NBCC vs. IBHD ETF Comparison

Comparison of Neuberger Berman Next Generation Connected Consumer ETF (NBCC) to iShares iBonds 2024 Term High Yield and Income ETF (IBHD)

NBCC

Neuberger Berman Next Generation Connected Consumer ETF

NBCC Description

Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$23.89

Average Daily Volume

210

Number of Holdings ^*

* may have additional holdings in another (foreign) market

IBHD

iShares iBonds 2024 Term High Yield and Income ETF

IBHD Description

The investment seeks to track the investment results of the Bloomberg Barclays 2024 Term High Yield and Income Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index, and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is composed of U.S. dollar-denominated, taxable, fixed-rate, high yield and BBB or equivalently rated corporate bonds scheduled to mature after December 31, 2023 and before December 15, 2024. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.17

Average Daily Volume

106,016

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	NBCC	IBHD
30 Days	-0.94%	0.37%
60 Days	3.56%	0.98%
90 Days	7.56%	1.61%
12 Months	21.38%	6.70%

2 Overlapping Holdings

	Symbol	Grade	Weight in NBCC	Weight in IBHD	Overlap
	LVS	B	3.76%	3.02%	3.02%
	TMUS	B	4.17%	2.98%	2.98%

NBCC Overweight 23 Positions Relative to IBHD

Symbol	Grade	Weight
CCL	A	5.73%
MCD	C	5.42%
HD	B	5.04%
SPOT	A	4.59%
PM	A	4.45%
ULTA	C	4.26%
ALL	C	3.82%
WIX	B	3.76%
DKNG	F	3.29%
TJX	D	3.1%
WRBY	A	3.08%
KDP	F	2.95%
NKE	F	2.92%
GOOG	A	2.83%
MTCH	C	2.45%
GE	D	2.27%
NFLX	A	2.04%
DLTR	F	1.9%
UL	D	1.43%
WMT	A	1.34%
PSMT	C	1.03%
CMG	B	0.98%
SNAP	B	0.88%

NBCC Underweight 0 Positions Relative to IBHD

	Symbol	Grade	Weight

IBHD: Top Represented Industries & Keywords

Industries: Resorts & Casinos Telecom Services