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.
Performance
NBMIX vs. SCHX - Performance Comparison
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NBMIX vs. SCHX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | -2.65% | 9.87% | 25.90% | 10.01% | -24.43% | 4.16% | 42.83% | 34.55% | 4.80% | 28.16% |
SCHX Schwab U.S. Large-Cap ETF | -3.70% | 17.46% | 24.88% | 26.84% | -19.41% | 26.81% | 20.81% | 31.22% | -4.66% | 21.95% |
Returns By Period
In the year-to-date period, NBMIX achieves a -2.65% return, which is significantly higher than SCHX's -3.70% return. Over the past 10 years, NBMIX has underperformed SCHX with an annualized return of 13.35%, while SCHX has yielded a comparatively higher 14.02% annualized return.
NBMIX
- 1D
- 5.39%
- 1M
- -7.15%
- YTD
- -2.65%
- 6M
- -2.10%
- 1Y
- 22.18%
- 3Y*
- 12.60%
- 5Y*
- 2.33%
- 10Y*
- 13.35%
SCHX
- 1D
- 0.78%
- 1M
- -4.31%
- YTD
- -3.70%
- 6M
- -1.70%
- 1Y
- 17.91%
- 3Y*
- 18.55%
- 5Y*
- 11.30%
- 10Y*
- 14.02%
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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.
Return for Risk
NBMIX vs. SCHX — Risk / Return Rank
NBMIX
SCHX
NBMIX vs. SCHX - Risk-Adjusted Trends 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.
| NBMIX | SCHX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.87 | 0.98 | -0.11 |
Sortino ratioReturn per unit of downside risk | 1.34 | 1.50 | -0.16 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 1.51 | -0.26 |
Martin ratioReturn relative to average drawdown | 4.66 | 7.02 | -2.36 |
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
| NBMIX | SCHX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.98 | -0.11 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.66 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.78 | -0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.80 | -0.43 |
Correlation
The correlation between NBMIX and SCHX is 0.84, 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
NBMIX vs. SCHX - Dividend Comparison
NBMIX's dividend yield for the trailing twelve months is around 6.92%, more than SCHX's 1.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBMIX Neuberger Berman Small Cap Growth Fund | 6.92% | 6.74% | 0.46% | 0.00% | 0.00% | 18.71% | 1.06% | 3.98% | 23.77% | 1.44% | 0.00% | 5.92% |
SCHX Schwab U.S. Large-Cap ETF | 1.16% | 1.09% | 1.22% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.02% | 1.70% | 1.92% | 2.04% |
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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Drawdown Indicators
| NBMIX | SCHX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.77% | -34.33% | -44.44% |
Max Drawdown (1Y)Largest decline over 1 year | -16.65% | -12.19% | -4.46% |
Max Drawdown (5Y)Largest decline over 5 years | -36.96% | -25.41% | -11.55% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -34.33% | -5.22% |
Current DrawdownCurrent decline from peak | -12.16% | -5.67% | -6.49% |
Average DrawdownAverage peak-to-trough decline | -34.71% | -4.00% | -30.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.48% | 2.62% | +1.86% |
Volatility
NBMIX vs. SCHX - Volatility Comparison
Neuberger Berman Small Cap Growth Fund (NBMIX) has a higher volatility of 10.84% compared to Schwab U.S. Large-Cap ETF (SCHX) at 5.36%. 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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Volatility by Period
| NBMIX | SCHX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.84% | 5.36% | +5.48% |
Volatility (6M)Calculated over the trailing 6-month period | 19.60% | 9.67% | +9.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.99% | 18.33% | +7.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.70% | 17.13% | +7.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.25% | 18.13% | +6.12% |