NBIE vs SCHD

NBIE vs SCHD
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Quick Verdict

SCHD has a lower expense ratio. NBIE offers more diversification with 263 holdings.

Lower Fees: SCHDHigher Returns: TiedMore Diversified: NBIE

Side-by-Side Comparison

MetricNBIESCHDWinner
Expense Ratio0.29%0.06%
AUM$253M$108.7B
Dividend Yield0.00%3.13%
Holdings263104
YTD Return+11.05%+28.70%
1Y Return-+32.27%
3Y Return (annualized)-+17.27%
5Y Return (annualized)-+10.23%
Volatility (annualized)-13.7%
Max Drawdown-5.8%-33.4%
Fund FamilyNeuberger BermanCharles Schwab Asset Management
CategoryEquityEquity
InceptionMar 6, 2026Oct 20, 2011

NBIE vs SCHD Performance

Neuberger International Core Equity ETF (NBIE) is a ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NBIE is up 11.05% versus a gain of 28.70% for SCHD.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -5.8% for NBIE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

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 3.13% for SCHD.

Holdings Overlap

0.0%overlap

NBIE and SCHD share 0 holdings out of 341 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $23 per year of difference.

What is the holdings overlap between NBIE and SCHD?

NBIE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 341 unique securities.

Which pays a higher dividend, NBIE or SCHD?

NBIE yields 0.00% while SCHD yields 3.13%, so SCHD currently pays the higher dividend yield.

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