NBET vs SCHD
Neuberger Berman Energy Transition & Infrastructure ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NBET delivered stronger 1-year returns. SCHD offers more diversification with 104 holdings.
Side-by-Side Comparison
| Metric | NBET | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.65% | 0.06% | |
| AUM | $48M | $108.7B | |
| Dividend Yield | 2.44% | 3.13% | |
| Holdings | 34 | 104 | |
| YTD Return | +28.32% | +28.70% | |
| 1Y Return | +33.68% | +32.27% | |
| 3Y Return (annualized) | +23.85% | +17.27% | |
| 5Y Return (annualized) | - | +10.23% | |
| Volatility (annualized) | 19.1% | 13.7% | |
| Max Drawdown | -18.7% | -33.4% | |
| Fund Family | Neuberger Berman ETF Trust | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Apr 6, 2022 | Oct 20, 2011 |
NBET vs SCHD Performance
Neuberger Berman Energy Transition & Infrastructure ETF (NBET) is a ETF from Neuberger Berman ETF Trust and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Over the past year NBET returned +33.68% while SCHD returned +32.27%. Year to date, NBET is up 28.32% versus a gain of 28.70% for SCHD.
Over three years, NBET compounded at +23.85% per year against +17.27% for SCHD. Across the full 4-year window we track, NBET has the edge at +14.47% annualized vs +11.63%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBET has been the more volatile fund, with annualized monthly volatility of 19.1% compared with 13.7% 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 -18.7% for NBET 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 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NBET charges 0.65% per year while SCHD charges 0.06%. On a $10,000 position that is $65 vs $6 annually, a gap of $59 per year that compounds over a long holding period. On income, NBET currently yields 2.44% against 3.13% for SCHD.
Holdings Overlap
NBET and SCHD share 5 holdings out of 126 unique holdings combined, representing a 8.8% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NBET or SCHD?
NBET has an expense ratio of 0.65% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $59 per year of difference.
Which performed better, NBET or SCHD?
Over the past year NBET returned +33.68% vs +32.27% for SCHD, so NBET leads on 1-year performance. Over the longest common window we track (4 years), NBET annualized +14.47% vs +11.63% for SCHD. Past performance does not guarantee future results.
Which is riskier, NBET or SCHD?
NBET has been the more volatile fund at 19.1% annualized versus 13.7% for SCHD. Worst drawdown: NBET -18.7% vs SCHD -33.4%.
Should I hold both NBET and SCHD?
NBET and SCHD have a monthly-return correlation of 0.76, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBET and SCHD?
NBET and SCHD share 5 common holdings with a 8.8% weight overlap. Combined, they hold 126 unique securities.
Which pays a higher dividend, NBET or SCHD?
NBET yields 2.44% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.
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