Compare · 2 funds side by side · dividends reinvested

NBCR and SPYM

NBCRNeuberger Berman×SPYMSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,164SPYM · best of the two

02 / 04

NBCR and SPYM, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Portfolio S&P 500 ETFLow-Cost Core · S&P 5000.02%1.06%+8.4%+9.8%+22.1%+11.4%−8.9%13.6%$182B1.1

Neuberger Berman Core Equity ETFUS Stock Styles · Large cap0.52%0.43%+4.6%+5.8%[…][…]−10.4%12.9%$848M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: NBCR 2024 · SPYM 2005

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Core Equity ETF · $848M[…]

NBCR

SPYM

State Street SPDR Portfolio S&P 500 ETF · $182B$17,164

$10,000 five years ago, dividends reinvested · they hold 68.8% in common

NBCRMeasureSPYM

+4.6%Year to dateJan 1 → Nov 5+8.4%

+5.8%1 yearTotal return+9.8%

[…]3 years · per year$10,000 became […] · $18,222+22.1%

[…]5 years · per year$10,000 became […] · $17,164+11.4%

0.52%Expense ratio$52 · $2 a year on $10k · lower is better0.02%

0.43%Trailing 12-mo yield$43 · $106 a year on $10k1.06%

−10.4%Worst dropSmaller is better−8.9%

12.9%VolatilityLower is calmer13.6%

NBCRSPYM Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5SPYM wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

NBCR vs SPYM: Top 5 Holdings

Today

NBCR

26.9%in top 5

SPYM

in top 527.7%

NBCRStockSPYM

7.2%AAPL7.7%

6.9%NVDA7.3%

6.5%MSFT6.2%

3.7%AMZN3.9%

2.6%GOOGL2.6%

Held in common68.8%

End-of-day Nov 5, 2026 · share of each fund

NBCR vs SPYM Returns, Every Period

Neuberger BermanNBCR

+5.8%

past year

SPYMSPDR

+9.8%

past year

NBCRSPYMFaded: behind in that period

0–2SPYM wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

Stocks vs Core: NBCR vs SPYM

YTD

Neuberger BermanNBCR

+4.6%

SPYMSPDR

+8.4%

+4.6%Year to date+8.4%

−10.4%Worst drop · 1Y−8.9%

12.9%Volatility · 1Y13.6%

0.4%Yield1.1%

$848MAssets$182B

3–1SPYM wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: NBCR, SPYM

Today

0.02%lowest, SPYM

FundExpense ratioFee$10k

SPYM0.02%$2

NBCR0.52%$52

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: NBCR, SPYM

1.06%highest, SPYM

FundTrailing yieldYield$10k

SPYM1.06%$106

NBCR0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$104most kept, SPYM

SPYM$106 − $2 = $104

NBCR$43 − $52 = −$9

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: NBCR, SPYM

Today

68.8%most shared, NBCR and SPYM

NBCRSPYM

NBCR—68.8%

SPYM68.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+9.8%SPYM, at 13.6% volatility

NBCRWorst drop−10.4%12.9% vol

SPYMWorst drop−8.9%13.6% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYMNBCR

+8.4%Year to date+4.6%

1.1%Yield0.4%

+9.8%Past year+5.8%

0.02%Fee0.52%

4–0SPYM wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026