Screener
NBCR vs FMDE
Neuberger Core Equity ETF vs Fidelity Enhanced Mid Cap Core ETF
Key differences
Both NBCR and FMDE are equity ETFs. NBCR charges 0.29% a year and FMDE 0.23%. The main difference: NBCR follows a active selection strategy; FMDE uses index enhanced.
- NBCR follows a active selection strategy; FMDE uses index enhanced.
- FMDE costs 0.06% less per year.
- FMDE is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- FMDE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBCR | FMDE | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.23% |
| Fund size (AUM) | $886M | $7.0B |
| Since | 2024 | 2007 |
| Dividend yield | 0.42% | 1.11% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +20.2% | +20.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.83% | 14.02% |
| Max drawdown | -18.23% | -21.10% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.