Screener
NBSM vs DFIS
Neuberger Small-Mid Cap ETF vs Dimensional International Small Cap ETF
Key differences
Both NBSM and DFIS are equity ETFs. NBSM charges 0.65% a year and DFIS 0.39%. The main difference: NBSM covers North America; DFIS covers global markets excluding the US.
- NBSM covers North America; DFIS covers global markets excluding the US.
- DFIS costs 0.26% less per year.
- DFIS is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | DFIS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.39% |
| Fund size (AUM) | $226M | $6.0B |
| Since | 2024 | 2022 |
| Dividend yield | 0.38% | 1.98% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | +22.8% |
| CAGR 3Y | N/A | +18.3% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.94 |
| Volatility 1Y | 14.98% | 14.85% |
| Max drawdown | -25.16% | -27.23% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.