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BKSE vs NBSM

BNY Mellon US Small Cap Core Equity ETF vs Neuberger Small-Mid Cap ETF

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

NBSM

Neuberger Small-Mid Cap ETF

Neuberger Berman

Annual cost

0.65%

Fund size

$228M

Key differences

  • BKSE costs 0.61% less per year.
  • BKSE follows a index tracking strategy; NBSM uses active selection.

Side-by-side comparison

BKSENBSM
Annual cost (TER)0.04%0.65%
Fund size (AUM)$81M$228M
Since20202024
Dividend yield1.19%0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingactive selection
CAGR 1Y+34.8%+10.6%
CAGR 3Y+18.1%N/A
CAGR 5Y+7.0%N/A
Sharpe 3Y0.75N/A
Volatility 1Y17.76%15.07%
Max drawdown-29.08%-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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