NBCC vs. NASDX

In the year-to-date period, NBCC achieves a 6.18% return, which is significantly higher than NASDX's 1.70% return.

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NBCC has a 0.56% expense ratio, which is lower than NASDX's 0.63% expense ratio.

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.

The current NBCC Sharpe Ratio is 0.97, which is higher than the NASDX Sharpe Ratio of 0.61. The chart below compares the historical Sharpe Ratios of NBCC and NASDX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NBCC's dividend yield for the trailing twelve months is around 0.73%, less than NASDX's 8.48% yield.

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.

The current volatility for Neuberger Berman Next Generation Connected Consumer ETF (NBCC) is 3.83%, while Shelton Capital Management Nasdaq-100 Index Fund Direct Shares (NASDX) has a volatility of 5.59%. 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.