NBET vs SCHH
Neuberger Berman Energy Transition & Infrastructure ETF vs Schwab US REIT ETF
Which is better, NBET or SCHH?
NBET has been ahead.
SCHH has a lower expense ratio. NBET led over 1Y, 3Y and the full window. SCHH is less concentrated, with 51.2% of the fund in its ten largest positions against 59.3%.
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 | NBET | SCHH |
|---|---|---|
| Expense Ratio | 0.65% | 0.07%Best |
| AUM | $52M | $11.2B |
| Dividend Yield | 2.33% | 2.94% |
| Holdings | 65 | 244 |
| YTD Return | +26.71%Best | +15.59% |
| 1Y Return | +27.81%Best | +14.31% |
| 3Y Return (annualized) | +26.04%Best | +13.84% |
| 5Y Return (annualized) | - | +2.07% |
| Volatility (annualized) | 19.8% | 18.2%Best |
| Max Drawdown | -18.7%Best | -32.4% |
| $10,000 over 4.6 years | $17,826Best | $10,767 |
| Top 10 Weight | 59.3% | 51.2%Best |
| Fund Family | Neuberger Berman ETF Trust | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Mid Cap Blend | Mid Cap Blend |
| Inception | Apr 6, 2022 | Jan 13, 2011 |
Volatility and max drawdown, and the $10,000 over 4.6 years row, are measured over the window both funds cover: Apr 7, 2022 to Nov 12, 2026 (4.6 years).
NBET vs SCHH 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 4.6 years both funds cover.
NBET vs SCHH Performance
Neuberger Berman Energy Transition & Infrastructure ETF (NBET) is an ETF from Neuberger Berman ETF Trust and Schwab US REIT ETF (SCHH) is an ETF from Charles Schwab Asset Management. Over the past year NBET returned +27.81% while SCHH returned +14.31%. Year to date, NBET is up 26.71% versus a gain of 15.59% for SCHH.
Over three years, NBET compounded at +26.04% per year against +13.84% for SCHH.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBET has been the more volatile fund, with annualized monthly volatility of 19.8% compared with 18.2% for SCHH. 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 -32.4% for SCHH. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.71. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NBET charges 0.65% per year while SCHH charges 0.07%. On a $10,000 position that is $65 vs $7 annually, a gap of $58 per year that compounds over a long holding period. On income, NBET currently yields 2.33% against 2.94% for SCHH.
Holdings Overlap
We hold position weights for 30 holdings in NBET and 119 in SCHH, totalling 99.3% 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 30 positions we hold weights for in NBET and 119 in SCHH, against full books of 65 and 244.
What only one of them owns
Our book lists 119 positions for SCHH that do not appear in our book for NBET (99.5% of the fund), and 28 for NBET that do not appear in SCHH (96.6%).
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 NBET and SCHH 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, NBET or SCHH?
NBET has an expense ratio of 0.65% while SCHH charges 0.07%. SCHH is the cheaper option, by $58 a year on a $10,000 investment.
Which performed better, NBET or SCHH?
Over the past year NBET returned +27.81% vs +14.31% for SCHH, so NBET leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBET or SCHH?
NBET has been the more volatile fund at 19.8% annualized versus 18.2% for SCHH. Worst drawdown: NBET -18.7% vs SCHH -32.4%.
Should I hold both NBET and SCHH?
NBET and SCHH have a monthly-return correlation of 0.71, 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, NBET or SCHH?
NBET yields 2.33% while SCHH yields 2.94%, so SCHH currently pays the higher dividend yield.
Is SCHH better than NBET?
SCHH has a lower expense ratio. NBET led over 1Y, 3Y and the full window. SCHH is less concentrated, with 51.2% of the fund in its ten largest positions against 59.3%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.