Screener
NBIE vs IWM
Neuberger International Core Equity ETF vs iShares Russell 2000 ETF
Key differences
Both NBIE and IWM are equity ETFs. NBIE charges 0.29% a year and IWM 0.19%. The main difference: NBIE follows a active selection strategy; IWM uses index tracking.
- NBIE follows a active selection strategy; IWM uses index tracking.
- NBIE covers global markets excluding the US; IWM covers North America.
- IWM costs 0.10% less per year.
- IWM is much larger than NBIE. Larger funds are usually more liquid and less likely to close.
- IWM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBIE | IWM | |
|---|---|---|
| Annual cost (TER) | 0.29% | 0.19% |
| Fund size (AUM) | $240M | $80.9B |
| Since | 2026 | 2000 |
| Dividend yield | — | 0.87% |
| Asset class | equity | equity |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +36.6% |
| CAGR 3Y | N/A | +18.9% |
| CAGR 5Y | N/A | +5.8% |
| Sharpe 3Y | N/A | 0.75 |
| Volatility 1Y | — | 19.54% |
| Max drawdown | -5.76% | -41.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.