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NBCR vs ESGD

Neuberger Core Equity ETF vs iShares ESG Aware MSCI EAFE ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

ESGD

iShares ESG Aware MSCI EAFE ETF

Annual cost

0.20%

Fund size

$11.7B

Key differences

Both NBCR and ESGD are equity ETFs. NBCR charges 0.29% a year and ESGD 0.20%. The main difference: NBCR covers North America; ESGD covers global markets excluding the US.

  • NBCR covers North America; ESGD covers global markets excluding the US.
  • ESGD costs 0.09% less per year.
  • ESGD is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
  • ESGD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRESGD
Annual cost (TER)0.29%0.20%
Fund size (AUM)$886M$11.7B
Since20242016
Dividend yield0.42%3.31%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+18.3%
CAGR 3YN/A+15.9%
CAGR 5YN/A+7.8%
Sharpe 3YN/A0.81
Volatility 1Y11.74%15.46%
Max drawdown-18.23%-33.70%

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

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