Screener
NBSM vs ISCV
Neuberger Small-Mid Cap ETF vs iShares Morningstar Small-Cap Value ETF
Key differences
Both NBSM and ISCV are equity ETFs. NBSM charges 0.65% a year and ISCV 0.06%. The main difference: NBSM follows a active selection strategy; ISCV uses index tracking.
- NBSM follows a active selection strategy; ISCV uses index tracking.
- ISCV costs 0.59% less per year.
- ISCV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | ISCV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.06% |
| Fund size (AUM) | $226M | $659M |
| Since | 2024 | 2004 |
| Dividend yield | 0.38% | 1.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +28.2% |
| CAGR 3Y | N/A | +17.3% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.73 |
| Volatility 1Y | 14.92% | 16.30% |
| Max drawdown | -25.16% | -51.56% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.