NBDS vs SCHD
NBDS vs SCHD
Neuberger Berman Disrupters ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. SCHD delivered stronger 1-year returns. SCHD offers more diversification with 100 holdings.
Side-by-Side Comparison
| Metric | NBDS | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.06% | |
| AUM | $143M | $103.7B | |
| Dividend Yield | 0.32% | 3.31% | |
| Holdings | 33 | 104 | |
| YTD Return | +17.23% | +24.26% | |
| 1Y Return | +20.89% | +31.38% | |
| 3Y Return (annualized) | +22.29% | +15.08% | |
| 5Y Return (annualized) | - | +9.72% | |
| Volatility (annualized) | 23.9% | 13.6% | |
| Max Drawdown | -29.8% | -33.4% | |
| Fund Family | Neuberger Berman | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 6, 2022 | Oct 20, 2011 |
NBDS vs SCHD Performance
Neuberger Berman Disrupters ETF (NBDS) is a ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NBDS returned +20.89% while SCHD returned +31.38%. Year to date, NBDS is up 17.23% versus a gain of 24.26% for SCHD.
Over three years, NBDS compounded at +22.29% per year against +15.08% for SCHD. Across the full 4-year window we track, NBDS has the edge at +13.48% annualized vs +11.39%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBDS has been the more volatile fund, with annualized monthly volatility of 23.9% compared with 13.6% 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 -29.8% for NBDS and -33.4% for SCHD. 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 0.33. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBDS charges 0.40% per year while SCHD charges 0.06%. On a $10,000 position that is $40 vs $6 annually, a gap of $34 per year that compounds over a long holding period. On income, NBDS currently yields 0.32% against 3.31% for SCHD.
Holdings Overlap
NBDS and SCHD share 0 holdings out of 131 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, NBDS or SCHD?
NBDS has an expense ratio of 0.40% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $34 per year of difference.
Which performed better, NBDS or SCHD?
Over the past year NBDS returned +20.89% vs +31.38% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (4 years), NBDS annualized +13.48% vs +11.39% for SCHD. Past performance does not guarantee future results.
Which is riskier, NBDS or SCHD?
NBDS has been the more volatile fund at 23.9% annualized versus 13.6% for SCHD. Worst drawdown: NBDS -29.8% vs SCHD -33.4%.
Should I hold both NBDS and SCHD?
NBDS and SCHD have a monthly-return correlation of 0.33, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBDS and SCHD?
NBDS and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 131 unique securities.
Which pays a higher dividend, NBDS or SCHD?
NBDS yields 0.32% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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