NBET vs VXUS

Quick Verdict

VXUS has a lower expense ratio. NBET delivered stronger 1-year returns. VXUS offers more diversification with 7861 holdings.

Lower Fees: VXUSHigher Returns: NBETMore Diversified: VXUS

Side-by-Side Comparison

MetricNBETVXUSWinner
Expense Ratio0.65%0.05%
AUM$47M$156.5B
Dividend Yield2.48%2.60%
Holdings348,747
YTD Return+25.71%+15.24%
1Y Return+30.16%+26.32%
3Y Return (annualized)+21.47%+19.85%
5Y Return (annualized)-+9.23%
Volatility (annualized)19.1%15.1%
Max Drawdown-18.7%-39.9%
Fund FamilyNeuberger Berman ETF TrustVanguard (US)
CategoryEquityEquity
InceptionApr 6, 2022Jan 26, 2011

NBET vs VXUS Performance

Neuberger Berman Energy Transition & Infrastructure ETF (NBET) is a ETF from Neuberger Berman ETF Trust and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year NBET returned +30.16% while VXUS returned +26.32%. Year to date, NBET is up 25.71% versus a gain of 15.24% for VXUS.

Over three years, NBET compounded at +21.47% per year against +19.85% for VXUS. Across the full 4-year window we track, NBET has the edge at +14.01% annualized vs +4.89%. 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.60. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

NBET charges 0.65% per year while VXUS charges 0.05%. On a $10,000 position that is $65 vs $5 annually, a gap of $60 per year that compounds over a long holding period. On income, NBET currently yields 2.48% against 2.60% for VXUS.

Holdings Overlap

0.1%overlap

NBET and VXUS share 3 holdings out of 7890 unique holdings combined, representing a 0.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in NBETWeight in VXUSDifference
AM3.84%0.02%3.82%
SRE2.82%0.00%2.82%
TOU:CA1.93%0.04%1.89%

Frequently Asked Questions

Which is cheaper, NBET or VXUS?

NBET has an expense ratio of 0.65% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $60 per year of difference.

Which performed better, NBET or VXUS?

Over the past year NBET returned +30.16% vs +26.32% for VXUS, so NBET leads on 1-year performance. Over the longest common window we track (4 years), NBET annualized +14.01% vs +4.89% for VXUS. Past performance does not guarantee future results.

Which is riskier, NBET or VXUS?

NBET has been the more volatile fund at 19.1% annualized versus 15.1% for VXUS. Worst drawdown: NBET -18.7% vs VXUS -39.9%.

Should I hold both NBET and VXUS?

NBET and VXUS have a monthly-return correlation of 0.60, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between NBET and VXUS?

NBET and VXUS share 3 common holdings with a 0.1% weight overlap. Combined, they hold 7890 unique securities.

Which pays a higher dividend, NBET or VXUS?

NBET yields 2.48% while VXUS yields 2.60%, so VXUS currently pays the higher dividend yield.

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