Screener
NBTR vs NBIE
Neuberger Total Return Bond ETF vs Neuberger International Core Equity ETF
Key differences
NBTR is a fixed income ETF, while NBIE is an equity ETF. NBTR charges 0.38% a year and NBIE 0.29%.
- NBTR is a fixed income fund, while NBIE is an equity fund. They carry different risk/return profiles.
- NBTR covers North America; NBIE covers global markets excluding the US.
- NBIE costs 0.09% less per year.
- NBIE is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBTR | NBIE | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.29% |
| Fund size (AUM) | $55M | $240M |
| Since | 2024 | 2026 |
| Dividend yield | 5.17% | — |
| Asset class | fixed income | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +5.7% | N/A |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.51% | — |
| Max drawdown | -2.58% | -5.76% |
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