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NBIE vs URTH

Neuberger International Core Equity ETF vs iShares MSCI World ETF

NBIE

Neuberger International Core Equity ETF

Annual cost

0.29%

Fund size

$240M

URTH

iShares MSCI World ETF

Annual cost

0.24%

Fund size

$8.1B

Key differences

Both NBIE and URTH are equity ETFs. NBIE charges 0.29% a year and URTH 0.24%. The main difference: NBIE follows a active selection strategy; URTH uses index tracking.

  • NBIE follows a active selection strategy; URTH uses index tracking.
  • NBIE covers global markets excluding the US; URTH covers global markets.
  • URTH is much larger than NBIE. Larger funds are usually more liquid and less likely to close.
  • URTH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBIEURTH
Annual cost (TER)0.29%0.24%
Fund size (AUM)$240M$8.1B
Since20262012
Dividend yield1.34%
Asset classequityequity
Regionglobal ex usglobal
Strategyactive selectionindex tracking
CAGR 1YN/A+23.3%
CAGR 3YN/A+21.0%
CAGR 5YN/A+11.6%
Sharpe 3YN/A1.16
Volatility 1Y12.34%
Max drawdown-5.76%-34.01%

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

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