NBSD vs QQQ
NBSD vs QQQ
Neuberger Berman Short Duration Income ETF vs Invesco QQQ Trust, Series 1
Quick Verdict
QQQ has a lower expense ratio. QQQ delivered stronger 1-year returns. NBSD offers more diversification with 410 holdings.
Side-by-Side Comparison
| Metric | NBSD | QQQ | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.18% | |
| AUM | $1.2B | $455.8B | |
| Dividend Yield | 4.79% | 0.41% | |
| Holdings | 880 | 108 | |
| YTD Return | +1.36% | +12.48% | |
| 1Y Return | +4.23% | +22.35% | |
| 3Y Return (annualized) | - | +22.30% | |
| 5Y Return (annualized) | - | +14.24% | |
| Volatility (annualized) | 2.1% | 30.6% | |
| Max Drawdown | -2.6% | -83.0% | |
| Fund Family | Neuberger Berman | Invesco (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 24, 2024 | Mar 10, 1999 |
NBSD vs QQQ Performance
Neuberger Berman Short Duration Income ETF (NBSD) is a ETF from Neuberger Berman and Invesco QQQ Trust, Series 1 (QQQ) is a ETF from Invesco (US). Over the past year NBSD returned +4.23% while QQQ returned +22.35%. Year to date, NBSD is up 1.36% versus a gain of 12.48% for QQQ.
Risk: Volatility and Drawdowns
QQQ has been the more volatile fund, with annualized monthly volatility of 30.6% compared with 2.1% for NBSD. 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 -2.6% for NBSD and -83.0% for QQQ. 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 0.08. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBSD charges 0.35% per year while QQQ charges 0.18%. On a $10,000 position that is $35 vs $18 annually, a gap of $17 per year that compounds over a long holding period. On income, NBSD currently yields 4.79% against 0.41% for QQQ.
Holdings Overlap
NBSD and QQQ share 0 holdings out of 513 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, NBSD or QQQ?
NBSD has an expense ratio of 0.35% while QQQ charges 0.18%. QQQ is the cheaper option. On a $10,000 investment, that is $17 per year of difference.
Which performed better, NBSD or QQQ?
Over the past year NBSD returned +4.23% vs +22.35% for QQQ, so QQQ leads on 1-year performance. Over the longest common window we track (2 years), NBSD annualized +5.49% vs +12.91% for QQQ. Past performance does not guarantee future results.
Which is riskier, NBSD or QQQ?
QQQ has been the more volatile fund at 30.6% annualized versus 2.1% for NBSD. Worst drawdown: NBSD -2.6% vs QQQ -83.0%.
Should I hold both NBSD and QQQ?
NBSD and QQQ have a monthly-return correlation of 0.08, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBSD and QQQ?
NBSD and QQQ share 0 common holdings with a 0.0% weight overlap. Combined, they hold 513 unique securities.
Which pays a higher dividend, NBSD or QQQ?
NBSD yields 4.79% while QQQ yields 0.41%, so NBSD currently pays the higher dividend yield.
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