NBIE vs SCHD
NBIE vs SCHD
Neuberger International Core Equity ETF vs Schwab US Dividend Equity ETF
Quick Verdict
SCHD has a lower expense ratio. NBIE offers more diversification with 262 holdings.
Side-by-Side Comparison
| Metric | NBIE | SCHD | Winner |
|---|---|---|---|
| Expense Ratio | 0.29% | 0.06% | |
| AUM | $230M | $103.7B | |
| Dividend Yield | 0.00% | 3.31% | |
| Holdings | 265 | 104 | |
| YTD Return | +8.99% | +23.02% | |
| 1Y Return | - | +30.75% | |
| 3Y Return (annualized) | - | +14.89% | |
| 5Y Return (annualized) | - | +9.38% | |
| Volatility (annualized) | - | 13.6% | |
| Max Drawdown | -5.8% | -33.4% | |
| Fund Family | Neuberger Berman | Charles Schwab Asset Management | |
| Category | Equity | Equity | |
| Inception | Mar 6, 2026 | Oct 20, 2011 |
NBIE vs SCHD Performance
Neuberger International Core Equity ETF (NBIE) is a ETF from Neuberger Berman and Schwab US Dividend Equity ETF (SCHD) is a ETF from Charles Schwab Asset Management. Year to date, NBIE is up 8.99% versus a gain of 23.02% for SCHD.
Risk: Volatility and Drawdowns
The deepest peak-to-trough decline in our data was -5.8% for NBIE and -33.4% for SCHD. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
Fees and Cost Over Time
NBIE charges 0.29% per year while SCHD charges 0.06%. On a $10,000 position that is $29 vs $6 annually, a gap of $23 per year that compounds over a long holding period. On income, NBIE currently yields 0.00% against 3.31% for SCHD.
Holdings Overlap
NBIE and SCHD share 0 holdings out of 362 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, NBIE or SCHD?
NBIE has an expense ratio of 0.29% while SCHD charges 0.06%. SCHD is the cheaper option. On a $10,000 investment, that is $23 per year of difference.
What is the holdings overlap between NBIE and SCHD?
NBIE and SCHD share 0 common holdings with a 0.0% weight overlap. Combined, they hold 362 unique securities.
Which pays a higher dividend, NBIE or SCHD?
NBIE yields 0.00% while SCHD yields 3.31%, so SCHD currently pays the higher dividend yield.
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