NBGIX vs. VB
NBGIX (Neuberger Berman Genesis Fund Institutional Class) and VB (Vanguard Small-Cap ETF) are both funds - NBGIX is a Small Cap Growth Equities fund managed by Neuberger Berman, while VB is a Small Cap Blend Equities fund tracking the CRSP US Small Cap Index. Over the past 10 years, NBGIX returned 9.56%/yr vs 11.70%/yr for VB. Their correlation of 0.94 suggests significant overlap in exposure. NBGIX charges 0.84%/yr vs 0.05%/yr for VB.
Performance
NBGIX vs. VB - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, NBGIX achieves a 9.90% return, which is significantly lower than VB's 14.80% return. Over the past 10 years, NBGIX has underperformed VB with an annualized return of 9.56%, while VB has yielded a comparatively higher 11.70% annualized return.
NBGIX
- 1D
- 2.11%
- 1M
- 4.01%
- YTD
- 9.90%
- 6M
- 7.43%
- 1Y
- 12.07%
- 3Y*
- 6.50%
- 5Y*
- 3.84%
- 10Y*
- 9.56%
VB
- 1D
- -0.76%
- 1M
- 2.05%
- YTD
- 14.80%
- 6M
- 12.69%
- 1Y
- 28.03%
- 3Y*
- 17.24%
- 5Y*
- 6.99%
- 10Y*
- 11.70%
NBGIX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 9.90% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
VB Vanguard Small-Cap ETF | 14.80% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Correlation
The correlation between NBGIX and VB is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.94 |
Correlation (All Time) Calculated using the full available price history since Jan 30, 2004 | 0.94 |
The correlation between NBGIX and VB has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
NBGIX vs. VB — Risk / Return Rank
NBGIX
VB
NBGIX vs. VB - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| NBGIX | VB | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.23 | ||
| Omega ratioGain probability vs. loss probability | 1.13 | 1.29 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 1.10 | 3.14 | -2.04 |
| Martin ratioReturn relative to average drawdown | 2.93 | 11.50 | -8.57 |
Loading charts...
Drawdowns
NBGIX vs. VB - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, smaller than the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for NBGIX and VB.
Loading charts...
Drawdown Indicators
| NBGIX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -59.56% | +7.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -8.98% | -1.77% |
Max Drawdown (3Y)Largest decline over 3 years | -27.48% | -25.36% | -2.12% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -28.15% | -0.12% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -42.05% | +7.52% |
Current DrawdownCurrent decline from peak | -6.24% | -1.15% | -5.09% |
Average DrawdownAverage peak-to-trough decline | -7.47% | -8.42% | +0.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.02% | 2.44% | +1.58% |
Volatility
NBGIX vs. VB - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 4.71%, while Vanguard Small-Cap ETF (VB) has a volatility of 4.99%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| NBGIX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.71% | 4.99% | -0.28% |
Volatility (6M)Calculated over the trailing 6-month period | 11.58% | 12.24% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.30% | 16.65% | -0.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.71% | 20.79% | -1.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.24% | 21.42% | -1.18% |
NBGIX vs. VB - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than VB's 0.05% expense ratio.
Dividends
NBGIX vs. VB - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 14.93%, more than VB's 1.19% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 14.93% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
VB Vanguard Small-Cap ETF | 1.19% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Frequently Asked Questions
With a correlation of 0.91, NBGIX and VB move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
VB has higher volatility (4.99%) compared to NBGIX (4.71%). In terms of maximum drawdown, NBGIX dropped -51.62% vs VB's -59.56%.
VB currently has the higher Sharpe Ratio (1.69 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for NBGIX and VB
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer