Screener
NBSM vs DMXF
Neuberger Small-Mid Cap ETF vs iShares ESG Advanced MSCI EAFE Index ETF
Key differences
Both NBSM and DMXF are equity ETFs. NBSM charges 0.65% a year and DMXF 0.12%. The main difference: NBSM follows a active selection strategy; DMXF uses index tracking.
- NBSM follows a active selection strategy; DMXF uses index tracking.
- NBSM covers North America; DMXF covers global markets excluding the US.
- DMXF costs 0.53% less per year.
- DMXF is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | DMXF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.12% |
| Fund size (AUM) | $226M | $1.1B |
| Since | 2024 | 2020 |
| Dividend yield | 0.38% | 4.36% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +17.1% |
| CAGR 3Y | N/A | +14.7% |
| CAGR 5Y | N/A | +6.6% |
| Sharpe 3Y | N/A | 0.70 |
| Volatility 1Y | 14.92% | 16.45% |
| Max drawdown | -25.16% | -34.52% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.