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NBGX vs IWF

Neuberger Growth ETF vs iShares Russell 1000 Growth ETF

NBGX

Neuberger Growth ETF

Neuberger Berman

Annual cost

0.44%

Fund size

$14M

IWF

iShares Russell 1000 Growth ETF

iShares

Annual cost

0.18%

Fund size

$124.7B

Key differences

  • IWF costs 0.26% less per year.
  • IWF is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
  • NBGX is classified as alternative, while IWF is equity — different risk/return profiles.
  • NBGX follows a option income strategy; IWF uses index tracking.
  • IWF has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBGXIWF
Annual cost (TER)0.44%0.18%
Fund size (AUM)$14M$124.7B
Since20242000
Dividend yield0.27%0.35%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+21.1%+27.5%
CAGR 3YN/A+26.4%
CAGR 5YN/A+15.5%
Sharpe 3YN/A1.13
Volatility 1Y14.30%15.55%
Max drawdown-21.55%-32.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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