Screener
NBSD vs DFSD
Neuberger Short Duration Income ETF vs Dimensional Short-Duration Fixed Income ETF
Key differences
Both NBSD and DFSD are fixed income ETFs. NBSD charges 0.35% a year and DFSD 0.16%. The main difference: NBSD covers global markets excluding the US; DFSD covers global markets.
- NBSD covers global markets excluding the US; DFSD covers global markets.
- DFSD costs 0.19% less per year.
- DFSD is much larger than NBSD. Larger funds are usually more liquid and less likely to close.
- NBSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSD | DFSD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.16% |
| Fund size (AUM) | $1.1B | $6.8B |
| Since | 2010 | 2021 |
| Dividend yield | 4.81% | 3.97% |
| Asset class | fixed income | fixed income |
| Region | global ex us | global |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +4.3% |
| CAGR 3Y | N/A | +5.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | 1.43% | 1.90% |
| Max drawdown | -2.63% | -8.45% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.