NBGX vs SCHD
Neuberger Berman Growth ETF vs Schwab US Dividend Equity ETF
Which is better, NBGX or SCHD?
Large Cap Growth against Large Cap Value.
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 52.9%.
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 | NBGX | SCHD |
|---|---|---|
| Expense Ratio | 0.44% | 0.06%Best |
| AUM | $15M | $112.1B |
| Dividend Yield | 0.39% | 3.00% |
| Holdings | 56 | 103 |
| YTD Return | +5.30% | +24.59%Best |
| 1Y Return | +7.25% | +28.14%Best |
| 3Y Return (annualized) | - | +15.58% |
| 5Y Return (annualized) | - | +9.90% |
| Volatility (annualized) | 16.3% | 13.1%Best |
| Max Drawdown | -21.6% | -14.0%Best |
| $10,000 over 1.7 years | $12,121 | $13,278Best |
| Top 10 Weight | 52.9% | 41.8%Best |
| Fund Family | Neuberger Berman ETF Trust | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Value |
| Inception | Dec 18, 2024 | Oct 20, 2011 |
Volatility and max drawdown, and the $10,000 over 1.7 years row, are measured over the window both funds cover: Dec 19, 2024 to Sep 10, 2026 (1.7 years).
NBGX vs SCHD 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 1.7 years both funds cover.
NBGX vs SCHD Performance
Neuberger Berman Growth ETF (NBGX) is an ETF from Neuberger Berman ETF Trust and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NBGX returned +7.25% while SCHD returned +28.14%. Year to date, NBGX is up 5.30% versus a gain of 24.59% for SCHD.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBGX has been the more volatile fund, with annualized monthly volatility of 16.3% compared with 13.1% 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 -21.6% for NBGX and -14.0% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.05. They move largely independently of each other.
Fees and Cost Over Time
NBGX charges 0.44% per year while SCHD charges 0.06%. On a $10,000 position that is $44 vs $6 annually, a gap of $38 per year that compounds over a long holding period. On income, NBGX currently yields 0.39% against 3.00% for SCHD.
Holdings Overlap
2.9% of NBGX's money is in holdings SCHD also owns. 8.7% of SCHD's money is in holdings NBGX also owns.
SCHD and NBGX share little of their money.
2 positions in common, counted across the 54 positions we hold weights for in NBGX and 100 in SCHD, against full books of 56 and 103.
What only one of them owns
Our book lists 97 positions for SCHD that do not appear in our book for NBGX (91.3% of the fund), and 46 for NBGX that do not appear in SCHD (85.6%).
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 NBGX and SCHD 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, NBGX or SCHD?
NBGX has an expense ratio of 0.44% while SCHD charges 0.06%. SCHD is the cheaper option, by $38 a year on a $10,000 investment.
Which performed better, NBGX or SCHD?
Over the past year NBGX returned +7.25% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Over the longest common window we track (2 years), NBGX annualized +11.98% vs +18.15% for SCHD. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBGX or SCHD?
NBGX has been the more volatile fund at 16.3% annualized versus 13.1% for SCHD. Worst drawdown: NBGX -21.6% vs SCHD -14.0%.
Should I hold both NBGX and SCHD?
NBGX and SCHD have a monthly-return correlation of 0.05, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between NBGX and SCHD?
8.7% of SCHD's money is in holdings NBGX also owns. 8.7% of SCHD's is in holdings NBGX also owns. They hold 2 positions in common, counted across the 54 positions we hold weights for in NBGX and 100 in SCHD.
Which pays a higher dividend, NBGX or SCHD?
NBGX yields 0.39% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.
Is SCHD better than NBGX?
SCHD has a lower expense ratio. SCHD led over 1Y and the full window. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 52.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.