Screener
NBSM vs IWP
Neuberger Small-Mid Cap ETF vs iShares Russell Mid-Cap Growth ETF
Key differences
Both NBSM and IWP are equity ETFs. NBSM charges 0.65% a year and IWP 0.23%. The main difference: NBSM follows a active selection strategy; IWP uses index tracking.
- NBSM follows a active selection strategy; IWP uses index tracking.
- IWP costs 0.42% less per year.
- IWP is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IWP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | IWP | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.23% |
| Fund size (AUM) | $226M | $20.5B |
| Since | 2024 | 2001 |
| Dividend yield | 0.38% | 0.33% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +4.0% |
| CAGR 3Y | N/A | +15.8% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 0.67 |
| Volatility 1Y | 14.92% | 16.71% |
| Max drawdown | -25.16% | -38.62% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.