NBJP vs VTI
Neuberger Berman Japan Equity ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. NBJP delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | NBJP | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.50% | 0.03% | |
| AUM | $130M | $666.9B | |
| Dividend Yield | 1.98% | 1.07% | |
| Holdings | 61 | 3,543 | |
| YTD Return | +14.34% | +12.65% | |
| 1Y Return | +21.40% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 16.6% | 15.3% | |
| Max Drawdown | -14.3% | -56.6% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Sep 11, 2024 | May 24, 2001 |
NBJP vs VTI Performance
Neuberger Berman Japan Equity ETF (NBJP) is a ETF from Neuberger Berman and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NBJP returned +21.40% while VTI returned +21.39%. Year to date, NBJP is up 14.34% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
NBJP has been the more volatile fund, with annualized monthly volatility of 16.6% compared with 15.3% for VTI. 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 -14.3% for NBJP and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.53. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBJP charges 0.50% per year while VTI charges 0.03%. On a $10,000 position that is $50 vs $3 annually, a gap of $47 per year that compounds over a long holding period. On income, NBJP currently yields 1.98% against 1.07% for VTI.
Holdings Overlap
NBJP and VTI share 0 holdings out of 2847 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, NBJP or VTI?
NBJP has an expense ratio of 0.50% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $47 per year of difference.
Which performed better, NBJP or VTI?
Over the past year NBJP returned +21.40% vs +21.39% for VTI, so NBJP leads on 1-year performance. Over the longest common window we track (2 years), NBJP annualized +21.09% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, NBJP or VTI?
NBJP has been the more volatile fund at 16.6% annualized versus 15.3% for VTI. Worst drawdown: NBJP -14.3% vs VTI -56.6%.
Should I hold both NBJP and VTI?
NBJP and VTI have a monthly-return correlation of 0.53, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBJP and VTI?
NBJP and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2847 unique securities.
Which pays a higher dividend, NBJP or VTI?
NBJP yields 1.98% while VTI yields 1.07%, so NBJP currently pays the higher dividend yield.
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