Screener
NBSM vs ESGD
Neuberger Small-Mid Cap ETF vs iShares ESG Aware MSCI EAFE ETF
Key differences
Both NBSM and ESGD are equity ETFs. NBSM charges 0.65% a year and ESGD 0.20%. The main difference: NBSM follows a active selection strategy; ESGD uses index tracking.
- NBSM follows a active selection strategy; ESGD uses index tracking.
- NBSM covers North America; ESGD covers global markets excluding the US.
- ESGD costs 0.45% less per year.
- ESGD is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- ESGD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ESGD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $226M | $11.7B |
| Since | 2024 | 2016 |
| Dividend yield | 0.38% | 3.31% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +18.3% |
| CAGR 3Y | N/A | +15.9% |
| CAGR 5Y | N/A | +7.8% |
| Sharpe 3Y | N/A | 0.81 |
| Volatility 1Y | 14.92% | 15.46% |
| Max drawdown | -25.16% | -33.70% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.