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NBSM vs NUSC

Neuberger Small-Mid Cap ETF vs Nuveen ESG Small-Cap ETF

NBSM

Neuberger Small-Mid Cap ETF

Neuberger Berman

Annual cost

0.65%

Fund size

$228M

NUSC

Nuveen ESG Small-Cap ETF

Nuveen

Annual cost

0.31%

Fund size

$1.3B

Key differences

  • NUSC costs 0.34% less per year.
  • NUSC is significantly larger than NBSM — larger funds tend to be more liquid and less likely to close.
  • NBSM follows a active selection strategy; NUSC uses index tracking.
  • NUSC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

NBSMNUSC
Annual cost (TER)0.65%0.31%
Fund size (AUM)$228M$1.3B
Since20242016
Dividend yield0.38%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+10.6%+26.8%
CAGR 3YN/A+13.3%
CAGR 5YN/A+4.5%
Sharpe 3YN/A0.55
Volatility 1Y15.07%17.19%
Max drawdown-25.16%-41.49%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to NBSM and NUSC