Screener
NBSM vs ISCG
Neuberger Small-Mid Cap ETF vs iShares Morningstar Small-Cap Growth ETF
Key differences
Both NBSM and ISCG are equity ETFs. NBSM charges 0.65% a year and ISCG 0.06%. The main difference: NBSM follows a active selection strategy; ISCG uses index tracking.
- NBSM follows a active selection strategy; ISCG uses index tracking.
- ISCG costs 0.59% less per year.
- ISCG is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- ISCG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ISCG | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $226M | $965M |
| Since | 2024 | 2004 |
| Dividend yield | 0.38% | 0.56% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +27.5% |
| CAGR 3Y | N/A | +17.6% |
| CAGR 5Y | N/A | +4.8% |
| Sharpe 3Y | N/A | 0.72 |
| Volatility 1Y | 14.92% | 18.35% |
| Max drawdown | -25.16% | -41.48% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.