NBSD vs VTI
NBSD vs VTI
Neuberger Berman Short Duration Income ETF vs Vanguard Total Stock Market ETF
Quick Verdict
VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.
Side-by-Side Comparison
| Metric | NBSD | VTI | Winner |
|---|---|---|---|
| Expense Ratio | 0.35% | 0.03% | |
| AUM | $1.2B | $663.5B | |
| Dividend Yield | 4.79% | 1.07% | |
| Holdings | 880 | 3,543 | |
| YTD Return | +1.58% | +13.39% | |
| 1Y Return | +3.87% | +23.21% | |
| 3Y Return (annualized) | - | +20.65% | |
| 5Y Return (annualized) | - | +12.18% | |
| Volatility (annualized) | 2.1% | 15.3% | |
| Max Drawdown | -2.6% | -56.6% | |
| Fund Family | Neuberger Berman | Vanguard (US) | |
| Category | Fixed Income | Equity | |
| Inception | Jun 24, 2024 | May 24, 2001 |
NBSD vs VTI Performance
Neuberger Berman Short Duration Income ETF (NBSD) is a ETF from Neuberger Berman and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year NBSD returned +3.87% while VTI returned +23.21%. Year to date, NBSD is up 1.58% versus a gain of 13.39% for VTI.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 15.3% 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 -56.6% for VTI. 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 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
NBSD charges 0.35% per year while VTI charges 0.03%. On a $10,000 position that is $35 vs $3 annually, a gap of $32 per year that compounds over a long holding period. On income, NBSD currently yields 4.79% against 1.07% for VTI.
Holdings Overlap
NBSD and VTI share 1 holdings out of 3192 unique holdings combined, representing a 0.2% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Top Shared Holdings
| Stock | Weight in NBSD | Weight in VTI | Difference |
|---|---|---|---|
| GS | 0.20% | 0.39% | 0.19% |
Frequently Asked Questions
Which is cheaper, NBSD or VTI?
NBSD has an expense ratio of 0.35% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $32 per year of difference.
Which performed better, NBSD or VTI?
Over the past year NBSD returned +3.87% vs +23.21% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (2 years), NBSD annualized +5.55% vs +8.11% for VTI. Past performance does not guarantee future results.
Which is riskier, NBSD or VTI?
VTI has been the more volatile fund at 15.3% annualized versus 2.1% for NBSD. Worst drawdown: NBSD -2.6% vs VTI -56.6%.
Should I hold both NBSD and VTI?
NBSD and VTI have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between NBSD and VTI?
NBSD and VTI share 1 common holdings with a 0.2% weight overlap. Combined, they hold 3192 unique securities.
Which pays a higher dividend, NBSD or VTI?
NBSD yields 4.79% while VTI yields 1.07%, so NBSD currently pays the higher dividend yield.
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