Screener
NBTR vs NBOS
Neuberger Total Return Bond ETF vs Neuberger Option Strategy ETF
Key differences
NBTR is a fixed income ETF, while NBOS is an alternative ETF. NBTR charges 0.38% a year and NBOS 0.57%.
- NBTR is a fixed income fund, while NBOS is an alternative fund. They carry different risk/return profiles.
- NBTR follows a active selection strategy; NBOS uses option income.
- NBTR costs 0.19% less per year.
- NBOS is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
- NBOS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBTR | NBOS | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.57% |
| Fund size (AUM) | $55M | $449M |
| Since | 2024 | 2016 |
| Dividend yield | 5.17% | 7.71% |
| Asset class | fixed income | alternative |
| Region | north america | north america |
| Strategy | active selection | option income |
| CAGR 1Y | +5.9% | +16.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 3.50% | 7.66% |
| Max drawdown | -2.58% | -12.66% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.