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NBIE vs NBTR

Neuberger International Core Equity ETF vs Neuberger Total Return Bond ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

Key differences

NBIE is an equity ETF, while NBTR is a fixed income ETF. NBIE charges 0.29% a year and NBTR 0.38%.

  • NBIE is an equity fund, while NBTR is a fixed income fund. They carry different risk/return profiles.
  • NBIE covers global markets excluding the US; NBTR covers North America.
  • NBIE costs 0.09% less per year.
  • NBIE is much larger than NBTR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBIENBTR
Annual cost (TER)0.29%0.38%
Fund size (AUM)$240M$55M
Since20262024
Dividend yield5.17%
Asset classequityfixed income
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+5.9%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.50%
Max drawdown-5.76%-2.58%

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

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