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NBGX vs NBSM
Neuberger Growth ETF vs Neuberger Small-Mid Cap ETF
Key differences
- NBGX costs 0.21% less per year.
- NBSM is significantly larger than NBGX — larger funds tend to be more liquid and less likely to close.
- NBGX is classified as alternative, while NBSM is equity — different risk/return profiles.
- NBGX follows a option income strategy; NBSM uses active selection.
Side-by-side comparison
| NBGX | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.44% | 0.65% |
| Fund size (AUM) | $14M | $228M |
| Since | 2024 | 2024 |
| Dividend yield | 0.27% | 0.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | active selection |
| CAGR 1Y | +21.1% | +10.6% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.30% | 15.07% |
| Max drawdown | -21.55% | -25.16% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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