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NBTR vs VUSB

Neuberger Total Return Bond ETF vs Vanguard Ultra-Short Bond ETF

NBTR

Neuberger Total Return Bond ETF

Annual cost

0.38%

Fund size

$55M

VUSB

Vanguard Ultra-Short Bond ETF

Annual cost

0.10%

Fund size

$8.8B

Key differences

Both NBTR and VUSB are fixed income ETFs. NBTR charges 0.38% a year and VUSB 0.10%. The main difference: NBTR follows a active selection strategy; VUSB uses index tracking.

  • NBTR follows a active selection strategy; VUSB uses index tracking.
  • VUSB costs 0.28% less per year.
  • VUSB is much larger than NBTR. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBTRVUSB
Annual cost (TER)0.38%0.10%
Fund size (AUM)$55M$8.8B
Since20242021
Dividend yield5.17%4.44%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+5.7%+4.5%
CAGR 3YN/A+5.4%
CAGR 5YN/A+3.4%
Sharpe 3YN/A2.04
Volatility 1Y3.51%0.65%
Max drawdown-2.58%-1.79%

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

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