NBCM vs. SCHD
Compare and contrast key facts about Neuberger Berman Commodity Strategy ETF (NBCM) and Schwab U.S. Dividend Equity ETF (SCHD).
NBCM and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NBCM is an actively managed fund by Neuberger Berman. It was launched on Aug 27, 2012. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Performance
NBCM vs. SCHD - Performance Comparison
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NBCM vs. SCHD - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
NBCM Neuberger Berman Commodity Strategy ETF | 23.89% | 17.45% | 6.55% | -6.41% | 5.23% |
SCHD Schwab U.S. Dividend Equity ETF | 12.79% | 4.34% | 11.66% | 4.54% | 6.85% |
Returns By Period
In the year-to-date period, NBCM achieves a 23.89% return, which is significantly higher than SCHD's 12.79% return.
NBCM
- 1D
- -0.29%
- 1M
- 11.18%
- YTD
- 23.89%
- 6M
- 29.39%
- 1Y
- 34.41%
- 3Y*
- 14.43%
- 5Y*
- —
- 10Y*
- —
SCHD
- 1D
- 0.66%
- 1M
- -2.61%
- YTD
- 12.79%
- 6M
- 14.49%
- 1Y
- 13.97%
- 3Y*
- 12.05%
- 5Y*
- 8.44%
- 10Y*
- 12.31%
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NBCM vs. SCHD - Expense Ratio Comparison
NBCM has a 0.66% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Return for Risk
NBCM vs. SCHD — Risk / Return Rank
NBCM
SCHD
NBCM vs. SCHD - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Commodity Strategy ETF (NBCM) and Schwab U.S. Dividend Equity ETF (SCHD). 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.
| NBCM | SCHD | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.86 | 0.89 | +0.97 |
Sortino ratioReturn per unit of downside risk | 2.38 | 1.35 | +1.03 |
Omega ratioGain probability vs. loss probability | 1.34 | 1.19 | +0.16 |
Calmar ratioReturn relative to maximum drawdown | 3.30 | 1.19 | +2.10 |
Martin ratioReturn relative to average drawdown | 10.71 | 3.99 | +6.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBCM | SCHD | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.86 | 0.89 | +0.97 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.59 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.74 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.84 | +0.04 |
Correlation
The correlation between NBCM and SCHD is 0.25, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NBCM vs. SCHD - Dividend Comparison
NBCM's dividend yield for the trailing twelve months is around 6.83%, more than SCHD's 3.44% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBCM Neuberger Berman Commodity Strategy ETF | 6.83% | 8.46% | 5.22% | 4.37% | 0.80% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab U.S. Dividend Equity ETF | 3.44% | 3.82% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% |
Drawdowns
NBCM vs. SCHD - Drawdown Comparison
The maximum NBCM drawdown since its inception was -12.84%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for NBCM and SCHD.
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Drawdown Indicators
| NBCM | SCHD | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -12.84% | -33.37% | +20.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.76% | -12.74% | +1.98% |
Max Drawdown (5Y)Largest decline over 5 years | — | -16.85% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.37% | — |
Current DrawdownCurrent decline from peak | -1.44% | -2.89% | +1.45% |
Average DrawdownAverage peak-to-trough decline | -4.30% | -3.34% | -0.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.31% | 3.89% | -0.58% |
Volatility
NBCM vs. SCHD - Volatility Comparison
Neuberger Berman Commodity Strategy ETF (NBCM) has a higher volatility of 7.35% compared to Schwab U.S. Dividend Equity ETF (SCHD) at 2.40%. This indicates that NBCM's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBCM | SCHD | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.35% | 2.40% | +4.95% |
Volatility (6M)Calculated over the trailing 6-month period | 15.11% | 7.96% | +7.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.57% | 15.74% | +2.83% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.91% | 14.40% | +0.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.91% | 16.70% | -1.79% |