NBCM vs VYM

NBCM vs VYM

Which is better, NBCM or VYM?

Commodities against Large Cap Value.

VYM has a lower expense ratio. NBCM led over 1Y, VYM over 3Y and the full window.

Lower Fees: VYMHigher Returns: split

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

MetricNBCMVYM
Expense Ratio0.65%0.04%Best
AUM$518M$81.6B
Dividend Yield6.22%2.22%
Holdings155613
YTD Return+39.70%Best+13.91%
1Y Return+48.92%Best+17.57%
3Y Return (annualized)+18.09%+18.12%Best
5Y Return (annualized)-+12.17%
Volatility (annualized)13.6%11.5%Best
Max Drawdown-14.8%-14.5%Best
$10,000 over 3.9 years$17,282$17,726Best
Fund FamilyNeuberger BermanVanguard (US)
CategoryCommodityEquity
StyleCommoditiesLarge Cap Value
InceptionOct 24, 2022Nov 10, 2006

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 11, 2026 (3.9 years).

NBCM vs VYM 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 VYM Performance

Neuberger Berman Commodity Strategy ETF (NBCM) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBCM returned +48.92% while VYM returned +17.57%. Year to date, NBCM is up 39.70% versus a gain of 13.91% for VYM.

Over three years, NBCM compounded at +18.09% per year against +18.12% for VYM. Across the full 4-year window we track, VYM has the edge at +15.81% annualized vs +15.06%.

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 11.5% for VYM. 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.27. They move largely independently of each other.

Fees and Cost Over Time

NBCM charges 0.65% per year while VYM charges 0.04%. On a $10,000 position that is $65 vs $4 annually, a gap of $61 per year that compounds over a long holding period. On income, NBCM currently yields 6.22% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 75 holdings in NBCM and 603 in VYM, totalling 50.3% and 99.5% 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 75 positions we hold weights for in NBCM and 603 in VYM, against full books of 155 and 613.

You are not choosing between two funds in isolation.

Whichever of NBCM and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NBCMVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NBCM or VYM?

NBCM has an expense ratio of 0.65% while VYM charges 0.04%. VYM is the cheaper option, by $61 a year on a $10,000 investment.

Which performed better, NBCM or VYM?

Over the past year NBCM returned +48.92% vs +17.57% for VYM, so NBCM leads on 1-year performance. Over the longest common window we track (4 years), NBCM annualized +15.06% vs +15.81% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NBCM or VYM?

NBCM has been the more volatile fund at 13.6% annualized versus 11.5% for VYM. Worst drawdown: NBCM -14.8% vs VYM -14.5%.

Should I hold both NBCM and VYM?

NBCM and VYM have a monthly-return correlation of 0.27, 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 VYM?

NBCM yields 6.22% while VYM yields 2.22%, so NBCM currently pays the higher dividend yield.

Is VYM better than NBCM?

VYM has a lower expense ratio. NBCM led over 1Y, VYM over 3Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.