NBDS vs VYM
Neuberger Berman Disrupters ETF vs Vanguard High Dividend Yield ETF
Which is better, NBDS or VYM?
Large Cap Blend against Large Cap Value.
VYM has a lower expense ratio. NBDS led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.9%.
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 | VYM |
|---|---|---|
| Expense Ratio | 0.40% | 0.04%Best |
| AUM | $181M | $81.6B |
| Dividend Yield | 0.35% | 2.22% |
| Holdings | 32 | 613 |
| YTD Return | +17.21%Best | +10.96% |
| 1Y Return | +14.27% | +15.42%Best |
| 3Y Return (annualized) | +24.78%Best | +17.78% |
| 5Y Return (annualized) | - | +12.05% |
| Volatility (annualized) | 23.6% | 13.9%Best |
| Max Drawdown | -29.8% | -15.8%Best |
| $10,000 over 4.5 years | $17,381Best | $16,000 |
| Top 10 Weight | 45.9% | 26.1%Best |
| Fund Family | Neuberger Berman | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | Apr 6, 2022 | Nov 10, 2006 |
Volatility and max drawdown, and the $10,000 over 4.5 years row, are measured over the window both funds cover: Apr 7, 2022 to Sep 22, 2026 (4.5 years).
NBDS 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 4.5 years both funds cover.
NBDS vs VYM Performance
Neuberger Berman Disrupters ETF (NBDS) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBDS returned +14.27% while VYM returned +15.42%. Year to date, NBDS is up 17.21% versus a gain of 10.96% for VYM.
Over three years, NBDS compounded at +24.78% per year against +17.78% for VYM.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBDS has been the more volatile fund, with annualized monthly volatility of 23.6% compared with 13.9% 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 -29.8% for NBDS and -15.8% 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 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBDS charges 0.40% per year while VYM charges 0.04%. On a $10,000 position that is $40 vs $4 annually, a gap of $36 per year that compounds over a long holding period. On income, NBDS currently yields 0.35% against 2.22% for VYM.
Holdings Overlap
2.9% of NBDS's money is in holdings VYM also owns. 7.3% of VYM's money is in holdings NBDS also owns.
VYM and NBDS share little of their money.
1 positions in common, counted across the 32 positions we hold weights for in NBDS and 557 in VYM, against full books of 32 and 613.
What only one of them owns
Our book lists 527 positions for VYM that do not appear in our book for NBDS (89.7% of the fund), and 27 for NBDS that do not appear in VYM (80.6%).
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.
Top Shared Holdings
| Stock | Weight in NBDS | Weight in VYM | Difference |
|---|---|---|---|
| AVGOBroadcom Inc | 2.85% | 7.35% | 4.50% |
You are not choosing between two funds in isolation.
Whichever of NBDS and VYM 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 VYM?
NBDS has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, NBDS or VYM?
Over the past year NBDS returned +14.27% vs +15.42% for VYM, so VYM leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBDS or VYM?
NBDS has been the more volatile fund at 23.6% annualized versus 13.9% for VYM. Worst drawdown: NBDS -29.8% vs VYM -15.8%.
Should I hold both NBDS and VYM?
NBDS and VYM have a monthly-return correlation of 0.51, 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 NBDS and VYM?
7.3% of VYM's money is in holdings NBDS also owns. 7.3% of VYM's is in holdings NBDS also owns. They hold 1 positions in common, counted across the 32 positions we hold weights for in NBDS and 557 in VYM.
Which pays a higher dividend, NBDS or VYM?
NBDS yields 0.35% while VYM yields 2.22%, so VYM currently pays the higher dividend yield.
Is VYM better than NBDS?
VYM has a lower expense ratio. NBDS led over 3Y and the full window, VYM over 1Y. VYM is less concentrated, with 26.1% of the fund in its ten largest positions against 45.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.