Screener
NBTR vs TLT
Neuberger Total Return Bond ETF vs iShares 20+ Year Treasury Bond ETF
Key differences
Both NBTR and TLT are fixed income ETFs. NBTR charges 0.38% a year and TLT 0.15%. The main difference: NBTR follows a active selection strategy; TLT uses index tracking.
- NBTR follows a active selection strategy; TLT uses index tracking.
- TLT costs 0.23% less per year.
- TLT is much larger than NBTR. Larger funds are usually more liquid and less likely to close.
- TLT has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBTR | TLT | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.15% |
| Fund size (AUM) | $55M | $42.9B |
| Since | 2024 | 2002 |
| Dividend yield | 5.17% | 4.55% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +5.7% | +4.1% |
| CAGR 3Y | N/A | -1.3% |
| CAGR 5Y | N/A | -6.2% |
| Sharpe 3Y | N/A | -0.28 |
| Volatility 1Y | 3.51% | 9.68% |
| Max drawdown | -2.58% | -48.35% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.