Screener
NBSM vs SUSA
Neuberger Small-Mid Cap ETF vs iShares ESG Optimized MSCI USA ETF
Key differences
Both NBSM and SUSA are equity ETFs. NBSM charges 0.65% a year and SUSA 0.25%. The main difference: NBSM follows a active selection strategy; SUSA uses index tracking.
- NBSM follows a active selection strategy; SUSA uses index tracking.
- SUSA costs 0.40% less per year.
- SUSA is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
- SUSA has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| NBSM | SUSA | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.25% |
| Fund size (AUM) | $226M | $4.3B |
| Since | 2024 | 2005 |
| Dividend yield | 0.38% | 0.83% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +24.1% |
| CAGR 3Y | N/A | +20.8% |
| CAGR 5Y | N/A | +11.6% |
| Sharpe 3Y | N/A | 1.10 |
| Volatility 1Y | 14.92% | 12.66% |
| Max drawdown | -25.16% | -32.93% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.