Screener
NBSM vs EGUS
Neuberger Small-Mid Cap ETF vs Ishares ESG Aware MSCI USA Growth ETF
Key differences
Both NBSM and EGUS are equity ETFs. NBSM charges 0.65% a year and EGUS 0.18%. The main difference: NBSM follows a active selection strategy; EGUS uses index tracking.
- NBSM follows a active selection strategy; EGUS uses index tracking.
- EGUS costs 0.47% less per year.
- NBSM is much larger than EGUS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | EGUS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $226M | $28M |
| Since | 2024 | 2023 |
| Dividend yield | 0.38% | 0.19% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +28.6% |
| CAGR 3Y | N/A | +26.0% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 1.11 |
| Volatility 1Y | 14.92% | 16.76% |
| Max drawdown | -25.16% | -24.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.