Screener
NBTR vs GOVT
Neuberger Total Return Bond ETF vs iShares U.S. Treasury Bond ETF
Key differences
Both NBTR and GOVT are fixed income ETFs. NBTR charges 0.38% a year and GOVT 0.05%. The main difference: NBTR follows a active selection strategy; GOVT uses index tracking.
- NBTR follows a active selection strategy; GOVT uses index tracking.
- GOVT costs 0.33% less per year.
- GOVT is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
- GOVT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBTR | GOVT | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.05% |
| Fund size (AUM) | $55M | $41.9B |
| Since | 2024 | 2012 |
| Dividend yield | 5.17% | 3.56% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +3.7% |
| CAGR 3Y | N/A | +3.0% |
| CAGR 5Y | N/A | -0.4% |
| Sharpe 3Y | N/A | -0.08 |
| Volatility 1Y | 3.51% | 3.62% |
| Max drawdown | -2.58% | -19.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.