Correlation
The correlation between NBGNX and VOO is 0.86, 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.
NBGNX vs. VOO
Compare and contrast key facts about Neuberger Berman Genesis Fund (NBGNX) and Vanguard S&P 500 ETF (VOO).
NBGNX is managed by Neuberger Berman. It was launched on Sep 27, 1988. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGNX or VOO.
Performance
NBGNX vs. VOO - Performance Comparison
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Key characteristics
NBGNX:
-0.01
VOO:
0.70
NBGNX:
-0.01
VOO:
1.05
NBGNX:
1.00
VOO:
1.15
NBGNX:
-0.09
VOO:
0.69
NBGNX:
-0.24
VOO:
2.62
NBGNX:
10.49%
VOO:
4.93%
NBGNX:
22.43%
VOO:
19.55%
NBGNX:
-51.48%
VOO:
-33.99%
NBGNX:
-16.21%
VOO:
-3.45%
Returns By Period
In the year-to-date period, NBGNX achieves a -6.25% return, which is significantly lower than VOO's 1.00% return. Over the past 10 years, NBGNX has underperformed VOO with an annualized return of 8.47%, while VOO has yielded a comparatively higher 12.81% annualized return.
NBGNX
-6.25%
4.84%
-15.04%
-0.29%
5.34%
7.89%
8.47%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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NBGNX vs. VOO - Expense Ratio Comparison
NBGNX has a 0.99% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NBGNX vs. VOO — Risk-Adjusted Performance Rank
NBGNX
VOO
NBGNX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Genesis Fund (NBGNX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
NBGNX vs. VOO - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.29%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.29% | 2.15% | 3.03% | 11.05% | 10.92% | 3.84% | 5.82% | 12.24% | 13.89% | 11.21% | 18.52% | 13.86% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NBGNX vs. VOO - Drawdown Comparison
The maximum NBGNX drawdown since its inception was -51.48%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NBGNX and VOO.
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Volatility
NBGNX vs. VOO - Volatility Comparison
Neuberger Berman Genesis Fund (NBGNX) has a higher volatility of 6.23% compared to Vanguard S&P 500 ETF (VOO) at 4.83%. This indicates that NBGNX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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