NBDS vs. IGPT
Compare and contrast key facts about Neuberger Berman Disrupters ETF (NBDS) and Invesco AI and Next Gen Software ETF (IGPT).
NBDS and IGPT are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NBDS is an actively managed fund by Neuberger Berman. It was launched on Apr 6, 2022. IGPT is a passively managed fund by Invesco that tracks the performance of the STOXX World AC NexGen Software Development Index. It was launched on Jun 23, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBDS or IGPT.
Correlation
The correlation between NBDS and IGPT is 0.91, 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
NBDS vs. IGPT - Performance Comparison
Key characteristics
NBDS:
-0.61
IGPT:
-0.76
NBDS:
-0.67
IGPT:
-0.90
NBDS:
0.91
IGPT:
0.89
NBDS:
-0.60
IGPT:
-0.73
NBDS:
-2.47
IGPT:
-2.33
NBDS:
6.90%
IGPT:
8.76%
NBDS:
27.83%
IGPT:
26.85%
NBDS:
-29.81%
IGPT:
-48.44%
NBDS:
-28.29%
IGPT:
-27.81%
Returns By Period
The year-to-date returns for both investments are quite close, with NBDS having a -20.67% return and IGPT slightly higher at -20.58%.
NBDS
-20.67%
-19.99%
-22.61%
-15.73%
N/A
N/A
IGPT
-20.58%
-19.14%
-21.31%
-18.88%
10.65%
12.53%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBDS vs. IGPT - Expense Ratio Comparison
NBDS has a 0.55% expense ratio, which is lower than IGPT's 0.60% expense ratio.
Risk-Adjusted Performance
NBDS vs. IGPT — Risk-Adjusted Performance Rank
NBDS
IGPT
NBDS vs. IGPT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Disrupters ETF (NBDS) and Invesco AI and Next Gen Software ETF (IGPT). 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
NBDS vs. IGPT - Dividend Comparison
Neither NBDS nor IGPT has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBDS Neuberger Berman Disrupters ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IGPT Invesco AI and Next Gen Software ETF | 0.00% | 0.00% | 0.00% | 4.23% | 18.63% | 0.11% | 0.15% | 0.00% | 0.00% | 0.10% | 0.44% | 0.29% |
Drawdowns
NBDS vs. IGPT - Drawdown Comparison
The maximum NBDS drawdown since its inception was -29.81%, smaller than the maximum IGPT drawdown of -48.44%. Use the drawdown chart below to compare losses from any high point for NBDS and IGPT. For additional features, visit the drawdowns tool.
Volatility
NBDS vs. IGPT - Volatility Comparison
Neuberger Berman Disrupters ETF (NBDS) has a higher volatility of 14.44% compared to Invesco AI and Next Gen Software ETF (IGPT) at 13.04%. This indicates that NBDS's price experiences larger fluctuations and is considered to be riskier than IGPT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.