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NBFC vs NBOS

Neuberger Flexible Credit Income ETF vs Neuberger Option Strategy ETF

NBFC

Neuberger Flexible Credit Income ETF

Annual cost

0.40%

Fund size

$75M

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

Key differences

NBFC is a fixed income ETF, while NBOS is an alternative ETF. NBFC charges 0.40% a year and NBOS 0.57%.

  • NBFC is a fixed income fund, while NBOS is an alternative fund. They carry different risk/return profiles.
  • NBFC costs 0.17% less per year.
  • NBOS is much larger than NBFC. Larger funds are usually more liquid and less likely to close.
  • NBOS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBFCNBOS
Annual cost (TER)0.40%0.57%
Fund size (AUM)$75M$449M
Since20242016
Dividend yield7.29%7.71%
Asset classfixed incomealternative
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+7.9%+17.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.24%7.76%
Max drawdown-3.99%-12.66%

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

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