NBSD vs VOO
Neuberger Berman Short Duration Income ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. NBSD offers more diversification with 1,073 holdings.
Side-by-Side Comparison
| Metric | NBSD | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $1.3B | $997.4B | |
| Dividend Yield | 4.76% | 1.08% | |
| Holdings | 1,073 | 509 | |
| YTD Return | +1.72% | +12.68% | |
| 1Y Return | +3.85% | +21.87% | |
| 3Y Return (annualized) | - | +22.06% | |
| 5Y Return (annualized) | - | +12.95% | |
| Volatility (annualized) | 2.1% | 14.1% | |
| Max Drawdown | -2.6% | -34.3% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 24, 2024 | Sep 7, 2010 |
NBSD vs VOO Performance
Neuberger Berman Short Duration Income ETF (NBSD) is a ETF from Neuberger Berman and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NBSD returned +3.85% while VOO returned +21.87%. Year to date, NBSD is up 1.72% versus a gain of 12.68% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 2.1% for NBSD. 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 -2.6% for NBSD and -34.3% for VOO. 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBSD charges 0.35% per year while VOO charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, NBSD currently yields 4.76% against 1.08% for VOO.
Holdings Overlap
NBSD and VOO share 1 holdings out of 903 unique holdings combined, representing a 0.4% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NBSD | Weight in VOO | Difference |
|---|---|---|---|
| GS | 0.43% | 0.44% | 0.01% |
Frequently Asked Questions
Which is cheaper, NBSD or VOO?
NBSD has an expense ratio of 0.35% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, NBSD or VOO?
Over the past year NBSD returned +3.85% vs +21.87% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NBSD annualized +5.51% vs +13.47% for VOO. Past performance does not guarantee future results.
Which is riskier, NBSD or VOO?
VOO has been the more volatile fund at 14.1% annualized versus 2.1% for NBSD. Worst drawdown: NBSD -2.6% vs VOO -34.3%.
Should I hold both NBSD and VOO?
NBSD and VOO have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBSD and VOO?
NBSD and VOO share 1 common holdings with a 0.4% weight overlap. Combined, they hold 903 unique securities.
Which pays a higher dividend, NBSD or VOO?
NBSD yields 4.76% while VOO yields 1.08%, so NBSD currently pays the higher dividend yield.
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