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NBHIX vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between NBHIX 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.


-0.50.00.51.00.9

Performance

NBHIX vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Neuberger Berman Equity Income Fund (NBHIX) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

-5.00%0.00%5.00%10.00%SeptemberOctoberNovemberDecember2025February
3.61%
10.98%
NBHIX
VOO

Key characteristics

Sharpe Ratio

NBHIX:

1.35

VOO:

1.88

Sortino Ratio

NBHIX:

1.75

VOO:

2.53

Omega Ratio

NBHIX:

1.27

VOO:

1.35

Calmar Ratio

NBHIX:

1.09

VOO:

2.81

Martin Ratio

NBHIX:

4.31

VOO:

11.78

Ulcer Index

NBHIX:

3.63%

VOO:

2.02%

Daily Std Dev

NBHIX:

11.59%

VOO:

12.67%

Max Drawdown

NBHIX:

-38.31%

VOO:

-33.99%

Current Drawdown

NBHIX:

-3.80%

VOO:

0.00%

Returns By Period

In the year-to-date period, NBHIX achieves a 7.03% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, NBHIX has underperformed VOO with an annualized return of 3.75%, while VOO has yielded a comparatively higher 13.30% annualized return.


NBHIX

YTD

7.03%

1M

3.99%

6M

3.61%

1Y

15.56%

5Y*

3.36%

10Y*

3.75%

VOO

YTD

4.61%

1M

2.59%

6M

10.08%

1Y

25.10%

5Y*

14.79%

10Y*

13.30%

*Annualized

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.


NBHIX
Neuberger Berman Equity Income Fund
Expense ratio chart for NBHIX: current value at 0.70% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.70%
Expense ratio chart for VOO: current value at 0.03% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.03%

Risk-Adjusted Performance

NBHIX vs. VOO — Risk-Adjusted Performance Rank

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

NBHIX
The Risk-Adjusted Performance Rank of NBHIX is 6565
Overall Rank
The Sharpe Ratio Rank of NBHIX is 6868
Sharpe Ratio Rank
The Sortino Ratio Rank of NBHIX is 6363
Sortino Ratio Rank
The Omega Ratio Rank of NBHIX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of NBHIX is 6767
Calmar Ratio Rank
The Martin Ratio Rank of NBHIX is 5757
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 7878
Overall Rank
The Sharpe Ratio Rank of VOO is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 7575
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 7777
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 7878
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 8181
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.

NBHIX vs. VOO - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for NBHIX, currently valued at 1.35, compared to the broader market-1.000.001.002.003.004.001.351.88
The chart of Sortino ratio for NBHIX, currently valued at 1.75, compared to the broader market0.002.004.006.008.0010.0012.001.752.53
The chart of Omega ratio for NBHIX, currently valued at 1.27, compared to the broader market1.002.003.004.001.271.35
The chart of Calmar ratio for NBHIX, currently valued at 1.09, compared to the broader market0.005.0010.0015.0020.001.092.81
The chart of Martin ratio for NBHIX, currently valued at 4.31, compared to the broader market0.0020.0040.0060.0080.004.3111.78
NBHIX
VOO

The current NBHIX Sharpe Ratio is 1.35, which is comparable to the VOO Sharpe Ratio of 1.88. The chart below compares the historical Sharpe Ratios of NBHIX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.003.504.00SeptemberOctoberNovemberDecember2025February
1.35
1.88
NBHIX
VOO

Dividends

NBHIX vs. VOO - Dividend Comparison

NBHIX's dividend yield for the trailing twelve months is around 2.00%, more than VOO's 1.19% yield.


TTM20242023202220212020201920182017201620152014
NBHIX
Neuberger Berman Equity Income Fund
2.00%2.14%2.21%2.74%2.26%2.19%2.64%2.92%3.04%2.76%3.03%2.77%
VOO
Vanguard S&P 500 ETF
1.19%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

NBHIX vs. VOO - Drawdown Comparison

The maximum NBHIX drawdown since its inception was -38.31%, 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. For additional features, visit the drawdowns tool.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%SeptemberOctoberNovemberDecember2025February
-3.80%
0
NBHIX
VOO

Volatility

NBHIX vs. VOO - Volatility Comparison

Neuberger Berman Equity Income Fund (NBHIX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.99% and 3.01%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%SeptemberOctoberNovemberDecember2025February
2.99%
3.01%
NBHIX
VOO
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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