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NBTR vs TLTI

Neuberger Total Return Bond ETF vs NEOS Enhanced Income 20+ Year Treasury Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

TLTI

NEOS Enhanced Income 20+ Year Treasury Bond ETF

Annual cost

0.58%

Fund size

$15M

Key differences

NBTR is a fixed income ETF, while TLTI is an alternative ETF. NBTR charges 0.38% a year and TLTI 0.58%.

  • NBTR is a fixed income fund, while TLTI is an alternative fund. They carry different risk/return profiles.
  • NBTR follows a active selection strategy; TLTI uses option income.
  • NBTR costs 0.20% less per year.
  • NBTR is much larger than TLTI. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBTRTLTI
Annual cost (TER)0.38%0.58%
Fund size (AUM)$55M$15M
Since20242024
Dividend yield5.17%6.30%
Asset classfixed incomealternative
Regionnorth americanorth america
Strategyactive selectionoption income
CAGR 1Y+5.7%+5.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y3.51%9.41%
Max drawdown-2.58%-8.70%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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