NBCC vs. NASDX
Compare and contrast key facts about Neuberger Berman Next Generation Connected Consumer ETF (NBCC) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX).
NBCC is an actively managed fund by Neuberger Berman. It was launched on Apr 6, 2022. NASDX is a passively managed fund by Blackrock that tracks the performance of the NASDAQ-100 Index. It was launched on Jan 18, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBCC or NASDX.
Correlation
The correlation between NBCC and NASDX is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
NBCC vs. NASDX - Performance Comparison
Key characteristics
NBCC:
1.40
NASDX:
0.71
NBCC:
1.96
NASDX:
1.02
NBCC:
1.24
NASDX:
1.14
NBCC:
1.73
NASDX:
1.04
NBCC:
6.44
NASDX:
2.99
NBCC:
2.68%
NASDX:
4.70%
NBCC:
12.15%
NASDX:
19.79%
NBCC:
-27.54%
NASDX:
-81.69%
NBCC:
0.00%
NASDX:
-3.67%
Returns By Period
In the year-to-date period, NBCC achieves a 8.37% return, which is significantly higher than NASDX's 4.83% return.
NBCC
8.37%
9.88%
19.72%
18.43%
N/A
N/A
NASDX
4.83%
6.11%
4.43%
14.52%
13.64%
14.51%
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NBCC vs. NASDX - Expense Ratio Comparison
NBCC has a 0.56% expense ratio, which is lower than NASDX's 0.63% expense ratio.
Risk-Adjusted Performance
NBCC vs. NASDX — Risk-Adjusted Performance Rank
NBCC
NASDX
NBCC vs. NASDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Next Generation Connected Consumer ETF (NBCC) and Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
NBCC vs. NASDX - Dividend Comparison
NBCC's dividend yield for the trailing twelve months is around 0.71%, more than NASDX's 0.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBCC Neuberger Berman Next Generation Connected Consumer ETF | 0.71% | 0.77% | 0.56% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
NASDX Shelton Capital Management Nasdaq-100 Index Fund Direct Shares | 0.34% | 0.36% | 0.45% | 0.50% | 0.15% | 0.37% | 0.47% | 0.94% | 1.35% | 0.75% | 0.86% | 1.02% |
Drawdowns
NBCC vs. NASDX - Drawdown Comparison
The maximum NBCC drawdown since its inception was -27.54%, smaller than the maximum NASDX drawdown of -81.69%. Use the drawdown chart below to compare losses from any high point for NBCC and NASDX. For additional features, visit the drawdowns tool.
Volatility
NBCC vs. NASDX - Volatility Comparison
The current volatility for Neuberger Berman Next Generation Connected Consumer ETF (NBCC) is 3.72%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.56%. This indicates that NBCC experiences smaller price fluctuations and is considered to be less risky than NASDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.