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NBOS vs NBFC

Neuberger Option Strategy ETF vs Neuberger Flexible Credit Income ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

NBFC

Neuberger Flexible Credit Income ETF

Annual cost

0.40%

Fund size

$75M

Key differences

NBOS is an alternative ETF, while NBFC is a fixed income ETF. NBOS charges 0.57% a year and NBFC 0.40%.

  • NBOS is an alternative fund, while NBFC is a fixed income fund. They carry different risk/return profiles.
  • NBFC costs 0.17% less per year.
  • NBOS is much larger than NBFC. Larger funds are usually more liquid and less likely to close.
  • NBOS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBOSNBFC
Annual cost (TER)0.57%0.40%
Fund size (AUM)$449M$75M
Since20162024
Dividend yield7.71%7.29%
Asset classalternativefixed income
Regionnorth america
Strategyoption incomeoption income
CAGR 1Y+16.0%+7.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.66%3.21%
Max drawdown-12.66%-3.99%

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

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