NBSM vs. AIVL ETF Comparison
Comparison of Neuberger Berman Small-Mid Cap ETF (NBSM) to WisdomTree U.S. AI Enhanced Value Fund (AIVL)
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
$26.42
Average Daily Volume
17,161
10
AIVL
WisdomTree U.S. AI Enhanced Value Fund
AIVL Description
WisdomTree U.S. AI Enhanced Value Fund is an exchange traded fund launched by WisdomTree Investments, Inc. It is co-managed by Voya Investment Management Co. LLC, WisdomTree Asset Management, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of companies across diversified market capitalization. It employs quantitative analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Dow Jones U.S. Select Dividend Index. It employs proprietary research to create its portfolio. WisdomTree U.S. AI Enhanced Value Fund was formed on June 16, 2006 and is domiciled in the United States.Grade (RS Rating)
Last Trade
$110.55
Average Daily Volume
2,593
100
Performance
| Period | NBSM | AIVL |
|---|---|---|
| 30 Days | 4.14% | 1.92% |
| 60 Days | 6.62% | 8.51% |
| 90 Days | 6.27% | 11.97% |
| 12 Months | 29.88% |
0 Overlapping Holdings
| Symbol | Grade | Weight in NBSM | Weight in AIVL | Overlap |
|---|
NBSM Underweight 100 Positions Relative to AIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| XOM | A | -3.78% | |
| CMCSA | B | -3.71% | |
| MDT | C | -3.47% | |
| ICE | A | -3.27% | |
| MO | D | -3.17% | |
| NDAQ | C | -3.11% | |
| OTIS | A | -3.05% | |
| ABT | C | -2.89% | |
| WY | C | -2.86% | |
| FTV | C | -2.81% | |
| RTX | A | -2.55% | |
| USB | C | -2.49% | |
| NI | A | -2.48% | |
| CME | A | -2.44% | |
| KDP | C | -2.41% | |
| A | B | -2.38% | |
| ROP | D | -2.23% | |
| TXT | F | -2.22% | |
| PPL | C | -2.19% | |
| INTC | D | -2.09% | |
| CNC | F | -1.93% | |
| TDY | A | -1.91% | |
| AMCR | C | -1.85% | |
| ORI | A | -1.71% | |
| HON | C | -1.64% | |
| PPG | D | -1.63% | |
| HWM | A | -1.21% | |
| PCG | C | -1.17% | |
| CNP | B | -1.1% | |
| HOLX | D | -1.09% | |
| PFE | D | -1.03% | |
| MMM | C | -0.98% | |
| OXY | D | -0.96% | |
| HPE | B | -0.96% | |
| LKQ | F | -0.94% | |
| JCI | C | -0.93% | |
| CSX | D | -0.82% | |
| KHC | F | -0.73% | |
| LHX | A | -0.7% | |
| RBLX | D | -0.67% | |
| SBAC | C | -0.66% | |
| QGEN | F | -0.65% | |
| WH | C | -0.65% | |
| KEYS | B | -0.65% | |
| HUN | B | -0.6% | |
| HEI | C | -0.58% | |
| NSA | D | -0.56% | |
| XP | F | -0.56% | |
| ZBH | F | -0.55% | |
| ESI | C | -0.49% | |
| BRK.A | B | -0.46% | |
| AON | A | -0.45% | |
| CVX | B | -0.45% | |
| M | D | -0.45% | |
| CNH | C | -0.43% | |
| NKE | D | -0.43% | |
| IWD | A | -0.42% | |
| HXL | F | -0.41% | |
| TECH | D | -0.34% | |
| FDS | C | -0.33% | |
| PM | D | -0.32% | |
| WFC | B | -0.31% | |
| SBUX | B | -0.3% | |
| CCL | C | -0.28% | |
| HST | D | -0.26% | |
| IEX | D | -0.26% | |
| UPS | D | -0.26% | |
| IVZ | A | -0.26% | |
| CAG | D | -0.26% | |
| ED | C | -0.26% | |
| AEE | A | -0.26% | |
| WEN | B | -0.26% | |
| EXC | C | -0.26% | |
| SRE | C | -0.26% | |
| BWA | C | -0.26% | |
| BAX | D | -0.26% | |
| REYN | D | -0.26% | |
| INCY | B | -0.25% | |
| FLO | D | -0.25% | |
| TRIP | D | -0.25% | |
| JKHY | A | -0.25% | |
| PAYX | B | -0.25% | |
| DCI | B | -0.25% | |
| BEN | F | -0.25% | |
| DOW | B | -0.25% | |
| OGE | C | -0.25% | |
| BILL | D | -0.24% | |
| GTES | C | -0.24% | |
| PINC | F | -0.24% | |
| ASH | F | -0.24% | |
| FR | D | -0.24% | |
| LNC | B | -0.24% | |
| BDX | C | -0.24% | |
| DXC | C | -0.24% | |
| GPC | D | -0.24% | |
| GNTX | D | -0.24% | |
| MOS | F | -0.23% | |
| IQV | F | -0.23% | |
| ELV | F | -0.23% | |
| GPN | F | -0.22% |
NBSM: Top Represented Industries & Keywords
AIVL: Top Represented Industries & Keywords
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