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XCHG vs NBSM

Ab US Equity ETF vs Neuberger Small-Mid Cap ETF

XCHG

Ab US Equity ETF

Annual cost

0.50%

Fund size

$685M

NBSM

Neuberger Small-Mid Cap ETF

Annual cost

0.65%

Fund size

$228M

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

XCHGNBSM
Annual cost (TER)0.50%0.65%
Fund size (AUM)$685M$228M
Since20252024
Dividend yield0.38%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionactive selection
CAGR 1YN/A+10.4%
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y14.99%
Max drawdown-9.67%-25.16%

Similar to XCHG and NBSM