NBCR vs REZ
Comparison between NEUBERGER BERMAN CORE EQUITY ETF (NBCR, ETF) and ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF (REZ, ETF).
NBCR vs REZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
NBCR
$843M
Winner
REZ
$843M
Expense Ratio
Winner
NBCR
0.29%
REZ
0.48%
Max Drawdown
Winner
NBCR
18.23%
REZ
70.29%
Sharpe Ratio
Winner
NBCR
1.34
REZ
0.63
5Y Beta
NBCR
0.96
Winner
REZ
0.39
P/E Ratio
Winner
NBCR
30.52
REZ
40.07
Forward P/E
Winner
NBCR
21.39
REZ
41.69
PEG Ratio
NBCR
0.59
REZ
N/A
5Y Dividends CAGR
NBCR
N/A
REZ
0.88%
5Y EPS CAGR
Winner
NBCR
26.80%
REZ
6.24%
Debt to Equity
Winner
NBCR
35.24%
REZ
50.53%
P/S Ratio
Winner
NBCR
4.18
REZ
7.96
P/B Ratio
NBCR
5.96
Winner
REZ
2.60
NBCR vs REZ - Holdings Comparison
NBCR and REZ have 6 common holdings. Overlap is 0.77%
NBCR's top 25 holdings weight is 55.16%. REZ's top 25 holdings weight is 96.45%.
| Rank | NBCR | REZ |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 8.11% | WELLTOWER INC (WELL) - 23.06% |
| #2 | APPLE INC (AAPL) - 6.56% | PUBLIC STORAGE (PSA) - 8.81% |
| #3 | MICROSOFT CORP (MSFT) - 4.98% | VENTAS INC (VTR) - 7.54% |
| #4 | ALPHABET INC CLASS A (GOOGL) - 4.75% | EXTRA SPACE STORAGE INC (EXR) - 5.51% |
| #5 | AMAZON.COM INC (AMZN) - 3.91% | EQUITY RESIDENTIAL (EQR) - 4.60% |
| #6 | BROADCOM INC (AVGO) - 2.90% | AVALONBAY COMMUNITIES INC (AVB) - 4.55% |
| #7 | ALPHABET INC CLASS C (GOOG) - 2.89% | INVITATION HOMES INC (INVH) - 3.81% |
| #8 | META PLATFORMS INC CLASS A (META) - 2.14% | ESSEX PROPERTY TRUST INC (ESS) - 3.75% |
| #9 | TESLA INC (TSLA) - 1.58% | SUN COMMUNITIES INC (SUI) - 3.33% |
| #10 | AON PLC CLASS A (AON) - 1.53% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 3.25% |
| #11 | ELI LILLY AND CO (LLY) - 1.41% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 3.01% |
| #12 | VISA INC CLASS A (V) - 1.35% | HEALTHPEAK PROPERTIES INC (DOC) - 2.91% |
| #13 | JPMORGAN CHASE & CO (JPM) - 1.26% | UDR INC (UDR) - 2.67% |
| #14 | EXXON MOBIL CORP (XOM) - 1.22% | EQUITY LIFESTYLE PROPERTIES INC (ELS) - 2.60% |
| #15 | COSTCO WHOLESALE CORP (COST) - 1.20% | CAMDEN PROPERTY TRUST (CPT) - 2.41% |
| #16 | ANALOG DEVICES INC (ADI) - 1.09% | AMERICAN HOMES 4 RENT CLASS A (AMH) - 2.35% |
| #17 | ADVANCED MICRO DEVICES INC (AMD) - 1.06% | CARETRUST REIT INC (CTRE) - 1.95% |
| #18 | JOHNSON & JOHNSON (JNJ) - 1.05% | CUBESMART (CUBE) - 1.93% |
| #19 | MASTERCARD INC CLASS A (MA) - 1.05% | AMERICAN HEALTHCARE REIT INC ORDINARY SHARES (AHR) - 1.89% |
| #20 | LAM RESEARCH CORP (LRCX) - 0.98% | ALEXANDRIA REAL ESTATE EQUITIES INC (ARE) - 1.76% |
| #21 | ECHOSTAR CORP CLASS A (SATS) - 0.96% | HEALTHCARE REALTY TRUST INC (HR) - 1.42% |
| #22 | TEXAS INSTRUMENTS INC (TXN) - 0.83% | SABRA HEALTH CARE REIT INC (SBRA) - 1.09% |
| #23 | ORACLE CORP (ORCL) - 0.79% | INDEPENDENCE REALTY TRUST INC (IRT) - 0.85% |
| #24 | THE HOME DEPOT INC (HD) - 0.78% | NATIONAL HEALTH INVESTORS INC (NHI) - 0.76% |
| #25 | WESTERN DIGITAL CORP (WDC) - 0.78% | NATIONAL STORAGE AFFILIATES TRUST (NSA) - 0.64% |
| Total Holdings | 209 | 42 |
NBCR vs REZ - Historical Returns
Returns include dividend reinvestment.
1M
Winner
NBCR
+1.25%
REZ
+1.02%
3M
Winner
NBCR
+6.19%
REZ
+2.07%
6M
NBCR
+4.64%
Winner
REZ
+7.29%
1Y
Winner
NBCR
+20.89%
REZ
+12.69%
5Y(CAGR)
NBCR
N/A
REZ
+4.56%
10Y(CAGR)
NBCR
N/A
REZ
+6.84%
Max(CAGR)
Winner
NBCR
+16.89%
REZ
+7.07%
NBCR vs REZ - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | NBCR | REZ |
|---|---|---|
| 2026 | +4.89% | +9.80% |
| 2025 | +18.51% | +5.92% |
| 2024 | +6.83% | +11.32% |
| 2023 | N/A | +11.47% |
| 2022 | N/A | -27.56% |
| 2021 | N/A | +53.51% |
| 2020 | N/A | -5.33% |
| 2019 | N/A | +28.23% |
| 2018 | N/A | +4.66% |
| 2017 | N/A | +4.47% |
| 2016 | N/A | +4.24% |
| 2015 | N/A | +9.49% |
| 2014 | N/A | +35.31% |
| 2013 | N/A | -4.39% |
| 2012 | N/A | +12.79% |
| 2011 | N/A | +14.21% |
| 2010 | N/A | +33.25% |
| 2009 | N/A | +25.83% |
| 2008 | N/A | -23.84% |
| 2007 | N/A | -18.32% |
NBCR vs REZ Drawdown Comparison
The maximum drawdown for NBCR was -18.23%, occurring on Apr 8, 2025. Recovery took 86 trading sessions.
The maximum drawdown for REZ was -66.88%, occurring on Mar 5, 2009. Recovery took 987 trading sessions.
The current NBCR drawdown is -2.33%. The current REZ drawdown is -1.54%.
| Rank | NBCR | REZ |
|---|---|---|
| #1 | -18.23% Feb 19, 2025 - Jun 24, 2025 | -66.88% May 30, 2007 - Apr 28, 2011 |
| #2 | -10.35% Jan 12, 2026 - Apr 17, 2026 | -44.15% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -4.95% Aug 1, 2024 - Aug 14, 2024 | -35.03% Apr 20, 2022 - Feb 13, 2026 |
| #4 | -4.88% Dec 4, 2024 - Jan 23, 2025 | -20.19% Jul 22, 2011 - Jan 25, 2012 |
| #5 | -4.51% Oct 28, 2025 - Dec 5, 2025 | -20.10% May 21, 2013 - Aug 18, 2014 |
| #6 | -4.42% Aug 30, 2024 - Sep 19, 2024 | -17.68% Jun 26, 2017 - Aug 15, 2018 |
| #7 | -2.96% Oct 14, 2024 - Nov 6, 2024 | -15.17% Jul 22, 2016 - Jun 16, 2017 |
| #8 | -2.85% Oct 6, 2025 - Oct 24, 2025 | -13.44% Jan 27, 2015 - Dec 28, 2015 |
| #9 | -2.44% Dec 11, 2025 - Dec 23, 2025 | -12.69% Jan 5, 2016 - Mar 14, 2016 |
| #10 | -2.33% May 29, 2026 - Jun 5, 2026 | -10.79% Dec 6, 2018 - Jan 29, 2019 |
| #11 | -2.33% Jul 25, 2025 - Aug 12, 2025 | -10.37% Dec 31, 2021 - Mar 29, 2022 |
| #12 | -2.18% Jan 23, 2025 - Feb 19, 2025 | -10.00% Oct 21, 2019 - Feb 14, 2020 |
| #13 | -2.01% Nov 11, 2024 - Nov 26, 2024 | -8.76% Feb 17, 2026 - Apr 30, 2026 |
| #14 | -1.66% May 14, 2026 - May 26, 2026 | -8.22% Sep 5, 2014 - Oct 23, 2014 |
| #15 | -1.47% Dec 24, 2025 - Jan 6, 2026 | -7.79% Aug 17, 2018 - Nov 16, 2018 |
Correlation
Correlation between NBCR and REZ is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2007 - 2025)
NBCR vs REZ dividend yield comparison.
| Year | NBCR | REZ |
|---|---|---|
| 2025 | 0.45% | 2.74% |
| 2024 | 0.47% | 2.26% |
| 2023 | 0.00% | 2.94% |
| 2022 | 0.00% | 3.37% |
| 2021 | 0.00% | 1.81% |
| 2020 | 0.00% | 3.17% |
| 2019 | 0.00% | 2.90% |
| 2018 | 0.00% | 3.63% |
| 2017 | 0.00% | 3.57% |
| 2016 | 0.00% | 5.55% |
| 2015 | 0.00% | 3.18% |
| 2014 | 0.00% | 3.13% |
| 2013 | 0.00% | 3.92% |
| 2012 | 0.00% | 3.09% |
| 2011 | 0.00% | 3.12% |
| 2010 | 0.00% | 3.03% |
| 2009 | 0.00% | 3.83% |
| 2008 | 0.00% | 8.89% |
| 2007 | 0.00% | 4.58% |
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