NBDS vs SDVD
Neuberger Berman Disrupters ETF vs FT Vest SMID Rising Dividend Achievers Target Income ETF
Which is better, NBDS or SDVD?
NBDS has been ahead.
NBDS has a lower expense ratio. NBDS led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.6% of the fund in its ten largest positions against 46.6%.
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 | NBDS | SDVD |
|---|---|---|
| Expense Ratio | 0.40%Best | 0.85% |
| AUM | $177M | $873M |
| Dividend Yield | 0.33% | 8.14% |
| Holdings | 32 | 348 |
| YTD Return | +15.52%Best | +3.95% |
| 1Y Return | +12.03%Best | +8.55% |
| 3Y Return (annualized) | +23.03%Best | +13.87% |
| Volatility (annualized) | 23.3% | 22.2%Best |
| Max Drawdown | -28.5%Best | -29.1% |
| $10,000 over 3.2 years | $18,229Best | $11,140 |
| Top 10 Weight | 46.6% | 10.6%Best |
| Fund Family | Neuberger Berman | First Trust Portfolios (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Apr 6, 2022 | Aug 9, 2023 |
Not shown on this pair: 5Y Return (annualized).
Volatility and max drawdown, and the $10,000 over 3.2 years row, are measured over the window both funds cover: Aug 10, 2023 to Oct 13, 2026 (3.2 years).
NBDS vs SDVD 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 3.2 years both funds cover.
NBDS vs SDVD Performance
Neuberger Berman Disrupters ETF (NBDS) is an ETF from Neuberger Berman and FT Vest SMID Rising Dividend Achievers Target Income ETF (SDVD) is an ETF from First Trust Portfolios (US). Over the past year NBDS returned +12.03% while SDVD returned +8.55%. Year to date, NBDS is up 15.52% versus a gain of 3.95% for SDVD.
Over three years, NBDS compounded at +23.03% per year against +13.87% for SDVD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBDS has been the more volatile fund, with annualized monthly volatility of 23.3% compared with 22.2% for SDVD. 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 -28.5% for NBDS and -29.1% for SDVD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBDS charges 0.40% per year while SDVD charges 0.85%. On a $10,000 position that is $40 vs $85 annually, a gap of $45 per year that compounds over a long holding period. On income, NBDS currently yields 0.33% against 8.14% for SDVD.
Holdings Overlap
We hold position weights for 32 holdings in NBDS and 172 in SDVD, totalling 97.3% 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 32 positions we hold weights for in NBDS and 172 in SDVD, against full books of 32 and 348.
What only one of them owns
Our book lists 169 positions for SDVD that do not appear in our book for NBDS (97.1% of the fund), and 28 for NBDS that do not appear in SDVD (83.6%).
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.
You are not choosing between two funds in isolation.
Whichever of NBDS and SDVD 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, NBDS or SDVD?
NBDS has an expense ratio of 0.40% while SDVD charges 0.85%. NBDS is the cheaper option, by $45 a year on a $10,000 investment.
Which performed better, NBDS or SDVD?
Over the past year NBDS returned +12.03% vs +8.55% for SDVD, so NBDS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBDS or SDVD?
NBDS has been the more volatile fund at 23.3% annualized versus 22.2% for SDVD. Worst drawdown: NBDS -28.5% vs SDVD -29.1%.
Should I hold both NBDS and SDVD?
NBDS and SDVD have a monthly-return correlation of 0.39, 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, NBDS or SDVD?
NBDS yields 0.33% while SDVD yields 8.14%, so SDVD currently pays the higher dividend yield.
Is SDVD better than NBDS?
NBDS has a lower expense ratio. NBDS led over 1Y, 3Y and the full window. SDVD is less concentrated, with 10.6% of the fund in its ten largest positions against 46.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.