NBCR vs VYM
Neuberger Berman Core Equity ETF vs Vanguard High Dividend Yield ETF
Which is better, NBCR or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. NBCR led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.6%.
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 | NBCR | VYM |
|---|---|---|
| Expense Ratio | 0.29% | 0.04%Best |
| AUM | $845M | $81.6B |
| Dividend Yield | 0.42% | 2.22% |
| Holdings | 206 | 613 |
| YTD Return | +8.06% | +11.35%Best |
| 1Y Return | +11.19% | +15.34%Best |
| 3Y Return (annualized) | - | +17.22% |
| 5Y Return (annualized) | - | +12.30% |
| Volatility (annualized) | 12.4% | 10.5%Best |
| Max Drawdown | -18.2% | -14.5%Best |
| $10,000 over 2.1 years | $13,672Best | $13,620 |
| Top 10 Weight | 35.6% | 26.1%Best |
| Fund Family | Neuberger Berman | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Jul 31, 2024 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 2.1 years row, are measured over the window both funds cover: Aug 1, 2024 to Sep 18, 2026 (2.1 years).
NBCR 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 2.1 years both funds cover.
NBCR vs VYM Performance
Neuberger Berman Core Equity ETF (NBCR) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBCR returned +11.19% while VYM returned +15.34%. Year to date, NBCR is up 8.06% versus a gain of 11.35% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBCR has been the more volatile fund, with annualized monthly volatility of 12.4% compared with 10.5% 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 -18.2% for NBCR 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NBCR charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, NBCR currently yields 0.42% against 2.22% for VYM.
Holdings Overlap
29.1% of NBCR's money is in holdings VYM also owns. 53.1% of VYM's money is in holdings NBCR also owns.
The two portfolios partly overlap.
76 positions in common, counted across the 202 positions we hold weights for in NBCR and 557 in VYM, against full books of 206 and 613.
What only one of them owns
Our book lists 452 positions for VYM that do not appear in our book for NBCR (44.0% of the fund), and 117 for NBCR that do not appear in VYM (68.8%).
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 NBCR | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 1.90% | 7.35% | 5.45% |
| JPMJpmorgan Chase | 1.46% | 3.82% | 2.36% |
| JNJJohnson & Johnson - Common | 1.25% | 2.51% | 1.26% |
| XOMExxon Mobil Corp. | 0.70% | 2.63% | 1.93% |
| CSCOCisco Systems Inc. - Ordinary Shares | 0.77% | 1.86% | 1.09% |
| BACBank of America Corp.: Financials | 0.91% | 1.66% | 0.75% |
| MRKMerck & Company Inc | 0.90% | 1.31% | 0.41% |
| UNHUnitedhealth Group Incorporated | 0.69% | 1.52% | 0.83% |
| CVXChevron Corp | 0.68% | 1.48% | 0.80% |
| CATCaterpillar, Inc. | 0.63% | 1.50% | 0.87% |
53.1% of VYM is already inside NBCR.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, NBCR or VYM?
NBCR has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option, by $25 a year on a $10,000 investment.
Which performed better, NBCR or VYM?
Over the past year NBCR returned +11.19% vs +15.34% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBCR annualized +16.06% vs +15.85% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBCR or VYM?
NBCR has been the more volatile fund at 12.4% annualized versus 10.5% for VYM. Worst drawdown: NBCR -18.2% vs VYM -14.5%.
Should I hold both NBCR and VYM?
NBCR and VYM have a monthly-return correlation of 0.78, 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 NBCR and VYM?
53.1% of VYM's money is in holdings NBCR also owns. 53.1% of VYM's is in holdings NBCR also owns. They hold 76 positions in common, counted across the 202 positions we hold weights for in NBCR and 557 in VYM.
Which pays a higher dividend, NBCR or VYM?
NBCR yields 0.42% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than NBCR?
VYM has a lower expense ratio. NBCR led over the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 35.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.