NBFC vs VOO

NBFC vs VOO

Which is better, NBFC or VOO?

VOO has been ahead.

VOO has a lower expense ratio. VOO led over 1Y and the full window.

Lower Fees: VOOHigher Returns: VOO

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

MetricNBFCVOO
Expense Ratio0.40%0.03%Best
AUM$75M$997.4B
Dividend Yield7.23%1.04%
Holdings596509
YTD Return+2.00%+12.50%Best
1Y Return+3.73%+17.58%Best
3Y Return (annualized)-+21.27%
5Y Return (annualized)-+12.95%
Volatility (annualized)3.4%Best11.9%
Max Drawdown-4.0%Best-18.7%
$10,000 over 2.2 years$11,691$14,352Best
Fund FamilyNeuberger BermanVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Blend
InceptionJun 24, 2024Sep 7, 2010

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 25, 2024 to Sep 11, 2026 (2.2 years).

NBFC vs VOO 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 2.2 years both funds cover.

NBFC vs VOO Performance

Neuberger Berman Flexible Credit Income ETF (NBFC) is an ETF from Neuberger Berman and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year NBFC returned +3.73% while VOO returned +17.58%. Year to date, NBFC is up 2.00% versus a gain of 12.50% for VOO.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 3.4% for NBFC. 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 -4.0% for NBFC and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.79. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NBFC charges 0.40% per year while VOO charges 0.03%. On a $10,000 position that is $40 vs $3 annually, a gap of $37 per year that compounds over a long holding period. On income, NBFC currently yields 7.23% against 1.04% for VOO.

Holdings Overlap

We hold position weights for 233 holdings in NBFC and 505 in VOO, totalling 32.2% and 99.9% of the two funds. That is not enough of NBFC to divide by, so no overlap percentage is shown here. Within what we can see, 1 positions appear in both.

The two holdings books were reported 51 days apart, NBFC as of Aug 20, 2026 and VOO as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 233 positions we hold weights for in NBFC and 505 in VOO, against full books of 596 and 509.

Top Shared Holdings

StockWeight in NBFCWeight in VOODifference
CNPCenterpoint Energy Inc 5.95% Apr 01, 20560.15%0.04%0.11%

You are not choosing between two funds in isolation.

Whichever of NBFC and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NBFCVOO

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Frequently Asked Questions

Which is cheaper, NBFC or VOO?

NBFC has an expense ratio of 0.40% while VOO charges 0.03%. VOO is the cheaper option, by $37 a year on a $10,000 investment.

Which performed better, NBFC or VOO?

Over the past year NBFC returned +3.73% vs +17.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NBFC annualized +7.36% vs +17.85% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NBFC or VOO?

VOO has been the more volatile fund at 11.9% annualized versus 3.4% for NBFC. Worst drawdown: NBFC -4.0% vs VOO -18.7%.

Should I hold both NBFC and VOO?

NBFC and VOO have a monthly-return correlation of 0.79, 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, NBFC or VOO?

NBFC yields 7.23% while VOO yields 1.04%, so NBFC currently pays the higher dividend yield.

Is VOO better than NBFC?

VOO has a lower expense ratio. VOO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.