NBDS vs VYM
Neuberger Berman Disrupters ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | NBDS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.40% | 0.04% | |
| AUM | $143M | $79.0B | |
| Dividend Yield | 0.32% | 2.86% | |
| Holdings | 33 | 568 | |
| YTD Return | +16.37% | +16.16% | |
| 1Y Return | +20.71% | +26.05% | |
| 3Y Return (annualized) | +21.96% | +18.43% | |
| 5Y Return (annualized) | - | +12.21% | |
| Volatility (annualized) | 23.9% | 14.6% | |
| Max Drawdown | -29.8% | -58.8% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Apr 6, 2022 | Nov 10, 2006 |
NBDS vs VYM Performance
Neuberger Berman Disrupters ETF (NBDS) is a ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NBDS returned +20.71% while VYM returned +26.05%. Year to date, NBDS is up 16.37% versus a gain of 16.16% for VYM.
Over three years, NBDS compounded at +21.96% per year against +18.43% for VYM. Across the full 4-year window we track, NBDS has the edge at +13.26% annualized vs +7.09%. 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 14.6% 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 -58.8% for VYM. 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 0.52. They move independently enough that combining them can meaningfully diversify a portfolio.
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 0.32% against 2.86% for VYM.
Holdings Overlap
NBDS and VYM share 1 holdings out of 588 unique holdings combined, representing a 3.1% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NBDS | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.12% | 6.47% | 3.35% |
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. On a $10,000 investment, that is $36 per year of difference.
Which performed better, NBDS or VYM?
Over the past year NBDS returned +20.71% vs +26.05% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (4 years), NBDS annualized +13.26% vs +7.09% for VYM. Past performance does not guarantee future results.
Which is riskier, NBDS or VYM?
NBDS has been the more volatile fund at 23.9% annualized versus 14.6% for VYM. Worst drawdown: NBDS -29.8% vs VYM -58.8%.
Should I hold both NBDS and VYM?
NBDS and VYM have a monthly-return correlation of 0.52, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBDS and VYM?
NBDS and VYM share 1 common holdings with a 3.1% weight overlap. Combined, they hold 588 unique securities.
Which pays a higher dividend, NBDS or VYM?
NBDS yields 0.32% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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