NBXG vs SCHD
Neuberger Berman Next Generation Connectivity Fund Inc vs Schwab US Dividend Equity ETF
Which is better, NBXG or SCHD?
Large Cap Blend against Large Cap Value.
SCHD has a lower expense ratio. NBXG led over 3Y, SCHD over 1Y, 5Y 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 | NBXG | SCHD |
|---|---|---|
| Expense Ratio | 1.30% | 0.06%Best |
| AUM | - | $112.1B |
| Dividend Yield | 8.12% | 3.00% |
| Holdings | 137 | 103 |
| YTD Return | +11.79% | +24.59%Best |
| 1Y Return | +11.75% | +28.14%Best |
| 3Y Return (annualized) | +23.46%Best | +15.58% |
| 5Y Return (annualized) | +4.82% | +9.90%Best |
| Volatility (annualized) | 22.4% | 14.6%Best |
| Max Drawdown | -51.8% | -16.9%Best |
| $10,000 over 5 years | $12,654 | $16,032Best |
| Fund Family | Neuberger Berman | Charles Schwab Asset Management |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Value |
| Inception | May 25, 2021 | Oct 20, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: May 26, 2021 to Sep 10, 2026 (5.3 years).
NBXG vs SCHD 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 5.3 years both funds cover.
NBXG vs SCHD Performance
Neuberger Berman Next Generation Connectivity Fund Inc (NBXG) is an ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management. Over the past year NBXG returned +11.75% while SCHD returned +28.14%. Year to date, NBXG is up 11.79% versus a gain of 24.59% for SCHD.
Over three years, NBXG compounded at +23.46% per year against +15.58% for SCHD; over five years the annualized figures are +4.82% and +9.90% respectively.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NBXG has been the more volatile fund, with annualized monthly volatility of 22.4% compared with 14.6% for SCHD. 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 -51.8% for NBXG and -16.9% for SCHD. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.39. They move together some of the time, and apart the rest.
Fees and Cost Over Time
NBXG charges 1.30% per year while SCHD charges 0.06%. On a $10,000 position that is $130 vs $6 annually, a gap of $124 per year that compounds over a long holding period. On income, NBXG currently yields 8.12% against 3.00% for SCHD.
Holdings Overlap
At least 0.1% of SCHD's money is in holdings NBXG also owns.
Stated as a floor: for NBXG, our book for it covers 90.5% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
We cannot see either book well enough to say how much of this pair is duplicated.
The two holdings books were reported 212 days apart, NBXG as of Jan 31, 2026 and SCHD as of Aug 31, 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 52 positions we hold weights for in NBXG and 100 in SCHD, against full books of 137 and 103.
Top Shared Holdings
| Stock | Weight in NBXG | Weight in SCHD | Difference |
|---|---|---|---|
| GVMXXSsi Us Gov Money Market Class | 1.04% | 0.06% | 0.98% |
You are not choosing between two funds in isolation.
Whichever of NBXG and SCHD 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, NBXG or SCHD?
NBXG has an expense ratio of 1.30% while SCHD charges 0.06%. SCHD is the cheaper option, by $124 a year on a $10,000 investment.
Which performed better, NBXG or SCHD?
Over the past year NBXG returned +11.75% vs +28.14% for SCHD, so SCHD leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NBXG or SCHD?
NBXG has been the more volatile fund at 22.4% annualized versus 14.6% for SCHD. Worst drawdown: NBXG -51.8% vs SCHD -16.9%.
Should I hold both NBXG and SCHD?
NBXG and SCHD have a monthly-return correlation of 0.39, 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, NBXG or SCHD?
NBXG yields 8.12% while SCHD yields 3.00%, so NBXG currently pays the higher dividend yield.
Is SCHD better than NBXG?
SCHD has a lower expense ratio. NBXG led over 3Y, SCHD over 1Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.