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NBSM vs BKIE

Neuberger Small-Mid Cap ETF vs BNY Mellon International Equity ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

BKIE

BNY Mellon International Equity ETF

Annual cost

0.04%

Fund size

$1.2B

Key differences

Both NBSM and BKIE are equity ETFs. NBSM charges 0.65% a year and BKIE 0.04%. The main difference: NBSM follows a active selection strategy; BKIE uses index tracking.

  • NBSM follows a active selection strategy; BKIE uses index tracking.
  • NBSM covers North America; BKIE covers global markets excluding the US.
  • BKIE costs 0.61% less per year.
  • BKIE is much larger than NBSM. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBSMBKIE
Annual cost (TER)0.65%0.04%
Fund size (AUM)$226M$1.2B
Since20242020
Dividend yield0.38%3.23%
Asset classequityequity
Regionnorth americaglobal ex us
Strategyactive selectionindex tracking
CAGR 1Y+8.5%+20.0%
CAGR 3YN/A+17.9%
CAGR 5YN/A+8.9%
Sharpe 3YN/A0.94
Volatility 1Y14.92%14.80%
Max drawdown-25.16%-28.19%

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

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