Screener
NBSM vs IMCG
Neuberger Small-Mid Cap ETF vs iShares Morningstar Mid-Cap Growth ETF
Key differences
Both NBSM and IMCG are equity ETFs. NBSM charges 0.65% a year and IMCG 0.06%. The main difference: NBSM follows a active selection strategy; IMCG uses index tracking.
- NBSM follows a active selection strategy; IMCG uses index tracking.
- IMCG costs 0.59% less per year.
- IMCG is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IMCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | IMCG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $226M | $3.8B |
| Since | 2024 | 2004 |
| Dividend yield | 0.38% | 0.67% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +19.8% |
| CAGR 3Y | N/A | +18.6% |
| CAGR 5Y | N/A | +8.0% |
| Sharpe 3Y | N/A | 0.86 |
| Volatility 1Y | 14.92% | 16.00% |
| Max drawdown | -25.16% | -35.08% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.