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NBTR vs FHYS

Neuberger Total Return Bond ETF vs Federated Hermes Short Duration High Yield ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

FHYS

Federated Hermes Short Duration High Yield ETF

Annual cost

0.50%

Fund size

$51M

Key differences

Both NBTR and FHYS are fixed income ETFs. NBTR charges 0.38% a year and FHYS 0.50%. The main difference: NBTR follows a active selection strategy; FHYS uses multi strategy.

  • NBTR follows a active selection strategy; FHYS uses multi strategy.
  • NBTR costs 0.12% less per year.

Side-by-side comparison

NBTRFHYS
Annual cost (TER)0.38%0.50%
Fund size (AUM)$55M$51M
Since20242021
Dividend yield5.17%5.78%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionmulti strategy
CAGR 1Y+5.7%+6.3%
CAGR 3YN/A+7.9%
CAGR 5YN/AN/A
Sharpe 3YN/A1.20
Volatility 1Y3.51%2.70%
Max drawdown-2.58%-11.63%

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

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