Screener
NBSM vs USXF
Neuberger Small-Mid Cap ETF vs iShares ESG Advanced MSCI USA ETF
Key differences
Both NBSM and USXF are equity ETFs. NBSM charges 0.65% a year and USXF 0.10%. The main difference: NBSM follows a active selection strategy; USXF uses index tracking.
- NBSM follows a active selection strategy; USXF uses index tracking.
- USXF costs 0.55% less per year.
- USXF is much larger than NBSM. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| NBSM | USXF | |
|---|---|---|
| Annual cost (TER) | 0.65% | 0.10% |
| Fund size (AUM) | $226M | $1.5B |
| Since | 2024 | 2020 |
| Dividend yield | 0.38% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | +8.9% | +29.8% |
| CAGR 3Y | N/A | +26.3% |
| CAGR 5Y | N/A | +14.9% |
| Sharpe 3Y | N/A | 1.16 |
| Volatility 1Y | 14.92% | 16.82% |
| Max drawdown | -25.16% | -29.54% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.