NBGX vs. ITOT
NBGX (Neuberger Growth ETF) and ITOT (iShares Core S&P Total U.S. Stock Market ETF) are both exchange-traded funds - NBGX is a Large Cap Growth Equities fund actively managed by Neuberger, while ITOT is a Large Cap Blend Equities fund tracking the S&P Total Market Index. NBGX is actively managed, while ITOT is passively managed. Over the past year, NBGX returned 19.09% vs 28.81% for ITOT. Their correlation of 0.91 suggests significant overlap in exposure. NBGX charges 0.44%/yr vs 0.03%/yr for ITOT.
Performance
NBGX vs. ITOT - Performance Comparison
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Returns By Period
In the year-to-date period, NBGX achieves a 6.18% return, which is significantly lower than ITOT's 11.78% return.
NBGX
- 1D
- 0.41%
- 1M
- 3.51%
- YTD
- 6.18%
- 6M
- 5.66%
- 1Y
- 19.09%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
ITOT
- 1D
- 0.48%
- 1M
- 4.64%
- YTD
- 11.78%
- 6M
- 11.52%
- 1Y
- 28.81%
- 3Y*
- 22.39%
- 5Y*
- 12.80%
- 10Y*
- 15.01%
NBGX vs. ITOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | |
|---|---|---|---|
NBGX Neuberger Growth ETF | 6.18% | 16.40% | -0.53% |
ITOT iShares Core S&P Total U.S. Stock Market ETF | 11.78% | 17.00% | 0.26% |
Correlation
The correlation between NBGX and ITOT is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Dec 20, 2024 | 0.91 |
The correlation between NBGX and ITOT has been stable across timeframes, ranging from 0.90 to 0.91 - a consistent structural relationship.
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Return for Risk
NBGX vs. ITOT — Risk / Return Rank
NBGX
ITOT
NBGX vs. ITOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Growth ETF (NBGX) and iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
| NBGX | ITOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.02 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.43 | -0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | 3.25 | -1.96 |
| Martin ratioReturn relative to average drawdown | 4.44 | 14.92 | -10.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NBGX | ITOT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.36 | 2.37 | -1.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.74 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.77 | 0.57 | +0.20 |
Drawdowns
NBGX vs. ITOT - Drawdown Comparison
The maximum NBGX drawdown since its inception was -21.55%, smaller than the maximum ITOT drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for NBGX and ITOT.
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Drawdown Indicators
| NBGX | ITOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.55% | -55.20% | +33.65% |
Max Drawdown (1Y)Largest decline over 1 year | -14.86% | -8.90% | -5.96% |
Max Drawdown (3Y)Largest decline over 3 years | — | -19.44% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.36% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -35.00% | — |
Current DrawdownCurrent decline from peak | -0.86% | -0.25% | -0.61% |
Average DrawdownAverage peak-to-trough decline | -3.92% | -6.97% | +3.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.31% | 1.94% | +2.37% |
Volatility
NBGX vs. ITOT - Volatility Comparison
Neuberger Growth ETF (NBGX) has a higher volatility of 3.12% compared to iShares Core S&P Total U.S. Stock Market ETF (ITOT) at 2.94%. This indicates that NBGX's price experiences larger fluctuations and is considered to be riskier than ITOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBGX | ITOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.12% | 2.94% | +0.18% |
Volatility (6M)Calculated over the trailing 6-month period | 10.73% | 9.14% | +1.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.15% | 12.19% | +1.96% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.96% | 17.35% | +2.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.96% | 18.26% | +1.70% |
NBGX vs. ITOT - Expense Ratio Comparison
NBGX has a 0.44% expense ratio, which is higher than ITOT's 0.03% expense ratio.
Dividends
NBGX vs. ITOT - Dividend Comparison
NBGX's dividend yield for the trailing twelve months is around 0.39%, less than ITOT's 0.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT iShares Core S&P Total U.S. Stock Market ETF | 0.97% | 1.11% | 1.23% | 1.47% | 1.66% | 1.18% | 1.41% | 1.88% | 2.14% | 1.69% | 1.83% | 2.01% |
NBGX Neuberger Growth ETF | 0.39% | 0.41% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.90, NBGX and ITOT move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
NBGX has higher volatility (3.12%) compared to ITOT (2.94%). In terms of maximum drawdown, NBGX dropped -21.55% vs ITOT's -55.20%.
On 1-year performance, ITOT leads with 28.81% vs 19.09% for NBGX. On fees, ITOT is cheaper at 0.03% per year. On volatility, ITOT has been the lower-risk option at 2.94%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 1-year period, ITOT has performed better with a 28.81% return vs 19.09%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
ITOT is cheaper with a 0.03% expense ratio, compared with 0.44% for NBGX.
ITOT has the higher dividend yield at 0.97%, compared with 0.39% for NBGX.
NBGX is categorized as Large Cap Growth Equities, while ITOT is Large Cap Blend Equities. They also come from different issuers: Neuberger and iShares. Their fees differ too: 0.44% for NBGX and 0.03% for ITOT.
ITOT currently has the higher Sharpe Ratio (2.37 vs 1.36), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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