JCTR vs NBCR
JPMorgan Carbon Transition US Equity ETF vs Neuberger Berman Core Equity ETF
Which is better, JCTR or NBCR?
Nearly the same fund. JCTR costs less.
JCTR has a lower expense ratio. JCTR led over 1Y, NBCR over the full window. The two have moved almost in lockstep, correlation 0.98.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JCTR | NBCR |
|---|---|---|
| Expense Ratio | 0.15%Best | 0.29% |
| AUM | $7M | $856M |
| Dividend Yield | 0.94% | 0.42% |
| Holdings | 405 | 206 |
| Volatility (annualized) | 12.0%Tie | 12.0%Tie |
| Max Drawdown | -19.6% | -18.2%Best |
| $10,000 over 1.2 years | $12,500 | $12,539Best |
| Fund Family | J.P. Morgan Asset Management | Neuberger Berman |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Dec 9, 2020 | Jul 31, 2024 |
Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.
The two price series end 376 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. JCTR has data through Oct 3, 2025 and NBCR through Oct 14, 2026.
Volatility and max drawdown, and the $10,000 over 1.2 years row, are measured over the window both funds cover: Aug 1, 2024 to Oct 3, 2025 (1.2 years).
Risk: Volatility and Drawdowns
JCTR and NBCR have been equally volatile, both at 12.0% annualized.
The deepest peak-to-trough decline in our data was -19.6% for JCTR and -18.2% for NBCR. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.98. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
JCTR charges 0.15% per year while NBCR charges 0.29%. On a $10,000 position that is $15 vs $29 annually, a gap of $14 per year that compounds over a long holding period. On income, JCTR currently yields 0.94% against 0.42% for NBCR.
You are not choosing between two funds in isolation.
Whichever of JCTR and NBCR you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JCTR or NBCR?
JCTR has an expense ratio of 0.15% while NBCR charges 0.29%. JCTR is the cheaper option, by $14 a year on a $10,000 investment.
Which is riskier, JCTR or NBCR?
JCTR and NBCR have been equally volatile, both at 12.0% annualized. Worst drawdown: JCTR -19.6% vs NBCR -18.2%.
Should I hold both JCTR and NBCR?
JCTR and NBCR have a monthly-return correlation of 0.98, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
Which pays a higher dividend, JCTR or NBCR?
JCTR yields 0.94% while NBCR yields 0.42%, so JCTR currently pays the higher dividend yield.
Is NBCR better than JCTR?
JCTR has a lower expense ratio. JCTR led over 1Y, NBCR over the full window. The two have moved almost in lockstep, correlation 0.98. Which one suits a particular account depends on what it is for. This is information, not a recommendation.