NBSD vs VYM
Neuberger Berman Short Duration Income ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. NBSD offers more diversification with 1,073 holdings.
Side-by-Side Comparison
| Metric | NBSD | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.04% | |
| AUM | $1.3B | $81.6B | |
| Dividend Yield | 4.76% | 2.24% | |
| Holdings | 1,073 | 616 | |
| YTD Return | +1.72% | +15.42% | |
| 1Y Return | +3.55% | +22.36% | |
| 3Y Return (annualized) | - | +19.06% | |
| 5Y Return (annualized) | - | +12.20% | |
| Volatility (annualized) | 2.1% | 14.6% | |
| Max Drawdown | -2.6% | -58.8% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 24, 2024 | Nov 10, 2006 |
NBSD vs VYM Performance
Neuberger Berman Short Duration Income ETF (NBSD) is a ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NBSD returned +3.55% while VYM returned +22.36%. Year to date, NBSD is up 1.72% versus a gain of 15.42% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% 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 -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 0.43. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBSD charges 0.35% per year while VYM charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, NBSD currently yields 4.76% against 2.24% for VYM.
Holdings Overlap
NBSD and VYM share 1 holdings out of 1001 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 VYM | Difference |
|---|---|---|---|
| GS | 0.43% | 1.15% | 0.72% |
Frequently Asked Questions
Which is cheaper, NBSD or VYM?
NBSD has an expense ratio of 0.35% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $31 per year of difference.
Which performed better, NBSD or VYM?
Over the past year NBSD returned +3.55% vs +22.36% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBSD annualized +5.49% vs +7.04% for VYM. Past performance does not guarantee future results.
Which is riskier, NBSD or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 2.1% for NBSD. Worst drawdown: NBSD -2.6% vs VYM -58.8%.
Should I hold both NBSD and VYM?
NBSD and VYM have a monthly-return correlation of 0.43, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBSD and VYM?
NBSD and VYM share 1 common holdings with a 0.4% weight overlap. Combined, they hold 1001 unique securities.
Which pays a higher dividend, NBSD or VYM?
NBSD yields 4.76% while VYM yields 2.24%, so NBSD currently pays the higher dividend yield.
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