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.
Performance
NBGIX vs. VB - Performance Comparison
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NBGIX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | -1.41% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, NBGIX achieves a -1.41% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, NBGIX has underperformed VB with an annualized return of 8.70%, while VB has yielded a comparatively higher 10.51% annualized return.
NBGIX
- 1D
- -0.60%
- 1M
- -8.83%
- YTD
- -1.41%
- 6M
- -3.00%
- 1Y
- 2.66%
- 3Y*
- 3.57%
- 5Y*
- 1.25%
- 10Y*
- 8.70%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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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.
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.
| NBGIX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.91 | -0.78 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.41 | -1.06 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.19 | -0.15 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.39 | -1.38 |
Martin ratioReturn relative to average drawdown | 0.03 | 5.97 | -5.94 |
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
| NBGIX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.91 | -0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.26 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.49 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.42 | +0.11 |
Correlation
The correlation between NBGIX and VB is 0.94, 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.
Dividends
NBGIX vs. VB - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.65%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGIX Neuberger Berman Genesis Fund Institutional Class | 16.65% | 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 | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
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.
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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 | -13.26% | -14.29% | +1.03% |
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 | -15.90% | -6.08% | -9.82% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -8.49% | +1.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 3.32% | +0.88% |
Volatility
NBGIX vs. VB - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 4.90%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. 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.
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Volatility by Period
| NBGIX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 6.84% | -1.94% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 12.60% | -1.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.75% | 21.86% | -1.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 20.78% | -1.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 21.40% | -1.21% |