Screener
NBOS vs NBTR
Neuberger Option Strategy ETF vs Neuberger Total Return Bond ETF
Key differences
NBOS is an alternative ETF, while NBTR is a fixed income ETF. NBOS charges 0.57% a year and NBTR 0.38%.
- NBOS is an alternative fund, while NBTR is a fixed income fund. They carry different risk/return profiles.
- NBOS follows a option income strategy; NBTR uses active selection.
- NBTR costs 0.19% less per year.
- NBOS is much larger than NBTR. 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
| NBOS | NBTR | |
|---|---|---|
| Annual cost (TER) | 0.57% | 0.38% |
| Fund size (AUM) | $449M | $55M |
| Since | 2016 | 2024 |
| Dividend yield | 7.71% | 5.17% |
| Asset class | alternative | fixed income |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +16.0% | +5.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 7.66% | 3.50% |
| Max drawdown | -12.66% | -2.58% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.