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NBGR vs. FPRO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NBGR and FPRO is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

NBGR vs. FPRO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Global Real Estate ETF (NBGR) and Fidelity Real Estate Investment ETF (FPRO). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


NBGR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

FPRO

YTD

2.61%

1M

0.81%

6M

-5.27%

1Y

16.25%

3Y*

0.91%

5Y*

N/A

10Y*

N/A

*Annualized

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NBGR vs. FPRO - Expense Ratio Comparison

NBGR has a 0.75% expense ratio, which is higher than FPRO's 0.59% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

NBGR vs. FPRO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NBGR
The Risk-Adjusted Performance Rank of NBGR is 77
Overall Rank
The Sharpe Ratio Rank of NBGR is 77
Sharpe Ratio Rank
The Sortino Ratio Rank of NBGR is 66
Sortino Ratio Rank
The Omega Ratio Rank of NBGR is 77
Omega Ratio Rank
The Calmar Ratio Rank of NBGR is 77
Calmar Ratio Rank
The Martin Ratio Rank of NBGR is 77
Martin Ratio Rank

FPRO
The Risk-Adjusted Performance Rank of FPRO is 7272
Overall Rank
The Sharpe Ratio Rank of FPRO is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of FPRO is 7575
Sortino Ratio Rank
The Omega Ratio Rank of FPRO is 7373
Omega Ratio Rank
The Calmar Ratio Rank of FPRO is 6868
Calmar Ratio Rank
The Martin Ratio Rank of FPRO is 7070
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NBGR vs. FPRO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Global Real Estate ETF (NBGR) and Fidelity Real Estate Investment ETF (FPRO). 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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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

NBGR vs. FPRO - Dividend Comparison

NBGR has not paid dividends to shareholders, while FPRO's dividend yield for the trailing twelve months is around 2.39%.


TTM2024202320222021202020192018201720162015
NBGR
Neuberger Berman Global Real Estate ETF
3.81%4.52%2.11%0.94%1.35%0.35%3.24%1.83%1.53%2.53%1.37%
FPRO
Fidelity Real Estate Investment ETF
2.39%2.50%2.83%2.67%1.69%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

NBGR vs. FPRO - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

NBGR vs. FPRO - Volatility Comparison


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