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NBSM vs IEUS

Neuberger Small-Mid Cap ETF vs iShares MSCI Europe Small-Cap ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

IEUS

iShares MSCI Europe Small-Cap ETF

Annual cost

0.41%

Fund size

$185M

Key differences

Both NBSM and IEUS are equity ETFs. NBSM charges 0.65% a year and IEUS 0.41%. The main difference: NBSM follows a active selection strategy; IEUS uses index tracking.

  • NBSM follows a active selection strategy; IEUS uses index tracking.
  • NBSM covers North America; IEUS covers Europe.
  • IEUS costs 0.24% less per year.
  • IEUS has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSMIEUS
Annual cost (TER)0.65%0.41%
Fund size (AUM)$226M$185M
Since20242007
Dividend yield0.38%2.95%
Asset classequityequity
Regionnorth americaeurope
Strategyactive selectionindex tracking
CAGR 1Y+8.5%+11.7%
CAGR 3YN/A+14.6%
CAGR 5YN/A+2.7%
Sharpe 3YN/A0.64
Volatility 1Y14.92%16.11%
Max drawdown-25.16%-44.86%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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