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NBCR vs SUSL

Neuberger Core Equity ETF vs iShares ESG MSCI USA Leaders ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

SUSL

iShares ESG MSCI USA Leaders ETF

Annual cost

0.10%

Fund size

$1.1B

Key differences

Both NBCR and SUSL are equity ETFs. NBCR charges 0.29% a year and SUSL 0.10%. The main difference: NBCR follows a index tracking strategy; SUSL uses active selection.

  • NBCR follows a index tracking strategy; SUSL uses active selection.
  • SUSL costs 0.19% less per year.
  • SUSL has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBCRSUSL
Annual cost (TER)0.29%0.10%
Fund size (AUM)$886M$1.1B
Since20242019
Dividend yield0.42%0.92%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+20.7%+27.1%
CAGR 3YN/A+22.6%
CAGR 5YN/A+13.7%
Sharpe 3YN/A1.15
Volatility 1Y11.74%13.24%
Max drawdown-18.23%-34.26%

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

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