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NBSM vs EMPB

Neuberger Small-Mid Cap ETF vs Efficient Market Portfolio Plus ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

EMPB

Efficient Market Portfolio Plus ETF

Annual cost

2.21%

Fund size

$21M

Key differences

NBSM is an equity ETF, while EMPB is an alternative ETF. NBSM charges 0.65% a year and EMPB 2.21%.

  • NBSM is an equity fund, while EMPB is an alternative fund. They carry different risk/return profiles.
  • NBSM costs 1.56% less per year.
  • NBSM is much larger than EMPB. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBSMEMPB
Annual cost (TER)0.65%2.21%
Fund size (AUM)$226M$21M
Since20242024
Dividend yield0.38%0.77%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.7%+20.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.98%11.30%
Max drawdown-25.16%-7.55%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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