NBGX vs VXUS

NBGX vs VXUS

Which is better, NBGX or VXUS?

Large Cap Growth against Large Cap Blend.

VXUS has a lower expense ratio. VXUS led over 1Y and the full window.

Lower Fees: VXUSHigher Returns: VXUS

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

MetricNBGXVXUS
Expense Ratio0.44%0.05%Best
AUM$15M$163.2B
Dividend Yield0.38%2.34%
Holdings1128,844
YTD Return+8.10%+10.00%Best
1Y Return+9.56%+17.01%Best
3Y Return (annualized)-+19.55%
5Y Return (annualized)-+8.55%
Volatility (annualized)15.8%11.7%Best
Max Drawdown-21.6%-13.6%Best
$10,000 over 1.8 years$12,451$14,746Best
Fund FamilyNeuberger Berman ETF TrustVanguard (US)
CategoryEquityEquity
StyleLarge Cap GrowthLarge Cap Blend
InceptionDec 18, 2024Jan 26, 2011

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown, and the $10,000 over 1.8 years row, are measured over the window both funds cover: Dec 19, 2024 to Oct 14, 2026 (1.8 years).

NBGX vs VXUS 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 1.8 years both funds cover.

NBGX vs VXUS Performance

Neuberger Berman Growth ETF (NBGX) is an ETF from Neuberger Berman ETF Trust and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year NBGX returned +9.56% while VXUS returned +17.01%. Year to date, NBGX is up 8.10% versus a gain of 10.00% for VXUS.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

NBGX has been the more volatile fund, with annualized monthly volatility of 15.8% compared with 11.7% for VXUS. 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 -21.6% for NBGX and -13.6% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.54. They move together some of the time, and apart the rest.

Fees and Cost Over Time

NBGX charges 0.44% per year while VXUS charges 0.05%. On a $10,000 position that is $44 vs $5 annually, a gap of $39 per year that compounds over a long holding period. On income, NBGX currently yields 0.38% against 2.34% for VXUS.

Holdings Overlap

NBGX already in VXUS2.4%

At least 2.4% of NBGX's money is in holdings VXUS also owns.

Stated as a floor: for VXUS, our book for it covers 91.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

NBGX and VXUS share little of their money.

2 positions in common, counted across the 58 positions we hold weights for in NBGX and 8,425 in VXUS, against full books of 112 and 8,844.

Top Shared Holdings

StockWeight in NBGXWeight in VXUSDifference
BAM:CABrookfield Asset Management Ltd. Cl A Ltd Vtg Shs1.47%0.04%1.43%
SHOP:CAShopify Inc0.97%0.39%0.58%

You are not choosing between two funds in isolation.

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

NBGXVXUS

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, NBGX or VXUS?

NBGX has an expense ratio of 0.44% while VXUS charges 0.05%. VXUS is the cheaper option, by $39 a year on a $10,000 investment.

Which performed better, NBGX or VXUS?

Over the past year NBGX returned +9.56% vs +17.01% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (2 years), NBGX annualized +12.95% vs +24.08% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, NBGX or VXUS?

NBGX has been the more volatile fund at 15.8% annualized versus 11.7% for VXUS. Worst drawdown: NBGX -21.6% vs VXUS -13.6%.

Should I hold both NBGX and VXUS?

NBGX and VXUS have a monthly-return correlation of 0.54, 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 NBGX and VXUS?

At least 2.4% of NBGX's money is in holdings VXUS also owns. Our book for VXUS is partial, so the real figure is this or higher. They hold 2 positions in common, counted across the 58 positions we hold weights for in NBGX and 8,425 in VXUS.

Which pays a higher dividend, NBGX or VXUS?

NBGX yields 0.38% while VXUS yields 2.34%, so VXUS currently pays the higher dividend yield.

Is VXUS better than NBGX?

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