NBCM vs SCHD
Neuberger Berman Commodity Strategy ETF vs Schwab US Dividend Equity ETF
Which is better, NBCM or SCHD?
Commodities against Large Cap Value.
SCHD has a lower expense ratio. NBCM 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 | NBCM | SCHD |
|---|---|---|
| Expense Ratio | 0.65% | 0.06%Best |
| AUM | $518M | $112.1B |
| Dividend Yield | 6.22% | 3.00% |
| Holdings | 155 | 103 |
| YTD Return | +39.92%Best | +24.23% |
| 1Y Return | +48.22%Best | +27.90% |
| 3Y Return (annualized) | +17.93%Best | +15.55% |
| 5Y Return (annualized) | - | +9.97% |
| Volatility (annualized) | 13.6% | 13.4%Best |
| Max Drawdown | -14.8%Best | -16.1% |
| $10,000 over 3.9 years | $17,271Best | $16,347 |
| Fund Family | Neuberger Berman | Charles Schwab Asset Management |
| Category | Commodity | Equity |
| Style | Commodities | Large Cap Value |
| Inception | Oct 24, 2022 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 3.9 years row, are measured over the window both funds cover: Oct 24, 2022 to Sep 17, 2026 (3.9 years).
NBCM 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 3.9 years both funds cover.
NBCM vs SCHD Performance
Neuberger Berman Commodity Strategy ETF (NBCM) 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 NBCM returned +48.22% while SCHD returned +27.90%. Year to date, NBCM is up 39.92% versus a gain of 24.23% for SCHD.
Over three years, NBCM compounded at +17.93% per year against +15.55% for SCHD. Across the full 4-year window we track, NBCM has the edge at +15.04% annualized vs +13.43%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBCM has been the more volatile fund, with annualized monthly volatility of 13.6% compared with 13.4% 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 -14.8% for NBCM 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 0.38. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBCM charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, NBCM currently yields 6.22% against 3.00% for SCHD.
Holdings Overlap
We hold position weights for 68 holdings in NBCM and 100 in SCHD, totalling 35.4% and 100.0% 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 68 positions we hold weights for in NBCM and 100 in SCHD, against full books of 155 and 103.
You are not choosing between two funds in isolation.
Whichever of NBCM 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, NBCM or SCHD?
NBCM has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option, by $59 a year on a $10,000 investment.
Which performed better, NBCM or SCHD?
Over the past year NBCM returned +48.22% vs +27.90% for SCHD, so NBCM leads on 1-year performance. Over the longest common window we track (4 years), NBCM annualized +15.04% vs +13.43% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBCM or SCHD?
NBCM has been the more volatile fund at 13.6% annualized versus 13.4% for SCHD. Worst drawdown: NBCM -14.8% vs SCHD -16.1%.
Should I hold both NBCM and SCHD?
NBCM and SCHD have a monthly-return correlation of 0.38, 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, NBCM or SCHD?
NBCM yields 6.22% while SCHD yields 3.00%, so NBCM currently pays the higher dividend yield.
Is SCHD better than NBCM?
SCHD has a lower expense ratio. NBCM 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.