NBCR vs FDMO
Comparison between NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF) and FIDELITY MOMENTUM FACTOR ETF (FDMO, ETF).
NBCR vs FDMO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBCR
$843M
FDMO
$842M
Expense Ratio
NBCR
0.29%
Winner
FDMO
0.15%
Max Drawdown
Winner
NBCR
18.23%
FDMO
34.17%
Sharpe Ratio
Winner
NBCR
1.34
FDMO
1.31
5Y Beta
Winner
NBCR
0.96
FDMO
1.17
P/E Ratio
Winner
NBCR
30.52
FDMO
33.19
Forward P/E
Winner
NBCR
21.39
FDMO
23.22
PEG Ratio
NBCR
0.59
Winner
FDMO
0.42
5Y Dividends CAGR
NBCR
N/A
FDMO
9.85%
5Y EPS CAGR
NBCR
26.80%
Winner
FDMO
28.97%
Debt to Equity
NBCR
35.24%
Winner
FDMO
30.24%
P/S Ratio
Winner
NBCR
4.18
FDMO
4.44
P/B Ratio
NBCR
5.96
Winner
FDMO
5.94
NBCR vs FDMO - Holdings Comparison
NBCR and FDMO have 53 common holdings. Overlap is 50.09%
NBCR's top 25 holdings weight is 55.16%. FDMO's top 25 holdings weight is 58.45%.
| Rank | NBCR | FDMO |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | NVIDIA CORP (NVDA) - 8.79% |
| #2 | APPLE INC (AAPL) - 6.56% | APPLE INC (AAPL) - 7.38% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | ALPHABET INC CLASS A (GOOGL) - 6.19% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.75% | AMAZON.COM INC (AMZN) - 3.80% |
| #5 | AMAZON.COM INC (AMZN) - 3.91% | BROADCOM INC (AVGO) - 3.74% |
| #6 | BROADCOM INC (AVGO) - 2.90% | MICRON TECHNOLOGY INC (MU) - 2.40% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.89% | META PLATFORMS INC CLASS A (META) - 2.22% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | TESLA INC (TSLA) - 1.79% |
| #9 | TESLA INC (TSLA) - 1.58% | ELI LILLY AND CO (LLY) - 1.75% |
| #10 | AON PLC CLASS A (AON) - 1.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.73% |
| #11 | ELI LILLY AND CO (LLY) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.58% |
| #12 | VISA INC CLASS A (V) - 1.35% | LAM RESEARCH CORP (LRCX) - 1.48% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | SANDISK CORP ORDINARY SHARES (SNDK) - 1.47% |
| #14 | EXXON MOBIL CORP (XOM) - 1.22% | APPLIED MATERIALS INC (AMAT) - 1.43% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.20% | JOHNSON & JOHNSON (JNJ) - 1.33% |
| #16 | ANALOG DEVICES INC (ADI) - 1.09% | KLA CORP (KLAC) - 1.26% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.06% | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.25% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.05% | WESTERN DIGITAL CORP (WDC) - 1.20% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.05% | CORNING INC (GLW) - 1.20% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.98% | EXXON MOBIL CORP (XOM) - 1.18% |
| #21 | ECHOSTAR CORP CLASS A (SATS) - 0.96% | COHERENT CORP (COHR) - 1.13% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.83% | WALMART INC (WMT) - 1.09% |
| #23 | ORACLE CORP (ORCL) - 0.79% | CIENA CORP (CIEN) - 1.07% |
| #24 | THE HOME DEPOT INC (HD) - 0.78% | LUMENTUM HOLDINGS INC (LITE) - 1.01% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.78% | n/a (n/a) - 0.98% |
| Total Holdings | 209 | 139 |
NBCR vs FDMO - Historical Returns
Returns include dividend reinvestment.
1M
NBCR
+1.25%
Winner
FDMO
+1.43%
3M
NBCR
+6.19%
Winner
FDMO
+11.85%
6M
NBCR
+4.64%
Winner
FDMO
+9.42%
1Y
NBCR
+20.89%
Winner
FDMO
+28.29%
5Y(CAGR)
NBCR
N/A
FDMO
+15.38%
10Y(CAGR)
NBCR
N/A
FDMO
+15.48%
Max(CAGR)
Winner
NBCR
+16.89%
FDMO
+15.48%
NBCR vs FDMO - Annual Returns (2016 - 2026)
Returns include dividend reinvestment.
| Year | NBCR | FDMO |
|---|---|---|
| 2026 | +4.89% | +9.87% |
| 2025 | +18.51% | +21.00% |
| 2024 | +6.83% | +34.43% |
| 2023 | N/A | +25.71% |
| 2022 | N/A | -19.61% |
| 2021 | N/A | +23.81% |
| 2020 | N/A | +20.80% |
| 2019 | N/A | +25.42% |
| 2018 | N/A | -4.72% |
| 2017 | N/A | +23.58% |
| 2016 | N/A | +1.88% |
NBCR vs FDMO Drawdown Comparison
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for FDMO was -33.93%, occurring on Mar 23, 2020. Recovery took 115 trading sessions.
The current NBCR drawdown is -2.33%. The current FDMO drawdown is -4.39%.
| Rank | NBCR | FDMO |
|---|---|---|
| #1 | -18.23% Feb 19, 2025 - Jun 24, 2025 | -33.93% Feb 19, 2020 - Aug 3, 2020 |
| #2 | -10.35% Jan 12, 2026 - Apr 17, 2026 | -25.44% Nov 8, 2021 - Dec 27, 2023 |
| #3 | -4.95% Aug 1, 2024 - Aug 14, 2024 | -21.88% Feb 18, 2025 - Jun 24, 2025 |
| #4 | -4.88% Dec 4, 2024 - Jan 23, 2025 | -21.72% Oct 1, 2018 - Jun 10, 2019 |
| #5 | -4.51% Oct 28, 2025 - Dec 5, 2025 | -12.22% Jan 28, 2026 - Apr 17, 2026 |
| #6 | -4.42% Aug 30, 2024 - Sep 19, 2024 | -12.15% Feb 12, 2021 - Apr 26, 2021 |
| #7 | -2.96% Oct 14, 2024 - Nov 6, 2024 | -10.43% Jan 26, 2018 - Jun 4, 2018 |
| #8 | -2.85% Oct 6, 2025 - Oct 24, 2025 | -10.22% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -2.44% Dec 11, 2025 - Dec 23, 2025 | -9.90% Sep 2, 2020 - Oct 12, 2020 |
| #10 | -2.33% May 29, 2026 - Jun 5, 2026 | -8.92% Oct 13, 2020 - Nov 30, 2020 |
| #11 | -2.33% Jul 25, 2025 - Aug 12, 2025 | -7.65% Apr 27, 2021 - Jun 25, 2021 |
| #12 | -2.18% Jan 23, 2025 - Feb 19, 2025 | -7.34% Oct 29, 2025 - Jan 5, 2026 |
| #13 | -2.01% Nov 11, 2024 - Nov 26, 2024 | -6.89% Mar 21, 2024 - May 9, 2024 |
| #14 | -1.66% May 14, 2026 - May 26, 2026 | -6.70% Jul 15, 2019 - Dec 20, 2019 |
| #15 | -1.47% Dec 24, 2025 - Jan 6, 2026 | -5.58% Sep 3, 2021 - Oct 21, 2021 |
Correlation
Correlation between NBCR and FDMO is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2016 - 2026)
NBCR vs FDMO dividend yield comparison.
| Year | NBCR | FDMO |
|---|---|---|
| 2026 | 0.00% | 0.13% |
| 2025 | 0.45% | 0.61% |
| 2024 | 0.47% | 0.90% |
| 2023 | 0.00% | 0.87% |
| 2022 | 0.00% | 1.19% |
| 2021 | 0.00% | 0.60% |
| 2020 | 0.00% | 0.77% |
| 2019 | 0.00% | 1.23% |
| 2018 | 0.00% | 1.22% |
| 2017 | 0.00% | 1.09% |
| 2016 | 0.00% | 0.45% |
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