Screener
NBSD vs JPLD
Neuberger Short Duration Income ETF vs Limited Duration Bond ETF
Key differences
Both NBSD and JPLD are fixed income ETFs. NBSD charges 0.35% a year and JPLD 0.24%. The main difference: NBSD follows a active selection strategy; JPLD uses index tracking.
- NBSD follows a active selection strategy; JPLD uses index tracking.
- NBSD covers global markets excluding the US; JPLD covers North America.
- JPLD costs 0.11% less per year.
- JPLD is much larger than NBSD. Larger funds are usually more liquid and less likely to close.
- JPLD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSD | JPLD | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.24% |
| Fund size (AUM) | $1.1B | $3.8B |
| Since | 2010 | 1993 |
| Dividend yield | 4.81% | 4.21% |
| Asset class | fixed income | fixed income |
| Region | global ex us | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +4.5% | +4.9% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.43% | 1.46% |
| Max drawdown | -2.63% | -1.17% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.