FDD vs NBCR

Comparison between FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND (FDD, ETF) and NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF).

FDD vs NBCR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FDD(ETF)	NBCR(ETF)
Net Assets	$884M	$886M
Expense Ratio	0.56%	0.29%
Max Drawdown	76.57%	18.23%
Sharpe Ratio	1.72	1.31
5Y Beta	0.65	0.96
P/E Ratio	N/A	29.61
Forward P/E	N/A	20.88
PEG Ratio	N/A	0.56
5Y Dividends CAGR	7.48%	N/A
5Y EPS CAGR	N/A	26.15%
Debt to Equity	N/A	35.32%
P/S Ratio	N/A	4.14
P/B Ratio	N/A	5.96

Net Assets

FDD

$884M

Winner

NBCR

$886M

Expense Ratio

FDD

0.56%

Winner

NBCR

0.29%

Max Drawdown

FDD

76.57%

Winner

NBCR

18.23%

Sharpe Ratio

Winner

FDD

1.72

NBCR

1.31

5Y Beta

Winner

FDD

0.65

NBCR

0.96

P/E Ratio

FDD

N/A

NBCR

29.61

Forward P/E

FDD

N/A

NBCR

20.88

PEG Ratio

FDD

N/A

NBCR

0.56

5Y Dividends CAGR

FDD

7.48%

NBCR

N/A

5Y EPS CAGR

FDD

N/A

NBCR

26.15%

Debt to Equity

FDD

N/A

NBCR

35.32%

P/S Ratio

FDD

N/A

NBCR

4.14

P/B Ratio

FDD

N/A

NBCR

5.96

FDD vs NBCR - Holdings Comparison

FDD and NBCR have 1 common holdings. Overlap is 0.00%

FDD's top 25 holdings weight is 89.11%. NBCR's top 25 holdings weight is 55.16%.

Rank	FDD	NBCR
#1	LEGAL & GENERAL GROUP PLC (n/a) - 5.70%	NVIDIA CORP (NVDA) - 8.11%
#2	TELEPERFORMANCE SE (n/a) - 5.19%	APPLE INC (AAPL) - 6.56%
#3	SIGNIFY NV (n/a) - 5.02%	MICROSOFT CORP (MSFT) - 4.98%
#4	AKER BP ASA (n/a) - 4.59%	ALPHABET INC CLASS A (GOOGL) - 4.75%
#5	TAYLOR WIMPEY PLC (n/a) - 4.33%	AMAZON.COM INC (AMZN) - 3.91%
#6	INVESTEC PLC (n/a) - 4.27%	BROADCOM INC (AVGO) - 2.90%
#7	AEGON LTD (n/a) - 4.16%	ALPHABET INC CLASS C (GOOG) - 2.89%
#8	ABN AMRO BANK NV (n/a) - 3.74%	META PLATFORMS INC CLASS A (META) - 2.14%
#9	B&M EUROPEAN VALUE RETAIL PLC (n/a) - 3.61%	TESLA INC (TSLA) - 1.58%
#10	NATWEST GROUP PLC (n/a) - 3.53%	AON PLC CLASS A (AON) - 1.53%
#11	ASR NEDERLAND NV (n/a) - 3.31%	ELI LILLY AND CO (LLY) - 1.41%
#12	NN GROUP NV (n/a) - 3.30%	VISA INC CLASS A (V) - 1.35%
#13	COVIVIO SA (n/a) - 3.26%	JPMORGAN CHASE & CO (JPM) - 1.26%
#14	RIO TINTO PLC ORDINARY SHARES (n/a) - 3.19%	EXXON MOBIL CORP (XOM) - 1.22%
#15	POSTE ITALIANE SPA (n/a) - 3.14%	COSTCO WHOLESALE CORP (COST) - 1.20%
#16	HSBC HOLDINGS PLC (n/a) - 3.04%	ANALOG DEVICES INC (ADI) - 1.09%
#17	ORLEN SA (n/a) - 3.03%	ADVANCED MICRO DEVICES INC (AMD) - 1.06%
#18	VOLKSWAGEN AG PARTICIPATING PREFERRED (n/a) - 2.94%	JOHNSON & JOHNSON (JNJ) - 1.05%
#19	CREDIT AGRICOLE SA (n/a) - 2.91%	MASTERCARD INC CLASS A (MA) - 1.05%
#20	RUBIS SCA SHS FROM SPLIT (n/a) - 2.88%	LAM RESEARCH CORP (LRCX) - 0.98%
#21	SCOR SE ACT. PROV. REGPT. (n/a) - 2.87%	ECHOSTAR CORP CLASS A (SATS) - 0.96%
#22	BNP PARIBAS ACT. CAT.A (n/a) - 2.87%	TEXAS INSTRUMENTS INC (TXN) - 0.83%
#23	ING GROEP NV (n/a) - 2.82%	ORACLE CORP (ORCL) - 0.79%
#24	AGEAS SA/ NV (n/a) - 2.78%	THE HOME DEPOT INC (HD) - 0.78%
#25	MERCEDES-BENZ GROUP AG (n/a) - 2.63%	WESTERN DIGITAL CORP (WDC) - 0.78%
Total Holdings	36	209

FDD vs NBCR - Historical Returns

Returns include dividend reinvestment.

Period	FDD	NBCR
1 month	+2.43%	+0.12%
3 months	+13.92%	+9.44%
6 months	+17.76%	+5.43%
1 year	+33.46%	+19.63%
5 years(CAGR)	+11.31%	N/A
10 years(CAGR)	+10.72%	N/A
Max(CAGR)	+2.60%	+16.97%

Winner

FDD

+2.43%

NBCR

+0.12%

Winner

FDD

+13.92%

NBCR

+9.44%

Winner

FDD

+17.76%

NBCR

+5.43%

Winner

FDD

+33.46%

NBCR

+19.63%

5Y(CAGR)

FDD

+11.31%

NBCR

N/A

10Y(CAGR)

FDD

+10.72%

NBCR

N/A

Max(CAGR)

FDD

+2.60%

Winner

NBCR

+16.97%

FDD vs NBCR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	FDD	NBCR
2026	+11.74%	+5.33%
2025	+63.19%	+18.51%
2024	+0.98%	+6.83%
2023	+11.77%	N/A
2022	-16.60%	N/A
2021	+14.76%	N/A
2020	-4.96%	N/A
2019	+24.34%	N/A
2018	-9.47%	N/A
2017	+18.18%	N/A
2016	+3.66%	N/A
2015	-2.13%	N/A
2014	-0.26%	N/A
2013	+17.15%	N/A
2012	+9.83%	N/A
2011	-9.86%	N/A
2010	-1.26%	N/A
2009	+31.14%	N/A
2008	-60.17%	N/A
2007	+1.65%	N/A

FDD vs NBCR Drawdown Comparison

The maximum drawdown for FDD was -74.73%, occurring on Mar 9, 2009. Recovery took 4371 trading sessions.

The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.

The current FDD drawdown is -0.40%. The current NBCR drawdown is -1.92%.

Rank	FDD	NBCR
#1	-74.73% Oct 31, 2007 - Mar 18, 2025	-18.23% Feb 19, 2025 - Jun 24, 2025
#2	-12.90% Mar 18, 2025 - Apr 22, 2025	-10.35% Jan 12, 2026 - Apr 17, 2026
#3	-9.39% Feb 26, 2026 - Apr 13, 2026	-4.95% Aug 1, 2024 - Aug 14, 2024
#4	-5.39% Jul 23, 2025 - Aug 12, 2025	-4.88% Dec 4, 2024 - Jan 23, 2025
#5	-5.18% Sep 4, 2007 - Sep 27, 2007	-4.51% Oct 28, 2025 - Dec 5, 2025
#6	-5.10% Aug 22, 2025 - Nov 11, 2025	-4.42% Aug 30, 2024 - Sep 19, 2024
#7	-4.87% Nov 13, 2025 - Dec 2, 2025	-3.66% May 29, 2026 - Jun 10, 2026
#8	-4.69% Oct 9, 2007 - Oct 29, 2007	-2.96% Oct 14, 2024 - Nov 6, 2024
#9	-3.97% May 26, 2026 - Jun 10, 2026	-2.85% Oct 6, 2025 - Oct 24, 2025
#10	-3.62% Apr 17, 2026 - May 6, 2026	-2.44% Dec 11, 2025 - Dec 23, 2025
#11	-2.47% Jul 9, 2025 - Jul 22, 2025	-2.33% Jul 25, 2025 - Aug 12, 2025
#12	-2.43% Jan 29, 2026 - Feb 9, 2026	-2.18% Jan 23, 2025 - Feb 19, 2025
#13	-1.88% Oct 5, 2007 - Oct 9, 2007	-2.01% Nov 11, 2024 - Nov 26, 2024
#14	-1.70% Feb 9, 2026 - Feb 20, 2026	-1.66% May 14, 2026 - May 26, 2026
#15	-1.57% Oct 1, 2007 - Oct 5, 2007	-1.47% Dec 24, 2025 - Jan 6, 2026

Correlation

Correlation between FDD and NBCR is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.

0.91

-101

Dividend Comparison (2007 - 2026)

FDD vs NBCR dividend yield comparison.

Year	FDD	NBCR
2026	0.31%	0.00%
2025	3.99%	0.45%
2024	7.65%	0.47%
2023	6.85%	0.00%
2022	6.07%	0.00%
2021	3.44%	0.00%
2020	4.01%	0.00%
2019	4.69%	0.00%
2018	5.05%	0.00%
2017	2.78%	0.00%
2016	4.88%	0.00%
2015	4.35%	0.00%
2014	4.30%	0.00%
2013	3.62%	0.00%
2012	4.96%	0.00%
2011	5.58%	0.00%
2010	4.10%	0.00%
2009	3.54%	0.00%
2008	10.79%	0.00%
2007	0.80%	0.00%