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LCDS vs NBSM
JPMorgan Fundamental Data Science Large Core ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both LCDS and NBSM are equity ETFs. LCDS charges 0.30% a year and NBSM 0.65%. The main difference: LCDS follows a index tracking strategy; NBSM uses active selection.
- LCDS follows a index tracking strategy; NBSM uses active selection.
- LCDS costs 0.35% less per year.
- NBSM is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| LCDS | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.65% |
| Fund size (AUM) | $16M | $226M |
| Since | 2024 | 2024 |
| Dividend yield | 0.88% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +24.8% | +8.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 11.93% | 14.92% |
| Max drawdown | -17.83% | -25.16% |
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