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NBCR vs JGLO

Neuberger Core Equity ETF vs Jpmorgan Global Select Equity ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

JGLO

Jpmorgan Global Select Equity ETF

Annual cost

0.47%

Fund size

$7.1B

Key differences

Both NBCR and JGLO are equity ETFs. NBCR charges 0.29% a year and JGLO 0.47%. The main difference: NBCR follows a index tracking strategy; JGLO uses active selection.

  • NBCR follows a index tracking strategy; JGLO uses active selection.
  • NBCR covers North America; JGLO covers global markets.
  • NBCR costs 0.18% less per year.
  • JGLO is much larger than NBCR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBCRJGLO
Annual cost (TER)0.29%0.47%
Fund size (AUM)$886M$7.1B
Since20242023
Dividend yield0.42%1.14%
Asset classequityequity
Regionnorth americaglobal
Strategyindex trackingactive selection
CAGR 1Y+20.5%+13.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.75%11.86%
Max drawdown-18.23%-16.12%

Similar to NBCR and JGLO