Screener
BCFN vs NBSM
Baron Financials ETF vs Neuberger Small-Mid Cap ETF
Key differences
- NBSM costs 0.15% less per year.
- NBSM is significantly larger than BCFN — larger funds tend to be more liquid and less likely to close.
- BCFN follows a index tracking strategy; NBSM uses active selection.
- BCFN has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| BCFN | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.80% | 0.65% |
| Fund size (AUM) | $48M | $228M |
| Since | 2019 | 2024 |
| Dividend yield | 0.00% | 0.38% |
| Asset class | equity | equity |
| Region | — | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | N/A | +10.4% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | — | 14.99% |
| Max drawdown | -20.95% | -25.16% |
Similar to BCFN and NBSM
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