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NBIE vs IOO

Neuberger International Core Equity ETF vs iShares Global 100 ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

IOO

iShares Global 100 ETF

Annual cost

0.40%

Fund size

$9.0B

Key differences

Both NBIE and IOO are equity ETFs. NBIE charges 0.29% a year and IOO 0.40%. The main difference: NBIE follows a active selection strategy; IOO uses index tracking.

  • NBIE follows a active selection strategy; IOO uses index tracking.
  • NBIE covers global markets excluding the US; IOO covers global markets.
  • NBIE costs 0.11% less per year.
  • IOO is much larger than NBIE. Larger funds are usually more liquid and less likely to close.
  • IOO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBIEIOO
Annual cost (TER)0.29%0.40%
Fund size (AUM)$240M$9.0B
Since20262000
Dividend yield0.81%
Asset classequityequity
Regionglobal ex usglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+34.3%
CAGR 3YN/A+25.4%
CAGR 5YN/A+16.3%
Sharpe 3YN/A1.27
Volatility 1Y13.89%
Max drawdown-5.76%-31.43%

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

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