Screener
NBSM vs SCZ
Neuberger Small-Mid Cap ETF vs iShares MSCI EAFE Small-Cap ETF
Key differences
Both NBSM and SCZ are equity ETFs. NBSM charges 0.65% a year and SCZ 0.40%. The main difference: NBSM follows a active selection strategy; SCZ uses index tracking.
- NBSM follows a active selection strategy; SCZ uses index tracking.
- NBSM covers North America; SCZ covers global markets excluding the US.
- SCZ costs 0.25% less per year.
- SCZ is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- SCZ has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | SCZ | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.40% |
| Fund size (AUM) | $226M | $14.9B |
| Since | 2024 | 2007 |
| Dividend yield | 0.38% | 2.95% |
| Asset class | equity | equity |
| Region | north america | global ex us |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +21.2% |
| CAGR 3Y | N/A | +16.6% |
| CAGR 5Y | N/A | +4.9% |
| Sharpe 3Y | N/A | 0.85 |
| Volatility 1Y | 14.92% | 14.68% |
| Max drawdown | -25.16% | -41.07% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.