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NBOS vs NBSD

Neuberger Option Strategy ETF vs Neuberger Short Duration Income ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

Key differences

NBOS is an alternative ETF, while NBSD is a fixed income ETF. NBOS charges 0.57% a year and NBSD 0.35%.

  • NBOS is an alternative fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
  • NBOS follows a option income strategy; NBSD uses active selection.
  • NBOS covers North America; NBSD covers global markets excluding the US.
  • NBSD costs 0.22% less per year.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBOSNBSD
Annual cost (TER)0.57%0.35%
Fund size (AUM)$449M$1.1B
Since20162010
Dividend yield7.71%4.81%
Asset classalternativefixed income
Regionnorth americaglobal ex us
Strategyoption incomeactive selection
CAGR 1Y+16.0%+4.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y7.66%1.44%
Max drawdown-12.66%-2.63%

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

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