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NBIE vs IXUS

Neuberger International Core Equity ETF vs iShares Core MSCI Total International Stock ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

IXUS

iShares Core MSCI Total International Stock ETF

Annual cost

0.07%

Fund size

$58.4B

Key differences

Both NBIE and IXUS are equity ETFs. NBIE charges 0.29% a year and IXUS 0.07%. The main difference: NBIE follows a active selection strategy; IXUS uses index tracking.

  • NBIE follows a active selection strategy; IXUS uses index tracking.
  • IXUS costs 0.22% less per year.
  • IXUS is much larger than NBIE. Larger funds are usually more liquid and less likely to close.
  • IXUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBIEIXUS
Annual cost (TER)0.29%0.07%
Fund size (AUM)$240M$58.4B
Since20262012
Dividend yield2.83%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+26.4%
CAGR 3YN/A+19.1%
CAGR 5YN/A+7.9%
Sharpe 3YN/A0.99
Volatility 1Y15.86%
Max drawdown-5.76%-36.22%

Similar to NBIE and IXUS