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WSML vs NBSM

iShares MSCI World Small-Cap ETF vs Neuberger Small-Mid Cap ETF

WSML

iShares MSCI World Small-Cap ETF

Annual cost

Fund size

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$226M

Key differences

Both WSML and NBSM are equity ETFs. The main difference: WSML follows a index tracking strategy; NBSM uses active selection.

  • WSML follows a index tracking strategy; NBSM uses active selection.
  • WSML covers global markets; NBSM covers North America.

Side-by-side comparison

WSMLNBSM
Annual cost (TER)0.65%
Fund size (AUM)$226M
Since2024
Dividend yield0.38%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackingactive selection
CAGR 1Y+29.3%+8.5%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y15.25%14.92%
Max drawdown-10.70%-25.16%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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