NBCR vs FHEQ
Comparison between NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF) and FIDELITY HEDGED EQUITY ETF (FHEQ, ETF).
NBCR vs FHEQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
NBCR
$886M
FHEQ
$884M
Expense Ratio
Winner
NBCR
0.29%
FHEQ
0.48%
Max Drawdown
NBCR
18.23%
Winner
FHEQ
11.49%
Sharpe Ratio
NBCR
1.31
Winner
FHEQ
1.33
5Y Beta
NBCR
0.96
Winner
FHEQ
0.58
P/E Ratio
NBCR
29.61
Winner
FHEQ
26.10
Forward P/E
NBCR
20.88
Winner
FHEQ
20.27
PEG Ratio
NBCR
0.56
Winner
FHEQ
0.24
5Y EPS CAGR
NBCR
26.15%
Winner
FHEQ
29.17%
Debt to Equity
Winner
NBCR
35.32%
FHEQ
48.65%
P/S Ratio
NBCR
4.14
Winner
FHEQ
3.70
P/B Ratio
NBCR
5.96
Winner
FHEQ
5.51
NBCR vs FHEQ - Holdings Comparison
NBCR and FHEQ have 58 common holdings. Overlap is 57.67%
NBCR's top 25 holdings weight is 55.16%. FHEQ's top 25 holdings weight is 57.38%.
| Rank | NBCR | FHEQ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | NVIDIA CORP (NVDA) - 8.62% |
| #2 | APPLE INC (AAPL) - 6.56% | APPLE INC (AAPL) - 7.46% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | MICROSOFT CORP (MSFT) - 4.91% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.75% | AMAZON.COM INC (AMZN) - 4.03% |
| #5 | AMAZON.COM INC (AMZN) - 3.91% | BROADCOM INC (AVGO) - 3.78% |
| #6 | BROADCOM INC (AVGO) - 2.90% | ALPHABET INC CLASS A (GOOGL) - 3.43% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.89% | ALPHABET INC CLASS C (GOOG) - 2.55% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | MICRON TECHNOLOGY INC (MU) - 2.21% |
| #9 | TESLA INC (TSLA) - 1.58% | META PLATFORMS INC CLASS A (META) - 2.14% |
| #10 | AON PLC CLASS A (AON) - 1.53% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.78% |
| #11 | ELI LILLY AND CO (LLY) - 1.41% | JPMORGAN CHASE & CO (JPM) - 1.53% |
| #12 | VISA INC CLASS A (V) - 1.35% | ELI LILLY AND CO (LLY) - 1.50% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | FIDELITY CASH CENTRAL FUND (n/a) - 1.46% |
| #14 | EXXON MOBIL CORP (XOM) - 1.22% | TESLA INC (TSLA) - 1.28% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.20% | CISCO SYSTEMS INC (CSCO) - 1.28% |
| #16 | ANALOG DEVICES INC (ADI) - 1.09% | EXXON MOBIL CORP (XOM) - 1.14% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.06% | LAM RESEARCH CORP (LRCX) - 1.12% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.05% | MASTERCARD INC CLASS A (MA) - 1.02% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.05% | GE AEROSPACE (GE) - 1.02% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.98% | ABBVIE INC (ABBV) - 0.98% |
| #21 | ECHOSTAR CORP CLASS A (SATS) - 0.96% | MORGAN STANLEY (MS) - 0.91% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.83% | AMPHENOL CORP CLASS A (APH) - 0.84% |
| #23 | ORACLE CORP (ORCL) - 0.79% | INTEL CORP (INTC) - 0.83% |
| #24 | THE HOME DEPOT INC (HD) - 0.78% | LINDE PLC (LIN) - 0.81% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.78% | FORTINET INC (FTNT) - 0.75% |
| Total Holdings | 209 | 168 |
NBCR vs FHEQ - Historical Returns
Returns include dividend reinvestment.
1M
NBCR
+0.12%
Winner
FHEQ
+0.30%
3M
Winner
NBCR
+9.44%
FHEQ
+9.34%
6M
NBCR
+5.43%
Winner
FHEQ
+6.58%
1Y
Winner
NBCR
+19.63%
FHEQ
+17.28%
Max(CAGR)
Winner
NBCR
+16.97%
FHEQ
+14.30%
NBCR vs FHEQ - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | NBCR | FHEQ |
|---|---|---|
| 2026 | +5.33% | +6.58% |
| 2025 | +18.51% | +13.41% |
| 2024 | +6.83% | +10.57% |
NBCR vs FHEQ Drawdown Comparison
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for FHEQ was -11.12%, occurring on Apr 21, 2025. Recovery took 134 trading sessions.
The current NBCR drawdown is -1.92%. The current FHEQ drawdown is -2.49%.
| Rank | NBCR | FHEQ |
|---|---|---|
| #1 | -18.23% Feb 19, 2025 - Jun 24, 2025 | -11.12% Dec 6, 2024 - Jun 24, 2025 |
| #2 | -10.35% Jan 12, 2026 - Apr 17, 2026 | -7.77% Feb 2, 2026 - Apr 17, 2026 |
| #3 | -4.95% Aug 1, 2024 - Aug 14, 2024 | -5.40% Jul 16, 2024 - Aug 23, 2024 |
| #4 | -4.88% Dec 4, 2024 - Jan 23, 2025 | -4.31% Oct 28, 2025 - Dec 11, 2025 |
| #5 | -4.51% Oct 28, 2025 - Dec 5, 2025 | -4.09% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -4.42% Aug 30, 2024 - Sep 19, 2024 | -3.60% Aug 23, 2024 - Sep 19, 2024 |
| #7 | -3.66% May 29, 2026 - Jun 10, 2026 | -3.13% Apr 11, 2024 - May 14, 2024 |
| #8 | -2.96% Oct 14, 2024 - Nov 6, 2024 | -2.44% Oct 6, 2025 - Oct 24, 2025 |
| #9 | -2.85% Oct 6, 2025 - Oct 24, 2025 | -2.30% Dec 24, 2025 - Feb 2, 2026 |
| #10 | -2.44% Dec 11, 2025 - Dec 23, 2025 | -2.10% Oct 14, 2024 - Nov 6, 2024 |
| #11 | -2.33% Jul 25, 2025 - Aug 12, 2025 | -2.03% Nov 11, 2024 - Dec 2, 2024 |
| #12 | -2.18% Jan 23, 2025 - Feb 19, 2025 | -2.01% Dec 11, 2025 - Dec 24, 2025 |
| #13 | -2.01% Nov 11, 2024 - Nov 26, 2024 | -1.84% Jul 25, 2025 - Aug 8, 2025 |
| #14 | -1.66% May 14, 2026 - May 26, 2026 | -1.71% May 14, 2026 - May 26, 2026 |
| #15 | -1.47% Dec 24, 2025 - Jan 6, 2026 | -1.40% Aug 28, 2025 - Sep 9, 2025 |
Correlation
Correlation between NBCR and FHEQ is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2024 - 2026)
NBCR vs FHEQ dividend yield comparison.
| Year | NBCR | FHEQ |
|---|---|---|
| 2026 | 0.00% | 0.18% |
| 2025 | 0.45% | 0.63% |
| 2024 | 0.47% | 0.50% |
Select Stocks to Compare
Popular: NBCR vs SPYFHEQ vs SPY
More Comparisons
Compare with similar stocks