NBTR vs SPY5YNBTRNBTRAvsBSPYSPYNeuberger Berman ETF Trust - Neuberger Total Return Bond ETF · $60MState Street SPDR S&P 500 ETF · $778BReturns · dividends in[…]3 years · per year[…] · $17,888+21.4%[…]5 years · per year[…] · $17,358+11.7%Cost and income0.94%Expense ratio$94 · $9 on $10k · lower wins0.09%5.59%12-mo yield$559 · $101 on $10k1.01%Risk · 1 year−4.4%End-of-day Nov 10, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2ANBTRNeuberger Berman ETF Trust - Neuberger Total Return Bond ETFReadDesk0.94%5.59%−0.7%−1.2%−0.5%newnew−4.4%$60MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
Both5Y2 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1BSPYState Street SPDR S&P 500 ETFReadDesk0.09%1.01%−0.4%+10.8%+13.0%+21.4%+11.7%−8.9%$777.9B2ANBTRNeuberger Berman ETF Trust - Neuberger Total Return Bond ETFReadDesk0.94%5.59%−0.7%−1.2%−0.5%newnew−4.4%$60MEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
$10,000 in NBTR, SPY5Y$10k startSPY $17.4kNov 2021Nov 2026End-of-day Nov 10, 2026 · growth of $10,000, dividends reinvested · from each fund’s start inside the window
Overlap: NBTR, SPYToday[…]holdings […]NBTRSPYNBTR—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
NBTR vs SPY5YANBTRNeuberger Berman ETF Trust - Neuberger Total Return Bond[…]vsSPYBSPDR S&P 500$17,358MeasureNBTRSPYFee0.94%0.09%Cost on $10k a year$94$9Yield5.59%1.01%5 years, per year[…]+11.7%3 years, per year[…]+21.4%Worst drop · 1Y−4.4%−8.9%Volatility · 1Y3.8%
SPYM vs SPYYTDSPDRSPYMSA+10.9%vsBSSPYSPDR+10.8%Jan 1Nov 10+10.9%+10.8%+10.9%Year to date+10.8%1.0%Yield1.0%$179BAssets$778B1–0SPYM winsEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$122BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$40.7BAssets$45.2B1–1levelEnd-of-day Nov 10, 2026
Overlap: NBTR, SPYToday[…]holdings […]NBTRSPYNBTR—[…]SPY[…]—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$465most kept, NBTRNBTR$559 − $94 = $465SPY$101 − $9 = $92KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee