NGRIX vs. SCHD
Compare and contrast key facts about Neuberger Berman Global Real Estate Fund (NGRIX) and Schwab US Dividend Equity ETF (SCHD).
NGRIX is managed by Neuberger Berman. It was launched on Dec 29, 2014. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NGRIX or SCHD.
Key characteristics
| NGRIX | SCHD |
|---|
Correlation
The correlation between NGRIX and SCHD is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NGRIX vs. SCHD - 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. SCHD - Expense Ratio Comparison
NGRIX has a 1.00% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
NGRIX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Neuberger Berman Global Real Estate Fund (NGRIX) and Schwab US Dividend Equity ETF (SCHD). 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
NGRIX vs. SCHD - Dividend Comparison
NGRIX has not paid dividends to shareholders, while SCHD's dividend yield for the trailing twelve months is around 3.35%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.35% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
NGRIX vs. SCHD - Drawdown Comparison
Volatility
NGRIX vs. SCHD - Volatility Comparison
The current volatility for Neuberger Berman Global Real Estate Fund (NGRIX) is 0.00%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.41%. This indicates that NGRIX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.