NBGIX vs. WFSPX
Compare and contrast key facts about Neuberger Berman Genesis Fund Institutional Class (NBGIX) and iShares S&P 500 Index Fund (WFSPX).
NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
NBGIX vs. WFSPX - Performance Comparison
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NBGIX vs. WFSPX - 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% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, NBGIX achieves a -1.41% return, which is significantly higher than WFSPX's -4.63% return. Over the past 10 years, NBGIX has underperformed WFSPX with an annualized return of 8.70%, while WFSPX has yielded a comparatively higher 13.92% 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%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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NBGIX vs. WFSPX - Expense Ratio Comparison
NBGIX has a 0.84% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
NBGIX vs. WFSPX — Risk / Return Rank
NBGIX
WFSPX
NBGIX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund Institutional Class (NBGIX) and iShares S&P 500 Index Fund (WFSPX). 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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.13 | 0.96 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.47 | -1.12 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.22 | -0.18 |
Calmar ratioReturn relative to maximum drawdown | 0.01 | 1.49 | -1.48 |
Martin ratioReturn relative to average drawdown | 0.03 | 7.15 | -7.12 |
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 | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.13 | 0.96 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.70 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.78 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.13 | +0.40 |
Correlation
The correlation between NBGIX and WFSPX is 0.84, 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. WFSPX - Dividend Comparison
NBGIX's dividend yield for the trailing twelve months is around 16.65%, more than WFSPX's 1.54% 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% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
NBGIX vs. WFSPX - Drawdown Comparison
The maximum NBGIX drawdown since its inception was -51.62%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for NBGIX and WFSPX.
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Drawdown Indicators
| NBGIX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.62% | -58.21% | +6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -13.26% | -12.11% | -1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -28.27% | -24.51% | -3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -34.53% | -33.74% | -0.79% |
Current DrawdownCurrent decline from peak | -15.90% | -6.51% | -9.39% |
Average DrawdownAverage peak-to-trough decline | -7.46% | -12.84% | +5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.20% | 2.53% | +1.67% |
Volatility
NBGIX vs. WFSPX - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund Institutional Class (NBGIX) is 4.90%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that NBGIX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGIX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.90% | 5.17% | -0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.36% | 9.44% | +1.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.75% | 18.21% | +2.54% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 16.88% | +2.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.19% | 18.00% | +2.19% |