CAGR 3Y | N/A | +21.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.09 |
| Volatility 1Y | 11.78% | 12.62% |
| Max drawdown | -18.23% | -24.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.