NBTR vs VOO
Neuberger Berman Total Return Bond ETF vs Vanguard S&P 500 ETF
Which is better, NBTR or VOO?
Short Term Bond against Large Cap Blend.
VOO has a lower expense ratio. VOO led over 1Y and the full window.
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
| Metric | NBTR | VOO |
|---|---|---|
| Expense Ratio | 0.38% | 0.03%Best |
| AUM | $55M | $997.4B |
| Dividend Yield | 5.55% | 1.04% |
| Holdings | 444 | 509 |
| YTD Return | -1.67% | +13.31%Best |
| 1Y Return | -0.81% | +17.07%Best |
| 3Y Return (annualized) | - | +22.72% |
| 5Y Return (annualized) | - | +13.19% |
| Volatility (annualized) | 3.5%Best | 12.6% |
| Max Drawdown | -3.3%Best | -18.7% |
| $10,000 over 1.8 years | $10,604 | $13,491Best |
| Fund Family | Neuberger Berman | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Blend |
| Inception | Dec 17, 2024 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 18, 2024 to Sep 23, 2026 (1.8 years).
NBTR vs VOO 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 1.8 years both funds cover.
NBTR vs VOO Performance
Neuberger Berman Total Return Bond ETF (NBTR) is an ETF from Neuberger Berman and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year NBTR returned -0.81% while VOO returned +17.07%. Year to date, NBTR is down 1.67% versus a gain of 13.31% for VOO.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 12.6% compared with 3.5% for NBTR. 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 -3.3% for NBTR and -18.7% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.28. They move largely independently of each other.
Fees and Cost Over Time
NBTR charges 0.38% per year while VOO charges 0.03%. On a $10,000 position that is $38 vs $3 annually, a gap of $35 per year that compounds over a long holding period. On income, NBTR currently yields 5.55% against 1.04% for VOO.
Holdings Overlap
We hold position weights for 184 holdings in NBTR and 494 in VOO, totalling 46.4% and 99.5% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 184 positions we hold weights for in NBTR and 494 in VOO, against full books of 444 and 509.
You are not choosing between two funds in isolation.
Whichever of NBTR and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, NBTR or VOO?
NBTR has an expense ratio of 0.38% while VOO charges 0.03%. VOO is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, NBTR or VOO?
Over the past year NBTR returned -0.81% vs +17.07% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NBTR annualized +3.31% vs +18.10% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBTR or VOO?
VOO has been the more volatile fund at 12.6% annualized versus 3.5% for NBTR. Worst drawdown: NBTR -3.3% vs VOO -18.7%.
Should I hold both NBTR and VOO?
NBTR and VOO have a monthly-return correlation of 0.28, 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, NBTR or VOO?
NBTR yields 5.55% while VOO yields 1.04%, so NBTR currently pays the higher dividend yield.
Is VOO better than NBTR?
VOO has a lower expense ratio. VOO 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.