NBHIX vs. VOOG
Compare and contrast key facts about Neuberger Berman Equity Income Fund (NBHIX) and Vanguard S&P 500 Growth ETF (VOOG).
NBHIX is managed by Neuberger Berman. It was launched on Nov 2, 2006. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Apr 5, 2019.
Performance
NBHIX vs. VOOG - Performance Comparison
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NBHIX vs. VOOG - 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% |
VOOG Vanguard S&P 500 Growth ETF | -6.97% | 22.11% | 35.89% | 29.96% | -29.48% | 31.95% | 33.35% | 30.93% | -0.21% | 27.19% |
Returns By Period
In the year-to-date period, NBHIX achieves a 4.32% return, which is significantly higher than VOOG's -6.97% return. Over the past 10 years, NBHIX has underperformed VOOG with an annualized return of 9.51%, while VOOG has yielded a comparatively higher 15.86% 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%
VOOG
- 1D
- 1.30%
- 1M
- -4.28%
- YTD
- -6.97%
- 6M
- -5.29%
- 1Y
- 23.21%
- 3Y*
- 22.32%
- 5Y*
- 12.46%
- 10Y*
- 15.86%
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NBHIX vs. VOOG - Expense Ratio Comparison
NBHIX has a 0.70% expense ratio, which is higher than VOOG's 0.07% expense ratio.
Return for Risk
NBHIX vs. VOOG — Risk / Return Rank
NBHIX
VOOG
NBHIX vs. VOOG - 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 Growth ETF (VOOG). 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 | VOOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.14 | 1.05 | +0.09 |
Sortino ratioReturn per unit of downside risk | 1.60 | 1.62 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.49 | 1.76 | -0.27 |
Martin ratioReturn relative to average drawdown | 6.58 | 6.81 | -0.23 |
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
| NBHIX | VOOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.14 | 1.05 | +0.09 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.59 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.77 | -0.12 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.84 | -0.31 |
Correlation
The correlation between NBHIX and VOOG is 0.74, 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. VOOG - Dividend Comparison
NBHIX's dividend yield for the trailing twelve months is around 1.53%, more than VOOG's 0.53% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.53% | 0.49% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% |
Drawdowns
NBHIX vs. VOOG - Drawdown Comparison
The maximum NBHIX drawdown since its inception was -40.07%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for NBHIX and VOOG.
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Drawdown Indicators
| NBHIX | VOOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -40.07% | -32.73% | -7.34% |
Max Drawdown (1Y)Largest decline over 1 year | -10.61% | -13.71% | +3.10% |
Max Drawdown (5Y)Largest decline over 5 years | -17.90% | -32.73% | +14.83% |
Max Drawdown (10Y)Largest decline over 10 years | -33.97% | -32.73% | -1.24% |
Current DrawdownCurrent decline from peak | -6.10% | -9.07% | +2.97% |
Average DrawdownAverage peak-to-trough decline | -4.94% | -5.01% | +0.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 3.54% | -1.13% |
Volatility
NBHIX vs. VOOG - Volatility Comparison
The current volatility for Neuberger Berman Equity Income Fund (NBHIX) is 4.56%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 7.28%. This indicates that NBHIX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBHIX | VOOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 7.28% | -2.72% |
Volatility (6M)Calculated over the trailing 6-month period | 8.22% | 12.68% | -4.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.38% | 22.28% | -7.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.59% | 21.16% | -7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.72% | 20.65% | -5.93% |