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NBCR vs EVUS

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

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

EVUS

Ishares ESG Aware MSCI USA Value ETF

Annual cost

0.18%

Fund size

$340M

Key differences

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

  • EVUS costs 0.11% less per year.

Side-by-side comparison

NBCREVUS
Annual cost (TER)0.29%0.18%
Fund size (AUM)$886M$340M
Since20242023
Dividend yield0.42%1.55%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+21.9%
CAGR 3YN/A+16.5%
CAGR 5YN/AN/A
Sharpe 3YN/A0.99
Volatility 1Y11.74%10.61%
Max drawdown-18.23%-15.65%

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

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