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NBSD vs NBCR

Neuberger Short Duration Income ETF vs Neuberger Core Equity ETF

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

NBCR

Neuberger Core Equity ETF

Annual cost

0.29%

Fund size

$886M

Key differences

NBSD is a fixed income ETF, while NBCR is an equity ETF. NBSD charges 0.35% a year and NBCR 0.29%.

  • NBSD is a fixed income fund, while NBCR is an equity fund. They carry different risk/return profiles.
  • NBSD covers global markets excluding the US; NBCR covers North America.
  • NBCR costs 0.06% less per year.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSDNBCR
Annual cost (TER)0.35%0.29%
Fund size (AUM)$1.1B$886M
Since20102024
Dividend yield4.81%0.42%
Asset classfixed incomeequity
Regionglobal ex usnorth america
Strategyactive selectionactive selection
CAGR 1Y+4.5%+20.2%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.43%11.83%
Max drawdown-2.63%-18.23%

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

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