NBCR vs VYM
NBCR vs VYM
Neuberger Berman Core Equity ETF vs Vanguard High Dividend Yield ETF
Quick Verdict
VYM has a lower expense ratio. VYM delivered stronger 1-year returns. VYM offers more diversification with 558 holdings.
Side-by-Side Comparison
| Metric | NBCR | VYM | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.04% | |
| AUM | $829M | $79.0B | |
| Dividend Yield | 0.43% | 2.86% | |
| Holdings | 211 | 568 | |
| YTD Return | +8.44% | +13.82% | |
| 1Y Return | +17.11% | +24.08% | |
| 3Y Return (annualized) | - | +17.72% | |
| 5Y Return (annualized) | - | +12.13% | |
| Volatility (annualized) | 12.6% | 14.6% | |
| Max Drawdown | -18.2% | -58.8% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jul 31, 2024 | Nov 10, 2006 |
NBCR vs VYM Performance
Neuberger Berman Core Equity ETF (NBCR) is a ETF from Neuberger Berman and Vanguard High Dividend Yield ETF (VYM) is a ETF from Vanguard (US). Over the past year NBCR returned +17.11% while VYM returned +24.08%. Year to date, NBCR is up 8.44% versus a gain of 13.82% for VYM.
Risk: Volatility and Drawdowns
VYM has been the more volatile fund, with annualized monthly volatility of 14.6% compared with 12.6% 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 -58.8% for VYM. 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 0.78. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
NBCR charges 0.29% per year while VYM charges 0.04%. On a $10,000 position that is $29 vs $4 annually, a gap of $25 per year that compounds over a long holding period. On income, NBCR currently yields 0.43% against 2.86% for VYM.
Holdings Overlap
NBCR and VYM share 75 holdings out of 690 unique holdings combined, representing a 25.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NBCR | Weight in VYM | Difference |
|---|---|---|---|
| AVGO | 3.00% | 6.47% | 3.47% |
| JPM | 1.27% | 3.36% | 2.09% |
| XOM | 1.11% | 2.83% | 1.72% |
| JNJ | Pro | Pro | Pro |
| HD | Pro | Pro | Pro |
| PG | Pro | Pro | Pro |
| CAT | Pro | Pro | Pro |
| KO | Pro | Pro | Pro |
| MRK | Pro | Pro | Pro |
| UNH | Pro | Pro | Pro |
See all 10 holdings NBCR shares with VYM 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 VYM?
NBCR has an expense ratio of 0.29% while VYM charges 0.04%. VYM is the cheaper option. On a $10,000 investment, that is $25 per year of difference.
Which performed better, NBCR or VYM?
Over the past year NBCR returned +17.11% vs +24.08% for VYM, so VYM leads on 1-year performance. Over the longest common window we track (2 years), NBCR annualized +17.35% vs +6.98% for VYM. Past performance does not guarantee future results.
Which is riskier, NBCR or VYM?
VYM has been the more volatile fund at 14.6% annualized versus 12.6% for NBCR. Worst drawdown: NBCR -18.2% vs VYM -58.8%.
Should I hold both NBCR and VYM?
NBCR and VYM have a monthly-return correlation of 0.78, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBCR and VYM?
NBCR and VYM share 75 common holdings with a 25.2% weight overlap. Combined, they hold 690 unique securities.
Which pays a higher dividend, NBCR or VYM?
NBCR yields 0.43% while VYM yields 2.86%, so VYM currently pays the higher dividend yield.
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