NBXG vs. STIP
NBXG (Neuberger Berman Next Generation Connectivity Fund) and STIP (iShares 0-5 Year TIPS Bond ETF) are both funds - NBXG is a Technology Equities fund actively managed by Neuberger Berman, while STIP is a Inflation-Protected Bonds fund tracking the Barclays Capital U.S. Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index (Series-L). NBXG is actively managed, while STIP is passively managed. Over the past 5 years, NBXG returned 6.18%/yr vs 3.37%/yr for STIP. At a 0.12 correlation, their price movements are largely independent. NBXG charges 1.37%/yr vs 0.06%/yr for STIP.
Performance
NBXG vs. STIP - Performance Comparison
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Returns By Period
In the year-to-date period, NBXG achieves a 20.04% return, which is significantly higher than STIP's 2.04% return.
NBXG
- 1D
- -1.25%
- 1M
- 12.86%
- YTD
- 20.04%
- 6M
- 17.23%
- 1Y
- 35.81%
- 3Y*
- 29.35%
- 5Y*
- 6.18%
- 10Y*
- —
STIP
- 1D
- 0.00%
- 1M
- 0.03%
- YTD
- 2.04%
- 6M
- 2.03%
- 1Y
- 4.68%
- 3Y*
- 5.23%
- 5Y*
- 3.37%
- 10Y*
- 3.18%
NBXG vs. STIP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | 20.04% | 24.23% | 28.53% | 34.92% | -41.41% | -10.72% |
STIP iShares 0-5 Year TIPS Bond ETF | 2.04% | 6.03% | 4.77% | 4.63% | -3.02% | 2.76% |
Correlation
The correlation between NBXG and STIP is 0.02, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since May 27, 2021 | 0.12 |
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Return for Risk
NBXG vs. STIP — Risk / Return Rank
NBXG
STIP
NBXG vs. STIP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Next Generation Connectivity Fund (NBXG) and iShares 0-5 Year TIPS Bond ETF (STIP). 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 | STIP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.32 | ||
| Sortino ratioReturn per unit of downside risk | -3.01 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 1.69 | -0.37 |
| Calmar ratioReturn relative to maximum drawdown | 2.21 | 6.76 | -4.55 |
| Martin ratioReturn relative to average drawdown | 6.66 | 26.37 | -19.70 |
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 | STIP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 3.23 | -1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.24 | 1.23 | -0.99 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.30 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 1.07 | -0.83 |
Drawdowns
NBXG vs. STIP - Drawdown Comparison
The maximum NBXG drawdown since its inception was -51.76%, which is greater than STIP's maximum drawdown of -5.50%. Use the drawdown chart below to compare losses from any high point for NBXG and STIP.
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Drawdown Indicators
| NBXG | STIP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.76% | -5.50% | -46.26% |
Max Drawdown (1Y)Largest decline over 1 year | -16.26% | -0.69% | -15.57% |
Max Drawdown (3Y)Largest decline over 3 years | -22.08% | -0.95% | -21.13% |
Max Drawdown (5Y)Largest decline over 5 years | -51.76% | -5.50% | -46.26% |
Max Drawdown (10Y)Largest decline over 10 years | — | -5.50% | — |
Current DrawdownCurrent decline from peak | -1.25% | -0.03% | -1.22% |
Average DrawdownAverage peak-to-trough decline | -21.10% | -0.99% | -20.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.39% | 0.18% | +5.21% |
Volatility
NBXG vs. STIP - Volatility Comparison
Neuberger Berman Next Generation Connectivity Fund (NBXG) has a higher volatility of 5.96% compared to iShares 0-5 Year TIPS Bond ETF (STIP) at 0.40%. This indicates that NBXG's price experiences larger fluctuations and is considered to be riskier than STIP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBXG | STIP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.96% | 0.40% | +5.56% |
Volatility (6M)Calculated over the trailing 6-month period | 15.04% | 0.99% | +14.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.87% | 1.46% | +17.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 2.75% | +23.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.02% | 2.45% | +23.57% |
NBXG vs. STIP - Expense Ratio Comparison
NBXG has a 1.37% expense ratio, which is higher than STIP's 0.06% expense ratio.
Dividends
NBXG vs. STIP - Dividend Comparison
NBXG's dividend yield for the trailing twelve months is around 8.19%, more than STIP's 4.30% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NBXG Neuberger Berman Next Generation Connectivity Fund | 8.19% | 8.73% | 9.42% | 10.98% | 13.19% | 3.47% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
STIP iShares 0-5 Year TIPS Bond ETF | 4.30% | 4.11% | 2.62% | 2.84% | 6.04% | 4.15% | 1.40% | 2.06% | 2.44% | 1.59% | 0.89% |
Frequently Asked Questions
NBXG and STIP have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NBXG has higher volatility (5.96%) compared to STIP (0.40%). In terms of maximum drawdown, NBXG dropped -51.76% vs STIP's -5.50%.
STIP currently has the higher Sharpe Ratio (3.23 vs 1.91), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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