Screener
NBSM vs IEFA
Neuberger Small-Mid Cap ETF vs iShares Core MSCI EAFE ETF
Key differences
Both NBSM and IEFA are equity ETFs. NBSM charges 0.65% a year and IEFA 0.07%. The main difference: NBSM follows a active selection strategy; IEFA uses index tracking.
- NBSM follows a active selection strategy; IEFA uses index tracking.
- NBSM covers North America; IEFA covers global markets excluding the US.
- IEFA costs 0.58% less per year.
- IEFA is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IEFA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | IEFA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.07% |
| Fund size (AUM) | $226M | $186.6B |
| Since | 2024 | 2012 |
| Dividend yield | 0.38% | 3.24% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +19.1% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +7.9% |
| Sharpe 3Y | N/A | 0.88 |
| Volatility 1Y | 14.92% | 15.18% |
| Max drawdown | -25.16% | -34.79% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.