Screener
NBSM vs IJR
Neuberger Small-Mid Cap ETF vs iShares Core S&P Small-Cap ETF
Key differences
Both NBSM and IJR are equity ETFs. NBSM charges 0.65% a year and IJR 0.06%. The main difference: NBSM follows a active selection strategy; IJR uses index tracking.
- NBSM follows a active selection strategy; IJR uses index tracking.
- IJR costs 0.59% less per year.
- IJR is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IJR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | IJR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $226M | $103.5B |
| Since | 2024 | 2000 |
| Dividend yield | 0.38% | 1.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +31.1% |
| CAGR 3Y | N/A | +16.1% |
| CAGR 5Y | N/A | +5.7% |
| Sharpe 3Y | N/A | 0.66 |
| Volatility 1Y | 14.92% | 17.62% |
| Max drawdown | -25.16% | -44.36% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.