JMOM vs NBCR
JPMorgan US Momentum Factor ETF vs Neuberger Berman Core Equity ETF
Which is better, JMOM or NBCR?
JMOM has been ahead.
JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 36.9%.
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 | JMOM | NBCR |
|---|---|---|
| Expense Ratio | 0.12%Best | 0.29% |
| AUM | $2.8B | $856M |
| Dividend Yield | 0.75% | 0.42% |
| Holdings | 594 | 206 |
| YTD Return | +20.05%Best | +8.54% |
| 1Y Return | +22.67%Best | +12.11% |
| 3Y Return (annualized) | +26.39% | - |
| 5Y Return (annualized) | +13.72% | - |
| Volatility (annualized) | 15.1% | 12.2%Best |
| Max Drawdown | -19.5% | -18.2%Best |
| $10,000 over 2.2 years | $15,709Best | $13,791 |
| Top 10 Weight | 19.1%Best | 36.9% |
| Fund Family | J.P. Morgan Asset Management | Neuberger Berman |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Nov 8, 2017 | Jul 31, 2024 |
Volatility and max drawdown, and the $10,000 over 2.2 years row, are measured over the window both funds cover: Aug 1, 2024 to Oct 14, 2026 (2.2 years).
JMOM vs NBCR growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.2 years both funds cover.
JMOM vs NBCR Performance
JPMorgan US Momentum Factor ETF (JMOM) is an ETF from J.P. Morgan Asset Management and Neuberger Berman Core Equity ETF (NBCR) is an ETF from Neuberger Berman. Over the past year JMOM returned +22.67% while NBCR returned +12.11%. Year to date, JMOM is up 20.05% versus a gain of 8.54% for NBCR.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
JMOM has been the more volatile fund, with annualized monthly volatility of 15.1% compared with 12.2% 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 -19.5% for JMOM 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 0.86. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
JMOM charges 0.12% per year while NBCR charges 0.29%. On a $10,000 position that is $12 vs $29 annually, a gap of $17 per year that compounds over a long holding period. On income, JMOM currently yields 0.75% against 0.42% for NBCR.
Holdings Overlap
46.5% of JMOM's money is in holdings NBCR also owns. 56.8% of NBCR's money is in holdings JMOM also owns.
The two portfolios partly overlap.
69 positions in common, counted across the 285 positions we hold weights for in JMOM and 203 in NBCR, against full books of 594 and 206.
What only one of them owns
Our book lists 127 positions for NBCR that do not appear in our book for JMOM (41.4% of the fund), and 204 for JMOM that do not appear in NBCR (50.1%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in JMOM | Weight in NBCR | Difference |
|---|---|---|---|
| NVDANvidia Corp | 1.97% | 7.72% | 5.75% |
| AAPLApple, Inc | 2.03% | 6.95% | 4.92% |
| MSFTMicrosoft Corp | 2.02% | 6.03% | 4.01% |
| GOOGLAlphabet Inc | 1.96% | 3.10% | 1.14% |
| AMZNAmazon.Com Inc | 0.56% | 3.51% | 2.95% |
| AMDAdvanced Micro Devices Inc | 2.53% | 1.49% | 1.04% |
| AVGOBroadcom Inc | 1.89% | 1.83% | 0.06% |
| MUMicron Technology, Inc. | 2.12% | 1.48% | 0.64% |
| INTCIntel Corporation | 1.61% | 1.39% | 0.22% |
| JNJJohnson & Johnson - Common | 1.74% | 1.21% | 0.53% |
56.8% of NBCR is already inside JMOM.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
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Frequently Asked Questions
Which is cheaper, JMOM or NBCR?
JMOM has an expense ratio of 0.12% while NBCR charges 0.29%. JMOM is the cheaper option, by $17 a year on a $10,000 investment.
Which performed better, JMOM or NBCR?
Over the past year JMOM returned +22.67% vs +12.11% for NBCR, so JMOM leads on 1-year performance. Over the longest common window we track (2 years), JMOM annualized +22.79% vs +15.73% for NBCR. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, JMOM or NBCR?
JMOM has been the more volatile fund at 15.1% annualized versus 12.2% for NBCR. Worst drawdown: JMOM -19.5% vs NBCR -18.2%.
Should I hold both JMOM and NBCR?
JMOM and NBCR have a monthly-return correlation of 0.86, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between JMOM and NBCR?
56.8% of NBCR's money is in holdings JMOM also owns. 56.8% of NBCR's is in holdings JMOM also owns. They hold 69 positions in common, counted across the 285 positions we hold weights for in JMOM and 203 in NBCR.
Which pays a higher dividend, JMOM or NBCR?
JMOM yields 0.75% while NBCR yields 0.42%, so JMOM currently pays the higher dividend yield.
Is NBCR better than JMOM?
JMOM has a lower expense ratio. JMOM led over 1Y and the full window. JMOM is less concentrated, with 19.1% of the fund in its ten largest positions against 36.9%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.