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NBGX vs IWMI

Neuberger Growth ETF vs NEOS Russell 2000 High Income ETF

NBGX

Neuberger Growth ETF

Annual cost

0.44%

Fund size

$15M

IWMI

NEOS Russell 2000 High Income ETF

Annual cost

0.68%

Fund size

$909M

Key differences

Both NBGX and IWMI are alternative ETFs. NBGX charges 0.44% a year and IWMI 0.68%. The main difference: NBGX costs 0.24% less per year.

  • NBGX costs 0.24% less per year.
  • IWMI is much larger than NBGX. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBGXIWMI
Annual cost (TER)0.44%0.68%
Fund size (AUM)$15M$909M
Since20242024
Dividend yield0.26%1.71%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+14.8%+34.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.57%15.35%
Max drawdown-21.55%-23.88%

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

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