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NBSM vs BUSA

Neuberger Small-Mid Cap ETF vs Brandes U.S. Value ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

BUSA

Brandes U.S. Value ETF

Annual cost

0.60%

Fund size

$293M

Key differences

Both NBSM and BUSA are equity ETFs. NBSM charges 0.65% a year and BUSA 0.60%. The main difference: BUSA costs 0.05% less per year.

  • BUSA costs 0.05% less per year.

Side-by-side comparison

NBSMBUSA
Annual cost (TER)0.65%0.60%
Fund size (AUM)$226M$293M
Since20242023
Dividend yield0.38%1.48%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+10.3%+24.1%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.05%11.91%
Max drawdown-25.16%-14.19%

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

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