NBCE vs VTI
Neuberger Berman China Equity ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. NBCE delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | NBCE | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.75% | 0.03% | |
| AUM | $17M | $663.5B | |
| Dividend Yield | 1.00% | 1.07% | |
| Holdings | 76 | 3,543 | |
| YTD Return | +18.84% | +14.22% | |
| 1Y Return | +44.84% | +22.19% | |
| 3Y Return (annualized) | - | +21.27% | |
| 5Y Return (annualized) | - | +12.23% | |
| Volatility (annualized) | 23.1% | 15.3% | |
| Max Drawdown | -28.4% | -56.6% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Oct 13, 2023 | May 24, 2001 |
NBCE vs VTI Performance
Neuberger Berman China Equity ETF (NBCE) is a ETF from Neuberger Berman and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NBCE returned +44.84% while VTI returned +22.19%. Year to date, NBCE is up 18.84% versus a gain of 14.22% for VTI.
Risk: Volatility and Drawdowns
NBCE has been the more volatile fund, with annualized monthly volatility of 23.1% compared with 15.3% for VTI. 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 -28.4% for NBCE and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.27. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBCE charges 0.75% per year while VTI charges 0.03%. On a $10,000 position that is $75 vs $3 annually, a gap of $72 per year that compounds over a long holding period. On income, NBCE currently yields 1.00% against 1.07% for VTI.
Holdings Overlap
NBCE and VTI share 0 holdings out of 2853 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NBCE or VTI?
NBCE has an expense ratio of 0.75% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $72 per year of difference.
Which performed better, NBCE or VTI?
Over the past year NBCE returned +44.84% vs +22.19% for VTI, so NBCE leads on 1-year performance. Over the longest common window we track (3 years), NBCE annualized +20.67% vs +8.14% for VTI. Past performance does not guarantee future results.
Which is riskier, NBCE or VTI?
NBCE has been the more volatile fund at 23.1% annualized versus 15.3% for VTI. Worst drawdown: NBCE -28.4% vs VTI -56.6%.
Should I hold both NBCE and VTI?
NBCE and VTI have a monthly-return correlation of 0.27, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBCE and VTI?
NBCE and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2853 unique securities.
Which pays a higher dividend, NBCE or VTI?
NBCE yields 1.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.
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