Screener
NBSM vs DFAS
Neuberger Small-Mid Cap ETF vs Dimensional U.S. Small Cap ETF
Key differences
Both NBSM and DFAS are equity ETFs. NBSM charges 0.65% a year and DFAS 0.26%. The main difference: DFAS costs 0.39% less per year.
- DFAS costs 0.39% less per year.
- DFAS is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- DFAS has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | DFAS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.26% |
| Fund size (AUM) | $226M | $14.4B |
| Since | 2024 | 1998 |
| Dividend yield | 0.38% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | +25.0% |
| CAGR 3Y | N/A | +15.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 14.98% | 16.89% |
| Max drawdown | -25.16% | -26.13% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.