NBIE vs SCHD

NBIE vs SCHD

Which is better, NBIE or SCHD?

Large Cap Blend against Large Cap Value.

SCHD has a lower expense ratio. NBIE is less concentrated, with 18.9% of the fund in its ten largest positions against 41.8%.

Lower Fees: SCHDLess Concentrated: NBIE

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

MetricNBIESCHD
Expense Ratio0.29%0.06%Best
AUM$249M$112.1B
Dividend Yield0.00%3.00%
Holdings302103
YTD Return+8.09%+25.84%Best
1Y Return-+30.18%
3Y Return (annualized)-+16.08%
5Y Return (annualized)-+9.97%
Top 10 Weight18.9%Best41.8%
Fund FamilyNeuberger BermanCharles Schwab Asset Management
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 6, 2026Oct 20, 2011

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

NBIE 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 is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

NBIE vs SCHD Performance

Neuberger International Core Equity ETF (NBIE) is an ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Year to date, NBIE is up 8.09% versus a gain of 25.84% for SCHD.

Past performance does not guarantee future results.

Fees and Cost Over Time

NBIE charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, NBIE currently yields 0.00% against 3.00% for SCHD.

Holdings Overlap

We hold position weights for 241 holdings in NBIE and 100 in SCHD, totalling 99.9% and 100.0% 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 241 positions we hold weights for in NBIE and 100 in SCHD, against full books of 302 and 103.

What only one of them owns

Our book lists 99 positions for SCHD that do not appear in our book for NBIE (99.9% of the fund), and 5 for NBIE that do not appear in SCHD (3.0%).

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 NBIE and SCHD you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NBIESCHD

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NBIE or SCHD?

NBIE has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option, by $23 a year on a $10,000 investment.

Which pays a higher dividend, NBIE or SCHD?

NBIE yields 0.00% while SCHD yields 3.00%, so SCHD currently pays the higher dividend yield.

Is SCHD better than NBIE?

SCHD has a lower expense ratio. NBIE is less concentrated, with 18.9% of the fund in its ten largest positions against 41.8%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.