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NBCR vs EGUS

Neuberger Core Equity ETF vs Ishares ESG Aware MSCI USA Growth ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

EGUS

Ishares ESG Aware MSCI USA Growth ETF

Annual cost

0.18%

Fund size

$28M

Key differences

Both NBCR and EGUS are equity ETFs. NBCR charges 0.29% a year and EGUS 0.18%. The main difference: EGUS costs 0.11% less per year.

  • EGUS costs 0.11% less per year.
  • NBCR is much larger than EGUS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBCREGUS
Annual cost (TER)0.29%0.18%
Fund size (AUM)$886M$28M
Since20242023
Dividend yield0.42%0.19%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+28.6%
CAGR 3YN/A+26.0%
CAGR 5YN/AN/A
Sharpe 3YN/A1.11
Volatility 1Y11.74%16.76%
Max drawdown-18.23%-24.87%

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

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