Correlation
The correlation between NBMIX and SCHX is 0.82, 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.
NBMIX vs. SCHX
Compare and contrast key facts about Neuberger Berman Small Cap Growth Fund (NBMIX) and Schwab U.S. Large-Cap ETF (SCHX).
NBMIX is managed by Neuberger Berman. It was launched on Oct 20, 1998. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NBMIX or SCHX.
Performance
NBMIX vs. SCHX - Performance Comparison
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Key characteristics
NBMIX:
0.10
SCHX:
0.81
NBMIX:
0.26
SCHX:
1.13
NBMIX:
1.03
SCHX:
1.16
NBMIX:
0.05
SCHX:
0.75
NBMIX:
0.13
SCHX:
2.83
NBMIX:
11.69%
SCHX:
5.06%
NBMIX:
25.24%
SCHX:
19.83%
NBMIX:
-78.77%
SCHX:
-34.33%
NBMIX:
-16.19%
SCHX:
-3.75%
Returns By Period
In the year-to-date period, NBMIX achieves a -6.67% return, which is significantly lower than SCHX's 0.81% return. Over the past 10 years, NBMIX has underperformed SCHX with an annualized return of 9.52%, while SCHX has yielded a comparatively higher 14.11% annualized return.
NBMIX
-6.67%
6.47%
-15.35%
2.40%
7.81%
7.43%
9.52%
SCHX
0.81%
6.25%
-1.86%
15.88%
15.70%
16.65%
14.11%
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NBMIX vs. SCHX - Expense Ratio Comparison
NBMIX has a 1.28% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
NBMIX vs. SCHX — Risk-Adjusted Performance Rank
NBMIX
SCHX
NBMIX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Small Cap Growth Fund (NBMIX) and Schwab U.S. Large-Cap ETF (SCHX). 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.
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Dividends
NBMIX vs. SCHX - Dividend Comparison
NBMIX's dividend yield for the trailing twelve months is around 0.50%, less than SCHX's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | 0.50% | 0.46% | 0.00% | 0.00% | 18.71% | 1.06% | 3.98% | 23.77% | 1.44% | 0.00% | 5.92% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 1.22% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.93% | 2.04% | 1.76% |
Drawdowns
NBMIX vs. SCHX - Drawdown Comparison
The maximum NBMIX drawdown since its inception was -78.77%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for NBMIX and SCHX.
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Volatility
NBMIX vs. SCHX - Volatility Comparison
Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 5.49% compared to Schwab U.S. Large-Cap ETF (SCHX) at 4.87%. This indicates that NBMIX's price experiences larger fluctuations and is considered to be riskier than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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