GLRY vs. NBSM ETF Comparison
Comparison of Inspire Faithward Mid Cap Momentum ESG ETF (GLRY) to Neuberger Berman Small-Mid Cap ETF (NBSM)
GLRY
Inspire Faithward Mid Cap Momentum ESG ETF
GLRY Description
The investment seeks to maximize growth and outperform the results (before fees and expenses) of the broader U.S. midcap stock market. The fund, an actively managed exchange traded fund (ETF), invests at least 80% of its net assets plus any borrowings for investment purposes in midcap stocks. Midcap stocks are defined as stocks of companies with market capitalizations between $3 billion and $10 billion that meet the fund's environmental, social and governance (ESG) criteria.
Grade (RS Rating)
Last Trade
$29.78
Average Daily Volume
10,298
34
NBSM
Neuberger Berman Small-Mid Cap ETF
NBSM Description
NBSM focuses on capital growth primarily through investments in small- and mid-cap firms. The fund seeks out undervalued companies with strong market positions and financial health, mainly in domestic markets with a minor proportion in foreign securities. Utilizing a bottom-up analysis, the fund manager identifies organizations they believe are valued below their intrinsic worth. Key considerations include historical returns, market niche, barriers to entry, and self-financing capabilities, emphasizing companies with established business operations over speculative growth prospects. NBSM aims to capitalize on market inefficiencies and manage risks through diversification and fundamental analysis. Furthermore, the manager also takes into account ESG factors into their decision making whenever applicable, aiming for a more comprehensive evaluation of potential investments. The fund may sell a security if it underperforms, reaches a set price or when better investment opportunities arise.Grade (RS Rating)
Last Trade
$24.86
Average Daily Volume
14,096
10
Performance
| Period | GLRY | NBSM |
|---|---|---|
| 30 Days | -0.54% | -0.11% |
| 60 Days | 0.80% | -2.77% |
| 90 Days | -0.11% | -2.92% |
| 12 Months | 18.63% |
1 Overlapping Holdings
| Symbol | Grade | Weight in GLRY | Weight in NBSM | Overlap | |
|---|---|---|---|---|---|
| ATR | D | 2.82% | 2.65% | 2.65% |
GLRY Overweight 33 Positions Relative to NBSM
| Symbol | Grade | Weight | |
|---|---|---|---|
| EME | D | 4.25% | |
| UTHR | B | 3.75% | |
| WIRE | A | 3.58% | |
| CASY | B | 3.5% | |
| KD | C | 3.39% | |
| MUSA | C | 3.34% | |
| BJ | B | 3.27% | |
| EHC | B | 3.21% | |
| RGA | C | 3.21% | |
| BWXT | B | 3.12% | |
| FLS | D | 3.1% | |
| CW | C | 3.08% | |
| KBH | D | 3.02% | |
| BRC | B | 3.01% | |
| VNT | D | 2.98% | |
| ACLS | B | 2.91% | |
| KNSL | F | 2.89% | |
| OHI | B | 2.83% | |
| MSA | C | 2.82% | |
| LAMR | B | 2.81% | |
| FCN | D | 2.73% | |
| ORI | D | 2.68% | |
| GPI | D | 2.66% | |
| AN | D | 2.66% | |
| OGE | C | 2.59% | |
| SEIC | D | 2.55% | |
| CHRD | C | 2.47% | |
| ARCB | D | 2.4% | |
| DINO | D | 2.37% | |
| CHE | D | 2.32% | |
| PII | F | 2.25% | |
| TX | D | 2.2% | |
| QLYS | D | 1.98% |
GLRY: Top Represented Industries & Keywords
NBSM: Top Represented Industries & Keywords
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