NBXG vs. IUKD.L
Compare and contrast key facts about Neuberger Berman Next Generation Connectivity Fund (NBXG) and iShares UK Dividend UCITS ETF (IUKD.L).
NBXG is an actively managed fund by Neuberger Berman. It was launched on May 25, 2021. IUKD.L is a passively managed fund by iShares that tracks the performance of the FTSE UK Dividend+ Index. It was launched on Nov 4, 2005.
Performance
NBXG vs. IUKD.L - Performance Comparison
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NBXG vs. IUKD.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | -6.55% | 24.23% | 28.53% | 34.92% | -41.41% | -10.72% |
IUKD.L iShares UK Dividend UCITS ETF | 3.06% | 42.09% | 10.40% | 11.39% | -11.98% | 2.38% |
Different Trading Currencies
NBXG is traded in USD, while IUKD.L is traded in GBp. To make them comparable, the IUKD.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, NBXG achieves a -6.55% return, which is significantly lower than IUKD.L's 3.06% return.
NBXG
- 1D
- 2.10%
- 1M
- -3.04%
- YTD
- -6.55%
- 6M
- -10.53%
- 1Y
- 16.91%
- 3Y*
- 19.49%
- 5Y*
- —
- 10Y*
- —
IUKD.L
- 1D
- 1.94%
- 1M
- -5.74%
- YTD
- 3.06%
- 6M
- 12.77%
- 1Y
- 32.97%
- 3Y*
- 20.30%
- 5Y*
- 11.75%
- 10Y*
- 6.21%
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NBXG vs. IUKD.L - Expense Ratio Comparison
NBXG has a 1.37% expense ratio, which is higher than IUKD.L's 0.40% expense ratio.
Return for Risk
NBXG vs. IUKD.L — Risk / Return Rank
NBXG
IUKD.L
NBXG vs. IUKD.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Next Generation Connectivity Fund (NBXG) and iShares UK Dividend UCITS ETF (IUKD.L). 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.
| NBXG | IUKD.L | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.72 | 1.93 | -1.21 |
Sortino ratioReturn per unit of downside risk | 1.14 | 2.40 | -1.26 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.38 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 1.10 | 2.93 | -1.82 |
Martin ratioReturn relative to average drawdown | 3.23 | 10.77 | -7.54 |
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
| NBXG | IUKD.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.72 | 1.93 | -1.21 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.66 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.29 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.04 | 0.06 | -0.02 |
Correlation
The correlation between NBXG and IUKD.L is 0.30, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
NBXG vs. IUKD.L - Dividend Comparison
NBXG's dividend yield for the trailing twelve months is around 10.05%, more than IUKD.L's 4.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | 10.05% | 8.73% | 9.42% | 10.98% | 13.19% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IUKD.L iShares UK Dividend UCITS ETF | 4.66% | 4.85% | 5.78% | 5.34% | 6.39% | 5.68% | 4.11% | 5.70% | 6.86% | 5.19% | 4.87% | 5.67% |
Drawdowns
NBXG vs. IUKD.L - Drawdown Comparison
The maximum NBXG drawdown since its inception was -51.76%, smaller than the maximum IUKD.L drawdown of -73.62%. Use the drawdown chart below to compare losses from any high point for NBXG and IUKD.L.
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Drawdown Indicators
| NBXG | IUKD.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.76% | -61.95% | +10.19% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -9.92% | -6.34% |
Max Drawdown (5Y)Largest decline over 5 years | — | -19.93% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.34% | — |
Current DrawdownCurrent decline from peak | -10.91% | -6.08% | -4.83% |
Average DrawdownAverage peak-to-trough decline | -21.76% | -15.07% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.55% | 2.51% | +3.04% |
Volatility
NBXG vs. IUKD.L - Volatility Comparison
Neuberger Berman Next Generation Connectivity Fund (NBXG) has a higher volatility of 8.08% compared to iShares UK Dividend UCITS ETF (IUKD.L) at 5.59%. This indicates that NBXG's price experiences larger fluctuations and is considered to be riskier than IUKD.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBXG | IUKD.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.08% | 5.59% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 14.57% | 10.08% | +4.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.52% | 17.02% | +6.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.14% | 17.80% | +8.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.14% | 21.21% | +4.93% |