Screener
NBSM vs SMLF
Neuberger Small-Mid Cap ETF vs iShares U.S. Small-Cap Equity Factor ETF
Key differences
Both NBSM and SMLF are equity ETFs. NBSM charges 0.65% a year and SMLF 0.15%. The main difference: NBSM follows a active selection strategy; SMLF uses index tracking.
- NBSM follows a active selection strategy; SMLF uses index tracking.
- SMLF costs 0.50% less per year.
- SMLF is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- SMLF has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | SMLF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.15% |
| Fund size (AUM) | $226M | $3.9B |
| Since | 2024 | 2015 |
| Dividend yield | 0.38% | 1.03% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +29.8% |
| CAGR 3Y | N/A | +20.8% |
| CAGR 5Y | N/A | +10.4% |
| Sharpe 3Y | N/A | 0.87 |
| Volatility 1Y | 14.92% | 17.39% |
| Max drawdown | -25.16% | -41.89% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.