Screener
SPYI vs NBSD
Neos S&P 500(R) High Income ETF vs Neuberger Short Duration Income ETF
Key differences
SPYI is an alternative ETF, while NBSD is a fixed income ETF. SPYI charges 0.68% a year and NBSD 0.35%.
- SPYI is an alternative fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
- SPYI follows a option income strategy; NBSD uses active selection.
- SPYI covers North America; NBSD covers global markets excluding the US.
- NBSD costs 0.33% less per year.
- SPYI is much larger than NBSD. Larger funds are usually more liquid and less likely to close.
- NBSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPYI | NBSD | |
|---|---|---|
| Annual cost (TER) | 0.68% | 0.35% |
| Fund size (AUM) | $10.1B | $1.1B |
| Since | 2022 | 2010 |
| Dividend yield | 0.50% | 4.81% |
| Asset class | alternative | fixed income |
| Region | north america | global ex us |
| Strategy | option income | active selection |
| CAGR 1Y | +20.2% | +4.5% |
| CAGR 3Y | +15.9% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.96 | N/A |
| Volatility 1Y | 10.10% | 1.43% |
| Max drawdown | -16.47% | -2.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.