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MIGO vs NBSM

Mig Core Etf vs Neuberger Small-Mid Cap ETF

MIGO

MIG Core ETF

Annual cost

0.45%

Fund size

$758M

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

Key differences

Both MIGO and NBSM are equity ETFs. MIGO charges 0.45% a year and NBSM 0.65%. The main difference: MIGO costs 0.20% less per year.

  • MIGO costs 0.20% less per year.
  • MIGO is much larger than NBSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

MIGONBSM
Annual cost (TER)0.45%0.65%
Fund size (AUM)$758M$226M
Since20262024
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+7.7%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.98%
Max drawdown-13.38%-25.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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