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NBOS vs XRMI

Neuberger Option Strategy ETF vs Global X S&P 500 Risk Managed Income ETF

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

XRMI

Global X S&P 500 Risk Managed Income ETF

Annual cost

0.60%

Fund size

$50M

Key differences

Both NBOS and XRMI are alternative ETFs. NBOS charges 0.57% a year and XRMI 0.60%. The main difference: NBOS is much larger than XRMI. Larger funds are usually more liquid and less likely to close.

  • NBOS is much larger than XRMI. 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

NBOSXRMI
Annual cost (TER)0.57%0.60%
Fund size (AUM)$449M$50M
Since20162021
Dividend yield7.71%12.62%
Asset classalternativealternative
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y+17.7%+9.2%
CAGR 3YN/A+6.6%
CAGR 5YN/AN/A
Sharpe 3YN/A0.49
Volatility 1Y7.76%5.53%
Max drawdown-12.66%-15.36%

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

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