Screener
MCDS vs NBSM
JPMorgan Fundamental Data Science Mid Core ETF vs Neuberger Small-Mid Cap ETF
Key differences
Both MCDS and NBSM are equity ETFs. MCDS charges 0.35% a year and NBSM 0.65%. The main difference: MCDS costs 0.30% less per year.
- MCDS costs 0.30% less per year.
- NBSM is much larger than MCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| MCDS | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.65% |
| Fund size (AUM) | $8M | $226M |
| Since | 2024 | 2024 |
| Dividend yield | 1.08% | 0.38% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +20.1% | +8.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 13.34% | 14.92% |
| Max drawdown | -20.53% | -25.16% |
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