Screener
NBSM vs IWR
Neuberger Small-Mid Cap ETF vs iShares Russell Mid-Cap ETF
Key differences
Both NBSM and IWR are equity ETFs. NBSM charges 0.65% a year and IWR 0.18%. The main difference: NBSM follows a active selection strategy; IWR uses index tracking.
- NBSM follows a active selection strategy; IWR uses index tracking.
- IWR costs 0.47% less per year.
- IWR is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- IWR has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | IWR | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.18% |
| Fund size (AUM) | $226M | $54.8B |
| Since | 2024 | 2001 |
| Dividend yield | 0.38% | 1.16% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +19.9% |
| CAGR 3Y | N/A | +17.8% |
| CAGR 5Y | N/A | +7.7% |
| Sharpe 3Y | N/A | 0.89 |
| Volatility 1Y | 14.92% | 13.54% |
| Max drawdown | -25.16% | -40.59% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.