Screener
FESM vs NBSM
Fidelity Enhanced Small Cap Core ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both FESM and NBSM are equity ETFs. FESM charges 0.28% a year and NBSM 0.65%. The main difference: FESM follows a index enhanced strategy; NBSM uses active selection.
- FESM follows a index enhanced strategy; NBSM uses active selection.
- FESM costs 0.37% less per year.
- FESM is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- FESM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FESM | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.28% | 0.65% |
| Fund size (AUM) | $5.3B | $226M |
| Since | 2007 | 2024 |
| Dividend yield | 0.53% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index enhanced | active selection |
| CAGR 1Y | +48.4% | +10.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 19.50% | 15.05% |
| Max drawdown | -26.93% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.