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.
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.
Performance
NBGNX vs. VOO - Performance Comparison
Key characteristics
NBGNX:
-0.24
VOO:
0.32
NBGNX:
-0.20
VOO:
0.57
NBGNX:
0.98
VOO:
1.08
NBGNX:
-0.19
VOO:
0.32
NBGNX:
-0.59
VOO:
1.42
NBGNX:
8.73%
VOO:
4.19%
NBGNX:
21.72%
VOO:
18.73%
NBGNX:
-51.48%
VOO:
-33.99%
NBGNX:
-22.90%
VOO:
-13.85%
Returns By Period
In the year-to-date period, NBGNX achieves a -13.74% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, NBGNX has underperformed VOO with an annualized return of 7.54%, while VOO has yielded a comparatively higher 11.66% annualized return.
NBGNX
-13.74%
-8.33%
-17.21%
-3.76%
9.28%
7.54%
VOO
-9.88%
-6.86%
-9.35%
6.85%
14.69%
11.66%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Dividends
NBGNX vs. VOO - Dividend Comparison
NBGNX's dividend yield for the trailing twelve months is around 2.49%, more than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBGNX Neuberger Berman Genesis Fund | 2.49% | 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 | 1.44% | 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. For additional features, visit the drawdowns tool.
Volatility
NBGNX vs. VOO - Volatility Comparison
Neuberger Berman Genesis Fund (NBGNX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.26% and 13.31%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.