NGRIX vs. QDTE
Compare and contrast key facts about Neuberger Berman Global Real Estate Fund (NGRIX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE).
NGRIX is managed by Neuberger Berman. It was launched on Dec 29, 2014. QDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGRIX or QDTE.
Key characteristics
| NGRIX | QDTE |
|---|
Correlation
The correlation between NGRIX and QDTE is 0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
NGRIX vs. QDTE - Performance Comparison
The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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NGRIX vs. QDTE - Expense Ratio Comparison
NGRIX has a 1.00% expense ratio, which is higher than QDTE's 0.95% expense ratio.
Risk-Adjusted Performance
NGRIX vs. QDTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Global Real Estate Fund (NGRIX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE). 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.
Not enough dataDividends
NGRIX vs. QDTE - Dividend Comparison
NGRIX has not paid dividends to shareholders, while QDTE's dividend yield for the trailing twelve months is around 23.01%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
NGRIX Neuberger Berman Global Real Estate Fund | 0.00% | 2.48% | 7.08% | 7.01% | 1.49% | 4.73% | 3.82% | 2.67% | 3.92% | 1.79% |
QDTE Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF | 23.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
NGRIX vs. QDTE - Drawdown Comparison
Volatility
NGRIX vs. QDTE - Volatility Comparison
The current volatility for Neuberger Berman Global Real Estate Fund (NGRIX) is 0.00%, while Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) has a volatility of 4.81%. This indicates that NGRIX experiences smaller price fluctuations and is considered to be less risky than QDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.