NBGIX vs. VB
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Vanguard Small-Cap ETF (VB).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGIX or VB.
Correlation
The correlation between NBGIX and VB is 0.93, 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
NBGIX vs. VB - Performance Comparison
Key characteristics
NBGIX:
0.53
VB:
1.01
NBGIX:
0.86
VB:
1.46
NBGIX:
1.10
VB:
1.18
NBGIX:
0.47
VB:
1.49
NBGIX:
2.71
VB:
5.27
NBGIX:
3.47%
VB:
3.26%
NBGIX:
17.85%
VB:
17.09%
NBGIX:
-51.35%
VB:
-59.58%
NBGIX:
-11.76%
VB:
-7.20%
Returns By Period
In the year-to-date period, NBGIX achieves a 7.81% return, which is significantly lower than VB's 14.92% return. Over the past 10 years, NBGIX has underperformed VB with an annualized return of 3.18%, while VB has yielded a comparatively higher 9.15% annualized return.
NBGIX
7.81%
-7.40%
4.97%
8.06%
5.46%
3.18%
VB
14.92%
-4.35%
12.01%
14.66%
9.44%
9.15%
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NBGIX vs. VB - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
NBGIX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Vanguard Small-Cap ETF (VB). 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
NBGIX vs. VB - Dividend Comparison
NBGIX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 0.92%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 0.00% | 3.29% | 11.19% | 0.00% | 0.03% | 0.22% | 0.28% | 0.39% | 0.34% | 0.42% | 0.33% | 0.52% |
VB Vanguard Small-Cap ETF | 0.92% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% | 1.31% |
Drawdowns
NBGIX vs. VB - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.35%, smaller than the maximum VB drawdown of -59.58%. Use the drawdown chart below to compare losses from any high point for NBGIX and VB. For additional features, visit the drawdowns tool.
Volatility
NBGIX vs. VB - Volatility Comparison
Neuberger Berman Genesis Fund Institutional Class (NBGIX) and Vanguard Small-Cap ETF (VB) have volatilities of 5.67% and 5.71%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.