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NBSM vs BKSE

Neuberger Small-Mid Cap ETF vs BNY Mellon US Small Cap Core Equity ETF

NBSM

Neuberger Small-Mid Cap ETF

Neuberger Berman

Annual cost

0.65%

Fund size

$228M

BKSE

BNY Mellon US Small Cap Core Equity ETF

BNY Mellon

Annual cost

0.04%

Fund size

$81M

Key differences

  • BKSE costs 0.61% less per year.
  • NBSM follows a active selection strategy; BKSE uses index tracking.

Side-by-side comparison

NBSMBKSE
Annual cost (TER)0.65%0.04%
Fund size (AUM)$228M$81M
Since20242020
Dividend yield0.38%1.19%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.6%+34.8%
CAGR 3YN/A+18.1%
CAGR 5YN/A+7.0%
Sharpe 3YN/A0.75
Volatility 1Y15.07%17.76%
Max drawdown-25.16%-29.08%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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