AVUS vs NBDS
Avantis US Equity ETF vs Neuberger Berman Disrupters ETF
Which is better, AVUS or NBDS?
Each has led over a different period.
AVUS has a lower expense ratio. AVUS led over 1Y and the full window, NBDS over 3Y. AVUS is less concentrated, with 29.7% of the fund in its ten largest positions against 46.6%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | AVUS | NBDS |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.40% |
| AUM | $14.5B | $177M |
| Dividend Yield | 0.91% | 0.33% |
| Holdings | 1,917 | 32 |
| YTD Return | +16.83%Best | +15.52% |
| 1Y Return | +22.52%Best | +12.03% |
| 3Y Return (annualized) | +22.31% | +23.03%Best |
| 5Y Return (annualized) | +13.24% | - |
| Volatility (annualized) | 15.8%Best | 23.4% |
| Max Drawdown | -19.7%Best | -29.8% |
| $10,000 over 4.5 years | $18,197Best | $17,017 |
| Top 10 Weight | 29.7%Best | 46.6% |
| Fund Family | Avantis Investors | Neuberger Berman |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Sep 24, 2019 | Apr 6, 2022 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Apr 7, 2022 to Oct 13, 2026 (4.5 years).
AVUS vs NBDS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 4.5 years both funds cover.
AVUS vs NBDS Performance
Avantis US Equity ETF (AVUS) is an ETF from Avantis Investors and Neuberger Berman Disrupters ETF (NBDS) is an ETF from Neuberger Berman. Over the past year AVUS returned +22.52% while NBDS returned +12.03%. Year to date, AVUS is up 16.83% versus a gain of 15.52% for NBDS.
Over three years, AVUS compounded at +22.31% per year against +23.03% for NBDS.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBDS has been the more volatile fund, with annualized monthly volatility of 23.4% compared with 15.8% for AVUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -19.7% for AVUS and -29.8% for NBDS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
AVUS charges 0.15% per year while NBDS charges 0.40%. On a $10,000 position that is $15 vs $40 annually, a gap of $25 per year that compounds over a long holding period. On income, AVUS currently yields 0.91% against 0.33% for NBDS.
Holdings Overlap
12.3% of AVUS's money is in holdings NBDS also owns. 64.8% of NBDS's money is in holdings AVUS also owns.
The two portfolios partly overlap.
20 positions in common, counted across the 1,309 positions we hold weights for in AVUS and 32 in NBDS, against full books of 1,917 and 32.
What only one of them owns
Our book lists 8 positions for NBDS that do not appear in our book for AVUS (18.8% of the fund), and 868 for AVUS that do not appear in NBDS (81.8%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in AVUS | Weight in NBDS | Difference |
|---|---|---|---|
| NVDANvidia Corp | 5.54% | 7.46% | 1.92% |
| AMZNAmazon.Com Inc | 3.43% | 2.69% | 0.74% |
| AMDAdvanced Micro Devices Inc | 0.66% | 5.41% | 4.75% |
| SNOWSnowflake Inc | 0.02% | 4.80% | 4.78% |
| PTGXProtagonist Therapeutics Inc | 0.00% | 4.53% | 4.53% |
| CEGConstellation Energy Corporation Com | 0.08% | 4.05% | 3.97% |
| HOODRobinhood Markets Inc - A | 0.09% | 3.92% | 3.83% |
| AVGOBroadcom Inc | 1.00% | 2.82% | 1.82% |
| MPWRMonolithic Power Systems Inc | 0.05% | 3.57% | 3.52% |
| NOWServicenow, Inc | 0.10% | 2.97% | 2.87% |
64.8% of NBDS is already inside AVUS.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, AVUS or NBDS?
AVUS has an expense ratio of 0.15% while NBDS charges 0.40%. AVUS is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, AVUS or NBDS?
Over the past year AVUS returned +22.52% vs +12.03% for NBDS, so AVUS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, AVUS or NBDS?
NBDS has been the more volatile fund at 23.4% annualized versus 15.8% for AVUS. Worst drawdown: AVUS -19.7% vs NBDS -29.8%.
Should I hold both AVUS and NBDS?
AVUS and NBDS have a monthly-return correlation of 0.79, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between AVUS and NBDS?
64.8% of NBDS's money is in holdings AVUS also owns. 64.8% of NBDS's is in holdings AVUS also owns. They hold 20 positions in common, counted across the 1,309 positions we hold weights for in AVUS and 32 in NBDS.
Which pays a higher dividend, AVUS or NBDS?
AVUS yields 0.91% while NBDS yields 0.33%, so AVUS currently pays the higher dividend yield.
Is NBDS better than AVUS?
AVUS has a lower expense ratio. AVUS led over 1Y and the full window, NBDS over 3Y. AVUS is less concentrated, with 29.7% of the fund in its ten largest positions against 46.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.