NBOS vs VYM

NBOS vs VYM

Which is better, NBOS or VYM?

Option Writing against Large Cap Value.

VYM has a lower expense ratio. NBOS led over 1Y, VYM over the full window.

Lower Fees: VYMHigher Returns: split

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

MetricNBOSVYM
Expense Ratio0.57%0.04%Best
AUM$572M$83.1B
Dividend Yield8.02%2.22%
Holdings31608
YTD Return+10.69%Best+9.22%
1Y Return+15.39%Best+12.81%
3Y Return (annualized)-+18.21%
5Y Return (annualized)-+11.39%
Volatility (annualized)5.6%Best10.7%
Max Drawdown-12.7%Best-14.5%
$10,000 over 2.7 years$13,880$14,791Best
Top 10 Weight-26.1%
Fund FamilyNeuberger BermanVanguard (US)
CategoryAlternativeEquity
StyleOption WritingLarge Cap Value
InceptionJan 29, 2024Nov 10, 2006

Volatility and max drawdown, and the $10,000 over 2.7 years row, are measured over the window both funds cover: Jan 29, 2024 to Oct 1, 2026 (2.7 years).

NBOS vs VYM 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 2.7 years both funds cover.

NBOS vs VYM Performance

Neuberger Berman Option Strategy ETF (NBOS) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBOS returned +15.39% while VYM returned +12.81%. Year to date, NBOS is up 10.69% versus a gain of 9.22% for VYM.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VYM has been the more volatile fund, with annualized monthly volatility of 10.7% compared with 5.6% 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 -14.5% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.73. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

NBOS charges 0.57% per year while VYM charges 0.04%. On a $10,000 position that is $57 vs $4 annually, a gap of $53 per year that compounds over a long holding period. On income, NBOS currently yields 8.02% against 2.22% for VYM.

Holdings Overlap

We hold position weights for 9 holdings in NBOS and 557 in VYM, totalling 100.0% and 99.2% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

The two holdings books were reported 46 days apart, NBOS as of Sep 15, 2026 and VYM as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.

0 positions in common, counted across the 9 positions we hold weights for in NBOS and 557 in VYM, against full books of 31 and 608.

What only one of them owns

Our book lists 528 positions for VYM that do not appear in our book for NBOS (97.1% of the fund), and 9 for NBOS that do not appear in VYM (100.0%).

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

NBOSVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NBOS or VYM?

NBOS has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option, by $53 a year on a $10,000 investment.

Which performed better, NBOS or VYM?

Over the past year NBOS returned +15.39% vs +12.81% for VYM, 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 VYM?

VYM has been the more volatile fund at 10.7% annualized versus 5.6% for NBOS. Worst drawdown: NBOS -12.7% vs VYM -14.5%.

Should I hold both NBOS and VYM?

NBOS and VYM have a monthly-return correlation of 0.73, 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 VYM?

NBOS yields 8.02% while VYM yields 2.22%, so NBOS currently pays the higher dividend yield.

Is VYM better than NBOS?

VYM has a lower expense ratio. NBOS led over 1Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.