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BKIE vs NBSM

BNY Mellon International Equity ETF vs Neuberger Small-Mid Cap ETF

BKIE

BNY Mellon International Equity ETF

Annual cost

0.04%

Fund size

$1.2B

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

Key differences

Both BKIE and NBSM are equity ETFs. BKIE charges 0.04% a year and NBSM 0.65%. The main difference: BKIE follows a index tracking strategy; NBSM uses active selection.

  • BKIE follows a index tracking strategy; NBSM uses active selection.
  • BKIE covers global markets excluding the US; NBSM covers North America.
  • BKIE costs 0.61% less per year.
  • BKIE is much larger than NBSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

BKIENBSM
Annual cost (TER)0.04%0.65%
Fund size (AUM)$1.2B$226M
Since20202024
Dividend yield3.23%0.38%
Asset classequityequity
Regionglobal ex usnorth america
Strategyindex trackingactive selection
CAGR 1Y+20.0%+8.5%
CAGR 3Y+17.9%N/A
CAGR 5Y+8.9%N/A
Sharpe 3Y0.94N/A
Volatility 1Y14.80%14.92%
Max drawdown-28.19%-25.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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