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NBSM vs XCHG

Neuberger Small-Mid Cap ETF vs Ab US Equity ETF

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$228M

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$685M

Key differences

  • XCHG costs 0.15% less per year.
  • XCHG is significantly larger than NBSM — larger funds tend to be more liquid and less likely to close.

Side-by-side comparison

NBSMXCHG
Annual cost (TER)0.65%0.50%
Fund size (AUM)$228M$685M
Since20242025
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1Y+10.4%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.99%
Max drawdown-25.16%-9.67%

Similar to NBSM and XCHG