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NBCR vs USXF

Neuberger Core Equity ETF vs iShares ESG Advanced MSCI USA ETF

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

USXF

iShares ESG Advanced MSCI USA ETF

Annual cost

0.10%

Fund size

$1.5B

Key differences

Both NBCR and USXF are equity ETFs. NBCR charges 0.29% a year and USXF 0.10%. The main difference: USXF costs 0.19% less per year.

  • USXF costs 0.19% less per year.

Side-by-side comparison

NBCRUSXF
Annual cost (TER)0.29%0.10%
Fund size (AUM)$886M$1.5B
Since20242020
Dividend yield0.42%0.82%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+20.7%+29.8%
CAGR 3YN/A+26.3%
CAGR 5YN/A+14.9%
Sharpe 3YN/A1.16
Volatility 1Y11.74%16.82%
Max drawdown-18.23%-29.54%

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

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