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NBFC vs NBSD

Neuberger Flexible Credit Income ETF vs Neuberger Short Duration Income ETF

NBFC

Neuberger Flexible Credit Income ETF

Annual cost

0.40%

Fund size

$75M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

Both NBFC and NBSD are fixed income ETFs. NBFC charges 0.40% a year and NBSD 0.35%. The main difference: NBFC follows a option income strategy; NBSD uses active selection.

  • NBFC follows a option income strategy; NBSD uses active selection.
  • NBSD costs 0.05% less per year.
  • NBSD is much larger than NBFC. Larger funds are usually more liquid and less likely to close.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBFCNBSD
Annual cost (TER)0.40%0.35%
Fund size (AUM)$75M$1.1B
Since20242010
Dividend yield7.29%4.81%
Asset classfixed incomefixed income
Regionglobal ex us
Strategyoption incomeactive selection
CAGR 1Y+7.9%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.24%1.43%
Max drawdown-3.99%-2.63%

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

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