NBCR vs DSPY
Comparison between NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF) and Tema ETF Trust S&P 500 Historical Weight ETF Strategy (DSPY, ETF).
NBCR vs DSPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBCR
$843M
DSPY
$838M
Expense Ratio
NBCR
0.29%
Winner
DSPY
0.18%
Max Drawdown
NBCR
18.23%
Winner
DSPY
12.15%
Sharpe Ratio
NBCR
1.34
Winner
DSPY
1.64
5Y Beta
NBCR
0.96
Winner
DSPY
0.90
P/E Ratio
NBCR
30.52
Winner
DSPY
28.55
Forward P/E
NBCR
21.39
Winner
DSPY
21.06
PEG Ratio
NBCR
0.59
DSPY
N/A
5Y EPS CAGR
Winner
NBCR
26.80%
DSPY
23.78%
Debt to Equity
Winner
NBCR
35.24%
DSPY
46.29%
P/S Ratio
NBCR
4.18
Winner
DSPY
3.03
P/B Ratio
NBCR
5.96
Winner
DSPY
4.81
NBCR vs DSPY - Holdings Comparison
NBCR and DSPY have 137 common holdings. Overlap is 42.38%
NBCR's top 25 holdings weight is 55.16%. DSPY's top 25 holdings weight is 35.57%.
| Rank | NBCR | DSPY |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | NVIDIA CORP (NVDA) - 4.34% |
| #2 | APPLE INC (AAPL) - 6.56% | APPLE INC (AAPL) - 3.54% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | AMAZON.COM INC (AMZN) - 2.27% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.75% | BROADCOM INC (AVGO) - 2.12% |
| #5 | AMAZON.COM INC (AMZN) - 3.91% | MICRON TECHNOLOGY INC (MU) - 1.98% |
| #6 | BROADCOM INC (AVGO) - 2.90% | MICROSOFT CORP (MSFT) - 1.98% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.89% | ADVANCED MICRO DEVICES INC (AMD) - 1.78% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | TESLA INC (TSLA) - 1.54% |
| #9 | TESLA INC (TSLA) - 1.58% | ALPHABET INC CLASS A (GOOGL) - 1.51% |
| #10 | AON PLC CLASS A (AON) - 1.53% | META PLATFORMS INC CLASS A (META) - 1.48% |
| #11 | ELI LILLY AND CO (LLY) - 1.41% | ELI LILLY AND CO (LLY) - 1.30% |
| #12 | VISA INC CLASS A (V) - 1.35% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.25% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | JPMORGAN CHASE & CO (JPM) - 1.23% |
| #14 | EXXON MOBIL CORP (XOM) - 1.22% | ALPHABET INC CLASS C (GOOG) - 1.20% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.20% | INTEL CORP (INTC) - 1.14% |
| #16 | ANALOG DEVICES INC (ADI) - 1.09% | CISCO SYSTEMS INC (CSCO) - 1.06% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.06% | EXXON MOBIL CORP (XOM) - 1.05% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.05% | JOHNSON & JOHNSON (JNJ) - 1.04% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.05% | VISA INC CLASS A (V) - 1.01% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.98% | WALMART INC (WMT) - 0.96% |
| #21 | ECHOSTAR CORP CLASS A (SATS) - 0.96% | ANALOG DEVICES INC (ADI) - 0.37% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.83% | ARISTA NETWORKS INC (ANET) - 0.37% |
| #23 | ORACLE CORP (ORCL) - 0.79% | AMGEN INC (AMGN) - 0.35% |
| #24 | THE HOME DEPOT INC (HD) - 0.78% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.35% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.78% | TJX COMPANIES INC (TJX) - 0.35% |
| Total Holdings | 209 | 467 |
NBCR vs DSPY - Historical Returns
Returns include dividend reinvestment.
1M
NBCR
+1.25%
Winner
DSPY
+2.48%
3M
NBCR
+6.19%
Winner
DSPY
+7.95%
6M
NBCR
+4.64%
Winner
DSPY
+10.13%
1Y
NBCR
+20.89%
Winner
DSPY
+25.06%
Max(CAGR)
NBCR
+16.89%
Winner
DSPY
+25.16%
NBCR vs DSPY - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBCR | DSPY |
|---|---|---|
| 2026 | +4.89% | +9.70% |
| 2025 | +18.51% | +18.46% |
| 2024 | +6.83% | N/A |
NBCR vs DSPY Drawdown Comparison
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for DSPY was -12.15%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
The current NBCR drawdown is -2.33%. The current DSPY drawdown is -2.42%.
| Rank | NBCR | DSPY |
|---|---|---|
| #1 | -18.23% Feb 19, 2025 - Jun 24, 2025 | -12.15% Apr 2, 2025 - May 12, 2025 |
| #2 | -10.35% Jan 12, 2026 - Apr 17, 2026 | -7.55% Feb 25, 2026 - Apr 14, 2026 |
| #3 | -4.95% Aug 1, 2024 - Aug 14, 2024 | -4.84% Oct 27, 2025 - Dec 10, 2025 |
| #4 | -4.88% Dec 4, 2024 - Jan 23, 2025 | -2.76% Oct 8, 2025 - Oct 24, 2025 |
| #5 | -4.51% Oct 28, 2025 - Dec 5, 2025 | -2.61% May 19, 2025 - Jun 6, 2025 |
| #6 | -4.42% Aug 30, 2024 - Sep 19, 2024 | -2.56% Jul 25, 2025 - Aug 13, 2025 |
| #7 | -2.96% Oct 14, 2024 - Nov 6, 2024 | -2.42% Jun 2, 2026 - Jun 5, 2026 |
| #8 | -2.85% Oct 6, 2025 - Oct 24, 2025 | -2.10% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -2.44% Dec 11, 2025 - Dec 23, 2025 | -1.98% Feb 2, 2026 - Feb 6, 2026 |
| #10 | -2.33% May 29, 2026 - Jun 5, 2026 | -1.87% Jan 12, 2026 - Jan 27, 2026 |
| #11 | -2.33% Jul 25, 2025 - Aug 12, 2025 | -1.74% May 14, 2026 - May 22, 2026 |
| #12 | -2.18% Jan 23, 2025 - Feb 19, 2025 | -1.45% Feb 11, 2026 - Feb 25, 2026 |
| #13 | -2.01% Nov 11, 2024 - Nov 26, 2024 | -1.31% Aug 28, 2025 - Sep 9, 2025 |
| #14 | -1.66% May 14, 2026 - May 26, 2026 | -1.18% Sep 22, 2025 - Sep 30, 2025 |
| #15 | -1.47% Dec 24, 2025 - Jan 6, 2026 | -1.17% Dec 24, 2025 - Jan 6, 2026 |
Correlation
Correlation between NBCR and DSPY is 0.97 which considered as a very strong positive correlation - the stocks move almost identically together.
0.97
-101
Dividend Comparison (2024 - 2026)
NBCR vs DSPY dividend yield comparison.
| Year | NBCR | DSPY |
|---|---|---|
| 2026 | 0.00% | 0.10% |
| 2025 | 0.45% | 0.72% |
| 2024 | 0.47% | 0.00% |
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