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NBSM vs JMEE
Neuberger Small-Mid Cap ETF vs JPMorgan Small & Mid Cap Enhanced Equity ETF
Key differences
Both NBSM and JMEE are equity ETFs. NBSM charges 0.65% a year and JMEE 0.24%. The main difference: NBSM follows a active selection strategy; JMEE uses index enhanced.
- NBSM follows a active selection strategy; JMEE uses index enhanced.
- JMEE costs 0.41% less per year.
- JMEE is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- JMEE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | JMEE | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.24% |
| Fund size (AUM) | $226M | $2.7B |
| Since | 2024 | 1998 |
| Dividend yield | 0.38% | 0.97% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index enhanced |
| CAGR 1Y | +8.5% | +30.0% |
| CAGR 3Y | N/A | +18.5% |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | 0.83 |
| Volatility 1Y | 14.92% | 16.01% |
| Max drawdown | -25.16% | -25.40% |
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