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NBSM vs RPHS

Neuberger Small-Mid Cap ETF vs Regents Park Hedged Market Strategy ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

RPHS

Regents Park Hedged Market Strategy ETF

Annual cost

0.75%

Fund size

$56M

Key differences

NBSM is an equity ETF, while RPHS is an alternative ETF. NBSM charges 0.65% a year and RPHS 0.75%.

  • NBSM is an equity fund, while RPHS is an alternative fund. They carry different risk/return profiles.
  • NBSM costs 0.10% less per year.
  • NBSM is much larger than RPHS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

NBSMRPHS
Annual cost (TER)0.65%0.75%
Fund size (AUM)$226M$56M
Since20242022
Dividend yield0.38%2.76%
Asset classequityalternative
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+7.7%+15.5%
CAGR 3YN/A+14.2%
CAGR 5YN/AN/A
Sharpe 3YN/A0.92
Volatility 1Y14.98%10.71%
Max drawdown-25.16%-15.77%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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