NBCR vs VOO
NBCR vs VOO
Neuberger Berman Core Equity ETF vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.
Side-by-Side Comparison
| Metric | NBCR | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.03% | |
| AUM | $829M | $979.0B | |
| Dividend Yield | 0.43% | 1.09% | |
| Holdings | 211 | 509 | |
| YTD Return | +6.85% | +9.95% | |
| 1Y Return | +15.41% | +19.58% | |
| 3Y Return (annualized) | - | +19.43% | |
| 5Y Return (annualized) | - | +12.89% | |
| Volatility (annualized) | 12.8% | 14.2% | |
| Max Drawdown | -18.2% | -34.3% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 31, 2024 | Sep 7, 2010 |
NBCR vs VOO Performance
Neuberger Berman Core Equity ETF (NBCR) is a ETF from Neuberger Berman and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year NBCR returned +15.41% while VOO returned +19.58%. Year to date, NBCR is up 6.85% versus a gain of 9.95% for VOO.
Risk: Volatility and Drawdowns
VOO has been the more volatile fund, with annualized monthly volatility of 14.2% compared with 12.8% for NBCR. 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 -18.2% for NBCR and -34.3% for VOO. 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 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NBCR charges 0.29% per year while VOO charges 0.03%. On a $10,000 position that is $29 vs $3 annually, a gap of $26 per year that compounds over a long holding period. On income, NBCR currently yields 0.43% against 1.09% for VOO.
Holdings Overlap
NBCR and VOO share 159 holdings out of 553 unique holdings combined, representing a 62.3% weight overlap.
High overlap means holding both may not provide much additional diversification.
Top Shared Holdings
| Stock | Weight in NBCR | Weight in VOO | Difference |
|---|---|---|---|
| NVDA | 8.02% | 7.51% | 0.51% |
| AAPL | 6.38% | 6.59% | 0.21% |
| MSFT | 4.89% | 4.30% | 0.59% |
| AMZN | Pro | Pro | Pro |
| GOOG | Pro | Pro | Pro |
| AVGO | Pro | Pro | Pro |
| META | Pro | Pro | Pro |
| TSLA | Pro | Pro | Pro |
| LLY | Pro | Pro | Pro |
| AMD | Pro | Pro | Pro |
See all 10 holdings NBCR shares with VOO Exact weights in each fund and the difference, for every overlapping position. Get FundXLS Pro: $29/moFirst 500 subscribers, then $49/mo. Cancel anytime. | |||
Frequently Asked Questions
Which is cheaper, NBCR or VOO?
NBCR has an expense ratio of 0.29% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $26 per year of difference.
Which performed better, NBCR or VOO?
Over the past year NBCR returned +15.41% vs +19.58% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), NBCR annualized +16.57% vs +13.35% for VOO. Past performance does not guarantee future results.
Which is riskier, NBCR or VOO?
VOO has been the more volatile fund at 14.2% annualized versus 12.8% for NBCR. Worst drawdown: NBCR -18.2% vs VOO -34.3%.
Should I hold both NBCR and VOO?
NBCR and VOO have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between NBCR and VOO?
NBCR and VOO share 159 common holdings with a 62.3% weight overlap. Combined, they hold 553 unique securities.
Which pays a higher dividend, NBCR or VOO?
NBCR yields 0.43% while VOO yields 1.09%, so VOO currently pays the higher dividend yield.
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