Screener
NBTR vs NBCR
Neuberger Total Return Bond ETF vs Neuberger Core Equity ETF
Key differences
NBTR is a fixed income ETF, while NBCR is an equity ETF. NBTR charges 0.38% a year and NBCR 0.29%.
- NBTR is a fixed income fund, while NBCR is an equity fund. They carry different risk/return profiles.
- NBCR costs 0.09% less per year.
- NBCR is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBTR | NBCR | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.29% |
| Fund size (AUM) | $55M | $886M |
| Since | 2024 | 2024 |
| Dividend yield | 5.17% | 0.42% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.9% | +18.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.50% | 11.78% |
| Max drawdown | -2.58% | -18.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.