NBCE vs PRTO
Comparison between NEUBERGER BERMAN CHINA EQUITY ETF (NBCE, ETF) and RCN PARETO STRATEGIC ALLOCATION ETF (PRTO, ETF).
NBCE vs PRTO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBCE
$17M
Winner
PRTO
$17M
Expense Ratio
Winner
NBCE
0.75%
PRTO
0.82%
Max Drawdown
NBCE
29.26%
Winner
PRTO
4.69%
Sharpe Ratio
NBCE
1.15
Winner
PRTO
1.75
5Y Beta
Winner
NBCE
0.46
PRTO
0.91
NBCE vs PRTO - Holdings Comparison
NBCE and PRTO have 0 common holdings. Overlap is 0.00%
NBCE's top 25 holdings weight is 116.17%. PRTO's top 25 holdings weight is 100.03%.
| Rank | NBCE | PRTO |
|---|---|---|
| #1 | YUAN RENMINBI OFFSHORE (n/a) - 60.91% | ISHARES RUSSELL 2000 ETF (IWM) - 21.61% |
| #2 | n/a (n/a) - 4.78% | SCHWAB US SMALL-CAP ETF„¢ (SCHA) - 21.46% |
| #3 | SSC GOVERNMENT MM GVMXX (n/a) - 3.67% | ABRDN PHYSICAL GOLD SHARES ETF (SGOL) - 12.31% |
| #4 | MONTAGE TECHNOLOGY CO LTD CLASS A (n/a) - 3.55% | INVESCO QQQ TRUST (QQQ) - 7.74% |
| #5 | n/a (n/a) - 3.31% | STATE STREET® SPDR® S&P 500® ETF (SPY) - 7.72% |
| #6 | CAMBRICON TECHNOLOGIES CORP LTD CLASS A (n/a) - 2.81% | SPDR® GOLD MINISHARES (GLDM) - 6.88% |
| #7 | CHINA MERCHANTS BANK CO LTD CLASS A (n/a) - 2.69% | SCHWAB US DIVIDEND EQUITY ETF„¢ (SCHD) - 5.27% |
| #8 | ZHONGJI INNOLIGHT CO LTD CLASS A (n/a) - 2.60% | SIMPLIFY MANAGED FUTURES STRATEGY ETF (CTA) - 3.41% |
| #9 | KWEICHOW MOUTAI CO LTD CLASS A (n/a) - 2.48% | STATE STREET®TECHSELSECTSPDR®ETF (XLK) - 2.51% |
| #10 | n/a (n/a) - 2.38% | VANGUARD TOTAL INTERNATIONAL STOCK ETF (VXUS) - 2.50% |
| #11 | n/a (n/a) - 2.14% | LOCKHEED MARTIN CORP (LMT) - 1.89% |
| #12 | n/a (n/a) - 2.13% | ISHARES CORE S&P SMALL-CAP ETF (IJR) - 1.22% |
| #13 | WEICHAI POWER CO LTD CLASS A (n/a) - 2.04% | EQT CORP (EQT) - 1.10% |
| #14 | CHINA YANGTZE POWER CO LTD CLASS A (n/a) - 2.02% | ISHARES CORE S&P 500 ETF (IVV) - 1.03% |
| #15 | NAURA TECHNOLOGY GROUP CO LTD CLASS A (n/a) - 1.96% | TEXAS INSTRUMENTS INC (TXN) - 0.94% |
| #16 | MIDEA GROUP CO LTD CLASS A (n/a) - 1.95% | UNION PACIFIC CORP (UNP) - 0.77% |
| #17 | LENOVO GROUP LTD (n/a) - 1.87% | LINDE PLC (LIN) - 0.71% |
| #18 | NEWAY VALVE (SUZHOU) CO LTD CLASS A (n/a) - 1.73% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.54% |
| #19 | ZHEJIANG JUHUA CO LTD CLASS A (n/a) - 1.72% | FIDELITY WISE ORIGIN BITCOIN FUND (FBTC) - 0.42% |
| #20 | BANK OF NINGBO CO LTD CLASS A (n/a) - 1.64% | N/A |
| #21 | n/a (n/a) - 1.62% | N/A |
| #22 | WUXI APPTEC CO LTD CLASS A (n/a) - 1.59% | N/A |
| #23 | SIEYUAN ELECTRIC CO LTD CLASS A (n/a) - 1.55% | N/A |
| #24 | BANK OF JIANGSU CO LTD CLASS A (n/a) - 1.54% | N/A |
| #25 | EAST MONEY INFORMATION CO LTD CLASS A (n/a) - 1.49% | N/A |
| Total Holdings | 74 | 19 |
NBCE vs PRTO - Historical Returns
Returns include dividend reinvestment.
1M
NBCE
+1.15%
Winner
PRTO
+4.81%
3M
NBCE
-5.07%
Winner
PRTO
+1.73%
6M
NBCE
+6.02%
Winner
PRTO
+12.52%
1Y
NBCE
+31.44%
PRTO
N/A
Max(CAGR)
NBCE
+19.34%
Winner
PRTO
+32.54%
NBCE vs PRTO - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | NBCE | PRTO |
|---|---|---|
| 2026 | +15.91% | +12.52% |
| 2025 | +42.46% | N/A |
| 2024 | +5.47% | N/A |
| 2023 | -2.22% | N/A |
NBCE vs PRTO Drawdown Comparison
The maximum drawdown for NBCE was -28.41%, occurring on Apr 7, 2025. Recovery took 235 trading sessions.
The maximum drawdown for PRTO was -4.69%, occurring on Jul 29, 2026. Recovery took 46 trading sessions.
The current NBCE drawdown is -13.49%. The current PRTO drawdown is -0.38%.
| Rank | NBCE | PRTO |
|---|---|---|
| #1 | -28.41% Oct 7, 2024 - Sep 16, 2025 | -4.69% Jun 2, 2026 - Aug 7, 2026 |
| #2 | -17.60% Jun 22, 2026 - Jul 20, 2026 | -2.98% May 11, 2026 - May 26, 2026 |
| #3 | -15.32% May 9, 2024 - Sep 27, 2024 | -2.45% Mar 25, 2026 - Apr 1, 2026 |
| #4 | -15.16% Nov 20, 2023 - Apr 29, 2024 | -1.38% Apr 24, 2026 - Apr 30, 2026 |
| #5 | -9.23% Feb 25, 2026 - Apr 17, 2026 | -1.31% Aug 17, 2026 - Aug 18, 2026 |
| #6 | -7.13% Oct 29, 2025 - Jan 2, 2026 | -1.22% Apr 20, 2026 - Apr 24, 2026 |
| #7 | -6.08% Oct 2, 2025 - Oct 29, 2025 | -0.88% May 6, 2026 - May 8, 2026 |
| #8 | -5.27% Oct 16, 2023 - Nov 6, 2023 | -0.73% May 1, 2026 - May 5, 2026 |
| #9 | -5.01% May 13, 2026 - May 28, 2026 | -0.39% May 26, 2026 - May 28, 2026 |
| #10 | -4.84% Jun 4, 2026 - Jun 15, 2026 | -0.35% Apr 9, 2026 - Apr 13, 2026 |
| #11 | -3.45% Jan 28, 2026 - Feb 9, 2026 | -0.27% May 28, 2026 - Jun 2, 2026 |
| #12 | -2.88% May 28, 2026 - Jun 4, 2026 | -0.14% Apr 14, 2026 - Apr 16, 2026 |
| #13 | -2.39% Nov 15, 2023 - Nov 20, 2023 | -0.10% Apr 1, 2026 - Apr 6, 2026 |
| #14 | -2.09% Nov 6, 2023 - Nov 15, 2023 | N/A |
| #15 | -1.63% Jan 12, 2026 - Jan 16, 2026 | N/A |
Correlation
Correlation between NBCE and PRTO is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
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