Screener
NBSM vs NBSD
Neuberger Small-Mid Cap ETF vs Neuberger Short Duration Income ETF
Key differences
NBSM is an equity ETF, while NBSD is a fixed income ETF. NBSM charges 0.65% a year and NBSD 0.35%.
- NBSM is an equity fund, while NBSD is a fixed income fund. They carry different risk/return profiles.
- NBSM covers North America; NBSD covers global markets excluding the US.
- NBSD costs 0.30% less per year.
- NBSD is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- NBSD has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | NBSD | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.35% |
| Fund size (AUM) | $226M | $1.1B |
| Since | 2024 | 2010 |
| Dividend yield | 0.38% | 4.81% |
| Asset class | equity | fixed income |
| Region | north america | global ex us |
| Strategy | active selection | active selection |
| CAGR 1Y | +10.3% | +4.5% |
| CAGR 3Y | N/A | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | N/A | N/A |
| Volatility 1Y | 15.05% | 1.43% |
| Max drawdown | -25.16% | -2.63% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.