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NBGX vs NBSD

Neuberger Growth ETF vs Neuberger Short Duration Income ETF

NBGX

Neuberger Growth ETF

Annual cost

0.44%

Fund size

$15M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

NBGX is an alternative ETF, while NBSD is a fixed income ETF. NBGX charges 0.44% a year and NBSD 0.35%.

  • NBGX is an alternative fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
  • NBGX follows a option income strategy; NBSD uses active selection.
  • NBGX covers North America; NBSD covers global markets excluding the US.
  • NBSD costs 0.09% less per year.
  • NBSD is much larger than NBGX. 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

NBGXNBSD
Annual cost (TER)0.44%0.35%
Fund size (AUM)$15M$1.1B
Since20242010
Dividend yield0.26%4.81%
Asset classalternativefixed income
Regionnorth americaglobal ex us
Strategyoption incomeactive selection
CAGR 1Y+14.8%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.57%1.43%
Max drawdown-21.55%-2.63%

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

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