NBCC vs VYM

NBCC vs VYM

Which is better, NBCC or VYM?

Large Cap Growth against Large Cap Value.

VYM has a lower expense ratio. NBCC led over 1Y, VYM over the full window.

Lower Fees: VYMHigher Returns: split

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

MetricNBCCVYM
Expense Ratio0.55%0.04%Best
AUM$7M$78.9B
Dividend Yield0.69%2.37%
Holdings4608
Volatility (annualized)20.3%15.0%Best
Max Drawdown-27.5%-15.8%Best
$10,000 over 3.4 years$10,226$13,514Best
Fund FamilyNeuberger BermanVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Value
InceptionApr 6, 2022Nov 10, 2006

Not shown on this pair: YTD Return, 1Y Return, 3Y Return (annualized), 5Y Return (annualized), Top 10 Weight.

The two price series end 426 days apart, so a return over any period would be measuring two different stretches of market. Those rows are withheld. NBCC has data through Aug 14, 2025 and VYM through Oct 14, 2026.

Volatility and max drawdown, and the $10,000 over 3.4 years row, are measured over the window both funds cover: Apr 7, 2022 to Aug 14, 2025 (3.4 years).

Risk: Volatility and Drawdowns

NBCC has been the more volatile fund, with annualized monthly volatility of 20.3% compared with 15.0% for VYM. 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 -27.5% for NBCC and -15.8% for VYM. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.67. They move together some of the time, and apart the rest.

Fees and Cost Over Time

NBCC charges 0.55% per year while VYM charges 0.04%. On a $10,000 position that is $55 vs $4 annually, a gap of $51 per year that compounds over a long holding period. On income, NBCC currently yields 0.69% against 2.37% for VYM.

You are not choosing between two funds in isolation.

Whichever of NBCC and VYM you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

NBCCVYM

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NBCC or VYM?

NBCC has an expense ratio of 0.55% while VYM charges 0.04%. VYM is the cheaper option, by $51 a year on a $10,000 investment.

Which is riskier, NBCC or VYM?

NBCC has been the more volatile fund at 20.3% annualized versus 15.0% for VYM. Worst drawdown: NBCC -27.5% vs VYM -15.8%.

Should I hold both NBCC and VYM?

NBCC and VYM have a monthly-return correlation of 0.67, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, NBCC or VYM?

NBCC yields 0.69% while VYM yields 2.37%, so VYM currently pays the higher dividend yield.

Is VYM better than NBCC?

VYM has a lower expense ratio. NBCC led over 1Y, VYM over the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.