NBGNX vs. IWM
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and iShares Russell 2000 ETF (IWM).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or IWM.
Key characteristics
| NBGNX | IWM | |
|---|---|---|
| YTD Return | 10.00% | 9.92% |
| 1Y Return | 18.35% | 22.45% |
| 3Y Return (Ann) | 3.31% | 0.90% |
| 5Y Return (Ann) | 9.95% | 8.58% |
| 10Y Return (Ann) | 10.03% | 8.22% |
| Sharpe Ratio | 0.98 | 1.03 |
| Daily Std Dev | 18.22% | 21.40% |
| Max Drawdown | -59.83% | -59.05% |
| Current Drawdown | -1.94% | -6.07% |
Correlation
The correlation between NBGNX and IWM is 0.92, 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
NBGNX vs. IWM - Performance Comparison
The year-to-date returns for both stocks are quite close, with NBGNX having a 10.00% return and IWM slightly lower at 9.92%. Over the past 10 years, NBGNX has outperformed IWM with an annualized return of 10.03%, while IWM has yielded a comparatively lower 8.22% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NBGNX vs. IWM - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
NBGNX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and iShares Russell 2000 ETF (IWM). 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
NBGNX vs. IWM - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.75%, more than IWM's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.75% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% | 13.85% | 11.36% |
IWM iShares Russell 2000 ETF | 1.21% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% | 1.23% |
Drawdowns
NBGNX vs. IWM - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -59.83%, roughly equal to the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for NBGNX and IWM. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. IWM - Volatility Comparison
The current volatility for Neuberger Berman Genesis Fund (NBGNX) is 5.59%, while iShares Russell 2000 ETF (IWM) has a volatility of 6.28%. This indicates that NBGNX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.