Screener
NBSD vs NBSM
Neuberger Short Duration Income ETF vs Neuberger Small-Mid Cap ETF
Key differences
NBSD is a fixed income ETF, while NBSM is an equity ETF. NBSD charges 0.35% a year and NBSM 0.65%.
- NBSD is a fixed income fund, while NBSM is an equity fund. They carry different risk/return profiles.
- NBSD covers global markets excluding the US; NBSM covers North America.
- NBSD costs 0.30% less per year.
- NBSD is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- NBSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSD | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.65% |
| Fund size (AUM) | $1.1B | $226M |
| Since | 2010 | 2024 |
| Dividend yield | 4.81% | 0.38% |
| Asset class | fixed income | equity |
| Region | global ex us | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +4.5% | +10.3% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 1.43% | 15.05% |
| Max drawdown | -2.63% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.