NBTR vs VYM
Neuberger Berman Total Return Bond ETF vs Vanguard High Dividend Yield ETF
Which is better, NBTR or VYM?
Short Term Bond against Large Cap Value.
VYM has a lower expense ratio. VYM 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 | VYM |
|---|---|---|
| Expense Ratio | 0.38% | 0.04%Best |
| AUM | $55M | $81.6B |
| Dividend Yield | 5.55% | 2.22% |
| Holdings | 444 | 613 |
| YTD Return | -1.67% | +10.23%Best |
| 1Y Return | -0.81% | +14.28%Best |
| 3Y Return (annualized) | - | +17.50% |
| 5Y Return (annualized) | - | +11.60% |
| Volatility (annualized) | 3.5%Best | 10.2% |
| Max Drawdown | -3.3%Best | -14.5% |
| $10,000 over 1.8 years | $10,604 | $13,044Best |
| Fund Family | Neuberger Berman | Vanguard (US) |
| Category | Fixed Income | Equity |
| Style | Short Term Bond | Large Cap Value |
| Inception | Dec 17, 2024 | Nov 10, 2006 |
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 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 1.8 years both funds cover.
NBTR vs VYM Performance
Neuberger Berman Total Return Bond ETF (NBTR) is an ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is an ETF from Vanguard (US). Over the past year NBTR returned -0.81% while VYM returned +14.28%. Year to date, NBTR is down 1.67% versus a gain of 10.23% 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 10.2% 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 -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 0.52. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBTR charges 0.38% per year while VYM charges 0.04%. On a $10,000 position that is $38 vs $4 annually, a gap of $34 per year that compounds over a long holding period. On income, NBTR currently yields 5.55% against 2.22% for VYM.
Holdings Overlap
We hold position weights for 184 holdings in NBTR and 557 in VYM, totalling 46.4% and 99.2% 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 557 in VYM, against full books of 444 and 613.
You are not choosing between two funds in isolation.
Whichever of NBTR and VYM 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 VYM?
NBTR has an expense ratio of 0.38% while VYM charges 0.04%. VYM is the cheaper option, by $34 a year on a $10,000 investment.
Which performed better, NBTR or VYM?
Over the past year NBTR returned -0.81% vs +14.28% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBTR annualized +3.31% vs +15.91% for VYM. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBTR or VYM?
VYM has been the more volatile fund at 10.2% annualized versus 3.5% for NBTR. Worst drawdown: NBTR -3.3% vs VYM -14.5%.
Should I hold both NBTR and VYM?
NBTR and VYM have a monthly-return correlation of 0.52, 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 VYM?
NBTR yields 5.55% while VYM yields 2.22%, so NBTR currently pays the higher dividend yield.
Is VYM better than NBTR?
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.