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NBCR vs ESGE

Neuberger Core Equity ETF vs iShares ESG Aware MSCI EM ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

ESGE

iShares ESG Aware MSCI EM ETF

Annual cost

0.25%

Fund size

$7.1B

Key differences

Both NBCR and ESGE are equity ETFs. NBCR charges 0.29% a year and ESGE 0.25%. The main difference: NBCR covers North America; ESGE covers emerging markets.

  • NBCR covers North America; ESGE covers emerging markets.
  • ESGE is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
  • ESGE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRESGE
Annual cost (TER)0.29%0.25%
Fund size (AUM)$886M$7.1B
Since20242016
Dividend yield0.42%2.01%
Asset classequityequity
Regionnorth americaemerging markets
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+43.4%
CAGR 3YN/A+22.4%
CAGR 5YN/A+5.6%
Sharpe 3YN/A0.99
Volatility 1Y11.74%21.24%
Max drawdown-18.23%-41.07%

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

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