Screener
NBCR vs SUSA
Neuberger Core Equity ETF vs iShares ESG Optimized MSCI USA ETF
Key differences
Both NBCR and SUSA are equity ETFs. NBCR charges 0.29% a year and SUSA 0.25%. The main difference: SUSA is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- SUSA is much larger than NBCR. Larger funds are usually more liquid and less likely to close.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBCR | SUSA | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.25% |
| Fund size (AUM) | $886M | $4.3B |
| Since | 2024 | 2005 |
| Dividend yield | 0.42% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +20.7% | +24.1% |
| CAGR 3Y | N/A | +20.8% |
| CAGR 5Y | N/A | +11.6% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 11.74% | 12.66% |
| Max drawdown | -18.23% | -32.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.