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NBSD vs GSY

Neuberger Short Duration Income ETF vs Invesco Ultra Short Duration ETF

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

GSY

Invesco Ultra Short Duration ETF

Annual cost

0.22%

Fund size

$3.5B

Key differences

Both NBSD and GSY are fixed income ETFs. NBSD charges 0.35% a year and GSY 0.22%. The main difference: NBSD follows a active selection strategy; GSY uses index tracking.

  • NBSD follows a active selection strategy; GSY uses index tracking.
  • NBSD covers global markets excluding the US; GSY covers North America.
  • GSY costs 0.13% less per year.
  • GSY is much larger than NBSD. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBSDGSY
Annual cost (TER)0.35%0.22%
Fund size (AUM)$1.1B$3.5B
Since20102008
Dividend yield4.81%4.34%
Asset classfixed incomefixed income
Regionglobal ex usnorth america
Strategyactive selectionindex tracking
CAGR 1Y+4.5%+4.5%
CAGR 3YN/A+5.5%
CAGR 5YN/A+3.7%
Sharpe 3YN/A3.45
Volatility 1Y1.43%0.41%
Max drawdown-2.63%-5.25%

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

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