WFSPX vs. NBGIX
Compare and contrast key facts about iShares S&P 500 Index Fund (WFSPX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX).
WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993. NBGIX is managed by Neuberger Berman. It was launched on Jul 1, 1999.
Performance
WFSPX vs. NBGIX - Performance Comparison
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WFSPX vs. NBGIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | -7.06% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | -1.41% | -4.55% | 9.20% | 15.73% | -19.35% | 18.25% | 25.07% | 29.68% | -6.76% | 16.02% |
Returns By Period
In the year-to-date period, WFSPX achieves a -7.06% return, which is significantly lower than NBGIX's -1.41% return. Over the past 10 years, WFSPX has outperformed NBGIX with an annualized return of 13.63%, while NBGIX has yielded a comparatively lower 8.70% annualized return.
WFSPX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.63%
- 1Y
- 14.40%
- 3Y*
- 17.13%
- 5Y*
- 11.37%
- 10Y*
- 13.63%
NBGIX
- 1D
- -0.60%
- 1M
- -8.83%
- YTD
- -1.41%
- 6M
- -3.00%
- 1Y
- 2.66%
- 3Y*
- 3.57%
- 5Y*
- 1.25%
- 10Y*
- 8.70%
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WFSPX vs. NBGIX - Expense Ratio Comparison
WFSPX has a 0.03% expense ratio, which is lower than NBGIX's 0.84% expense ratio.
Return for Risk
WFSPX vs. NBGIX — Risk / Return Rank
WFSPX
NBGIX
WFSPX vs. NBGIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund (WFSPX) and Neuberger Berman Genesis Fund Institutional Class (NBGIX). 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.
| WFSPX | NBGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 0.13 | +0.71 |
Sortino ratioReturn per unit of downside risk | 1.30 | 0.35 | +0.95 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.04 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 0.01 | +1.05 |
Martin ratioReturn relative to average drawdown | 5.13 | 0.03 | +5.10 |
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
| WFSPX | NBGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 0.13 | +0.71 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.06 | +0.61 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.43 | +0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.13 | 0.53 | -0.40 |
Correlation
The correlation between WFSPX and NBGIX 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
WFSPX vs. NBGIX - Dividend Comparison
WFSPX's dividend yield for the trailing twelve months is around 1.58%, less than NBGIX's 16.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WFSPX iShares S&P 500 Index Fund | 1.58% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
NBGIX Neuberger Berman Genesis Fund Institutional Class | 16.65% | 16.41% | 2.14% | 3.13% | 11.11% | 10.91% | 3.87% | 6.00% | 12.49% | 14.10% | 6.53% | 11.28% |
Drawdowns
WFSPX vs. NBGIX - Drawdown Comparison
The maximum WFSPX drawdown since its inception was -58.21%, which is greater than NBGIX's maximum drawdown of -51.62%. Use the drawdown chart below to compare losses from any high point for WFSPX and NBGIX.
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Drawdown Indicators
| WFSPX | NBGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.21% | -51.62% | -6.59% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -13.26% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | -24.51% | -28.27% | +3.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.74% | -34.53% | +0.79% |
Current DrawdownCurrent decline from peak | -8.90% | -15.90% | +7.00% |
Average DrawdownAverage peak-to-trough decline | -12.84% | -7.46% | -5.38% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 4.20% | -1.71% |
Volatility
WFSPX vs. NBGIX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund (WFSPX) is 4.24%, while Neuberger Berman Genesis Fund Institutional Class (NBGIX) has a volatility of 4.90%. This indicates that WFSPX experiences smaller price fluctuations and is considered to be less risky than NBGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| WFSPX | NBGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 4.90% | -0.66% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 11.36% | -2.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 20.75% | -2.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.84% | 19.66% | -2.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.98% | 20.19% | -2.21% |