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NBTR vs CGCB

Neuberger Total Return Bond ETF vs Capital Group Core Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

CGCB

Capital Group Core Bond ETF

Annual cost

0.27%

Fund size

$5.2B

Key differences

Both NBTR and CGCB are fixed income ETFs. NBTR charges 0.38% a year and CGCB 0.27%. The main difference: CGCB costs 0.11% less per year.

  • CGCB costs 0.11% less per year.
  • CGCB is much larger than NBTR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBTRCGCB
Annual cost (TER)0.38%0.27%
Fund size (AUM)$55M$5.2B
Since20242023
Dividend yield5.17%4.21%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+5.7%+4.8%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.51%3.92%
Max drawdown-2.58%-5.16%

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

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