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NBIE vs SCZ

Neuberger International Core Equity ETF vs iShares MSCI EAFE Small-Cap ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

SCZ

iShares MSCI EAFE Small-Cap ETF

Annual cost

0.40%

Fund size

$14.9B

Key differences

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

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

Side-by-side comparison

NBIESCZ
Annual cost (TER)0.29%0.40%
Fund size (AUM)$240M$14.9B
Since20262007
Dividend yield2.95%
Asset classequityequity
Regionglobal ex usglobal ex us
Strategyactive selectionindex tracking
CAGR 1YN/A+21.2%
CAGR 3YN/A+16.6%
CAGR 5YN/A+4.9%
Sharpe 3YN/A0.85
Volatility 1Y14.68%
Max drawdown-5.76%-41.07%

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

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