Screener
NBSM vs ESGU
Neuberger Small-Mid Cap ETF vs iShares ESG Aware MSCI USA ETF
Key differences
Both NBSM and ESGU are equity ETFs. NBSM charges 0.65% a year and ESGU 0.15%. The main difference: NBSM follows a active selection strategy; ESGU uses index tracking.
- NBSM follows a active selection strategy; ESGU uses index tracking.
- ESGU costs 0.50% less per year.
- ESGU is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- ESGU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ESGU | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $226M | $17.6B |
| Since | 2024 | 2016 |
| Dividend yield | 0.38% | 0.92% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +25.7% |
| CAGR 3Y | N/A | +21.8% |
| CAGR 5Y | N/A | +12.4% |
| Sharpe 3Y | N/A | 1.14 |
| Volatility 1Y | 14.92% | 12.47% |
| Max drawdown | -25.16% | -33.87% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.