Correlation
The correlation between NBGR and UCON is 0.18, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
NBGR vs. UCON
Compare and contrast key facts about Neuberger Berman Global Real Estate ETF (NBGR) and First Trust TCW Unconstrained Plus Bond ETF (UCON).
NBGR and UCON are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. NBGR is an actively managed fund by Neuberger Berman. It was launched on Dec 30, 2014. UCON is an actively managed fund by First Trust. It was launched on Jun 4, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBGR or UCON.
Performance
NBGR vs. UCON - Performance Comparison
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Key characteristics
Returns By Period
NBGR
N/A
N/A
N/A
N/A
N/A
N/A
N/A
UCON
1.88%
0.16%
1.70%
6.44%
4.16%
3.24%
N/A
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NBGR vs. UCON - Expense Ratio Comparison
NBGR has a 0.75% expense ratio, which is lower than UCON's 0.76% expense ratio.
Risk-Adjusted Performance
NBGR vs. UCON — Risk-Adjusted Performance Rank
NBGR
UCON
NBGR vs. UCON - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Global Real Estate ETF (NBGR) and First Trust TCW Unconstrained Plus Bond ETF (UCON). 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
NBGR vs. UCON - Dividend Comparison
NBGR has not paid dividends to shareholders, while UCON's dividend yield for the trailing twelve months is around 4.75%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UCON First Trust TCW Unconstrained Plus Bond ETF | 4.75% | 4.95% | 4.75% | 3.12% | 2.20% | 3.14% | 3.50% | 1.76% | 0.00% | 0.00% | 0.00% |
Drawdowns
NBGR vs. UCON - Drawdown Comparison
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Volatility
NBGR vs. UCON - Volatility Comparison
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