Screener
IWB vs NBSM
iShares Russell 1000 ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both IWB and NBSM are equity ETFs. IWB charges 0.15% a year and NBSM 0.65%. The main difference: IWB follows a index tracking strategy; NBSM uses active selection.
- IWB follows a index tracking strategy; NBSM uses active selection.
- IWB costs 0.50% less per year.
- IWB is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IWB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IWB | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.15% | 0.65% |
| Fund size (AUM) | $48.9B | $226M |
| Since | 2000 | 2024 |
| Dividend yield | 0.91% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.3% | +8.5% |
| CAGR 3Y | +22.2% | N/A |
| CAGR 5Y | +12.6% | N/A |
| Sharpe 3Y | 1.17 | N/A |
| Volatility 1Y | 12.22% | 14.92% |
| Max drawdown | -34.60% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.