Screener
NBSM vs DFAU
Neuberger Small-Mid Cap ETF vs Dimensional US Core Equity Market ETF
Key differences
Both NBSM and DFAU are equity ETFs. NBSM charges 0.65% a year and DFAU 0.12%. The main difference: DFAU costs 0.53% less per year.
- DFAU costs 0.53% less per year.
- DFAU is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | DFAU | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.12% |
| Fund size (AUM) | $226M | $12.2B |
| Since | 2024 | 2020 |
| Dividend yield | 0.38% | 0.90% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | +23.0% |
| CAGR 3Y | N/A | +20.4% |
| CAGR 5Y | N/A | +12.4% |
| Sharpe 3Y | N/A | 1.07 |
| Volatility 1Y | 14.98% | 12.43% |
| Max drawdown | -25.16% | -23.61% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.