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NBCR vs ESGU

Neuberger Core Equity ETF vs iShares ESG Aware MSCI USA ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

ESGU

iShares ESG Aware MSCI USA ETF

Annual cost

0.15%

Fund size

$17.6B

Key differences

Both NBCR and ESGU are equity ETFs. NBCR charges 0.29% a year and ESGU 0.15%. The main difference: ESGU costs 0.14% less per year.

  • ESGU costs 0.14% less per year.
  • ESGU is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
  • ESGU has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRESGU
Annual cost (TER)0.29%0.15%
Fund size (AUM)$886M$17.6B
Since20242016
Dividend yield0.42%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+25.7%
CAGR 3YN/A+21.8%
CAGR 5YN/A+12.4%
Sharpe 3YN/A1.14
Volatility 1Y11.74%12.47%
Max drawdown-18.23%-33.87%

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

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