Screener
NBSM vs DFSV
Neuberger Small-Mid Cap ETF vs Dimensional US Small Cap Value ETF
Key differences
Both NBSM and DFSV are equity ETFs. NBSM charges 0.65% a year and DFSV 0.30%. The main difference: DFSV costs 0.35% less per year.
- DFSV costs 0.35% less per year.
- DFSV is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | DFSV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.30% |
| Fund size (AUM) | $226M | $7.6B |
| Since | 2024 | 2022 |
| Dividend yield | 0.38% | 1.42% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +7.7% | +33.0% |
| CAGR 3Y | N/A | +17.9% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 14.98% | 17.57% |
| Max drawdown | -25.16% | -28.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.