NBCE vs SCHD
Neuberger Berman China Equity ETF vs Schwab US Dividend Equity ETF
Which is better, NBCE or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window.
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 | NBCE | SCHD |
|---|---|---|
| Expense Ratio | 0.75% | 0.06%Best |
| AUM | $15M | $119.9B |
| Dividend Yield | 1.34% | 2.96% |
| Holdings | 149 | 204 |
| YTD Return | -1.72% | +32.38%Best |
| 1Y Return | +0.82% | +38.54%Best |
| 3Y Return (annualized) | +12.55% | +20.13%Best |
| 5Y Return (annualized) | - | +10.28% |
| Volatility (annualized) | 23.9% | 14.1%Best |
| Max Drawdown | -28.8% | -16.1%Best |
| $10,000 over 3.1 years | $14,103 | $16,943Best |
| Fund Family | Neuberger Berman | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Oct 13, 2023 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.1 years row, are measured over the window both funds cover: Oct 16, 2023 to Nov 10, 2026 (3.1 years).
NBCE vs SCHD 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 3.1 years both funds cover.
NBCE vs SCHD Performance
Neuberger Berman China Equity ETF (NBCE) is an ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NBCE returned +0.82% while SCHD returned +38.54%. Year to date, NBCE is down 1.72% versus a gain of 32.38% for SCHD.
Over three years, NBCE compounded at +12.55% per year against +20.13% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBCE has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 14.1% for SCHD. 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 -28.8% for NBCE and -16.1% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.02. They move largely independently of each other.
Fees and Cost Over Time
NBCE charges 0.75% per year while SCHD charges 0.06%. On a $10,000 position that is $75 vs $6 annually, a gap of $69 per year that compounds over a long holding period. On income, NBCE currently yields 1.34% against 2.96% for SCHD.
Holdings Overlap
We hold position weights for 65 holdings in NBCE and 98 in SCHD, totalling 90.8% and 99.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 65 positions we hold weights for in NBCE and 98 in SCHD, against full books of 149 and 204.
You are not choosing between two funds in isolation.
Whichever of NBCE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NBCE or SCHD?
NBCE has an expense ratio of 0.75% while SCHD charges 0.06%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.
Which performed better, NBCE or SCHD?
Over the past year NBCE returned +0.82% vs +38.54% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBCE or SCHD?
NBCE has been the more volatile fund at 23.9% annualized versus 14.1% for SCHD. Worst drawdown: NBCE -28.8% vs SCHD -16.1%.
Should I hold both NBCE and SCHD?
NBCE and SCHD have a monthly-return correlation of 0.02, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, NBCE or SCHD?
NBCE yields 1.34% while SCHD yields 2.96%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NBCE?
SCHD has a lower expense ratio. SCHD led over 1Y, 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.