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NBTR vs GIGB

Neuberger Total Return Bond ETF vs Goldman Sachs Access Investment Grade Corporate Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

GIGB

Goldman Sachs Access Investment Grade Corporate Bond ETF

Annual cost

0.08%

Fund size

$982M

Key differences

Both NBTR and GIGB are fixed income ETFs. NBTR charges 0.38% a year and GIGB 0.08%. The main difference: NBTR follows a active selection strategy; GIGB uses index tracking.

  • NBTR follows a active selection strategy; GIGB uses index tracking.
  • GIGB costs 0.30% less per year.
  • GIGB is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
  • GIGB has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBTRGIGB
Annual cost (TER)0.38%0.08%
Fund size (AUM)$55M$982M
Since20242017
Dividend yield5.17%4.61%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+5.7%
CAGR 3YN/A+5.5%
CAGR 5YN/A+0.5%
Sharpe 3YN/A0.32
Volatility 1Y3.51%4.31%
Max drawdown-2.58%-22.25%

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

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