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NBSM vs JPEF
Neuberger Small-Mid Cap ETF vs JPMorgan Equity Focus ETF
Key differences
Both NBSM and JPEF are equity ETFs. NBSM charges 0.65% a year and JPEF 0.44%. The main difference: JPEF costs 0.21% less per year.
- JPEF costs 0.21% less per year.
- JPEF is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- JPEF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | JPEF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.44% |
| Fund size (AUM) | $226M | $2.0B |
| Since | 2024 | 2011 |
| Dividend yield | 0.38% | 0.65% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +8.5% | +17.0% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.92% | 11.62% |
| Max drawdown | -25.16% | -18.09% |
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