Screener
NBGX vs ILCG
Neuberger Growth ETF vs iShares Morningstar Growth ETF
Key differences
- ILCG costs 0.40% less per year.
- ILCG is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
- NBGX is classified as alternative, while ILCG is equity — different risk/return profiles.
- NBGX follows a option income strategy; ILCG uses index tracking.
- ILCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBGX | ILCG | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.04% |
| Fund size (AUM) | $14M | $2.9B |
| Since | 2024 | 2004 |
| Dividend yield | 0.27% | 0.44% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | index tracking |
| CAGR 1Y | +21.1% | +29.5% |
| CAGR 3Y | N/A | +27.5% |
| CAGR 5Y | N/A | +15.0% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 14.30% | 16.38% |
| Max drawdown | -21.55% | -35.38% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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