NBSD vs VYM

NBSD vs VYM

Which is better, NBSD or VYM?

Short Term High Quality against Large Cap Value.

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

Lower Fees: VYMHigher Returns: VYM

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

MetricNBSDVYM
Expense Ratio0.35%0.04%Best
AUM$1.3B$81.6B
Dividend Yield4.76%2.22%
Holdings1,073613
YTD Return+1.20%+13.91%Best
1Y Return+2.60%+17.57%Best
3Y Return (annualized)-+18.12%
5Y Return (annualized)-+12.17%
Volatility (annualized)2.1%Best10.1%
Max Drawdown-2.6%Best-14.5%
$10,000 over 2.2 years$11,161$14,302Best
Fund FamilyNeuberger BermanVanguard (US)
CategoryFixed IncomeEquity
StyleShort Term High QualityLarge Cap Value
InceptionJun 24, 2024Nov 10, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Jun 24, 2024 to Sep 11, 2026 (2.2 years).

NBSD 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 2.2 years both funds cover.

NBSD vs VYM Performance

Neuberger Berman Short Duration Income ETF (NBSD) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBSD returned +2.60% while VYM returned +17.57%. Year to date, NBSD is up 1.20% versus a gain of 13.91% 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 10.1% 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 -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 0.45. They move together some of the time, and apart the rest.

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 2.22% for VYM.

Holdings Overlap

VYM already in NBSD1.1%

At least 1.1% of VYM's money is in holdings NBSD also owns.

Stated as a floor: for NBSD, our book for it covers 40.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

VYM and NBSD share little of their money.

The two holdings books were reported 51 days apart, NBSD as of Aug 20, 2026 and VYM as of Jun 30, 2026, so some of the difference between them is the time between the two reports rather than the funds.

1 positions in common, counted across the 385 positions we hold weights for in NBSD and 603 in VYM, against full books of 1,073 and 613.

Top Shared Holdings

StockWeight in NBSDWeight in VYMDifference
GSGoldman Sachs Group, Inc. (The), Series V0.41%1.15%0.74%

You are not choosing between two funds in isolation.

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

NBSDVYM

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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, by $31 a year on a $10,000 investment.

Which performed better, NBSD or VYM?

Over the past year NBSD returned +2.60% vs +17.57% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBSD annualized +5.12% vs +17.66% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NBSD or VYM?

VYM has been the more volatile fund at 10.1% annualized versus 2.1% for NBSD. Worst drawdown: NBSD -2.6% vs VYM -14.5%.

Should I hold both NBSD and VYM?

NBSD and VYM have a monthly-return correlation of 0.45, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between NBSD and VYM?

At least 1.1% of VYM's money is in holdings NBSD also owns. Our book for NBSD is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 385 positions we hold weights for in NBSD and 603 in VYM.

Which pays a higher dividend, NBSD or VYM?

NBSD yields 4.76% while VYM yields 2.22%, so NBSD currently pays the higher dividend yield.

Is VYM better than NBSD?

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