Screener
NBSM vs SVAL
Neuberger Small-Mid Cap ETF vs iShares US Small Cap Value Factor ETF
Key differences
Both NBSM and SVAL are equity ETFs. NBSM charges 0.65% a year and SVAL 0.20%. The main difference: NBSM follows a active selection strategy; SVAL uses index tracking.
- NBSM follows a active selection strategy; SVAL uses index tracking.
- SVAL costs 0.45% less per year.
Side-by-side comparison
| NBSM | SVAL | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.20% |
| Fund size (AUM) | $226M | $187M |
| Since | 2024 | 2020 |
| Dividend yield | 0.38% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.5% | +36.6% |
| CAGR 3Y | N/A | +20.0% |
| CAGR 5Y | N/A | +6.7% |
| Sharpe 3Y | N/A | 0.78 |
| Volatility 1Y | 14.92% | 17.89% |
| Max drawdown | -25.16% | -27.44% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.