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NBCR vs NBSD

Neuberger Core Equity ETF vs Neuberger Short Duration Income ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

NBCR is an equity ETF, while NBSD is a fixed income ETF. NBCR charges 0.29% a year and NBSD 0.35%.

  • NBCR is an equity fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
  • NBCR covers North America; NBSD covers global markets excluding the US.
  • NBCR costs 0.06% less per year.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRNBSD
Annual cost (TER)0.29%0.35%
Fund size (AUM)$886M$1.1B
Since20242010
Dividend yield0.42%4.81%
Asset classequityfixed income
Regionnorth americaglobal ex us
Strategyactive selectionactive selection
CAGR 1Y+20.2%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y11.83%1.43%
Max drawdown-18.23%-2.63%

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

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