Screener
BKLC vs NBSM
BNY Mellon US Large Cap Core Equity ETF vs Neuberger Small-Mid Cap ETF
Key differences
- BKLC costs 0.65% less per year.
- BKLC is significantly larger than NBSM — larger funds tend to be more liquid and less likely to close.
- BKLC follows a index tracking strategy; NBSM uses active selection.
Side-by-side comparison
| BKLC | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.00% | 0.65% |
| Fund size (AUM) | $5.3B | $228M |
| Since | 2020 | 2024 |
| Dividend yield | 1.06% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +29.3% | +10.6% |
| CAGR 3Y | +24.1% | N/A |
| CAGR 5Y | +14.4% | N/A |
| Sharpe 3Y | 1.28 | N/A |
| Volatility 1Y | 12.26% | 15.07% |
| Max drawdown | -26.14% | -25.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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