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NBGX vs PGRO

Neuberger Growth ETF vs Putnam Focused Large Cap Growth ETF

NBGX

Neuberger Growth ETF

Neuberger Berman

Annual cost

0.44%

Fund size

$14M

PGRO

Putnam Focused Large Cap Growth ETF

Franklin Templeton Investments

Annual cost

0.49%

Fund size

$107M

Key differences

  • PGRO is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
  • NBGX is classified as alternative, while PGRO is equity — different risk/return profiles.
  • NBGX follows a option income strategy; PGRO uses index tracking.

Side-by-side comparison

NBGXPGRO
Annual cost (TER)0.44%0.49%
Fund size (AUM)$14M$107M
Since20242021
Dividend yield0.27%0.02%
Asset classalternativeequity
Regionnorth americanorth america
Strategyoption incomeindex tracking
CAGR 1Y+21.1%+26.4%
CAGR 3YN/A+25.8%
CAGR 5YN/AN/A
Sharpe 3YN/A1.07
Volatility 1Y14.30%16.19%
Max drawdown-21.55%-34.73%

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

Similar to NBGX and PGRO