NBHIX vs. VOO
Compare and contrast key facts about Neuberger Berman Equity Income Fund (NBHIX) and Vanguard S&P 500 ETF (VOO).
NBHIX is managed by Neuberger Berman. It was launched on Nov 2, 2006. 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.
Performance
NBHIX vs. VOO - Performance Comparison
Loading graphics...
NBHIX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBHIX Neuberger Berman Equity Income Fund | 4.32% | 17.69% | 13.38% | 3.87% | -4.24% | 21.67% | 3.00% | 21.52% | -5.57% | 13.26% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, NBHIX achieves a 4.32% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, NBHIX has underperformed VOO with an annualized return of 9.51%, while VOO has yielded a comparatively higher 14.14% annualized return.
NBHIX
- 1D
- 1.77%
- 1M
- -5.77%
- YTD
- 4.32%
- 6M
- 5.69%
- 1Y
- 15.93%
- 3Y*
- 13.66%
- 5Y*
- 9.34%
- 10Y*
- 9.51%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
NBHIX vs. VOO - Expense Ratio Comparison
NBHIX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
NBHIX vs. VOO — Risk / Return Rank
NBHIX
VOO
NBHIX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Equity Income Fund (NBHIX) 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.
| NBHIX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.01 | +0.13 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.53 | +0.07 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.55 | -0.06 |
Martin ratioReturn relative to average drawdown | 6.58 | 7.31 | -0.73 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| NBHIX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.01 | +0.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.71 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.79 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.83 | -0.31 |
Correlation
The correlation between NBHIX and VOO is 0.85, 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.
Dividends
NBHIX vs. VOO - Dividend Comparison
NBHIX's dividend yield for the trailing twelve months is around 1.53%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBHIX Neuberger Berman Equity Income Fund | 1.53% | 1.54% | 7.09% | 6.16% | 7.83% | 10.73% | 2.18% | 5.75% | 7.71% | 6.77% | 5.92% | 6.72% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
NBHIX vs. VOO - Drawdown Comparison
The maximum NBHIX drawdown since its inception was -40.07%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NBHIX and VOO.
Loading graphics...
Drawdown Indicators
| NBHIX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -33.99% | -6.08% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -11.98% | +1.37% |
Max Drawdown (5Y)Largest decline over 5 years | -17.90% | -24.52% | +6.62% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -33.99% | +0.02% |
Current DrawdownCurrent decline from peak | -6.10% | -5.55% | -0.55% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -3.72% | -1.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.55% | -0.14% |
Volatility
NBHIX vs. VOO - Volatility Comparison
The current volatility for Neuberger Berman Equity Income Fund (NBHIX) is 4.56%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that NBHIX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| NBHIX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 5.34% | -0.78% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 9.47% | -1.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 18.11% | -3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 16.82% | -3.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 17.99% | -3.27% |