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JPEF vs NBSM
JPMorgan Equity Focus ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both JPEF and NBSM are equity ETFs. JPEF charges 0.44% a year and NBSM 0.65%. The main difference: JPEF costs 0.21% less per year.
- JPEF costs 0.21% less per year.
- JPEF is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| JPEF | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.65% |
| Fund size (AUM) | $2.0B | $226M |
| Since | 2011 | 2024 |
| Dividend yield | 0.65% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +17.0% | +8.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.62% | 14.92% |
| Max drawdown | -18.09% | -25.16% |
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