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NBIE vs PY

Neuberger International Core Equity ETF vs Principal Value ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

PY

Principal Value ETF

Annual cost

0.15%

Fund size

$220M

Key differences

Both NBIE and PY are equity ETFs. NBIE charges 0.29% a year and PY 0.15%. The main difference: NBIE covers global markets excluding the US; PY covers North America.

  • NBIE covers global markets excluding the US; PY covers North America.
  • PY costs 0.14% less per year.
  • PY has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBIEPY
Annual cost (TER)0.29%0.15%
Fund size (AUM)$240M$220M
Since20262016
Dividend yield2.11%
Asset classequityequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1YN/A+14.5%
CAGR 3YN/A+12.9%
CAGR 5YN/A+7.4%
Sharpe 3YN/A0.69
Volatility 1Y10.51%
Max drawdown-5.76%-45.44%

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

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