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NBCR vs EMXF

Neuberger Core Equity ETF vs iShares ESG Advanced MSCI EM ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

EMXF

iShares ESG Advanced MSCI EM ETF

Annual cost

0.16%

Fund size

$161M

Key differences

Both NBCR and EMXF are equity ETFs. NBCR charges 0.29% a year and EMXF 0.16%. The main difference: NBCR covers North America; EMXF covers emerging markets.

  • NBCR covers North America; EMXF covers emerging markets.
  • EMXF costs 0.13% less per year.
  • NBCR is much larger than EMXF. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBCREMXF
Annual cost (TER)0.29%0.16%
Fund size (AUM)$886M$161M
Since20242020
Dividend yield0.42%2.78%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+38.7%
CAGR 3YN/A+20.4%
CAGR 5YN/A+6.2%
Sharpe 3YN/A0.94
Volatility 1Y11.74%19.37%
Max drawdown-18.23%-33.13%

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

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