Compare · 2 funds side by side · dividends reinvested

NBFC and SPY

NBFCNeuberger Berman×SPYSPDR×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,099SPY · best of the two

02 / 04

NBFC and SPY, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR S&P 500 ETFLow-Cost Core · S&P 5000.09%0.99%+13.3%+13.4%+24.1%+12.6%−8.9%12.9%$805B1.4

Neuberger Berman Flexible Credit Income ETFBonds & Cash · Corporate1.08%7.22%+1.7%+2.9%[…][…]−2.8%3.4%$118M1.5

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: NBFC 2024 · SPY 1993

Head to Head

Swap sides Versus in desk

Head to Head

Neuberger Berman Flexible Credit Income ETF · $118M[…]

NBFC

SPY

State Street SPDR S&P 500 ETF · $805B$17,099

$10,000 five years ago, dividends reinvested

NBFCMeasureSPY

+1.7%Year to dateJan 1 → Nov 5+13.3%

+2.9%1 yearTotal return+13.4%

[…]3 years · per year$10,000 became […] · $19,132+24.1%

[…]5 years · per year$10,000 became […] · $18,060+12.6%

1.08%Expense ratio$108 · $9 a year on $10k · lower is better0.09%

7.22%Trailing 12-mo yield$722 · $99 a year on $10k0.99%

−2.8%Worst dropSmaller is better−8.9%

3.4%VolatilityLower is calmer12.9%

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

3–3Level

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

More Ways to See the Pairs

NBFC vs SPY: Top 5 Holdings

Today

NBFC

[…]in top 5

SPY

in top 527.7%

NBFCStockSPY

not top 5AAPL7.7%

not top 5NVDA7.3%

not top 5MSFT6.2%

not top 5AMZN3.9%

not top 5GOOGL2.6%

Held in common[…]

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

NBFC vs SPY Returns, Every Period

Neuberger BermanNBFC

+2.9%

past year

SPYSPDR

+13.4%

past year

NBFCSPYFaded: behind in that period

0–2SPY wins

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

Bonds vs Core: NBFC vs SPY

YTD

Neuberger BermanNBFC

+1.7%

SPYSPDR

+13.3%

+1.7%Year to date+13.3%

−2.8%Worst drop · 1Y−8.9%

3.4%Volatility · 1Y12.9%

7.2%Yield1.0%

$118MAssets$805B

3–1NBFC wins

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

Cost, Income and Risk

Fees: NBFC, SPY

Today

0.09%lowest, SPY

FundExpense ratioFee$10k

SPY0.09%$9

NBFC1.08%$108

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

Yields: NBFC, SPY

7.22%highest, NBFC

FundTrailing yieldYield$10k

NBFC7.22%$722

SPY0.99%$99

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

Income After Fees on $10,000

$614most kept, NBFC

NBFC$722 − $108 = $614

SPY$99 − $9 = $90

KeptFee

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

Overlap: NBFC, SPY

Today

[…]holdings […]

NBFCSPY

NBFC—[…]

SPY[…]—

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

Return vs Bumpiness: 2 ETFs

+13.4%SPY, at 12.9% volatility

NBFCWorst drop−2.8%3.4% vol

SPYWorst drop−8.9%12.9% vol

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

Paid More vs Made More

YTD

NBFCSPY

+1.7%Year to date+13.3%

7.2%Yield1.0%

+2.9%Past year+13.4%

1.08%Fee0.09%

3–1SPY wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$182BAssets$805B

1–0SPYM wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 5, 2026