Screener
NBTR vs FBND
Neuberger Total Return Bond ETF vs Fidelity Total Bond ETF
Key differences
Both NBTR and FBND are fixed income ETFs. NBTR charges 0.38% a year and FBND 0.36%. The main difference: NBTR follows a active selection strategy; FBND uses index tracking.
- NBTR follows a active selection strategy; FBND uses index tracking.
- NBTR covers North America; FBND covers global markets.
- FBND is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
- FBND has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBTR | FBND | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.36% |
| Fund size (AUM) | $55M | $26.1B |
| Since | 2024 | 2014 |
| Dividend yield | 5.17% | 4.70% |
| Asset class | fixed income | fixed income |
| Region | north america | global |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +5.2% |
| CAGR 3Y | N/A | +5.0% |
| CAGR 5Y | N/A | +0.9% |
| Sharpe 3Y | N/A | 0.27 |
| Volatility 1Y | 3.51% | 3.83% |
| Max drawdown | -2.58% | -17.25% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.