DSPY vs NBCR
Comparison between Tema ETF Trust S&P 500 Historical Weight ETF Strategy (DSPY, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).
DSPY vs NBCR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DSPY
$888M
NBCR
$886M
Expense Ratio
Winner
DSPY
0.18%
NBCR
0.29%
Max Drawdown
Winner
DSPY
12.15%
NBCR
18.23%
Sharpe Ratio
Winner
DSPY
1.68
NBCR
1.31
5Y Beta
Winner
DSPY
0.90
NBCR
0.96
P/E Ratio
Winner
DSPY
27.69
NBCR
29.61
Forward P/E
Winner
DSPY
20.30
NBCR
20.88
PEG Ratio
DSPY
N/A
NBCR
0.56
5Y EPS CAGR
DSPY
23.33%
Winner
NBCR
26.15%
Debt to Equity
DSPY
42.59%
Winner
NBCR
35.32%
P/S Ratio
Winner
DSPY
3.04
NBCR
4.14
P/B Ratio
Winner
DSPY
4.77
NBCR
5.96
DSPY vs NBCR - Holdings Comparison
DSPY and NBCR have 134 common holdings. Overlap is 42.46%
DSPY's top 25 holdings weight is 35.89%. NBCR's top 25 holdings weight is 55.16%.
| Rank | DSPY | NBCR |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.42% | NVIDIA CORP (NVDA) - 8.11% |
| #2 | APPLE INC (AAPL) - 3.55% | APPLE INC (AAPL) - 6.56% |
| #3 | BROADCOM INC (AVGO) - 2.38% | MICROSOFT CORP (MSFT) - 4.98% |
| #4 | MICRON TECHNOLOGY INC (MU) - 2.30% | ALPHABET INC CLASS A (GOOGL) - 4.75% |
| #5 | AMAZON.COM INC (AMZN) - 2.16% | AMAZON.COM INC (AMZN) - 3.91% |
| #6 | MICROSOFT CORP (MSFT) - 2.05% | BROADCOM INC (AVGO) - 2.90% |
| #7 | ADVANCED MICRO DEVICES INC (AMD) - 1.80% | ALPHABET INC CLASS C (GOOG) - 2.89% |
| #8 | TESLA INC (TSLA) - 1.47% | META PLATFORMS INC CLASS A (META) - 2.14% |
| #9 | META PLATFORMS INC CLASS A (META) - 1.41% | TESLA INC (TSLA) - 1.58% |
| #10 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 1.39% | AON PLC CLASS A (AON) - 1.53% |
| #11 | ALPHABET INC CLASS A (GOOGL) - 1.38% | ELI LILLY AND CO (LLY) - 1.41% |
| #12 | ELI LILLY AND CO (LLY) - 1.26% | VISA INC CLASS A (V) - 1.35% |
| #13 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.19% | JPMORGAN CHASE & CO (JPM) - 1.26% |
| #14 | JPMORGAN CHASE & CO (JPM) - 1.18% | EXXON MOBIL CORP (XOM) - 1.22% |
| #15 | CISCO SYSTEMS INC (CSCO) - 1.13% | COSTCO WHOLESALE CORP (COST) - 1.20% |
| #16 | ALPHABET INC CLASS C (GOOG) - 1.09% | ANALOG DEVICES INC (ADI) - 1.09% |
| #17 | EXXON MOBIL CORP (XOM) - 1.03% | ADVANCED MICRO DEVICES INC (AMD) - 1.06% |
| #18 | INTEL CORP (INTC) - 0.98% | JOHNSON & JOHNSON (JNJ) - 1.05% |
| #19 | JOHNSON & JOHNSON (JNJ) - 0.98% | MASTERCARD INC CLASS A (MA) - 1.05% |
| #20 | VISA INC CLASS A (V) - 0.96% | LAM RESEARCH CORP (LRCX) - 0.98% |
| #21 | THE WALT DISNEY CO (DIS) - 0.38% | ECHOSTAR CORP CLASS A (SATS) - 0.96% |
| #22 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.37% | TEXAS INSTRUMENTS INC (TXN) - 0.83% |
| #23 | ANALOG DEVICES INC (ADI) - 0.36% | ORACLE CORP (ORCL) - 0.79% |
| #24 | AMPHENOL CORP CLASS A (APH) - 0.34% | THE HOME DEPOT INC (HD) - 0.78% |
| #25 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.33% | WESTERN DIGITAL CORP (WDC) - 0.78% |
| Total Holdings | 451 | 209 |
DSPY vs NBCR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DSPY
+4.03%
NBCR
+1.50%
3M
Winner
DSPY
+13.18%
NBCR
+10.70%
6M
Winner
DSPY
+13.21%
NBCR
+7.47%
1Y
Winner
DSPY
+26.75%
NBCR
+21.62%
Max(CAGR)
Winner
DSPY
+27.47%
NBCR
+17.81%
DSPY vs NBCR - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | DSPY | NBCR |
|---|---|---|
| 2026 | +12.84% | +6.90% |
| 2025 | +18.46% | +18.51% |
| 2024 | N/A | +6.83% |
DSPY vs NBCR Drawdown Comparison
The maximum drawdown for DSPY was -12.15%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The current NBCR drawdown is -0.46%.
| Rank | DSPY | NBCR |
|---|---|---|
| #1 | -12.15% Apr 2, 2025 - May 12, 2025 | -18.23% Feb 19, 2025 - Jun 24, 2025 |
| #2 | -7.55% Feb 25, 2026 - Apr 14, 2026 | -10.35% Jan 12, 2026 - Apr 17, 2026 |
| #3 | -4.84% Oct 27, 2025 - Dec 10, 2025 | -4.95% Aug 1, 2024 - Aug 14, 2024 |
| #4 | -3.43% Jun 2, 2026 - Jun 15, 2026 | -4.88% Dec 4, 2024 - Jan 23, 2025 |
| #5 | -2.76% Oct 8, 2025 - Oct 24, 2025 | -4.51% Oct 28, 2025 - Dec 5, 2025 |
| #6 | -2.61% May 19, 2025 - Jun 6, 2025 | -4.42% Aug 30, 2024 - Sep 19, 2024 |
| #7 | -2.56% Jul 25, 2025 - Aug 13, 2025 | -3.66% May 29, 2026 - Jun 10, 2026 |
| #8 | -2.10% Dec 11, 2025 - Dec 23, 2025 | -2.96% Oct 14, 2024 - Nov 6, 2024 |
| #9 | -1.98% Feb 2, 2026 - Feb 6, 2026 | -2.85% Oct 6, 2025 - Oct 24, 2025 |
| #10 | -1.87% Jan 12, 2026 - Jan 27, 2026 | -2.44% Dec 11, 2025 - Dec 23, 2025 |
| #11 | -1.74% May 14, 2026 - May 22, 2026 | -2.33% Jul 25, 2025 - Aug 12, 2025 |
| #12 | -1.45% Feb 11, 2026 - Feb 25, 2026 | -2.18% Jan 23, 2025 - Feb 19, 2025 |
| #13 | -1.31% Aug 28, 2025 - Sep 9, 2025 | -2.01% Nov 11, 2024 - Nov 26, 2024 |
| #14 | -1.18% Sep 22, 2025 - Sep 30, 2025 | -1.66% May 14, 2026 - May 26, 2026 |
| #15 | -1.17% Dec 24, 2025 - Jan 6, 2026 | -1.47% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between DSPY and NBCR is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
DSPY vs NBCR dividend yield comparison.
| Year | DSPY | NBCR |
|---|---|---|
| 2026 | 0.10% | 0.00% |
| 2025 | 0.72% | 0.45% |
| 2024 | 0.00% | 0.47% |
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