NBOS vs VYM
Neuberger Berman Option Strategy ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 616 holdings.
Side-by-Side Comparison
| Metric | NBOS | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.57% | 0.04% | |
| AUM | $536M | $81.6B | |
| Dividend Yield | 8.07% | 2.24% | |
| Holdings | 35 | 616 | |
| YTD Return | +9.55% | +15.60% | |
| 1Y Return | +17.34% | +23.48% | |
| 3Y Return (annualized) | - | +19.07% | |
| 5Y Return (annualized) | - | +12.50% | |
| Volatility (annualized) | 5.8% | 14.6% | |
| Max Drawdown | -12.7% | -58.8% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 29, 2024 | Nov 10, 2006 |
NBOS vs VYM Performance
Neuberger Berman Option Strategy ETF (NBOS) is a ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NBOS returned +17.34% while VYM returned +23.48%. Year to date, NBOS is up 9.55% versus a gain of 15.60% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -58.8% for VYM. 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 0.77. 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 8.07% against 2.24% for VYM.
Holdings Overlap
NBOS and VYM share 0 holdings out of 612 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 VYM?
NBOS has an expense ratio of 0.57% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $53 per year of difference.
Which performed better, NBOS or VYM?
Over the past year NBOS returned +17.34% vs +23.48% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (3 years), NBOS annualized +13.08% vs +7.05% for VYM. Past performance does not guarantee future results.
Which is riskier, NBOS or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 5.8% for NBOS. Worst drawdown: NBOS -12.7% vs VYM -58.8%.
Should I hold both NBOS and VYM?
NBOS and VYM have a monthly-return correlation of 0.77, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBOS and VYM?
NBOS and VYM share 0 common holdings with a 0.0% weight overlap. Combined, they hold 612 unique securities.
Which pays a higher dividend, NBOS or VYM?
NBOS yields 8.07% while VYM yields 2.24%, so NBOS currently pays the higher dividend yield.
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