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NBCR vs MCDS
Neuberger Core Equity ETF vs JPMorgan Fundamental Data Science Mid Core ETF
Key differences
Both NBCR and MCDS are equity ETFs. NBCR charges 0.29% a year and MCDS 0.35%. The main difference: NBCR follows a index tracking strategy; MCDS uses active selection.
- NBCR follows a index tracking strategy; MCDS uses active selection.
- NBCR costs 0.06% less per year.
- NBCR is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBCR | MCDS | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.35% |
| Fund size (AUM) | $886M | $8M |
| Since | 2024 | 2024 |
| Dividend yield | 0.42% | 1.08% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +20.5% | +20.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.75% | 13.34% |
| Max drawdown | -18.23% | -20.53% |
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