Screener
NBSM vs ESML
Neuberger Small-Mid Cap ETF vs iShares ESG Aware MSCI USA Small-Cap ETF
Key differences
Both NBSM and ESML are equity ETFs. NBSM charges 0.65% a year and ESML 0.17%. The main difference: NBSM follows a active selection strategy; ESML uses index tracking.
- NBSM follows a active selection strategy; ESML uses index tracking.
- ESML costs 0.48% less per year.
- ESML is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- ESML has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ESML | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.17% |
| Fund size (AUM) | $226M | $2.4B |
| Since | 2024 | 2018 |
| Dividend yield | 0.38% | 0.95% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +32.6% |
| CAGR 3Y | N/A | +18.0% |
| CAGR 5Y | N/A | +6.8% |
| Sharpe 3Y | N/A | 0.76 |
| Volatility 1Y | 14.92% | 16.86% |
| Max drawdown | -25.16% | -41.97% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.