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NBCR vs LVDS
Neuberger Core Equity ETF vs JPMorgan Fundamental Data Science Large Value ETF
Key differences
Both NBCR and LVDS are equity ETFs. NBCR charges 0.29% a year and LVDS 0.30%. The main difference: NBCR follows a index tracking strategy; LVDS uses active selection.
- NBCR follows a index tracking strategy; LVDS uses active selection.
- NBCR is much larger than LVDS. Larger funds are usually more liquid and less likely to close.
- LVDS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBCR | LVDS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.30% |
| Fund size (AUM) | $886M | $103M |
| Since | 2024 | 2003 |
| Dividend yield | 0.42% | 1.37% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.75% | — |
| Max drawdown | -18.23% | -6.64% |
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