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NBSM vs EPSB

Neuberger Small-Mid Cap ETF vs Harbor SMID Cap Core ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$228M

EPSB

Harbor SMID Cap Core ETF

Annual cost

0.88%

Fund size

$5M

Key differences

  • NBSM costs 0.23% less per year.
  • NBSM is significantly larger than EPSB — larger funds tend to be more liquid and less likely to close.
  • NBSM follows a active selection strategy; EPSB uses index tracking.

Side-by-side comparison

NBSMEPSB
Annual cost (TER)0.65%0.88%
Fund size (AUM)$228M$5M
Since20242025
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.4%+30.0%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.99%14.98%
Max drawdown-25.16%-8.46%

Similar to NBSM and EPSB