NBOS vs QQQ
Neuberger Berman Option Strategy ETF vs Invesco QQQ Trust, Series 1
Which is better, NBOS or QQQ?
Option Writing against Large Cap Growth.
QQQ has a lower expense ratio. NBOS led over 1Y, QQQ over the full window.
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 | NBOS | QQQ |
|---|---|---|
| Expense Ratio | 0.57% | 0.18%Best |
| AUM | $529M | $437.3B |
| Dividend Yield | 8.22% | 0.43% |
| Holdings | 69 | 208 |
| YTD Return | +10.90% | +12.98%Best |
| 1Y Return | +13.10%Best | +11.59% |
| 3Y Return (annualized) | - | +23.05% |
| 5Y Return (annualized) | - | +12.74% |
| Volatility (annualized) | 5.5%Best | 17.4% |
| Max Drawdown | -12.7%Best | -22.8% |
| $10,000 over 2.8 years | $13,883 | $16,402Best |
| Fund Family | Neuberger Berman | Invesco (US) |
| Category | Alternative | Equity |
| Style | Option Writing | Large Cap Growth |
| Inception | Jan 29, 2024 | Mar 10, 1999 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Jan 29, 2024 to Nov 11, 2026 (2.8 years).
NBOS vs QQQ 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 2.8 years both funds cover.
NBOS vs QQQ Performance
Neuberger Berman Option Strategy ETF (NBOS) is an ETF from Neuberger Berman and Invesco QQQ Trust, Series 1 (QQQ) is an ETF from Invesco (US). Over the past year NBOS returned +13.10% while QQQ returned +11.59%. Year to date, NBOS is up 10.90% versus a gain of 12.98% for QQQ.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 17.4% compared with 5.5% for NBOS. 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 -12.7% for NBOS and -22.8% for QQQ. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.76. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NBOS charges 0.57% per year while QQQ charges 0.18%. On a $10,000 position that is $57 vs $18 annually, a gap of $39 per year that compounds over a long holding period. On income, NBOS currently yields 8.22% against 0.43% for QQQ.
You are not choosing between two funds in isolation.
Whichever of NBOS and QQQ 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, NBOS or QQQ?
NBOS has an expense ratio of 0.57% while QQQ charges 0.18%. QQQ is the cheaper option, by $39 a year on a $10,000 investment.
Which performed better, NBOS or QQQ?
Over the past year NBOS returned +13.10% vs +11.59% for QQQ, so NBOS leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBOS or QQQ?
QQQ has been the more volatile fund at 17.4% annualized versus 5.5% for NBOS. Worst drawdown: NBOS -12.7% vs QQQ -22.8%.
Should I hold both NBOS and QQQ?
NBOS and QQQ have a monthly-return correlation of 0.76, 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, NBOS or QQQ?
NBOS yields 8.22% while QQQ yields 0.43%, so NBOS currently pays the higher dividend yield.
Is QQQ better than NBOS?
QQQ has a lower expense ratio. NBOS led over 1Y, QQQ over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.