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NBTR vs FCOR

Neuberger Total Return Bond ETF vs Fidelity Corporate Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

FCOR

Fidelity Corporate Bond ETF

Annual cost

0.36%

Fund size

$342M

Key differences

Both NBTR and FCOR are fixed income ETFs. NBTR charges 0.38% a year and FCOR 0.36%. The main difference: NBTR follows a active selection strategy; FCOR uses index tracking.

  • NBTR follows a active selection strategy; FCOR uses index tracking.
  • FCOR is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
  • FCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBTRFCOR
Annual cost (TER)0.38%0.36%
Fund size (AUM)$55M$342M
Since20242014
Dividend yield5.17%4.54%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+5.4%
CAGR 3YN/A+6.0%
CAGR 5YN/A+0.7%
Sharpe 3YN/A0.40
Volatility 1Y3.51%4.38%
Max drawdown-2.58%-22.60%

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

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