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 Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBHIX or VOOG.
Correlation
The correlation between NBHIX and VOOG is 0.75, 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.
Performance
NBHIX vs. VOOG - Performance Comparison
Key characteristics
NBHIX:
1.35
VOOG:
1.75
NBHIX:
1.75
VOOG:
2.30
NBHIX:
1.27
VOOG:
1.32
NBHIX:
1.09
VOOG:
2.45
NBHIX:
4.31
VOOG:
9.48
NBHIX:
3.63%
VOOG:
3.32%
NBHIX:
11.59%
VOOG:
18.01%
NBHIX:
-38.31%
VOOG:
-32.73%
NBHIX:
-3.80%
VOOG:
0.00%
Returns By Period
In the year-to-date period, NBHIX achieves a 7.03% return, which is significantly higher than VOOG's 5.17% return. Over the past 10 years, NBHIX has underperformed VOOG with an annualized return of 3.75%, while VOOG has yielded a comparatively higher 15.29% annualized return.
NBHIX
7.03%
3.99%
3.61%
15.56%
3.36%
3.75%
VOOG
5.17%
2.81%
13.79%
33.83%
16.79%
15.29%
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NBHIX vs. VOOG - Expense Ratio Comparison
NBHIX has a 0.70% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
NBHIX vs. VOOG — Risk-Adjusted Performance Rank
NBHIX
VOOG
NBHIX vs. VOOG - 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 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.
Dividends
NBHIX vs. VOOG - Dividend Comparison
NBHIX's dividend yield for the trailing twelve months is around 2.00%, more than VOOG's 0.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
VOOG Vanguard S&P 500 Growth ETF | 0.46% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
NBHIX vs. VOOG - Drawdown Comparison
The maximum NBHIX drawdown since its inception was -38.31%, 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. For additional features, visit the drawdowns tool.
Volatility
NBHIX vs. VOOG - Volatility Comparison
The current volatility for Neuberger Berman Equity Income Fund (NBHIX) is 2.99%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.41%. 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.