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NBSM vs LCDS
Neuberger Small-Mid Cap ETF vs JPMorgan Fundamental Data Science Large Core ETF
Key differences
Both NBSM and LCDS are equity ETFs. NBSM charges 0.65% a year and LCDS 0.30%. The main difference: NBSM follows a active selection strategy; LCDS uses index tracking.
- NBSM follows a active selection strategy; LCDS uses index tracking.
- LCDS costs 0.35% less per year.
- NBSM is much larger than LCDS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | LCDS | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.30% |
| Fund size (AUM) | $226M | $16M |
| Since | 2024 | 2024 |
| Dividend yield | 0.38% | 0.88% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +24.8% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 14.92% | 11.93% |
| Max drawdown | -25.16% | -17.83% |
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