NBFC vs VYM

NBFC vs VYM

Which is better, NBFC or VYM?

VYM has been ahead.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricNBFCVYM
Expense Ratio0.40%0.04%Best
AUM$75M$81.6B
Dividend Yield7.23%2.22%
Holdings596613
YTD Return+1.99%+13.15%Best
1Y Return+4.02%+17.82%Best
3Y Return (annualized)-+17.99%
5Y Return (annualized)-+12.16%
Volatility (annualized)3.4%Best10.2%
Max Drawdown-4.0%Best-14.5%
$10,000 over 2.2 years$11,691$14,331Best
Fund FamilyNeuberger BermanVanguard (US)
CategoryFixed IncomeEquity
Style-Large Cap Value
InceptionJun 24, 2024Nov 10, 2006

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 10, 2026 (2.2 years).

NBFC vs VYM 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 VYM Performance

Neuberger Berman Flexible Credit Income ETF (NBFC) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBFC returned +4.02% while VYM returned +17.82%. Year to date, NBFC is up 1.99% versus a gain of 13.15% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.2% 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 -14.5% for VYM. 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 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, NBFC currently yields 7.23% against 2.22% for VYM.

Holdings Overlap

VYM already in NBFC0.1%

At least 0.1% of VYM's money is in holdings NBFC also owns.

Stated as a floor: for NBFC, our book for it covers 32.2% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

We cannot see either book well enough to say how much of this pair is duplicated.

The two holdings books were reported 51 days apart, NBFC as of Aug 20, 2026 and VYM 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 603 in VYM, against full books of 596 and 613.

Top Shared Holdings

StockWeight in NBFCWeight in VYMDifference
CNPCenterpoint Energy Inc 5.95% Apr 01, 20560.15%0.12%0.03%

You are not choosing between two funds in isolation.

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

NBFCVYM

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Frequently Asked Questions

Which is cheaper, NBFC or VYM?

NBFC has an expense ratio of 0.40% while VYM charges 0.04%. VYM is the cheaper option, by $36 a year on a $10,000 investment.

Which performed better, NBFC or VYM?

Over the past year NBFC returned +4.02% vs +17.82% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBFC annualized +7.36% vs +17.77% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NBFC or VYM?

VYM has been the more volatile fund at 10.2% annualized versus 3.4% for NBFC. Worst drawdown: NBFC -4.0% vs VYM -14.5%.

Should I hold both NBFC and VYM?

NBFC and VYM 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 VYM?

NBFC yields 7.23% while VYM yields 2.22%, so NBFC currently pays the higher dividend yield.

Is VYM better than NBFC?

VYM has a lower expense ratio. VYM 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.