Screener
NBSM vs EPMV
Neuberger Small-Mid Cap ETF vs Harbor Mid Cap Value ETF
Key differences
- NBSM costs 0.23% less per year.
- NBSM is significantly larger than EPMV — larger funds tend to be more liquid and less likely to close.
- NBSM follows a active selection strategy; EPMV uses index tracking.
Side-by-side comparison
| NBSM | EPMV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.88% |
| Fund size (AUM) | $228M | $4M |
| Since | 2024 | 2025 |
| Dividend yield | 0.38% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.4% | +30.1% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.99% | 15.11% |
| Max drawdown | -25.16% | -8.78% |
Similar to NBSM and EPMV
Explore further