Screener
NBSM vs ISCB
Neuberger Small-Mid Cap ETF vs iShares Morningstar Small-Cap ETF
Key differences
Both NBSM and ISCB are equity ETFs. NBSM charges 0.65% a year and ISCB 0.04%. The main difference: NBSM follows a active selection strategy; ISCB uses index tracking.
- NBSM follows a active selection strategy; ISCB uses index tracking.
- ISCB costs 0.61% less per year.
- ISCB has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ISCB | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.04% |
| Fund size (AUM) | $226M | $275M |
| Since | 2024 | 2004 |
| Dividend yield | 0.38% | 1.27% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +28.0% |
| CAGR 3Y | N/A | +17.5% |
| CAGR 5Y | N/A | +5.6% |
| Sharpe 3Y | N/A | 0.74 |
| Volatility 1Y | 14.92% | 16.63% |
| Max drawdown | -25.16% | -44.18% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.