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.
Correlation
The correlation between NBMIX and SCHX is 0.83, 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
NBMIX vs. SCHX - Performance Comparison
Key characteristics
NBMIX:
0.89
SCHX:
2.04
NBMIX:
1.32
SCHX:
2.71
NBMIX:
1.16
SCHX:
1.37
NBMIX:
0.57
SCHX:
3.07
NBMIX:
3.85
SCHX:
12.57
NBMIX:
4.97%
SCHX:
2.09%
NBMIX:
21.46%
SCHX:
12.91%
NBMIX:
-78.77%
SCHX:
-34.33%
NBMIX:
-21.70%
SCHX:
0.00%
Returns By Period
In the year-to-date period, NBMIX achieves a 0.60% return, which is significantly lower than SCHX's 4.40% return. Over the past 10 years, NBMIX has underperformed SCHX with an annualized return of 5.25%, while SCHX has yielded a comparatively higher 15.76% annualized return.
NBMIX
0.60%
-2.28%
3.03%
13.32%
3.90%
5.25%
SCHX
4.40%
3.11%
11.55%
24.17%
16.13%
15.76%
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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.
Dividends
NBMIX vs. SCHX - Dividend Comparison
NBMIX has not paid dividends to shareholders, while SCHX's dividend yield for the trailing twelve months is around 2.30%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHX Schwab U.S. Large-Cap ETF | 2.30% | 2.40% | 2.07% | 4.24% | 1.94% | 2.71% | 1.82% | 3.35% | 3.40% | 2.83% | 4.18% | 4.35% |
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. For additional features, visit the drawdowns tool.
Volatility
NBMIX vs. SCHX - Volatility Comparison
Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 6.61% compared to Schwab U.S. Large-Cap ETF (SCHX) at 3.11%. 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.