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NBSD vs NBOS

Neuberger Short Duration Income ETF vs Neuberger Option Strategy ETF

NBSD

Neuberger Short Duration Income ETF

Annual cost

0.35%

Fund size

$1.1B

NBOS

Neuberger Option Strategy ETF

Annual cost

0.57%

Fund size

$449M

Key differences

NBSD is a fixed income ETF, while NBOS is an alternative ETF. NBSD charges 0.35% a year and NBOS 0.57%.

  • NBSD is a fixed income fund, while NBOS is an alternative fund. They carry different risk/return profiles.
  • NBSD follows a active selection strategy; NBOS uses option income.
  • NBSD covers global markets excluding the US; NBOS covers North America.
  • NBSD costs 0.22% less per year.
  • NBSD has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSDNBOS
Annual cost (TER)0.35%0.57%
Fund size (AUM)$1.1B$449M
Since20102016
Dividend yield4.81%7.71%
Asset classfixed incomealternative
Regionglobal ex usnorth america
Strategyactive selectionoption income
CAGR 1Y+4.5%+17.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y1.43%7.76%
Max drawdown-2.63%-12.66%

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

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