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NBFC vs NBTR

Neuberger Flexible Credit Income ETF vs Neuberger Total Return Bond ETF

NBFC

Neuberger Flexible Credit Income ETF

Annual cost

0.40%

Fund size

$75M

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

Key differences

Both NBFC and NBTR are fixed income ETFs. NBFC charges 0.40% a year and NBTR 0.38%. The main difference: NBFC follows a option income strategy; NBTR uses active selection.

  • NBFC follows a option income strategy; NBTR uses active selection.

Side-by-side comparison

NBFCNBTR
Annual cost (TER)0.40%0.38%
Fund size (AUM)$75M$55M
Since20242024
Dividend yield7.29%5.17%
Asset classfixed incomefixed income
Regionnorth america
Strategyoption incomeactive selection
CAGR 1Y+7.9%+5.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.24%3.51%
Max drawdown-3.99%-2.58%

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

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