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NBSM vs BSVO

Neuberger Small-Mid Cap ETF vs EA Bridgeway Omni Small-Cap Value ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

Key differences

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

  • BSVO costs 0.20% less per year.
  • BSVO is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
  • BSVO has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSMBSVO
Annual cost (TER)0.65%0.45%
Fund size (AUM)$226M$2.3B
Since20242010
Dividend yield0.38%1.28%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+8.5%+43.4%
CAGR 3YN/A+21.0%
CAGR 5YN/AN/A
Sharpe 3YN/A0.82
Volatility 1Y14.92%18.90%
Max drawdown-25.16%-28.67%

Similar to NBSM and BSVO