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NBIE vs EFA

Neuberger International Core Equity ETF vs iShares MSCI EAFE ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

EFA

iShares MSCI EAFE ETF

Annual cost

0.32%

Fund size

$77.4B

Key differences

Both NBIE and EFA are equity ETFs. NBIE charges 0.29% a year and EFA 0.32%. The main difference: NBIE follows a active selection strategy; EFA uses index tracking.

  • NBIE follows a active selection strategy; EFA uses index tracking.
  • EFA is much larger than NBIE. Larger funds are usually more liquid and less likely to close.
  • EFA has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBIEEFA
Annual cost (TER)0.29%0.32%
Fund size (AUM)$240M$77.4B
Since20262001
Dividend yield3.10%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+18.4%
CAGR 3YN/A+16.8%
CAGR 5YN/A+8.1%
Sharpe 3YN/A0.86
Volatility 1Y15.27%
Max drawdown-5.76%-34.19%

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

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