Screener
RPHS vs NBSM
Regents Park Hedged Market Strategy ETF vs Neuberger Small-Mid Cap ETF
Key differences
RPHS is an alternative ETF, while NBSM is an equity ETF. RPHS charges 0.75% a year and NBSM 0.65%.
- RPHS is an alternative fund, while NBSM is an equity fund. They carry different risk/return profiles.
- NBSM costs 0.10% less per year.
- NBSM is much larger than RPHS. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| RPHS | NBSM | |
|---|---|---|
| Annual cost (TER) | 0.75% | 0.65% |
| Fund size (AUM) | $56M | $226M |
| Since | 2022 | 2024 |
| Dividend yield | 2.76% | 0.38% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | active selection | active selection |
| CAGR 1Y | +15.5% | +7.7% |
| CAGR 3Y | +14.2% | N/A |
| CAGR 5Y | N/A | N/A |
| Sharpe 3Y | 0.92 | N/A |
| Volatility 1Y | 10.71% | 14.98% |
| Max drawdown | -15.77% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.