Screener
NBSM vs NUMV
Neuberger Small-Mid Cap ETF vs Nuveen ESG Mid-Cap Value ETF
Key differences
- NUMV costs 0.34% less per year.
- NBSM follows a active selection strategy; NUMV uses index tracking.
- NUMV has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | NUMV | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.31% |
| Fund size (AUM) | $228M | $431M |
| Since | 2024 | 2016 |
| Dividend yield | 0.38% | 1.45% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +10.6% | +23.4% |
| CAGR 3Y | N/A | +16.6% |
| CAGR 5Y | N/A | +6.2% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 15.07% | 12.62% |
| Max drawdown | -25.16% | -43.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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