Correlation
The correlation between NBCT and VOO is 0.73, 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.
NBCT vs. VOO
Compare and contrast key facts about Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT) and Vanguard S&P 500 ETF (VOO).
NBCT and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NBCT is an actively managed fund by Neuberger Berman. It was launched on Apr 6, 2022. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBCT or VOO.
Performance
NBCT vs. VOO - Performance Comparison
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Key characteristics
NBCT:
0.64
VOO:
0.74
NBCT:
0.90
VOO:
1.04
NBCT:
1.14
VOO:
1.15
NBCT:
0.81
VOO:
0.68
NBCT:
2.76
VOO:
2.58
NBCT:
5.13%
VOO:
4.93%
NBCT:
22.97%
VOO:
19.54%
NBCT:
-18.72%
VOO:
-33.99%
NBCT:
-7.43%
VOO:
-3.55%
Returns By Period
In the year-to-date period, NBCT achieves a 0.95% return, which is significantly higher than VOO's 0.90% return.
NBCT
0.95%
3.89%
-5.06%
14.27%
12.61%
N/A
N/A
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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NBCT vs. VOO - Expense Ratio Comparison
NBCT has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NBCT vs. VOO — Risk-Adjusted Performance Rank
NBCT
VOO
NBCT vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
NBCT vs. VOO - Dividend Comparison
NBCT's dividend yield for the trailing twelve months is around 3.09%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBCT Neuberger Berman Carbon Transition & Infrastructure ETF | 3.09% | 2.43% | 1.22% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NBCT vs. VOO - Drawdown Comparison
The maximum NBCT drawdown since its inception was -18.72%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NBCT and VOO.
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Volatility
NBCT vs. VOO - Volatility Comparison
The current volatility for Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT) is 4.53%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.84%. This indicates that NBCT experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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