NBOS vs VTI
Neuberger Berman Option Strategy ETF vs Vanguard Morningstar Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.
Side-by-Side Comparison
| Metric | NBOS | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.03% | |
| AUM | $536M | $666.9B | |
| Dividend Yield | 8.07% | 1.07% | |
| Holdings | 35 | 3,543 | |
| YTD Return | +8.98% | +12.65% | |
| 1Y Return | +16.63% | +21.39% | |
| 3Y Return (annualized) | - | +21.54% | |
| 5Y Return (annualized) | - | +12.11% | |
| Volatility (annualized) | 5.8% | 15.3% | |
| Max Drawdown | -12.7% | -56.6% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 29, 2024 | May 24, 2001 |
NBOS vs VTI Performance
Neuberger Berman Option Strategy ETF (NBOS) is a ETF from Neuberger Berman and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NBOS returned +16.63% while VTI returned +21.39%. Year to date, NBOS is up 8.98% versus a gain of 12.65% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% compared with 5.8% 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 -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 0.91. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NBOS charges 0.57% per year while VTI charges 0.03%. On a $10,000 position that is $57 vs $3 annually, a gap of $54 per year that compounds over a long holding period. On income, NBOS currently yields 8.07% against 1.07% for VTI.
Holdings Overlap
NBOS and VTI share 0 holdings out of 2796 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, NBOS or VTI?
NBOS has an expense ratio of 0.57% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $54 per year of difference.
Which performed better, NBOS or VTI?
Over the past year NBOS returned +16.63% vs +21.39% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), NBOS annualized +12.84% vs +8.07% for VTI. Past performance does not guarantee future results.
Which is riskier, NBOS or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 5.8% for NBOS. Worst drawdown: NBOS -12.7% vs VTI -56.6%.
Should I hold both NBOS and VTI?
NBOS and VTI have a monthly-return correlation of 0.91, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between NBOS and VTI?
NBOS and VTI share 0 common holdings with a 0.0% weight overlap. Combined, they hold 2796 unique securities.
Which pays a higher dividend, NBOS or VTI?
NBOS yields 8.07% while VTI yields 1.07%, so NBOS currently pays the higher dividend yield.
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